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

morning meeting.

This was a beat across the board, one of the finest companies and the market were up.

This thing would be up even more.

Yes, search very strong, two quarters in a row of revenue growth acceleration. A lot of retail

was one of the strong markets that they pointed out that dollar is moving to the digital

advertising space. YouTube, finally good, up 4% after two quarters of decline. Right there. Cloud was a

beat. Repurched $15 billion to stock shirt, cap X rising to support all those

AI initiatives. But I would say of the Magnificent 7, this probably had the lowest bar into the print,

only 20 times earning. Right. Gigantic free cash flow. Remember, YouTube does not have a cost

of acquisition, which is remarkable. And the NFL Sunday ticket was not even mentioned yet, just in one brief mention. And that is going to be a huge driver of traffic, especially with fantasy being a fourth quarter business. You have to watch games to the end. They bought that, and it's now available for YouTube TV. Did you sign up yet? There's a discount. I did as soon as... I wanted the discount Yeah, of course. I got to find a way to watch the Eagles living in New York. What about Ruth Porat transitioning from CFO? Ruth is a favorite because she was a cost cutter, but that seems to have evaporated, although this quarter of costs for below. She said they're going to go up. She'll be working on, she's president.

She'll be working on investments. They have a great number of investments that have not really panned out. So I think there's upside there. But we do need a good disciplinarian CFO. Yeah, I do wonder if they, whoever they choose to take over. And she's staying with the company, by the way, president, chief investment officer, going to I'm sure have a big role in their AI future but I do wonder if the new CFO that they

do eventually hire will they be as aggressive with cash with cutting costs kind of

like what meta has been over the past year I don't know I mean you've got it's a

question it's a great question you know it's good play to transition to another CFO, Amy Hood, who basically took the stock of Microsoft down big. The stock was up to it, then it's reversed. It's down 14 from here. And I happen to think, as I've been saying on my Twitter account, let the people sell. See, this is, this, you have to get, when you have a stock like this, this is giant sellers who went out.

But are they as informed as our note last night?

No.

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