In this piece, we will look at the stocks that Jim Cramer recently discussed.
In a recent episode of CNBC’s Squawk On The Street, Jim Cramer started out by commenting on quantum computing stocks. These stocks rose to new highs after the announcement of the Willow quantum computing chip by one of the biggest technology companies in the world. He mentioned a quote by AI CEO Jensen Huang about quantum computing. According to Cramer, “The quote previous to that was really enlightening too. I mean just as this. And this [quantum computing] only works for small form factor. And it’s used microwave. The large form factor, which by the way is, automatic driving and robots, it doesn’t work. So not only is it later, but it’s not useful. And, he also said that we work with a CPU, not GPU. That would be like that Intel engine and it’s much too slow.”
Cramer continued to blast quantum computing stocks. According to him, the “QTUM ETF that has almost no quantum computing, it’s been bid up. I mean they really are David, I mean, I’m not saying they are necessarily fraudulent. Because Willow, which is a project of Google, is pretty good. And Amazon was working on a program to help quantum developers.” Likening the quantum computing stocks to an illusory phenomenon, he commented “But frankly, I’m going to use the word chimerical, in the sense that these companies, none of these companies, have much in terms of revenue. . . .But they’re all losing a lot of money, and it was the type of thing you see at the beginning of the year, we’re also seeing it in nuclear, another area that’s chimerical. And I think that it has to be watched out before we can go higher.”
As a result, Cramer shared “I think that people should sell those stocks and lock in their gains.” Quantum computing isn’t the only sector on his radar though. Another sector in Cramer’s crosshairs was nuclear power. He believes that firms can’t build nuclear power plants “fast enough, and they’re very expensive and the overruns are ridiculous. So we have to clear out the nuke and we have to clear out this ridiculous stuff when it comes to quantum.”
Since treasury yields were rising during the start of the day, they didn’t miss Cramer’s attention either. He shared the trend of the rising yields and started with the futures. The futures were up during Frank Holland’s show. Which is the five o’clock show,” he stated. Cramer added “Okay so, then we had the rates right where they are. And then somehow, between four thirty and six, the rates skyrocketed! And then after the ADP they went lower.” He believes that excessive attention on the yields is equivalent to being “worse than the analysts that are telling you to sell” the world’s leading GPU designer.
Another player that has shaped the market for two years now is the Federal Reserve. The Fed caused quite a bit of turmoil in mid-December after its paring back of expected 2025 interest rate cuts to two from four hit stocks hard. Now, with the labor market being as strong as ever, investors are wary of getting even one rate cut in the first half of 2025. Cramer commented on the Fed’s Christopher Waller and shared that “He ought to take a vacation. Why do these guys have to talk every minute? I mean what good are they doing to the chairman? The chairman ought to say, hey guys, go speak at the Rotary Club and address what I think is the biggest problem of youth.”
The CNBC host also mentioned the ongoing and devastating wildfires in California. Cramer stressed that these are not ordinary wildfires. Recalling his days as a news reporter he shared:
“When I covered homicides and fires when I was a reporter in LA, I was living in my car so I was kind of uniquely able to cover any fire very quickly. And I was on one side of the interstate five where it’s just north of I-10. And it was five lanes, five lanes at the time and I was on the side that was away from Beverly Hills. And the chief at the time said to me, don’t worry we’re safe here. Because it’s never jumped I-5. And then I saw like Santa Anna winds, it jumped I-5, ten lanes at the time, just jumped it. And I looked at him, and I said what do we do? And he said, it’s every man for himself. And we tore. . . .I mean it really, it’s so frightening. Because it can leap. People think it’s static. And when it comes, it explodes, where it’s crackling. It does not light up and burn. It explodes! So that’s what we’re dealing with.”
He added “I just want people to know that this is not a fire where there’s coming down. This is a fire where you don’t know where it’s gonna go. And it can go a hundred yards.”
