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

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4. Apple Inc. (NASDAQ:AAPL)

Number of Hedge Fund Holders In Q3 2024: 158

Apple Inc. (NASDAQ:AAPL)’s shares have not seen much love from investors in 2025. Wall Street doesn’t believe that the firm’s consumer AI initiatives are attracting consumers and multiple reports have claimed that its flagship iPhone is struggling in China. Cramer has discussed Apple Inc. (NASDAQ:AAPL)’s stock several times this year. He believes that investors focus too much on the iPhone with regard to the firm’s hypothesis and holds the opinion that the commonly held belief of Apple Inc. (NASDAQ:AAPL) missing upcoming earnings means that the miss won’t be a surprise. Here are his latest remarks:

“Another guy, the Goldman guy, said look, I’m below the consensus. Well you know what the consensus is full of Apple. It doesn’t matter anymore.  The consensus is, like why don’t we just get the consensus to move so when it disappoints, it doesn’t disappoint as badly. And remember, what people always talk about, it’s not this quarter. It’s the ‘estimate cut that I know that nobody else knows.’ Everyone knows that there’s going to be an estimate cut.”

“Well there was some stupid, there were some seriously stupid buyers who took it up way beyond where it should be. I don’t know what they’re thinking. But they’re losers. And that’s okay.”

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