"Let's start with something simple. I cannot recall a time this year when it feels this good to be diversified among a whole host of terrific growth stocks, because growth of all kinds always works. Until now, it's been terrific for all of 2025 to own nothing but data center, AI, nuclear, and quantum stocks. But that's become way too risky now; it just took much longer than expected for that risk to surface." So said Jim Cramer on Thursday to kick off November's Monthly Meeting, noting that there are plenty of buying opportunities away from the AI trade heading into the final weeks of 2025, as well as some stocks to sell. Jeff Marks, the Club's director of portfolio analysis, joined Jim to review the portfolio and provide an update on the current status of each of our 34 stocks. Apple: The

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