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

CNBC Investing Club morning meeting.

So we do have some portfolio moves in the portfolio that we made this morning.

Well, we should talk about that because it's very significant because I don't want to minimize

selling something that just went up gigantic.

Yeah, so why don't we start with that? Texas Roadhouse had a huge move about 10%

since reporting late Thursday night. Of course, the reason why it went up so big, reacceleration

in comparable store sales. A big up 5% in the first five weeks of the second quarter.

Better than expectations.

So we did see that rebound from that horrible weather that plagued February, bought back a lot of stock, too.

Now, they did increase their commodity and inflation outlook, mostly due to beef prices, somewhat also due to tariffs.

They went to 4%.

I mean, they should have been a little more sensitive that that could go up more.

They may have to do it again because the herd does not be as big. Yeah. So we lowered our price target to 195 and with the stock at 190 now, and through all this, we've had the position and the stock gear to date is flipped from a loss to a gain, took some off the table. This little reminds me of our crowd strike decision to sell some at 420, and then it goes down really big. We can buy some. This is a parabolic move. If this comes back to right here, we'd right in there and do it. But we have very position in this. And I just think that we want to be responsible. This is the trim, the turn, you know, that kind of trimming that we do, it is not meant for people to say we didn't like it. But, you know, Apple got too big and Viti got too big. When I see this kind of parabolic move, it is imperative upon us to say, you know what, we have some $185 stock. Let's just go trim some of it because we're overbought. Believe me, if we were oversold, I would not have suggested this.

Fair enough. And use some of that cash to partially offset a, the cash is partially offsetting a buy of G.

Vernova today. This is a new position. It's been in the bullpen.

G. Veronaver, a business split between equipment sales and services business. They sell these huge equipment and then they service it for years to come, main three segments, power, electrification.

Not early, I admit not early, but I will say we're small.

We hope it comes down.

Again, portfolio management, you start small and you hope it comes down.

One of the reasons why I really like this is because

we know that people will buy Boeing to get the trade deficit down. They will also buy the turbets

...