Jim Cramer's top semiconductor picks: Micron, AMAT, Intel, and AMD

As seen on the 24/7 Wall St. homepage on July 21, 2026.

Cramer's semiconductor picks signal where he sees the most near-term upside in the chip cycle.

OK, IF you have to, lets go with Micron, AMAT and Intel/AMD for the ones I like the best....for this part of the food chain.n

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In a post on X, Jim Cramer singled out Micron (MU), Applied Materials (AMAT), Intel (INTC), and AMD as his preferred names within this part of the semiconductor supply chain. The phrasing — 'if you have to' — suggests a degree of caution, but Cramer still ranked these four above their peers for near-term appeal.

The picks span different corners of the chip ecosystem: Micron on the memory side, Applied Materials in semiconductor equipment, and Intel and AMD competing in processors. That spread implies Cramer sees potential across multiple links of the chip production chain rather than concentrating on a single segment.

Sources

Mentioned: MU, AMAT, INTC, AMD

Related Market Updates

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Sep 15, 7:15pm ET

Mad Money w/ Jim Cramer 9/15/26

Jensen Huang pegs each gigawatt of Nvidia AI factory buildout at roughly $50 billion to $60 billion
Huang rejects the AI slowdown case, saying safety is an engineering problem, not a reason to pause
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Huang is putting a price tag on the buildout: $50 billion to $60 billion per gigawatt, with thousands of companies building. It answers the slow-down-AI camp on a day stocks sold off on surging oil and bond yields.

HOUSE TRADE DISCLOSURE Josh Gottheimer

Sep 13, 8:00pm ET

AMAT Applied Materials, Inc. - Common Stock (AMAT)Buy$1K – $15K
MSFT Microsoft Corporation - Common Stock (MSFT)Buy$250K – $500K
MSFT Microsoft Corporation - Common Stock (MSFT)Buy$500K – $1M
MSFT Microsoft Corporation - Common Stock (MSFT)Sell$250K – $500K
MSFT Microsoft Corporation - Common Stock (MSFT)Sell$500K – $1M
CommonBuy$1K – $15K
QSR Restaurant Brands International Inc. Common Shares (QSR)Buy$1K – $15K

Disclosed 39 days after the earliest trade

Four paired Microsoft option legs on a single day, each reported in ranges as large as $1 million, dwarf everything else in this filing and point to a structured position rather than a casual buy. The small AMAT and Restaurant Brands purchases are rounding errors next to it. Disclosure came 39 days after the trades, so the setup has already had a month to work.

Biggest movers · At the close Sep 10, 4:10pm ET

Gainers

CLOVClover Health$4.75+9.4%
APPSDigital Turbine$11.78+6.5%
FUBOfuboTV$11.39+6.3%
DUOLDuolingo$145.15+4.2%
SNAPSnap$5.51+3.7%

Losers

OPENOpendoor Technologies$2.81-6.4%
HPEHewlett Packard Enterprise$55.22-6.3%
CRWVCoreWeave$89.38-5.9%
INTCIntel$100.64-5.3%
SMRNuScale Power$10.25-5.2%

Clover Health closed up 9.45%, the single biggest move in the 111-name priority list today. Keep an eye on the stock.

HOUSE TRADE DISCLOSURE Gilbert Ray Cisneros, Jr.

Sep 9, 8:00pm ET

AMD Advanced Micro Devices, Inc. (AMD)Partial sell$1K – $15K
AGIO 150 Main Street Trust > Bank of America Agios Pharmaceuticals, Inc. - Common StoBuy$1K – $15K
APH 150 Main Street Trust > Bank of America Amphenol Corporation Common Stock (APH)Buy$1K – $15K
APG 150 Main Street Trust > Bank of America APi Group Corporation Common Stock (APG)Buy$1K – $15K
APP 150 Main Street Trust > Bank of America Applovin Corporation - Class A Common StPartial sell$1K – $15K
AORT 150 Main Street Trust > Bank of America Artivion, Inc. Common Stock (AORT)Buy$1K – $15K
ATRC AtriCure, Inc. - Common Stock (ATRC)Buy$1K – $15K
BSX 150 Main Street Trust > Bank of America Boston Scientific Corporation Common StoBuy$1K – $15K

+ 42 more trades in this filing

Disclosed 37 days after the earliest trade

Fifty-eight transactions in one filing amount to a full portfolio rebuild: bigger-ticket buys in Microsoft, Eaton, Quanta Services and Globus Medical, funded partly by repeated Lamar Advertising sales and trims in AMD, Nvidia and Meta. The rotation leans toward power, infrastructure and medical devices while chip and ad-tech exposure comes down. Disclosed 37 days after the earliest trades.

