Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks

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11. Broadcom Inc. (NASDAQ:AVGO)

Number of Hedge Fund Holdings in Q4 2025: 202

Broadcom Inc. (NASDAQ:AVGO) is one of the largest semiconductor companies in the world. Its role in the AI market is defined through its ability to design custom AI chips that can share the workloads with NVIDIA’s advanced accelerators. Broadcom Inc. (NASDAQ:AVGO)’s shares are up by 80% over the past year and by 20.6% year-to-date. Citi discussed the firm on May 12th as it raised the share price target to $500 from $475 and kept a Buy rating. The bank remarked that Broadcom Inc. (NASDAQ:AVGO) could post strong results for its April quarter as it benefits from stable AI demand. Citi also discussed the custom AI chip market and remarked that Broadcom Inc. (NASDAQ:AVGO) was in discussion with three new customers for the products. Cramer, who regularly praises the firm’s CEO, kept up with the praise in this appearance as well:

“Cause I think that he is one of the greatest business people of our time. He’s just not promotional. I wouldn’t bet against Hock Tan.”

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