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Jim Cramer: Shift in AI Trading Logic Benefits Suppliers like Micron and Intel

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On July 1, former hedge fund manager and CNBC host Jim Cramer stated that Wall Street's pricing logic for AI trading has changed, with the market now rewarding tech companies that provide products for the AI boom rather than the clients investing in AI. Cramer noted that in June, the combined market value of the 'seven giants' evaporated by approximately $2.3 trillion, leading investors to question whether these companies' massive AI expenditures would ultimately generate sufficient profits and free cash flow. Amazon, Alphabet, Microsoft, and Meta are among the largest spenders on AI data centers, and he believes these hyperscale cloud service providers are becoming victims of their own AI ambitions. Cramer mentioned that while these companies have the financial capability to continue investing billions, the demand for computing infrastructure has outstripped supply, driving up costs for critical components like memory chips and networking equipment. This shift benefits the 'shovel sellers' in the AI boom rather than those incurring the expenses. He stated, 'The companies with the largest gains are exactly the opposite of the seven giants; they produce products that are in short supply and have skyrocketing demand.' Cramer pointed out that memory chip manufacturers Micron Technology and Sandisk, as well as Intel, Marvell Technology, and AMD, were among the biggest winners in the second quarter. He noted that the supply-demand imbalance has driven strong profit growth for these companies, leading to analysts continuously raising their ratings and target prices. Among them, Cramer identified Intel as his new top stock pick, stating that CEO Pat Gelsinger is revitalizing the chipmaker, and Intel is expected to benefit from the growth in demand for CPUs, advanced chip packaging, and domestic semiconductor manufacturing in the U.S.
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