I'm Jim Kramer and you're about to hear a sample taken directly from today's

CMEC Investing Club morning meeting.

Jim, you kind of still, you described it earlier in the week as a flop and chop.

Yeah.

Still kind of playing out.

Every day in the S&P so far this week has kind of been this muted action.

There's a lot of red.

A lot of red on your screen.

No, absolutely. And we're still kind of dig this muted action. There's a lot of red. A lot of red on your screen. No, absolutely.

And we're still kind of digesting the recent rally.

S&P oscillator, still a little overbought.

So some of those dynamics still at play.

At the same time, we have to recognize that individual situations like Salesforce, which we own,

like CrowdStrike, like Palo Alto, which we own, like Snowflake.

These are the stocks that today are powering.

Now, remember, that's kind of what I used to call a major chord and minor court.

It's a minor chord. The major court is the rebirth of a lot of, say, the Russell, the Russell 2000.

People are looking at these stocks that have been left for dead.

For sure. And in the meantime, these are AI. This is just a combination of things which

Salesforce happened to have, whether it be a Mulesoft, Tableau, Slack. They all came together

in the data cloud, which Mark is very good in depth at selling when people are trying to figure out, look, I got to get AI.

They go to Salesforce and they go to Service Now, because those are the companies that they're used to getting answers from.

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