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. | AIGH Investment Partners Orin Hirschman | 200,000 | $127,068,000 | -29% | 17.33% |
| 2. | AnglePoint Asset Management Jie Liu | 30,564 | $19,418,532 | 13.73% | |
| 3. | ZWEIG DIMENNA PARTNERS Joe Dimenna | 24,850 | $15,788,199 | -63% | 2.19% |
| 4. | Andar Capital Wen Han Li | 6,800 | $4,320,312 | 3.69% | |
| 5. | Leucadia National Ian Cumming And Joseph Steinberg | 2,016 | $1,280,845 | -91% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $80.27 | 3,000 | $240,809.70 | 5,810 | 2015-01-26 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $76.30 | 23,977 | $1,829,445.10 | 50,000 | 2016-05-11 | Filing | |
| $74.45 | 1,125 | $83,761.76 | 3,762 | 2015-11-25 | Filing | |
| $74.44 | 1,969 | $146,576.30 | 4,887 | 2015-11-25 | Filing | |
| $68.60 | 1,968 | $135,004.80 | 3,762 | 2015-10-14 | Filing | |
| $60.00 | 1,125 | $67,500.00 | 3,762 | 2015-10-05 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,526,119 | $6,052,324,446 | 0.15% | |
| 2. | 3,576,487 | $2,272,285,251 | 0.12% | |
| 3. | Imc-chicago, LlcCALL | 2,167,500 | $1,377,099,450 | 0.49% |
| 4. | 1,810,800 | $1,150,473,672 | 0.41% | |
| 5. | 1,027,012 | $652,501,804 | 0.22% |