Jim Cramer’s Thoughts on 16 Stocks: Arista, Taiwan Semi, and Big Tech’s AI Spending
In this article, we will look at the stocks that Jim Cramer highlighted as he discussed Big Tech’s AI spending.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Navellier & Associates Louis Navellier | 39,874 | $575,382 | -3% | 0.06% |
| 2. | Fisher Asset Management Ken Fisher | 12,381 | $178,659 | 0% | |
| 3. | Hurley Capital Charles Goldblum | 173 | $2,496 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $21.89 | 82 | $1,794.98 | 82 | 2025-11-18 | Filing | |
| $6.13 | 222 | $1,361.93 | 7,939,776 | 2022-09-02 | Filing | |
| $6.22 | 102 | $634.38 | 7,939,554 | 2022-09-02 | Filing | |
| $6.17 | 51 | $314.42 | 7,939,452 | 2022-09-02 | Filing | |
| $6.30 | 255 | $1,605.66 | 7,939,401 | 2022-09-02 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $21.35 | 3,070 | $65,548.49 | 643,678 | 2026-04-20 | Filing | |
| $17.62 | 10,000 | $176,168.00 | 27,778 | 2026-03-16 | Filing | |
| $17.63 | 2,532 | $44,633.59 | 563,674 | 2026-03-13 | Filing | |
| $17.63 | 10,706 | $188,723.23 | 1,451,427 | 2026-03-13 | Filing | |
| $18.01 | 8,000 | $144,097.60 | 19,803 | 2026-03-05 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 20,793,131 | $300,044,880 | 0.02% | |
| 2. | 15,851,525 | $228,737,506 | 0.01% | |
| 3. | 9,869,575 | $142,417,967 | 0.02% | |
| 4. | 3,121,346 | $45,041,022 | 4.62% | |
| 5. | 2,537,866 | $36,621,406 | 0.01% |