Yahoo Finance·2025-11-06 15:35Core Viewpoint - Jim Cramer emphasizes a disciplined approach to AI investing, focusing on established tech giants rather than speculative startups, highlighting companies like Apple, Nvidia, Broadcom, and Dell for their real earnings and long-term AI potential [1][7][11]. Group 1: Cramer's Investment Philosophy - Cramer advocates for "wise speculation," which balances market fear and blind optimism, encouraging investments in companies with solid earnings and capable leadership [7][8]. - He warns against high-flying stocks lacking profits, suggesting a strategic approach to AI investments [8]. Group 2: Cramer's AI Stock Picks - Apple is highlighted as a top investment choice, with recent quarterly sales of $102.5 billion and a 13% increase in earnings per share to $1.85, driven by the iPhone 17 and a strong Services division [12][13]. - Nvidia is praised for its leadership and innovation, with expected Q3 sales of $54.6 billion, a 56% increase, and EPS projected to rise 53% to $1.24 [14]. - Broadcom is recognized for its disciplined management and consistent growth, with steady demand across networking and custom chips, making it a preferred choice over smaller semiconductor startups [15]. - Dell Technologies is noted for its emergence as an AI infrastructure powerhouse, with strong sales of AI-optimized servers and improved financial targets, positioning it as a value investment [16].