Hey, I'm Kramer.

Welcome to man, buddy.

Welcome to Kramer.

I'll be with my friends.

Hey, man, I'm just trying to make you a little money.

My job is not just entertained, but to teach you, call me 100743 CBC.

Tweet me at Jim Kramer.

On a daily today, you get a sense that many stocks have indeed gotten ahead of themselves

after a very strong rally.

When you've had major run and couples report terrific quarters,

yet their stocks go down?

That tells you something is wrong with those stocks, not with the companies themselves.

A broken stock and a broken company are two very different things. And there are plenty of stocks today that broke with the Dowel tumbling 34 points, SB sinking 0.53%, and the NASDAQ losing 0.993%, although we did climb out from an earlier

hole. Now, a lot of people struggle with this whole concept of a stock being somehow different

from the company it represents. It's easy to confuse the two and misread the action.

But a whole bunch of stocks got clobbered today because of what we call

profit taking. You know what? I find that term profit taking wanting. I bet you do too.

So let me tell you what I do when I analyze a company on earnings day and I do it in the quiet.

Okay, I don't look at the tape, so to speak. I don't see where it's trading.

I just analyze it straight on. Take GE Vernova, General Electric's old power business,

which reported this morning. G. Vernova is a very important company because it's responsible for plurality of the energy that goes into, yes, you guessed it, the data center

because they make the gas turbines that make so much

...