Jim Cramer Rubbished Circular AI Deals & Commented On These 18 Stocks

11. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)

Number of Hedge Fund Holdings in Q4 2025: 224

Cramer discussed contract chip manufacturer Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in detail in his tweets and in his morning appearance after the firm reported its first quarter earnings report. The shares are up by 143% over the past year and by 15% year-to-date. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)’s earnings saw the firm post NT$1.134 trillion in revenue and NT$572 billion in net income. The results saw the firm beat analyst estimates of NT$1.127 trillion and NT$543 billion. Needham discussed Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) following the earnings as it raised the share price target to $480 from $410 and kept a Buy rating on the stock. Bank of America raised the share price target to NT$2,360 from NT$2,530 and kept a Buy rating on April 13th. BofA remarked that it expected Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to grow revenue by 7% to 9% sequentially in the second quarter of 2026. As the shares dipped following the earnings, Cramer didn’t hold back with his remarks:

“They were shorting without even listening to the [omitted] call. They were betting against the company. . .without even listening to the call. Well that just showed, this is what we’re up against.

“Taiwan Semi’s great quarter. And you can see the stock is down, don’t worry about it, it’s absolutely fabulous. But they mention at one point, they say, someone asked about, is memory price really starting to hurt the business? Because it’s up, up, up, up, up. And you know, the executive says. . .memory price hikes definitely have had an impact but we see a little bit softer market. Little bit softer market? We’ve taken Micron up and up and up, you’re telling me there could be a little bit softer market? So you will see those stocks, and that’s when we think about that, even though Seagate is disk, even though we know Western Dig is disk, we know Sandisk is disk, you’re going these stocks down just because of that one line.”