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. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 466,204 | $28,382,500 | +6% | 0.02% |
| 2. | Situational Awareness LP Leopold Aschenbrenner | 432,300 | $26,318,424 | 0.19% | |
| 3. | Navellier & Associates Louis Navellier | 107,502 | $6,544,722 | +6% | 0.68% |
| 4. | Hel Ved Capital Annie Lai | 100,876 | $6,141,331 | -7% | 0.73% |
| 5. | Millennium Management Israel Englander | 97,880 | $5,958,934 | +4% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $92.82 | 300 | $27,846.00 | 521 | 2025-08-25 | Filing | |
| $2.00 | 7,144 | $14,288.00 | 121,024 | 2024-04-30 | Filing | |
| $2.00 | 5,007 | $10,014.00 | 507,869 | 2024-04-30 | Filing | |
| $2.00 | 15,689 | $31,378.00 | 502,862 | 2024-04-30 | Filing | |
| $2.00 | 1,089 | $2,178.00 | 23,437 | 2024-04-30 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $94.33 | 30,519 | $2,878,799.28 | 10,599,759 | 2025-09-11 | Filing | |
| $93.64 | 23,231 | $2,175,457.70 | 10,630,278 | 2025-09-11 | Filing | |
| $92.46 | 19,351 | $1,789,176.04 | 10,653,509 | 2025-09-11 | Filing | |
| $91.72 | 6,738 | $617,983.76 | 10,672,860 | 2025-09-11 | Filing | |
| $94.00 | 1,500 | $141,000.00 | 18,750 | 2025-09-11 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 715,556 | $43,563,049 | 0% | |
| 2. | 432,300 | $26,318,424 | 0.19% | |
| 3. | 340,974 | $20,758,497 | 0% | |
| 4. | 301,168 | $19,931,299 | 0.03% | |
| 5. | 283,241 | $17,239,500 | 0% |