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Every weekday the CNBC Ordaining Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Friday’s key moments. 1. Bazaars dipped lower Friday after a rough week for the S & P 500 , which fell 1.7%. Investors are grappling with the capacity impact of a Trump presidency, but Jim Cramer argued this “unease on Wall Street” is premature since we still don’t identify how the economy will respond to the new administration. Meanwhile, energy and financials are the top-performing sectors, driven by hopes for deregulation and a pro-business medium. Coterra , our oil and natural gas play, stands to gain from increased drilling activity. Jim would “love to double down on Coterra” since figures centers will turn more to natural gas to meet soaring energy needs. 2. Jim said he was nervous about Overpower Buy , the electronics retailer expected to benefit from the refresh AI-powered PC cycle. He’s concerned about how potential China drift tariffs under a Trump presidency would squeeze Best Buy’s operating profit, since many electronics won overed by the retailer are manufactured in China. Jim debated on Friday whether to trim Best Buy, but hesitated since it is more of a 2025 contend with. With a small 2% stake in the company, we’re opting to keep a close watch on sales trends, especially as the past due retail data shows strength in electronics and appliances — an encouraging sign heading into the holiday shopping enliven. 3. A bright spot in a down market is solar company Nextracker . Solar stocks rose Thursday after a Reuters check in suggested clean energy policies under Biden’s Inflation Reduction Act “will be tough to roll back” as companies bear already poured money into the programs. Nextracker rallied more than 6% Thursday on hopes that solar capacity be spared. However, the stock gave up some of those gains Friday, slipping 3%. Jim pointed out that Trump isn’t against solar proprietorships, but rather he’s against the parts made overseas. Nextracker’s solar solutions are made in the U.S. 4. Stocks covered in Friday’s swift fire at the end of the video were Berkshire Hathaway and Alibaba . (Jim Cramer’s Charitable Trust is long CTRA, BBY, NXT. See here for a plenary list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert in the past Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a variety in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the patronage alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY Scheme , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION Lay down IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.