Biggest movers · At the close Sep 8, 4:10pm ET

Gainers

SMRNuScale Power$11.33+16.8%
IQiQIYI$0.98+11.9%
CRWVCoreWeave$99.74+11.6%
DOCNDigitalOcean$125.35+11.4%
INTCIntel$104.48+9.1%

Losers

GPROGoPro$1.45-15.0%
EXPEExpedia$274.83-7.8%
SHOPShopify$134.09-7.6%
ALABAstera Labs$287.59-7.3%
BIDUBaidu$92.55-7.0%

NuScale Power closed 16.8% higher at $11.33, the widest single-name gain across our 111-stock priority list. At the other end, GoPro lost 15%, with Expedia, Shopify, Astera Labs and Baidu all down 7% or more.

Biggest dividend payouts · Aug 20 Aug 20, 12:45pm ET

MSFT Microsoft

$6.8B $0.91 per share

2AMATApplied Materials$0.53/sh$421M
3MARMarriott International$0.73/sh$190M
4SBACSBA Communications$1.25/sh$133M
5LKQLKQ$0.30/sh$75.9M

Microsoft is sending shareholders about $6.76 billion, 91 cents a share, with the money arriving September 10. Applied Materials, Marriott, SBA Communications and LKQ are paying too, but nothing else today comes close.

Jim Cramer @jimcramer

Aug 20, 8:55am ET

Cramer is touting Micron's fab buildout while DRAM supply stays tight, keeping the memory maker squarely in the AI capacity trade.

to this moonscape: Micron Manufacturing Might!! https://t.co/nCtcaeaiIL

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HOUSE TRADE DISCLOSURE Richard W. Allen

Aug 17, 8:00pm ET

ABT Abbott Laboratories Common Stock (ABT)Sell$15K – $50K
AMD Advanced Micro Devices, Inc. (AMD)Buy$1K – $15K
AVGO Broadcom Inc. - Common Stock (AVGO)Buy$1K – $15K

Disclosed 35 days after the earliest trade

A single July 14 rotation out of healthcare and into AI silicon: the Abbott sale was the largest leg of the three, funding smaller buys in AMD and Broadcom. The filing landed 35 days later, as Congress debates limiting lawmaker stock trading.

PODCAST Mad Money w/ Jim Cramer Jim Cramer · 44 min

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Mad Money w/ Jim Cramer 8/14/26

Tim Cook, from Harrodsburg, Kentucky: Apple is putting $600 billion to work over four years across 79 US factories
Cook credits the Corning glass partnership dating to the first iPhone in 2007 for reviving the town
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Cook argues the reshoring creates a domino effect pulling foreign suppliers onshore

Apple's capital now decides which US manufacturers get scale: Cook has put $600 billion behind the reshoring pledge, with Corning the first proof point. Cramer's challenge is whether that is anywhere near enough for holders of the supplier names.

Biggest movers · At the close Aug 14, 4:10pm ET

Gainers

AAOIApplied Optoelectronics$150.13+15.4%
FUBOfuboTV$10.46+6.7%
SNDKSanDisk$1,627.62+6.5%
CIFRCipher Mining$17.69+6.4%
AMDAMD$508.57+5.3%

Losers

DUOLDuolingo$134.39-6.7%
ASANAsana$9.21-6.7%
SMRNuScale Power$9.27-5.9%
ACHRArcher Aviation$6.56-5.9%
AMCAMC Entertainment$2.51-4.8%

Applied Optoelectronics closed out the week up 15.4% at $150.13, nearly triple the next best move on the board. Chip and storage names filled in behind it, while Duolingo and Asana ended the week lower.

Portfolio concentration NVIDIA

Aug 14

96.1% in the top 5 names · 8 long positions disclosed

INTCINTEL CORP
47.3%
SPACE EXPLORATION TECHN CORP
33.1%
CRWVCOREWEAVE INC
7.4%
COHRCOHERENT CORP
4.8%
NOKNOKIA CORP
3.5%

As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.

96% of NVIDIA's disclosed equity book sits in five names, with a rival chipmaker as the single largest holding as of June 30. Only eight positions total, so every stake here is a deliberate strategic bet.

Portfolio concentration Leopold Aschenbrenner Situational Awareness

Aug 14

77.3% in the top 5 names · 23 long positions disclosed

SNDKSANDISK CORP
28%
MUMICRON TECHNOLOGY INC
27.5%
BEBLOOM ENERGY CORP
9.4%
TSMTAIWAN SEMICONDUCTOR MANUFAC
6.2%
NBISNEBIUS GROUP N.V.
6.1%

As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.

Leopold Aschenbrenner's Situational Awareness had 77.3% of its long book in five names as of June 30, with memory alone accounting for more than half. That is the portfolio behind the roughly $15 billion hit Jane Street took in July, disclosed only now and before the forced sale to Citadel.