As for the bond yields, Cramer hinted that they might drop in the future. According to him “A lot of the people that I deal with in the bond market are kind of salivating over the idea that maybe we do get a 5% on a ten year. It’s interesting to hear the perspective of people who cash but who don’t own anything. There is money out there waiting for that level. So if people think that it’s just, there’s just going to be an overshoot be aware that there will be some real demand.”
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down all the stocks he mentioned during CNBC’s Squawk on the Street aired last Wednesday.
For these stocks, we also mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds invest in? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points. (see more details here).
21. Quantum Computing Inc. (NASDAQ:QUBT)
Number of Hedge Fund Holders In Q3 2024: 2
Quantum Computing Inc. (NASDAQ:QUBT) is a New Jersey-based quantum computing company that designs and sells quantum computers and quantum number generators. It’s one of the top-performing quantum computing stocks of 2024 with the shares having gained 1,400% during the year. However, Quantum Computing Inc. (NASDAQ:QUBT)’s stock has lost the wind in 2025 as it is down by 58% year-to-date. Cramer believes that those buying quantum computing stocks are not taking a deeper look into them. He commented on Quantum Computing Inc. (NASDAQ:QUBT)’s revenue:
“I don’t think people are looking into the things they’re buying. QUBT, four hundred thousand in revenue, very big losses.”
20. Rigetti Computing, Inc. (NASDAQ:RGTI)
Number of Hedge Fund Holders In Q3 2024: 7
Rigetti Computing, Inc. (NASDAQ:RGTI) was another quantum computing stock on Jim Cramer’s mind. It designs and sells quantum computing processors and provides access to cloud-based quantum computing services. Another top-performing stock of 2024, Rigetti Computing, Inc. (NASDAQ:RGTI)’s shares gained more than 1,400% during the year. However, its fall from grace has been equally striking as the shares are down by 57% year-to-date. Like other quantum computing stocks, Rigetti Computing, Inc. (NASDAQ:RGTI) has suffered after NVIDIA CEO Jensen Huang noted that quantum computing was a thing of the distant future. Cramer had quite a bit to say about the firm:
“So what you have is a stock like Rigetti. You’ll see that under the crawl just this very moment. RGTI. Now this is a two-dollar stock from a few months ago. And they did a gigantic [inaudible], fifty million share offering at two dollars eleven cents, really basically because they needed the money. They had flat revenues for a long time.
“I would argue that Rigetti, which also had a lot of insider selling is probably the worst one. It’s up a great deal. They needed the money just back in November. I think people took it up and they have no idea what it really does. It designs quantum computers and superconducting quantum computing processors and that’s precisely what Jensen Huang is saying is really not that valuable.
19. IonQ, Inc. (NYSE:IONQ)
Number of Hedge Fund Holders In Q3 2024: 17
IonQ, Inc. (NYSE:IONQ) sells quantum computers and provides cloud-based access to quantum computing services. When compared to other quantum computing stocks, its performance has been ‘muted’ in 2024. The shares gained roughly 260% during the year, but like its peers, IonQ, Inc. (NYSE:IONQ) has nosedived this year. The stock is down by 29% year-to-date, but unlike most other quantum computing stocks which are single-digit equities, IonQ, Inc. (NYSE:IONQ) still trades for a ‘respectable’ $29 a share. Cramer’s comments explain why that might be:
“But frankly, I’m going to use the word chimerical, in the sense that these companies, none of these companies, have much in terms of revenue. Except for IONQ.”
18. Paychex Inc. (NASDAQ:PAYX)
Number of Hedge Fund Holders In Q3 2024: 20
Paychex Inc. (NASDAQ:PAYX) is an important player in the SaaS-based payroll processing services provider market. Since its performance is dependent to a large extent on small and medium business performance, the shares perform well when investors perceive an easing of monetary policy. As a result, the fact that Paychex Inc. (NASDAQ:PAYX)’s shares are flat year-to-date is unsurprising. In fact, had the firm not announced a deal to expand its operations by acquiring Paycor, the stock might have suffered more. Cramer commented on Paychex Inc. (NASDAQ:PAYX) CEO’s astute observation of the US economy:
“I had John Gibson on recently. He’s the CEO of Paychex. And this is the largest payroll processor for small to medium sized businesses. Here’s what the Fed did wrong. They didn’t, he just got, a Fed advisor, John. The small business outlook post the election was astonishing. And the amount of hiring post the election was incredible. But that was not in any of the models. What J Powell [inaudible] sit around and say, listen if Trump wins we gotta stop, stop cutting? But that was the key fulcrum. What small business, the backbone of the US economy I may add, and we got that wrong. Everyone got it wrong except for Gibson because he was looking at the Paychex stubs. And he saw the hiring explosion.”
