Jim Cramer Discussed These 12 Stocks Recently

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1. Marvell Technology, Inc. (NASDAQ:MRVL)

Number of Hedge Fund Holders: 105

A caller highlighted that while its peers have been down this year, Marvell Technology, Inc. (NASDAQ:MRVL) has been worse off. Cramer replied:

“It’s unbelievable. And Matt Murphy is so fabulous. He bought a lot of stock actually higher. They are doing everything right, but you know what? They are up against some very good competition, and people feel that there’s always going to be some Taiwanese company that’s going to come in… It is now getting no credit for anything it’s done in the data center. I think. Marvell Tech is a buy.”

Marvell Technology, Inc. (NASDAQ:MRVL) is a semiconductor company that is focused on data infrastructure. Its products are designed to meet the demands of today’s data centers. ClearBridge Mid Cap Strategy stated the following regarding Marvell Technology, Inc. (NASDAQ:MRVL) in its Q1 2025 investor letter:

“Marvell Technology, Inc. (NASDAQ:MRVL), a networking and storage semiconductor company with a strong presence in data centers, pulled back after a strong run alongside other AI beneficiaries following the DeepSeek announcement. However, we believe that regardless of the impact of less capital and energy intensive AI models like DeepSeek, large AI hyperscalers will continue to build new and more data centers, providing Marvell with a long-term opportunity to capitalize on its position as a preferred partner in their construction.”

While we acknowledge the potential of Marvell Technology, Inc. (NASDAQ:MRVL) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than MRVL but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

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