Jim Cramer✓

Possible scenario. Margin clerks thought they could margin out the wayward hedge fund over the course of the day, but then oil spiked and they had to hustle to get the Data Center & Friends positions off their sheets

Maybe we clean out this blown up hedge fund and start fresh on Monday..

Oil and defense rallying... Negative

A combination of oil and, perhaps, a big hedge fund blowing up, is just making this one of the worst days of the year

SK Hynix still in charge

Apple: own it don't trade it

Brazil just gave KMB preliminary approval to close on the Kenvue deal! Here we go!

RT @CNBC: 3. Starbucks This is a company that is no longer on the mend. It is starting to take it to the competition that we all thought was going to eat its lunch … A week ago we started hearing about this Chipotle merger nonsense and the stock sunk like a stone. Then CEO Brian Niccol denies it to me this weekend and says that the great numbers from the last quarter are continuing just like he said on the quarterly conference call. And then it does nothing? How the heck is that possible? This company doesn’t build data centers and it doesn’t need its multiple to expand. It can just blow out the numbers and send its stock higher all by itself. And that’s just what I think will happen.”

RT @CNBC: 2. Intel “The dialogue about Intel had been about all those CPUs the world needs to handle the robots, the agents, self-driving cars. That dialogue has disappeared entirely even as the demand for the CPUs hasn’t. Now all people want to do is sell Intel because they think it is expensive without any real earnings. I am steadfast that Intel will be a winner, I also like their foundry strategy. But I am pushing out my timeframe and am going to hold off buying any more Intel until the low 80s.”

RT @CNBC: 1. Apple “Apple’s an oddity. It hit an all-time high yesterday as we are one day away from when we can pre-order the Duo. When I experimented with this two-sided, seamless phone … I was blown away. I will go to Costco to buy many Duos as presents, the cost will be fine. I bet it’ll be heavily subsidized by T-Mobile … I will never get used to watching something while talking to someone on the same device. We don’t have to worry about data center buildouts with Apple. Their heft, their numbers, their scale makes their audience worth paying for. And that’s why Alphabet has done just that.”

I think you will love this meeting!!!!

Non-club members

RT @CNBC: CNBC's Jim Cramer weighed in on each stock in the Investing Club portfolio during Thursday's Monthly Meeting. Follow along this thread for his top three highlights. Sign up for the Club:

Micron bucking the SK Hynix curse for the first time....

This day is causing some false breakouts of higher yielding stocks.. Might be a good day to trim on the call

PRC certifies that, unlike social media, Huggies are safe to use. Still one more good thing: Kimberly. Will be talked about at the noon CNBC Investing Club talk.. Sign up!!!

Need to open big down and then crescendo of selling. don't know if you will get it

No TV cameras outside of Exchange yet...

You want real time analysis of what's happening with real money on the line, you can still sign up for our noon CNBC Investing Club meeting.

High level of fear would normally be attractive. But you have to find buyers of Coreweave bonds, Oracle common stock and SK Hynix, of course. The latter is the epicenter of fear because the Kospi is still up more than 50% so lots of people under water