Group 1 - Jim Cramer expresses optimism about the semiconductor industry but has concerns specifically regarding Texas Instruments Incorporated (TXN), which focuses on industrial applications and the Internet of Things rather than AI data centers [2][3] - Following Texas Instruments' recent earnings report, the investor call did not instill confidence in the company's future prospects, contrasting with other companies like AMD and Micron that may benefit from CPU supply shortages [2][3] - Cramer describes the recent conference call for Texas Instruments as disappointing, indicating that the company's focus on industrial and IoT applications is less compelling compared to the potential of AI stocks [3] Group 2 - The article suggests that while Texas Instruments has potential as an investment, AI stocks are viewed as having greater promise for higher returns and limited downside risk [3]