A short post titled “Memory topped” relays Jim Cramer’s July 21, 2026 view that investors should rotate out of AI stocks into bitcoin. Cramer nonetheless highlights semiconductors/memory plays he still likes for that part of the supply chain, naming Micron, Applied Materials (AMAT), and Intel/AMD as preferred picks.
Author @0x1ee7 asserts “Memory topped” and relays Jim Cramer’s recommendation (2026-07-21) that investors in AI stocks should pivot to bitcoin (BTC).
Memory topped
If you’re in AI stocks it’s time to pivot to btc
Jim Cramer (@jimcramer)
OK, IF you have to, lets go with Micron, AMAT and Intel/AMD for the ones I like the best....for this part of the food chain.n
— https://nitter.net/jimcramer/status/2079659814787936408#m