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Jim Cramer compares AMD to Secretariat, highlighting its strong AI-driven growth potential.

Analyst Insights
07 May 2026
Erica Kollmann
Bullish
pluang ai news

Jim Cramer likened AMD to Secretariat, the legendary racehorse, suggesting the company could be the dominant leader in the AI chip market. Despite a recent downgrade, Cramer believes AMD's CEO Lisa Su's execution and AI chip roadmap position the company to capture significant AI-driven demand, potentially outpacing competitors like Nvidia. AMD's stock has surged about 86% year-to-date, reflecting strong investor confidence. The key challenge remains proving that AMD's AI growth is sustainable beyond hype.

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