Jim Cramer Talked About 16 Stocks Like Micron and Dell, Along With the AI Infrastructure Spending
In this article, we will look at the stocks Jim Cramer discussed during his recent rally discussion in several AI-related stocks.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fairfax Financial Holdings Prem Watsa | 34,980,220 | $113,335,913 | 5.83% | |
| 2. | Hood River Capital Management David Swank | 11,876,552 | $38,480,028 | +8% | 0.39% |
| 3. | 10,250,000 | $11,727,158 | 0.02% | ||
| 4. | Renaissance Technologies Jim Simons | 3,545,543 | $11,487,559 | +140% | 0.02% |
| 5. | 8,140,000 | $9,401,700 | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $2.79 | 35,000 | $97,650.00 | 35,000 | 2024-02-14 | Filing | |
| $3.79 | 10,000 | $37,900.00 | 191,112 | 2020-04-08 | Filing | |
| $3.24 | 10,000 | $32,400.00 | 10,000 | 2020-04-03 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $3.56 | 4,079 | $14,521.24 | 117,484 | 2026-04-02 | Filing | |
| $3.56 | 2,888 | $10,281.28 | 98,161 | 2026-04-02 | Filing | |
| $3.56 | 29,908 | $106,472.48 | 94,903 | 2026-04-04 | Filing | |
| $3.56 | 2,468 | $8,786.08 | 81,184 | 2026-04-02 | Filing | |
| $3.56 | 6,762 | $24,072.72 | 76,277 | 2026-04-04 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 34,867,912 | $112,682,660 | 0.03% | |
| 2. | 26,445,027 | $85,681,887 | 11.82% | |
| 3. | 25,664,963 | $83,154,480 | 0.09% | |
| 4. | 16,718,029 | $54,199,850 | 0% | |
| 5. | 16,500,938 | $53,463,039 | 0.04% |