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

CMEC Investing Club warning meeting.

We start out with an 8.30 number, Jeff, that looks, I'm tired of the term Goldie

Box because what really happened is the number that got, that was poorly tabulated the previous

quarter. We would never tolerate that in a year of artificial intelligence and

generative and by the way accelerated computing because what happened is that january would turn out

to be far weaker and so they mixed them together and it turns out to be other than government jobs

there really wasn't a lot of job work we've heard from a lot of companies that january was a

soft month right part of it due to the weather unemployment rate ticks up rate takes up, will moves up to 3-9 from 3-7. I think the Fed is keeping an eye on that. They have said that now that inflation has gotten at least a little bit more under control, they're keeping an eye on the other side of their doing mandate as well. If you cross 4%, then it suddenly becomes an election issue. they don't want to be an election issue. Obviously, Jay Powell studiously, if you remember from during the Trump period, he's the least political Fed chairman I've ever seen because he was faced with the most political president in history.

But I do say that there was a lot to like about the number because what it did was say maybe there could be a rate hike

back in May, put May back on the table to some agree. Yeah, we'll see. Well, I mean, that's what

I'm betting on this because Mike Santolid did this excellent report this morning about how the

semis were correlated with interest rates. And I want to congratulate him for pointing out a pattern

that people have been oblivious to.

Well, and there you go and we're seeing it today is in V-Vidia as well, right, on a march to almost a thousand dollars per share.

InViG trade with a 20 year. I mean, it's a little crazy. But I would point out that you and I both know that Invidia is crucial to why Broadcom could have a good quarter

or Marvell.

David had excellent analysis about the way

the impenetrable notion of the financials

of both those companies.

But I come back and say they are connected with AI.

And Broadcom did have a good quarter.

...