Squawk on the Street Cramer’s Morning Take: AMD 11/12/25
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Nov 12, 2025 Jim Cramer dives into the complexities of market bifurcation and sector rotation, searching for reliable investments. He highlights AMD's recent investor day, commending CEO Lisa Su's impressive forecasting skills. Cramer challenges the notion that AMD and Nvidia are locked in a zero-sum competition, suggesting their success can be mutually beneficial. His insights encourage investors to broaden their perspectives beyond traditional rivalries.
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Market Showing Zero-Sum Rotation
- Jim Cramer observes a market bifurcation where some winners rise while others fall, signaling a shift toward zero-sum dynamics.
- He warns this zero-sum rotation concerns him even as overall markets remain higher.
Lisa Su's Track Record With Bold Calls
- Jim Cramer recounts AMD's bullish investor day and his long acquaintance with Lisa Su dating back to when AMD was much smaller.
- He notes Su's history of making ambitious market-size predictions that later proved conservative and valuable.
Avoid Zero-Sum Thinking With Tech Stocks
- Do not treat AMD and NVIDIA as zero-sum competitors; gains for one can benefit the other.
- Remember Cramer's directive: if AMD is good, it's great for NVIDIA, so avoid thinking in exclusives.