Jim Cramer Discusses These 9 Stocks, AI GPUs & DeepSeek’s Impact On AI Market

3. ASML Holding N.V. (NASDAQ:ASML)

Number of Hedge Fund Holders In Q3 2024: 64

ASML Holding N.V. (NASDAQ:ASML) is the only company in the world capable of manufacturing high-end EUV chip manufacturing companies. Its shares ended the DeepSeek selloff 5.8% lower, but in a classic illustration of how the stock market can change in the blink of an eye, recovered the losses just two days later. On Wednesday, ASML Holding N.V. (NASDAQ:ASML)’s shares soared by 7.9% after its bookings touched a whopping €7.09 billion which was more than 2x higher than analyst estimates of €3.99 billion. Commenting on ASML Holding N.V. (NASDAQ:ASML)’s European shares, here’s what Cramer shared about the events:

“But ASML-F does not say good things. It says bad things. Because what it says is look there’s a lot of equipment being used, the more equipment they use, again, we have more is less. So the whole world is kind of coalescing upon the idea that NVIDIA is not as special as we thought. And that’s what I’m trying to figure out.”