17. Nextracker Inc. (NASDAQ:NXT)
Number of Hedge Fund Holders In Q3 2024: 20
Nextracker Inc. (NASDAQ:NXT) is one of the more interesting clean energy companies in the market. It provides software that enables solar panels to accurately track the Sun’s movement. This aids solar power generation systems to efficiently generate power. However, unlike other clean energy stocks that have floundered in today’s high interest rate era, Nextracker Inc. (NASDAQ:NXT)’s shares have held their ground. The stock is essentially flat over the past year. Here is what Cramer said:
“Charitable trust owns a company called Nextracker. We’ve actually done some selling, the stock is up huge. They make software that make it so that we get, you get more Sun. Uh you can shift the panels, which means, you know for instance, Germany, they only have 27% days that are sunny. But you can augment your solar with this software.”
16. Tapestry, Inc. (NYSE:TPR)
Number of Hedge Fund Holders In Q3 2024: 38
Tapestry, Inc. (NYSE:TPR) is a luxury apparel company that has managed to hedge against the storm that’s hit its peers. The firm’s stock endured in 2024 and ended the year with more than 79% in gains. Tapestry, Inc. (NYSE:TPR) has endured because the firm’s customer base of wealthy individuals is insulated against the broader dip in spending power that has harmed consumers in the US and abroad. Tapestry, Inc. (NYSE:TPR) beat analyst estimates for its fiscal fourth quarter results, and Cramer commented on Barclays upgrading the stock to Overweight:
“And by the way, Tapestry clearly didn’t get sidetracked. Well, doing quite well. I don’t know. Some of these consumer names are making a little bit of a comeback.
“[Barclays ups Tapestry to Overweight]I thought that was very interesting cause I thought they were floundering. I was wrong.”
15. Cleveland-Cliffs Inc. (NYSE:CLF)
Number of Hedge Fund Holders In Q3 2024: 40
Cleveland-Cliffs Inc. (NYSE:CLF) is a steel company that has been caught in the middle of a controversial era for its industry. While steel prices sank in 2024 and led to the shares dropping by more than 48% in 2024, Cleveland-Cliffs Inc. (NYSE:CLF) has also been in the news because of Nippon Steel’s bid to acquire US Steel. The bid was blocked by the Biden Administration earlier this month, and investors are now focused on whether Cleveland-Cliffs Inc. (NYSE:CLF) will follow up after its Steelco deal to also make an attempt to acquire US Steel. Here’s what Cramer said about the firm:
“I don’t think he will anymore because he did that Steelco deal in Canada, his stock has fallen [inaudible] and the pricing in steel has changed rather dramatically. When he first made his bid for US Steel, the stock, they thought they were going to earn about four dollars, now I question whether they can earn a dollar. So I think that it’s, I think that the forces of the actual market, and by the way, that is transshipment of Chinese steel via Mexico which I think the president, soon President-elect Trump, President Trump is going to hammer Mexico on. Very aggressive.”
14. eBay Inc. (NASDAQ:EBAY)
Number of Hedge Fund Holders In Q3 2024: 43
eBay Inc. (NASDAQ:EBAY) is an eCommerce firm that allows sellers to sell unique items to buyers. The shares gained more than 52% in 2024 as the firm remained resilient in a tough year for retailers by executing a growth strategy that attracts high spenders and expands its consumer-to-consumer business globally. In 2024, eBay Inc. (NASDAQ:EBAY) is up by 6.8% year-to-date on the back of its partnership with Meta through which listings will now be available on Facebook. Here’s what Cramer said about eBay Inc. (NASDAQ:EBAY)’s latest initiative:
“[eBay is leading] In the marketplace. A very good move. Reddit by the way going up. People realize that, you know unfortunately Zuckerberg alluded to letter X. But this movement, community note moved Reddit. Well eBay is a second win for them. David you’ve been on the eBay, PayPal story for ages.”
