Jim Cramer Defended American Superiority and Discussed These 13 Stocks

12. ASML Holding N.V. (NASDAQ:ASML)

Number of Hedge Fund holders: 86

ASML Holding N.V. (NASDAQ:ASML) came up in a discussion about chip equipment makers facing increased uncertainty due to new U.S.-China tariffs. Cramer highlighted concerns about ASML’s exposure to China and emphasized the company’s importance in chip manufacturing, saying:

“Right, ASML. I was thinking about them, and I was thinking about, they ought to hire a guy named Glenn Kirby. They had to hire the United Airlines guy because they had no idea what’s going on. Then I look at … I tried to see the China breakdown on this page seven of their deck, 27% with China. Used to be 41%. Maybe we need them again. […]

But again I come back to the idea that what is someone could look at this at the in the government and say, wait a second, what is this? It’s 27% China. Well, you know, here’s what I’m doing to that.”