We just covered the Jim Cramer Stock Portfolio: Top 10 Stock Picks. Advanced Micro Devices Inc. (NASDAQ:AMD) ranks #10 (see the Jim Cramer’s top 5 stock picks in 2026 here).
Jim Cramer isn’t as enthusiastic about Advanced Micro Devices Inc. (NASDAQ:AMD) as he is for Nvidia, but the stock remains in his Charitable Trust’s portfolio. Over the past few months, Cramer has regularly praised CEO Lisa Su, noting that Advanced Micro Devices Inc. (NASDAQ:AMD) is well-positioned to grow despite competition from Nvidia, thanks to strong chip demand.
Here is how Cramer praised Su in October:
“In 2014, she came in. Advanced Micro Devices Inc. (NASDAQ:AMD) was worth $2.5 billion and now it’s worth $400 billion. And it’s up again today. She stayed in PC. She moved aggressively into the data center. Lisa Su is one of the greatest executives of all time. I mean, there was a period where she was telling me, ‘Look, Jensen’s way ahead.’ But now she’s saying, ‘Look, the gap is closed.’ Congratulations Lisa Su.”
In a separate program, Cramer again praised Su. Here is what he said:
“You know what, if I didn’t own NVIDIA, I most certainly would (own AMD). It is a dog fight, and Lisa Su is fabulous,” Cramer recently said. Read his detailed comments here.
White Falcon Capital Management in its fourth quarter 2025 investor letter explained how AMD can cross the $400 mark. Read the letter here.
While we acknowledge the potential of AMD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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