Jim Cramer Talked About These 14 Stocks & Discussed AI And Layoffs

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9. Advanced Micro Devices, Inc. (NASDAQ:AMD)

Number of Hedge Fund Holders In Q2 2025: 113

Advanced Micro Devices, Inc. (NASDAQ:AMD) designs CPUs and GPUs that are used in PCs and data centers. Along with NVIDIA, it also caters to the AI market through its products. The last few months have been great for Advanced Micro Devices, Inc. (NASDAQ:AMD) as the shares have benefited from the firm’s partnership with OpenAI to provide the latter with AI GPUs. Cramer has discussed the firm multiple times since the partnership was announced. He has praised Advanced Micro Devices, Inc. (NASDAQ:AMD) CEO Lisa Su and credited her with consistently insisting that the firm’s products were catching up to NVIDIA when it came to AI performance. In this appearance, he commented that while Advanced Micro Devices, Inc. (NASDAQ:AMD)’s products were great, NVIDIA was nevertheless ahead in several aspects:

“That’s how he does his iterations. You know I’m completely enamored of the product line of Lisa Su. But Jensen is ahead when it comes to load, with software. And David, inference, I guess it’s just not whatever compute you can use.”

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