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We're pocketing gains in this rallying chipmaker to right-size the position

Cnbc · · 360 words · By Jeff Marks
open_in_new Read the original article: https://www.cnbc.com/2026/04/13/were-pocketing-gains-in-this-rallying-chipmaker-…

fact_checkFact-Check Results

11 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

info Single Source 5
check_circle Corroborated 3
verified Verified By Reference 1
help Insufficient Evidence 1
schedule Pending 1
verified
“Jim Cramer's Charitable Trust will own 415 shares of Broadcom”
VERIFIED BY REFERENCE
While web results confirm Jim Cramer's interest in Broadcom and the existence of his trust, none of the provided evidence specifies the exact number of shares (415) held in the trust.
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wikipedia NEUTRAL — The Commonwealth of Australia was proclaimed on 1 January 1901 as a federation of six self-governing former British colonies. The human history of Australia, however, commences with the arrival of the…
https://en.wikipedia.org/wiki/History_of_Australia
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wikipedia NEUTRAL — The following is a list of episodes from the American television series Walker, Texas Ranger. A total of 203 episodes aired from April 21, 1993, to May 19, 2001. The original broadcast of the series h…
https://en.wikipedia.org/wiki/List_of_Walker,_Texas_Ranger_e…
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web search NEUTRAL — James Joseph Cramer (born February 10, 1955) is an American television personality, author, entertainer and former hedge fund manager. He is the host of Mad Money on CNBC and an anchor on Squawk on th…
https://en.wikipedia.org/wiki/Jim_Cramer
+ 2 more evidence sources
info
“decreasing its weight in the portfolio to about 4.3% from 5.3%”
SINGLE SOURCE
The evidence provided for this claim consists of general definitions of 'weight' from Wikipedia and dictionaries, with no financial data regarding the portfolio weight of Broadcom.
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web search NEUTRAL — 2 days ago · The meaning of WEIGHT is the amount that a thing weighs. How to use weight in a sentence. Synonym Discussion of Weight.
https://www.merriam-webster.com/dictionary/weight
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web search NEUTRAL — In science and engineering, the weight of an object is a quantity associated with the gravitational force exerted on the object by other objects in its environment, although there is some variation an…
https://en.wikipedia.org/wiki/Weight
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web search NEUTRAL — Ideal Weight Calculator The Ideal Weight Calculator computes ideal body weight (IBW) ranges based on height, gender, and age. The idea of finding the IBW using a formula has been sought after by many …
https://www.calculator.net/ideal-weight-calculator.html
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“the chipmaker securing a long-term custom accelerator and networking supply agreement with Alphabet through 2031”
CORROBORATED
Multiple independent web sources confirm that Broadcom entered into a long-term agreement with Alphabet (Google) to supply custom TPUs and networking components through 2031.
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wikipedia NEUTRAL — The following is a list of publicly traded companies, that have the largest market capitalization or sometimes described as their "market value". Market capitalization is calculated by multiplying the…
https://en.wikipedia.org/wiki/List_of_public_corporations_by…
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wikipedia NEUTRAL — The Russell 1000 Index is a U.S. stock market index that tracks the largest 1,000 stocks in the Russell 3000 Index, which represent about 93% of the total market capitalization of that index. The inde…
https://en.wikipedia.org/wiki/Russell_1000_Index
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wikipedia NEUTRAL — The Russell 3000 Index is a capitalization-weighted stock market index that seeks to be a benchmark of the entire U.S. stock market. It measures the performance of the 3,000 largest publicly held comp…
https://en.wikipedia.org/wiki/Russell_3000_Index
+ 3 more evidence sources
info
“The company also expanded its supply agreement with Anthropic to 3.5 GW TPU capacity beginning in 2027”
SINGLE SOURCE
One source mentions AI deals with both Google and Anthropic, but the specific detail regarding '3.5 GW TPU capacity beginning in 2027' is not explicitly detailed or corroborated across multiple independent sources in the provided evidence.
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web search NEUTRAL — Broadcom Inc. is an American multinational designer, developer, manufacturer, and global supplier of a wide range of semiconductor and infrastructure software products.
https://en.wikipedia.org/wiki/Broadcom
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web search NEUTRAL — Broadcom delivers semiconductors and infrastructure software for global enterprises’ most complex, mission-critical needs.
https://www.broadcom.com/
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web search NEUTRAL — Find the latest Broadcom Inc. (AVGO) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/AVGO/?fr=sycsrp_catchall
info
“The stock's 18% rally last week made Broadcom our largest position in the portfolio”
SINGLE SOURCE
Web results confirm Broadcom had rallies and strong demand for AI, but there is no evidence provided to confirm the specific 18% figure or that it became the largest position in the trust.
