Jim Cramer Discusses These 12 Stocks, Elon Musk & President Trump

8. Alibaba Group Holding Limited (NYSE:BABA)

Number of Hedge Fund Holders In Q4 2024: 107

Alibaba Group Holding Limited (NYSE:BABA) is one of the largest technology companies in China. Like its American counterpart Amazon, the firm enjoys the benefit of a dual business model. Its business model gives Alibaba Group Holding Limited (NYSE:BABA) the ability to benefit from a high-volume eCommerce business and a high-margin cloud platform. The firm’s shares have gained 88% over the past year, primarily on the back of a stunning 69% year-to-date run in 2025. Multiple catalysts have driven the stock, including a regulatory crackdown on a rival, Alibaba Group Holding Limited (NYSE:BABA)’s AI model, and Chinese stimulus. Here is what Cramer said:

“Well BABA, we’ve got two streams of revenue that are explosive so to speak. One is cloud, and the other is eCommerce. Now, it’s very clear that the PRC, the party has said look, we want more spending. And that’s the eCommerce. And when it comes to the cloud, well that, you could say that’s DeepSeek, they really know what they’re doing over there. And by the way, Jensen Huang, has been quiet but there is a piece, this morning, that don’t worry, it’s really post-training. That’s a more sophisticated way to put it, but he’s broken his silence. But Alibaba can, when I speak to David Tepper, I mean it’s very clear, Alibaba is still inexpensive. I don’t like the idea that you’re coming in at this level. But the fact that they have two revenue streams that are on fire not one really speaks to how China wants to promote spend and how brilliant they turned out to be in terms of technology.”