Hey, it's Kramer, and this is my morning take on the market from today's CNBC Investing Club

morning meeting.

Yesterday there was this broadening out.

You had rallies in other areas, some profit taking in tech.

It does seem to be that they're coming back for tech today.

And that's what we do.

Whether it's in Vidia or even, you know, it's not tech, but that's put Eli Lilly in that group as well. Finished down yesterday despite a big Mujaro number. That was wrong because if you take a look, the analysts were very critical of Lilly in the Coms School saying, how can you spring this Nash on us? Now remember, this is that non-accoholic problem with your liver, which does kill a lot of people. It's often fatal.

And the reason why they did it was he said, listen, this was phase two data. We just got the data.

And it's so great. We felt like we had to disclose it. Yeah, there was a funny moment on the call

where they were like an analyst, SMR it is like, why aren't you going further? Is it? Because

perhaps you have a better

molecule? Remember, they are working on a more effective trezepotide. That's still in trial.

So a lot of questions around that, but a very confident conference call, I would say.

You know, having done some work with the FDA because my job with American Migrant Foundation, the American Brain Foundation, you have to understand that when you have a really bad illness, okay, and you have good phase two data, you cannot wait. You've got to, they might want to bust the trial and just say, listen, we've got to start giving people this. So you have cyber roaring today. That's Palo Alto, after some better than expecting numbersinette and Tenable. And how about this? So 22, 23, every time Snap Inc. reported

a bad number. You had Big Sellus in Meta, big sellus in Alphabet. Today it's the

opposite. Snap horrible meta strong day today.

Now meta is people have to understand that what you have to understand

that when you work at a network like we do, the product is the Chicago Fire and the cop shows.

That's the product. Okay. And the advertisers have rebelled against that. When you're going to Facebook

or Instagram, you're the product and the advertisers love that because it can be targeted by AI.

Now, you can't target if you've been on the SNAP.

None of the advertisers is comfortable because they're not getting any pull from it from the 800 million MUs because younger children do not buy.

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