Jim Cramer Discusses These 13 Stocks & Rejects The AI PC Super Cycle

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1. Microsoft Corporation (NASDAQ:MSFT)

Number of Hedge Fund Holders In Q3 2024: 279

Microsoft Corporation (NASDAQ:MSFT) is the world’s largest software company which has generated quite a bit of interest in 2025. President Trump’s $500 billion Stargate AI announcement generated speculation that perhaps Microsoft Corporation (NASDAQ:MSFT) and OpenAI were not so close anymore. It didn’t skip Cramer’s attention either as he gushed about Oracle’s newfound role in the AI food chain and its growing ties with OpenAI. Cramer’s latest comments about Microsoft Corporation (NASDAQ:MSFT) surrounded the much-hyped AI PCs:

“Well I mean look Microsoft I think is actually under pressure. I think that they’ve got, they’re being attacked on the clippy two comment by Marc Benioff. This morning, the kiss of death, I saw a piece about the super cycle for the AI PC. We know that super cycle [inaudible], there was a coal super cycle, there was this fracking super cycle. And when you see super cycle that means you’re dead. I think AI PC so far is dead and that refers to Microsoft where, where is that David? The AI PC?”

“Well, it’s gonna matter very much to that company’s numbers. Because Microsoft, you mentioned, Apple underperforming. Microsoft hasn’t exactly exhibited. . . .”

“Look, have you talked to anyone who has an AI PC who says wow! You oughta see what I have.”

MSFT is a stock Jim Cramer recently talked about. While we acknowledge the potential of MSFT 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 MSFT but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap

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