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

We have a kind of a mix to stable market.

I know that there are a lot of companies' stocks are trying to stabilize.

We've got some really good ones today.

But you know what? Yesterday was a panic.

And when I see it, you remember, I think no one makes any money

panicking. Very interesting. They tried to stabilize it. They couldn't. I knew that was going to

happen. And now they're trying to bounce back. Stabilizing is the key word right now.

Yeah, and I think we were all looking for more information about the impact, Deepseek,

and its efficient, low-cost model we'll have throughout

the AI landscape, certainly looking for winners, losers, where things could be maybe neutral,

maybe we'll just should run through it. I think potential winners. Yeah, let's go. I mean,

meta actually closed up yesterday. Last time checked, it was

higher again today. They want AI cheap? They get AI cheap. Right. You know, AI is enhancing all

aspects of their business. So if you can get it cheaper, that's great for them. Produce CapEx

launch new models at lower prices. Amazon. That presumes that the Chinese aren't lying, but yes.

Amazon, inch higher yesterday, I think higher today.

They don't have their own LLM so they could just kind of leverage some of these lower cost

models.

Do we have Amazon?

I think we do.

Yeah.

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