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. | Berkshire Hathaway Warren Buffett | 513,624,165 | $25,039,178,044 | -1% | 9.52% |
| 2. | Fisher Asset Management Ken Fisher | 57,349,020 | $2,795,764,779 | +7% | 0.95% |
| 3. | Harris Associates Natixis Global Asset Management | 18,907,859 | $921,758,145 | -5% | 1.23% |
| 4. | Millennium Management Israel Englander | 14,269,820 | $695,653,725 | +487% | 0.29% |
| 5. | 11,519,100 | $561,556,125 | +31% | 0.09% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $26.25 | 25,000 | $656,250.00 | 64,661 | 2023-11-01 | Filing | |
| $24.97 | 3,754,220 | $93,729,733.63 | 1,032,852,006 | 2020-08-04 | Filing | |
| $24.95 | 2,682,061 | $66,904,011.65 | 1,029,097,786 | 2020-08-03 | Filing | |
| $24.68 | 7,148,020 | $176,428,144.44 | 1,026,415,725 | 2020-07-31 | Filing | |
| $24.69 | 7,399,154 | $182,695,471.08 | 1,019,267,705 | 2020-07-30 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $53.01 | 126,756 | $6,718,701.78 | 1,373,397 | 2026-05-05 | Filing | |
| $46.94 | 94,000 | $4,412,642.00 | 170,184 | 2026-03-12 | Filing | |
| $49.82 | 50,000 | $2,491,000.00 | 227,973 | 2026-03-05 | Filing | |
| $50.00 | 83,832 | $4,191,600.00 | 307,240 | 2026-03-04 | Filing | |
| $49.91 | 60,000 | $2,994,600.00 | 335,690 | 2026-03-05 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 539,258,516 | $26,288,852,675 | 0.46% | |
| 2. | 409,704,665 | $19,973,102,420 | 0.49% | |
| 3. | 294,909,309 | $14,376,828,814 | 0.5% | |
| 4. | 198,484,617 | $9,676,125,070 | 0.51% | |
| 5. | 163,431,813 | $7,967,300,885 | 0.41% |