13. Palantir Technologies Inc. (NASDAQ:PLTR)
Number of Hedge Fund Holders In Q3 2024: 43
Palantir Technologies Inc. (NASDAQ:PLTR) is a data analytics company that has been one of the hottest stocks in 2024. Its shares gained more than 350% in 2024 on the back of several catalysts. These include double-digit revenue growth in several quarters in the US commercial market and investor hopes about Palantir Technologies Inc. (NASDAQ:PLTR) being able to provide the US government with AI services. Cramer has been a fan of the stock in his recent appearances, and he has repeatedly talked about CEO Alex Carp. Here’s what he said:
“Palantir being the nearest one that Cathie Wood’s been an aggressive seller at Ark. She’d been a big believer. I got the Alex Carp biography yesterday. It turned out to be 37 pages. I got to get the different one. There’s like three of them.
“It just gets better and better and but better. He is the Bond of intellect. James Bond. Palantir actually has a fabulous Rule of 40. They’ve got great growth.
“Palantir is a tremendous, Palantir is Peter Thiel, it’s Alex Carp.
“[on potentially overstretched valuations] It had a great last quarter! Look last quarter was great, the revenue growth was great.”
12. Cintas Corporation (NASDAQ:CTAS)
Number of Hedge Fund Holders In Q3 2024: 48
Cintas Corporation (NASDAQ:CTAS) is an industrial supplies company that sells and rents uniforms and provides other services such as restroom cleaning. The firm’s stock has performed better than the broader industrial sector in 2024 as it managed to grow earnings and reward investors with a dividend hike. However, Cintas Corporation (NASDAQ:CTAS)’s shares struggled in December after the firm’s uniform sales dropped. The shares jumped by 4% in January after it announced an acquisition attempt of a uniform company which was rejected later. Here’s what Cramer said:
“Did you see what Todd Schneider, the CEO of Cintas is saying to people? It’s very similar to what we heard from Rodney McMillion in Kroger. Cintas is saying, Todd Schneider [inaudible] that they’re competing against some Amazon, Grainger, and Fastenal, online. And offline, they’re competing with brick and mortar Walmart and Costco. So they need that heft! Because it’s not like the old days when it’s just competing, you know I mentioned the groceries, they, they’re, that’s not longer just them. Costco and Walmart continue to come up. They’ll combine anything in this country which service more than two million of the sixty million businesses. I do think that Todd has a very good case, but the problem is, as you just said, it’s so what?”
11. Reddit, Inc. (NYSE:RDDT)
Number of Hedge Fund Holders In Q3 2024: 52
Reddit, Inc. (NYSE:RDDT) is a social media company with more than 97 million daily active users. Its platform of anonymity and communities based on user interest has allowed the firm to create a unique moat for itself in the social media industry. Reddit, Inc. (NYSE:RDDT)’s shares have gained more than 224% in 2024 as the firm has benefited from the advantages that it can offer others seeking to train their AI models. Reddit, Inc. (NYSE:RDDT) has also expanded its international presence through features such as machine translation. Here’s what Cramer said about the firm:
“This stock was one of the most underpriced IPOs in history. People didn’t realize that Steve Huffman is a real businessman. Their model is teriffic. And it got more data than anybody, and I think that this is a fantastic AI play. Because you need to have, you can train using uh Reddit data.”
