Jim Kramer here to share with you a sample of my take on the market from today's

CNBC Investing Club morning meeting.

I continue to come back to the fact that interest rates are not going higher.

That's bullish for us.

In particular, it's bullish for a stock like Salesforce, which has a high multiple, not really high.

Gave a great analyst meeting yesterday and refuted

what the bears have been saying.

Just be very specific, the bears have been saying that as you bring in Salesforce, agent

force, you are able to lay off people who work with legacy Salesforce because that's

a business that relies on how many people you have working with it.

And both, it was refuted.

It beautifully refuted.

And therefore, they're going to have double-digit growth with Agenix doing it.

This was my biggest worry was that you were not going to see any gains from Agenix. The opposite.

Agent Force is going to begin to produce double-entics. The opposite, Asian force is going

to begin to produce double-digit growth for Salesforce in the next 12, 18 months. That's causing

the bears to cover. That was not what they thought. Really important story, Jeff. Really important

story. It's a good reason why you stick with value versus where we sold, although lucratively

AMD and Google, not

lucidively Oracle, you have to stick with these things that you think are going to be real

value. And that's what happened here. We stuck with it, and I think we're going to have to

stick with it because it's not as bad as it was. Yeah, there's a lot of encouraging information that came out from that analyst event last night.

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