There's always a moment somewhere, and I promise to help you find it.

Man Money starts now.

Hey, I'm Kramer. Welcome to Mad Money.

Welcome to Kramer.

I'm going to make friends. I'm just trying to make you a little money.

My job is not just entertaining, but to educate, teach you really figure it out together.

So call me 100, 743, C. Claim me at Jim Quaver.

Now there comes a time when you just don't even want to defend an investment idea anymore.

It's just too tiresome. It's too painful.

But if you think it's right, if you think it's a long-term winner, then you shouldn't stop.

And that's how I feel about the data center story on a sedate day, where the Dow

inched up four points, has to be advanced points one, six percent, but then I actually did gain

points. Every day I feel like I do battle inside my head. Letting it in my head. Worry about

whether it's sustainable for tech tech tanks to keep spending fortunes to build out the infrastructure for AI.

I worry because of things like what happened last night when Joe Sy, the chairman of Alibaba and an executive I have a tremendous respect for,

talked about the, quote, astounding levels of spending on technology-related goods.

He went on to say, I start to see the beginning of some sort of bubble.

This made his great vision.

I was sick in my stomach.

When I read these comments, I knew they'd be picked up all over the place because Joe's a well-known character, recognized for a savvy nature.

I figured he could throw cold water on the entire data center gang, and that's exactly what he did.

The stocks were down long before the get-go, as this group trades all early morning.

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