Hey, I'm Kramer.

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

My job is not just entertained to educate. Teach you. Call me 100743 CBC. Tweet. Cramer.

So it was the government shutdown and some insane comments from

OpenAI about a government backstop because of gigantic spending that caused a sell-off? I think so.

Now if the shutdown's almost over and Open AI is starting to learn about foot in the mouth disease,

the averages come roaring back with the Dow gaining 382 points, S&P jumping 1.54%, and then

NASDAQ called running 2.27%.

How's a pleasure.

Best day for Texas May. I'm not surprised at this turnabout. Why? Because I've learned to trust

the market and not start betting against it because we had a tough week.

As much as the stock market seems nuts, it's not as nuts as you think.

That's what everyone who's shorter the AI plays found out today.

I know that there are hedge funds that make fortune shorty in the market in 2007,

based on the quicksand of bundled real estate trash.

There are hedge funds that crushed in the crash of 87 and stock valuations went sky high. I was one of them. There were many money managers who saw the COVID crash coming and sold as much stock as possible, then got short. They made out like bandits as long as they didn't overstay their welcome. And of course, there were people who shorted stocks, including me, that were dot-com bombs.

And now the same short sellers, not me, because I can't sell, I don't own stocks,

are trying their hand at betting against the great data center buildout.

Including its most visible winner in VINVITI, as well as the Wild Run and artificial intelligence, as is got by by Palantir. The shorts think that because they were successful in shorting one

theme, they'll be successful as shorting another. I say not sufficient. It doesn't work like

that. Invita and Palantir are run by some of the smartest people in the world, Jensen Wong and

Alex Carr. Are there stocks expensive? It depends. Invidia stock is a reputation for looking expensive on forward earnings projections,

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