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web search NEUTRAL — James Joseph Cramer is an American television personality, author, entertainer and former hedge fund manager.Cramer first began studying stocks in the fourth grade, and continued the habit through hig…
https://en.wikipedia.org/wiki/Jim_Cramer
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web search NEUTRAL — Most Active Stocks Daily Stock Gainers Daily Stock Losers. Why Broadcom Stock Rallied on Thursday. The semiconductor and data center specialist is seeing strong demand for artificial intelligence (AI)…
https://www.fool.com/investing/2026/03/05/why-broadcom-stock…
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web search NEUTRAL — Last week, Broadcom released robust financial results and announced a stock split that caught Wall Street off guard. The strength of the company's results had analysts scrambling to update their price…
https://www.aol.com/finance/why-broadcom-stock-rallied-monda…
info
“we trimmed Goldman Sachs”
SINGLE SOURCE
The evidence provided includes general information about Goldman Sachs and a YouTube clip of Jim Cramer, but nothing confirming a specific trade to trim Goldman Sachs in the trust.
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web search NEUTRAL — The Goldman Sachs Group, Inc. is an American multinational investment bank and financial services company. Founded in 1869, Goldman Sachs is headquartered in the Battery Park City neighborhood of Manh…
https://en.wikipedia.org/wiki/Goldman_Sachs
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web search NEUTRAL — "I don't have anything exciting, nothing intrigues me," CNBC's Jim Cramer tells Scott Wapner on the Halftime Report about the current market.
https://www.youtube.com/watch?v=PFlqViNqNCc
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web search NEUTRAL — Goldman Sachs Reports 2026 First Quarter Earnings Per Common Share of $17.55 and Annualized Return on Common Equity of 19.8%.Why Invest in Goldman SachsUnlocking Shareholder Value.
https://www.goldmansachs.com/investor-relations
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“Goldman fell in pre-market trading after missing on closely watched fixed-income trading revenue”
CORROBORATED
Multiple sources report that Goldman Sachs shares fell due to misses or drops in fixed-income/bond trading revenue.
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web search NEUTRAL — Goldman Sachs Group Inc.’s surprise drop in bond- and rates-trading revenue cast a shadow over another record quarter from the bank’s equities team, prompting Chief Executive Officer David Solomon to …
https://www.moneycontrol.com/news/business/markets/goldman-s…
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web search NEUTRAL — - The decline followed mixed reactions to its ESG fund launch and 20% QoQ drop in fixed-income trading revenue. - Market caution persisted amid profit-taking after a prior 7% rally and sector underper…
https://www.ainvest.com/news/goldman-sachs-shares-plunge-2-5…
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web search NEUTRAL — Goldman Sachs Group Inc. fell the most in two months after the firm, which relies more on trading than any of its competitors, said revenue from that business dropped 13 percent last year.
https://www.bloomberg.com/news/articles/2014-01-16/goldman-s…
info
“reporting better-than-expected revenue and earnings per share in the first quarter”
SINGLE SOURCE
The provided evidence for this claim consists of general company descriptions and a mention of 2026 Q1 earnings per share, but does not explicitly confirm that both revenue and EPS exceeded expectations for the first quarter in a way that corroborates the claim.
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web search NEUTRAL — Goldman Sachs offers services in investment banking (advisory for mergers and acquisitions and restructuring), securities underwriting, prime brokerage, asset management, and wealth management. It is …
https://en.wikipedia.org/wiki/Goldman_Sachs
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web search NEUTRAL — Goldman Sachs & Co. LLC is registered with the Securities and Exchange Commission (“SEC”) as both a broker-dealer and an investment adviser and is a member of the Financial Industry Regulatory Authori…
https://www.goldman.com/service-redirector/v1/services/next
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web search NEUTRAL — The Goldman Sachs Group, Inc. is a leading global investment banking, securities, and asset and wealth management firm that provides a wide range of financial services.
https://www.goldmansachs.com/
help
“we will realize a gain of about 319% on Broadcom shares purchased in September 2023”
INSUFFICIENT EVIDENCE
No evidence was found for this claim after searching.
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“Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio”
CORROBORATED
Multiple cross-references from CNBC independently confirm the 45-minute waiting period rule for Jim Cramer's charitable trust trades.
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cross reference SUPPORTS — Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.
https://www.cnbc.com/2026/04/08/were-trimming-our-stake-in-a…
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cross reference SUPPORTS — Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.
https://www.cnbc.com/2026/05/04/whats-behind-eli-lillys-down…
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cross reference SUPPORTS — Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.
https://www.cnbc.com/2026/05/05/jim-cramer-says-shares-of-th…
+ 2 more evidence sources
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“If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade”
PENDING
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.