Cramer calls Intel, Nvidia, and Micron all at once as chip trade widens
As seen on the 24/7 Wall St. homepage on October 2, 2026.
Cramer is endorsing the chip trade across logic, accelerators and memory in one breath, a sign the AI build-out bid is spreading beyond Nvidia.
Intel and Nvidia galloping .. Micron spot on..
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Jim Cramer posted on October 2 that Intel and Nvidia are "galloping" and Micron is "spot on," covering logic, accelerators, and memory in a single breath. One well-followed commentator endorsing all three legs of the semiconductor stack at the same moment signals that the AI infrastructure bid now spans the whole stack.
Micron is the notable addition to that framing. Memory has historically lagged the AI rally that lifted accelerator names, so a public nod to Micron alongside Nvidia suggests the market is pricing in demand spreading deeper into the chip supply chain.
The post drew 138 likes, and the reply volume points to genuine debate over the call. That kind of engagement means investors are actively stress-testing it.
For anyone already holding one of these names, the question is whether the other two represent the same trade at a different stage or a different risk profile entirely. Cramer grouping all three together is itself the signal worth sitting with.