10. United States Steel Corporation (NYSE:X)
Number of Hedge Fund Holders In Q3 2024: 57
United States Steel Corporation (NYSE:X) is a steel company at the center of the industry in January. The firm, like other peers, struggled in 2024 due to low steel prices and reduced industrial activity in America. In his previous appearances, Cramer has blamed the lower steel prices on cheap Chinese steel flooding the global market and expressed hope about President-elect Trump being able to counter it. United States Steel Corporation (NYSE:X) was prominent in January because Japanese firm Nippon Steel’s bid to acquire it was blocked by the US government. Here’s what Cramer said about the firm:
“I mean look I think that US Steel, basically is saying that there’s a RICO case to be built. Racketeering case. But they’re calling for the Justice Department to look into this. I don’t think there’s a RICO case because I would listen to Mr. Goncalves, who is Cleveland Cliffs, but, when you charge someone with, that there’s a RICO case . . . RICO means jail time, it’s a very incendiary charge. Obviously, US Steel is not the Justice Department. An aggressive Justice Department, an aggressive prosecutor, would pick up on this.”
9. Albertsons Companies, Inc. (NYSE:ACI)
Number of Hedge Fund Holders In Q3 2024: 58
Albertsons Companies, Inc. (NYSE:ACI) is an American food and drug store company. 2024 has been quite an eventful year for the firm as the firm’s $25 billion merger drove the narrative for most of the year before being struck down by courts in December. The deal would have made the resulting entity the second-largest player in the grocery market. Albertsons Companies, Inc. (NYSE:ACI) started 2025 on a strong note by hiking its dividend and increasing its fiscal year 2024 sales growth guide to a range of 1.8% – 2.2% from an earlier 1.8% – 2.0%. Cramer was appreciative of Albertsons Companies, Inc. (NYSE:ACI)’s dividend hike:
“Jeez, they’re back. I was so afraid that they were sidetracked. Uh and Kroger didn’t get sidetracked.”
8. Novo Nordisk A/S (NYSE:NVO)
Number of Hedge Fund Holders In Q3 2024: 61
Novo Nordisk A/S (NYSE:NVO) is a Danish pharmaceutical firm that is one of the players in the global weight loss drug industry. Its Wegovy weight loss drug has enabled the firm to grow revenue in the double digits. However, 2025 has gotten off to a slow start for Novo Nordisk A/S (NYSE:NVO). The company was dealt a setback when its recent trial of a weight loss drug missed investor expectations of reducing weight by 25% in December which sent the shares sinking by 17.8%. Cramer’s remarks surrounded the potential for Novo Nordisk A/S (NYSE:NVO) to be caught up in a diplomatic row between the US and Denmark:
“I was going to go to Navarro, because I’m long Eli Lilly with my charitable trust, and say what do got, are you guys going to slam Novo Nordisk? Denmark’s biggest export. You wanna put, you wanna put the jugular? That’s Denmark’s jugular.
“Well no Denmark it could lose Novo Nordisk, it could be great for Eli Lilly.”
7. Pfizer Inc. (NYSE:PFE)
Number of Hedge Fund Holders In Q3 2024: 80
Pfizer Inc. (NYSE:PFE) is one of the biggest pharmaceutical companies in the world. While the broader healthcare sector struggled in 2024 due to high rates and constrained spending, Pfizer Inc. (NYSE:PFE) also suffered because of balance sheet troubles. Its high debt load remained a cause of investor concern for the entire year, and as a result, CEO Albert Bourla’s turnaround strategy is now a key part of Pfizer Inc. (NYSE:PFE)’s hypothesis. The firm aims to deliver as much as $4 billion in 2024 cost savings. Cramer’s remarks surrounded Dr. Bourla’s relationship and potential meeting with President-elect Trump:
“Dr. Bourla, I spent a lot of time with Dr. Bourla, President-elect Trump felt that Bourla was a hero during COVID. So it’s not like there couldn’t be a rapproach.”
