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

CBC Investing Club morning meeting.

Well, you talked about working furiously on the call Wednesday, but I know you were also

working furiously over the weekend on the store you put out yesterday, which kind of

examines Super Micro.

Right.

Well, we just felt 23% last Friday. I think that Super Micro, fell 23% last Friday.

I think that Super Micro, oh, wow, was the market.

Now, look, this is nowhere near as proprietary as Blackwell or Grace Hopper.

Invidia products.

Yeah, and it is an integrator.

I mean, if you look at Dell, look at Broadcom, Brocom's been down badly, but Dell has not been down that much.

I just think that this is a company that should never have been here.

Okay.

But it continued to pre-announce over and over again.

People got very excited about pre-announcement process.

And so when they announced their earnings date without a pre-announcement ahead of that, people got scared, they sold it. But also back to the

bonds for a minute, you keep pointing out March 8th as a key date. That was the February payroll number.

And wage growth did moderate, but unemployment still, you know, still arguably too low, where the Fed has to worry.

I mean, there's just no, I mean, to me that that number said there's no need for cuts, because we are growing this economy like, man.

And I mean, there's a lot, way too much emphasis on even what the, on what the Fed says is a chosen number, which is Friday,

because you can't get a weak Friday number until you have unemployment.

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