Hey, I'm Kramer.

Welcome to Mab Monday.

Welcome to Mab Monday. Hey, I'm Kramer.

Welcome to Mab Money. Welcome to Kramer.

I'm just trying to make a little bit of money.

My job is not just to entertain, but to put it all in context, do some educating.

Call me, 1-800-743-CBC.

Tweet me at Jim Kramer.

Do you know that the fate of today's market was decided at 12.30 a.m. Eastern time?

Yeah, middle of the night.

That's when Taiwan semiconductor the biggest chip manufacturer in the world

reported one of the strongest quarters I have ever seen.

That's when we learned in a definitively bullish conference call

that the artificial intelligence doubters may have no idea what they are talking about

when they keep talking about a bubble.

Because demand for these AI chips is off the charts.

That's when we found out that the only company with real insight

in the long-term demand for advanced semiconductors just can't make enough of them fast enough.

Telling semi-axis spend more than $50 billion just to keep up with its current orders.

Its stock was up about 20 bucks before most of you woke up. The rest of tech?

All part of the lure of the day, where the Dow gained 293 points, SB advanced, 0.26,000, NASDAQ rose 0.25%. I have to tell you, though, they were much higher before an afternoon pullback. Related, yes, of course, to where interest rates are going to be and whether they're going to be chopped, which I keep telling you is a side show if you want to make big money. Tech wasn't all that flew today. After sticking up to join for a couple of sessions, the banks rebate it because of beautiful, pristine blowouts from BlackRock, from Goldman Sachs, my alma mater, and Morgan Stanley. We're going to go into those in a moment, but make no mistake about it.

That conference call from the other side of the world, the one thrown by Taiwan semi,

...