6. Merck & Co., Inc. (NYSE:MRK)
Number of Hedge Fund Holders In Q3 2024: 86
Merck & Co., Inc. (NYSE:MRK) is one of the largest pharmaceutical companies in the world. Over the past couple of years, the firm has managed to set itself apart from others primarily through its cancer vaccine KEYTRUDA. KEYTRUDA is one of the most widely sold and popular cancer vaccines in the world. 2025 has also been a good year so far for Merck & Co., Inc. (NYSE:MRK) after the firm’s shares soared by 2.3% after the firm bought an Irish vaccine facility owned by a Chinese firm. Cramer, however, commented on Merck & Co., Inc. (NYSE:MRK)’s slow share performance:
“Merck is getting pummeled. Pummeled. Look at Merck!
“Even though GARDASIL just got the expanded approval I’ve been waiting for males in China for ages.”
5. GE Vernova Inc. (NYSE:GEV)
Number of Hedge Fund Holders In Q3 2024: 89
GE Vernova Inc. (NYSE:GEV) is a General Electric spin-off that caters to the needs of the nuclear power industry. The firm’s shares performed well in 2024 after they gained more than 150% during the year. The optimism surrounding GE Vernova Inc. (NYSE:GEV) is partly based on the firm’s exposure to nuclear power which is the power source of choice for data center and AI computing. However, Cramer has been a skeptic of the nuclear industry as he believes the time duration of setting the projects places their returns far into the future. Here’s what he said about GE Vernova Inc. (NYSE:GEV):
“I have a froth watch this morning on my, what I’m looking at. Uh, the nuclear power stocks, they’re just ridiculous frankly. Other than GEV. And there’s, GEV doesn’t think they’re anything until 2032.”
4. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Number of Hedge Fund Holders In Q3 2024: 107
Advanced Micro Devices, Inc. (NASDAQ:AMD) is a chip designer that caters to the needs of the personal computing, data center, and gaming console industries. Until recently, the firm has been a star of the semiconductor industry as its massive revenue growth in the wake of Intel’s troubles has turned even its biggest detractors into its fans. However, the ongoing AI wave dominated by NVIDIA’s GPUs has cast a shadow on Advanced Micro Devices, Inc. (NASDAQ:AMD). The stock is down by 4% year-to-date as analysts question its AI market share and the strength of the PC market. Here is what Cramer said:
“[On HSBC downgrade and target cut to $110 from 200] Yeah no HSBC is not my first, when I follow the semis. But he goes from Buy to Sell. You know those are pretty big. And saying, listen there’s a weaker roadmap, they’re not being able to catch up to NVIDIA, they do believe that there’s the possibility that they will miss the numbers. David, I’ve got to tell ya, this is one where, it was not unexpected, because the stock has not moved like the others. But it’s still jarring when you read it.”
3. Adobe Inc. (NASDAQ:ADBE)
Number of Hedge Fund Holders In Q3 2024: 123
Adobe Inc. (NASDAQ:ADBE) is one of the most well-known productivity software providers in the world. The firm has faced quite a tumultuous time on the stock market in 2024. First, Adobe Inc. (NASDAQ:ADBE)’s shares sank as investors were wary of the firm’s ability to ride the AI wave. Then, the firm’s AI portfolio won them over and the shares gained for a brief while before collapsing by a whopping 20% in October after a tepid guidance. Cramer believes that Adobe Inc. (NASDAQ:ADBE)’s customers are looking for value instead of premium features:
“Well I think that Adobe’s AI, I have to like Firefly very much. But this Canva product, I mean Canva is still, it’s so, the suite of Adobe products, it’s still, it’s so expensive. It’s fantastic. And any pro would never use a Canva. But when we, if Canva gets taken up in the design schools in this country, it will be existential for Adobe. Which is a fantastic company. So, be aware, they are the gold standard but people are not, people look for value everywhere now and they’re cutting back on anything. I think there are people who just say you know what this is just too expensive.”
