Cramer’s Morning Take: AMD 11/12/25

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Jim Cramer (0:10)

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Jim Cramer (0:47)

I'm Jim Cramer, and you're about to hear a sample taken directly from today's CNBC Investing Club morning meeting. Now, stocks are higher today, and I think it's very interesting because we're getting this kind of bifurcation. For instance, Advanced Micro is up. When that's up, now NVIDIA is down. That's the kind of thing I'm discouraged about. We're no longer seeing zero, we're seeing zero some now, and that does concern me. Now, the markets are indeed higher. Now, some of that is because there's a rotation going on. We're seeing some valuations in the real stock market that I've been talking about. I remember I told you that I'm trying to put a name in the bullpen that's like a Clorox, it's like Suboxone, that's like an Amgen. We are just frankly trying to do that. But the main thing yesterday was the AMD bullish investor day. I want to say I've known Lisa Su for a very long time, from when they were five and Intel was around 50 And she is certainly money good. What's interesting is the initial reaction to what she said yesterday was not that great, but she's using a trillion dollar number. I went out to dinner when she was using a 350 to $400 billion number, and everyone laughed at her and was very critical. And she said, this is the way it's going to be. And it turned out to be she was being very conservative. I think the stock's very good. But as you know, we like Nvidia. Own it, don't trade it. If it's good for AMD, it's great for Nvidia. Please remember that, not zero-sum.

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All opinions expressed by Jim Cramer on this podcast and in connection with the CNBC Investing Club are solely Cramer's opinions and do not reflect the opinions of CNBC, NBC Universal, or their parent company or affiliates, and may have been previously disseminated by Cramer on television, radio, internet, or another medium. No specific outcome or profit is guaranteed in connection with your reliance upon or other use of the content from Cramer. The opinions offered in connection with this podcast and the CNBC Investing Club are not an attempt to induce any particular trading behavior, investment, or strategy. You should be aware of the risk of loss in following any strategy or investment discussed in the content from Cramer. To view the full CNBC Investing Club disclaimer, please visit cnbc.com/investingclubdisclaimer.

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