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

Investing Club warning meeting.

I do want to turn back to the debate.

Well, if there was any winner last night from it, it seems to be the solar stocks.

Maybe perhaps you had Trump say that he liked solar.

It was in the middle of a rant.

But then also we know Vice President Harris is in favor of renewable energy.

So next tracker, finally, because it's been brutal.

Yeah.

Oh, no, it's been horrible.

And I've talked to Shug and trying to figure out what's going on and Hal could just have such a misquorder when all it really happened was they pushed out things. And I came away thinking, okay, if Trump wins, this is a loser. And if Kamala wins, it's a winner. And I don't want it to be that. They actually make money. They have a real business. It is not like any of the other solar stocks, but it's being treated as just another flyby night solar.

And you know that's not true.

No, well, certainly with the rate cuts coming, interest rates are a big increases.

They're all purchased on financing these big solar utility scale solar projects.

So lower rates will help.

And also some, you know, some election certainty you might get a normalization here. Remember, what this does, I think people have gotten

away from this. What this does is make solar fields more efficient. Right. That is just the

classic case of a what you want. It's like a pick and shovel. Yeah shovel of gold rush. Maximizing yield. Yeah, we did not buy it because we thought that solar was necessarily the hope of the future. We bought it because we think that solar is going to be 25% of the pastiche that is our country in 2030. That's what everybody agrees. But there are two ways to do it. You have to build a lot of fields and you have to get more out of the fields. This isn't about getting more on the fields. That's what it is. Certainly we know electricity demands are going to be increasing from all those data centers, especially when you had Oracle the other day, talk about, you know, 1,000 to 2,000 more data centers. Let's go back to the bank. So they got crushed yesterday after JPMorgan's C.O basically said 2025 estimates are

too optimistic, a little bit too optimistic.

I come back and say, okay, look, I did have some support with him this morning, but on

squawk of the street.

But it's not possible to predict 2025.

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