2. NVIDIA Corp. (NASDAQ:NVDA)
Number of Hedge Fund Holders In Q3 2024: 193
NVIDIA Corp. (NASDAQ:NVDA) is Wall Street’s favorite AI GPU stock. The firm’s shares have gained more than 700% since OpenAI publicly released ChatGPT. However, the second half of 2024 was muted for NVIDIA Corp. (NASDAQ:NVDA)’s stock as investors shifted into a wait-and-watch mode for its Blackwell GPUs and the overall state of the AI industry. They returned in 2025 with fresh fervor as the shares gained 12.6% during the first week. However, since the conference, the shares have lost 13% over a lack of specifics for Blackwell shipments. Cramer, though, is a believer in NVIDIA Corp. (NASDAQ:NVDA)’s stock:
“Now several months ago I went to lunch with Jensen, he was still a little bit more on the fence on quantum. So he’s obviously done a lot of work on it. And he clearly does not think it’s an important technology. Anytime soon. You know a 20, 30 year time frame is not anything that he’s talking about frankly that he’s doing Carl. I think that people should sell those stocks and lock in their gains.” “Look, I mean over and over again, both Collette Kress, the CFO, and Jensen Huang were talking about how. Look, we’re shipping in size, we’re shipping in size. The big negative had been they were not shipping in size. Now people wanted them to guide up. That was not the nature of the CES conference.
“But Ben Reitzes asked this question which just said this, all right really, I mean is it longer term. And all you keep hearing about when it’s longer term is trillions. Not billions, but trillions. Now, can this stock hold up? It had one of the most vicious reversals. Which told me that the zero dot thirty guys, you know the guys who do our gambling, and they should go. By the way, we saw from Flutter and Draft Kings, that the house is losing. Just go beat them on Draft Kings. Stop it with the actual companies. Because you don’t know anything.”
“[Closed down after hitting all time high]Well I mean it’s what NVIDIA does, because the people who own NVIDIA, it’s like the guy who introduced NVIDIA on CES stage. Called it ‘NUVIDIA’, which I continue to remind people is a hand cream from Proctor & Gamble. . .Well it’s cause they don’t even know how to pronounce it. The point is the lack of knowledge of what this company does. Okay, some of the analysts are good, but some of the analysts are just talking about the quarter! And these are people, who are, they are bound by the four walls of idiocy. This is one of the greatest companies in the world, these people want to buy sell, buy sell, they don’t recognize that NVIDIA is doing things that are just running circles around. In AV, remember you need three. You need a simulation, you need a trainer, and you need the actual. . . .and Toyota, is going to be, I think one of the top five customers.
“[when asked whether NVIDIA can sustain its growth trajectory] Industrial revolution, why can’t we believe? Do you remember, did you read that, book about John Garfield, where they talked about the telephone, and Alexander Graham Bell tries to get it into the centennial in Philadelphia, and only because the Brazilian guy there doesn’t get to represent it. And Alexander Graham Bell says you know this could revolutionize all of how we do things. And the American judges were like who is this clown?
“I find over and over again that when you have the industrial revolutions no one really believes in them. And here’s Jensen Huang. The other day someone said to me, I see you’re like Jensen Huang, you guys both were dishwashers. And I said, I was a busboy. I mean the kinds of things I’m seeing with people at NVIDIA. How’s your dog doing? My dog died three years ago, should I sell the stock? Heaven forbid they listen to Colette Kress, who is not going to give you the numbers that you want.”
1. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders In Q3 2024: 235
Meta Platforms, Inc. (NASDAQ:META) is one of the biggest social media companies in the world. It generated quite a bit of investor interest in 2024 over its AI plans as investors believed that the firm has one of the clearest paths to monetizing AI. In 2025, Meta Platforms, Inc. (NASDAQ:META) has been in the news because of major changes announced by CEO Mark Zuckerberg. The firm’s Facebook platform has decided to remove fact-checking and switch to a community notes-based model similar to Elon Musk’s X. Cramer commented on these developments and Meta Platforms, Inc. (NASDAQ:META) allowing eBay listings:
“[on Meta allowing eBay listings] [eBay is leading] In the marketplace. A very good move. Reddit by the way going up. People realize that, you know unfortunately Zuckerberg alluded to letter X. But this movement, community note moved Reddit. Well eBay is a second win for them. David you’ve been on the eBay, PayPal story for ages.”
META is a stock Jim Cramer recently talked about. While we acknowledge the potential of META as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than META but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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