We recently published a list of Did Jim Cramer Nail or Miss These 14 Stocks? In this article, we are going to take a look at where Intel Corporation (NASDAQ:INTC) stands against other stocks that Jim Cramer discusses.
During the most recent episode of Mad Money, Jim Cramer described the current stock market as a “short sellers paradise,” offering an ideal moment for those betting against U.S. stocks. He pointed to an important deadline approaching: April 2nd when major tariffs are set to take effect.
“We have a tariff deadline, beckoning a frightening deadline, actually April 2nd when the big tariffs are going to kick in, that means we’re headed for a moment of maximum fear as regular stock buyers either flee to the sidelines or move the money to Europe.”
READ ALSO: Was Jim Cramer Right About These 23 Stocks?
Cramer emphasized that he does not see how the White House could back down from its stance, suggesting that if the administration wants to maintain credibility, it has no choice but to move forward with the tariffs. He explained that for President Trump, showing resolve by sticking to his promises is a signal of strength, even if it means sacrificing the stock market in the process. Cramer believes that this willingness to endure short-term market pain in favor of long-term trade objectives is a clear sign that the White House is committed to its strategy. He went on to say:
“For years, we’ve been conditioned to believe that everyone must do their part to get prices down because we don’t want inflation to get out of control. Unfortunately, someone isn’t doing it.”
The rising costs brought on by tariffs are forcing the Federal Reserve to pay more attention to inflation, complicating the financial space. Cramer remarked that this creates a difficult situation for money managers who now feel compelled to sell due to the economic uncertainty stirred up by Washington. Wall Street, he added, is already adjusting its estimates, factoring in the potential long-term impact of tariffs.
“But what happens in this market after the tariffs are implemented? Maybe another month of wrangling, maybe two months, maybe the whole summer. It could be real bad. So we end up with this build-in negative that could sink 10 ships.”
Methodology
For this article, we compiled a list of 14 stocks that were discussed by Jim Cramer during the episode of Mad Money on April 1, 2024. We then calculated their performance from April 1st, 2024, market close to March 24th, 2025, market close. We have also included the hedge fund sentiment for the stocks, which we sourced from Insider Monkey’s Q4 2024 database of over 900 hedge funds. The stocks are listed in the order that Cramer mentioned them.
Please note that this article mentions Jim Cramer’s previous opinions and may not account for any changes to his opinions regarding the stocks that are mentioned. It is primarily an examination of how his previously provided opinions have panned out.
Why are we interested in the stocks that hedge funds pile into? 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
A technician soldering components for a semiconductor board.
Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holders: 83
Intel Corporation (NASDAQ:INTC) is a global leader in semiconductor manufacturing, known for its CPUs and data centre products. Cramer discussed Intel as a potential turnaround candidate back then after being one of the year’s losers:
“Intel could really rally simply thanks to easy comparisons versus last year. […] Pat Gelsinger has demonstrated flashes of brilliance. […] All Pat has to do is say that margins are going to get better, and that’ll do it.”
Intel Corporation (NASDAQ:INTC) has faced a lot of troubles over the past year, having dropped 45.60% since that episode. That is the worst performer in this list.
In his recent remarks, Cramer maintained his optimism on Intel and how the company’s new CEO could help turn things around:
“Oh I love him. This guy is serious, serious guy. Now look, Intel’s got its own problems. They’re very, very tough. Because it did miss whole eras of chips. But Lip-Bu Tan, I urge everyone to go watch the YouTube video when he gets the Robert Noyce award. This is in 2022. He explains what he’s going to do and where he is. He saved Cadence. Took it from one billion to 48 billion. So 48 bagger. And he is remarkable. And smart. And he’s gonna really make them go faster. He was a great venture capitalist, a great businessperson. And he saw generative AI coming because this is from 2022. I really like him. He’s got a lot of work to do but I no longer feel you need to sell Intel. And I’ve been saying to sell Intel since Lisa Su told me sell Intel.”
Overall, INTC ranks 12th on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of INTC as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than INTC 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 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.
