Jim Cramer Discussed These 13 Stocks And Talked About Market “Froth” & Dotcom Bubble

9. Broadcom Inc. (NASDAQ:AVGO)

Number of Hedge Fund Holders In Q2 2025: 156

Cramer discussed Broadcom Inc. (NASDAQ:AVGO) after commenting on Cisco’s new networking chip called the Silicon One. This chip is designed to connect AI data centers. Broadcom Inc. (NASDAQ:AVGO) became a part of the discussion since the firm also provides custom AI chips for data center use. Cramer shared that a note from Melius Research had outlined that even though Cisco had launched a new chip, there was enough demand for both firms’ products:

 “This is something that Broadcom has been doing quite effectively. So you might say, this is a good example of what’s going on. . . .but I look at this deal, and I say, okay, Cisco and Broadcom, is there enough business for both. This very morning, Ben Reitzes comes out with a piece, Melius, which says, do not worry about Broadcom. And the reason you don’t have to worry is because there’s so much business out there. Broadcom he’s talking about people using their chip, inside. But Broadcom is everywhere. I think that you can own them both. My charitable trust does own them both. That’s not because we think that both of them are going to clash and therefore there’s only one winner. We’re doing it because there’s so much business to be had. That I think both are buys.”