Jim Cramer singles out Intel (INTC) as his top pick
As seen on the 24/7 Wall St. homepage on July 23, 2026.
Cramer has signaled conviction in the semiconductor giant as investors weigh AI-driven chip demand and Intel's competitive positioning.
Intel's the one.
- Replies137
- Reposts8
- Likes203
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Jim Cramer posted just four words on X on July 23 — 'Intel's the one.' — and the brevity itself drew attention, generating more than 200 likes and 137 replies as investors parsed what he meant. The terse declaration carries weight because it signals a pointed conviction call on a company that has spent years trying to regain its footing in a rapidly shifting semiconductor landscape.
The backdrop for the call is a market increasingly focused on AI-driven chip demand, where Intel is competing against well-entrenched rivals for a slice of a fast-growing opportunity. Investors have been weighing Intel's competitive positioning as the company works to close gaps in manufacturing and product roadmap against peers that have moved aggressively into AI inference and training hardware.
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The post's high reply count relative to its retweets suggests the market is divided rather than simply enthusiastic — a sign that Cramer's conviction is not universally shared. That kind of debate is worth watching, as it often reflects genuine uncertainty about whether a turnaround thesis is on track or still unproven.
Mentioned: INTC