Jim Cramer's 22 Stock Calls Including Meta, NVIDIA, and AI Opportunities in the Neocloud Space
In this article, we will look at Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Orbis Investment Management William B. Gray | 8,314,766 | $862,740,120 | +150% | 3.64% |
| 2. | Value Aligned Research Advisors Benjamin Henry Hoskin And David Michael Field | 5,813,450 | $603,203,572 | +76% | 2.91% |
| 3. | 3,688,300 | $382,698,008 | -27% | 0.06% | |
| 4. | Two Sigma Advisors John Overdeck And David Siegel | 2,795,083 | $290,017,812 | 0.23% | |
| 5. | 1,839,300 | $190,845,768 | -39% | 0.03% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $235.45 | 46,627 | $10,978,327.15 | 821,662 | 2026-07-01 | Filing | |
| $235.45 | 16,937 | $3,987,816.65 | 274,763 | 2026-07-01 | Filing | |
| $235.45 | 33,871 | $7,974,926.95 | 551,338 | 2026-07-01 | Filing | |
| $262.09 | 100 | $26,209.00 | 428,098 | 2026-06-15 | Filing | |
| $260.76 | 900 | $234,684.00 | 379,271 | 2026-06-15 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 77,468 | $21,394,338 | 6.41% | |
| 2. | 21,390 | $5,907,276 | 6.36% | |
| 3. | 20,913 | $5,374,268 | 0.01% | |
| 4. | 10,843 | $2,994,530 | 0.33% | |
| 5. | 10,608 | $2,929,611 | 0.94% |