Jim Cramer’s 12 Fresh Stocks & Quantum Computing Trading Strategy

7. Texas Instruments Incorporated (NASDAQ:TXN)

Number of Hedge Fund Holders In Q2 2025: 68

While he’s quite optimistic about the semiconductor industry in general, Cramer has recently taken exception to Texas Instruments Incorporated (NASDAQ:TXN). The firm makes and sells chips such as power regulators and sensors. Cramer believes that, as opposed to other chip companies that have exposure to AI data centers, Texas Instruments Incorporated (NASDAQ:TXN)’s story revolves more around industrial use and the internet of things. After the firm’s recent earnings report, he remarked that the investor call didn’t do much to inject confidence into its prospects. This time, he outlined that while others, such as AMD and Micron, would benefit from a CPU supply shortage outlined by Intel CFO David Zinsner, Texas Instruments Incorporated (NASDAQ:TXN) might not do so:

“David Zinsner, who’s a fantastic CFO, remember I mean Micron, he’s just a genius. He says listen, supply constraints, supply constraints, supply constraints. . .then I think that even though NVIDIA was mentioned by Lip-Bu, was having one big product with them, NVIDIA gets taken up too. Tour-de-force conference call, people should all listen to. . .yeah TI turned out to be internet-of-things, industrial, rain on my parade really kind of bummer conference call.”