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. | Ballast Asset Management Ragen Stienke | 139,668 | $2,106,193 | +3% | 0.94% |
| 2. | Bayforest Capital Theodoros Tsagaris | 8,601 | $129,703 | +4334% | 0.15% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $18.63 | 5,370 | $100,055.99 | 201,034 | 2022-11-17 | Filing | |
| $10.00 | 7,200 | $71,999.28 | 7,200 | 2020-05-17 | Filing | |
| $4.43 | 10,000 | $44,260.00 | 179,883 | 2020-11-06 | Filing | |
| $4.87 | 20,000 | $97,354.00 | 169,883 | 2020-06-09 | Filing | |
| $5.11 | 50,000 | $255,500.00 | 452,366 | 2020-06-05 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $23.12 | 21,209 | $490,288.45 | 1,797,270 | 2026-05-05 | Filing | |
| $23.06 | 78,791 | $1,816,888.94 | 1,818,479 | 2026-05-04 | Filing | |
| $23.20 | 10,000 | $232,002.00 | 210,062 | 2026-05-05 | Filing | |
| $22.86 | 50,000 | $1,142,925.00 | 576,045 | 2026-05-04 | Filing | |
| $22.20 | 6,796 | $150,871.20 | 220,062 | 2026-05-01 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 13,575,258 | $204,714,891 | 0.01% | |
| 2. | 5,781,893 | $87,190,946 | 0% | |
| 3. | 1,576,509 | $23,773,755 | 0.01% | |
| 4. | 927,866 | $13,992,219 | 0% | |
| 5. | 808,461 | $12,191,576 | 0.05% |