We recently published a list of Top 10 Stocks on Jim Cramer’s Radar as Trump Tariffs Wreak Havoc Across Global Markets. In this article, we are going to take a look at where Viking Holdings Ltd (NYSE:VIK). stands against other top stocks on Jim Cramer’s radar as Trump tariffs wreak havoc across global markets.
Jim Cramer in a latest program on CNBC said that President Donald Trump’s new tariffs were much worse than expected. Cramer believes investors were getting “tired” of worrying about the tariff threat and went into a “bring it on” mode ahead of the Wednesday announcement.
“Regular viewers know that I’ve never been a huge fan of free trade. It would be fine if everybody plays by the rules, but we’re the only country that plays by the rules. I want fair trade instead, which means tariff those who tariff us just as hard. Of course, I’ve been hoping for reciprocal tariffs, and that’s what we allegedly got, even if they were far more severe than I’d hoped for. With reciprocal tariffs, we hammer specific countries for putting up specific trade barriers or subsidizing specific industries. While we got reciprocal tariffs, I never expected them to be this high, nor did many other people. From Wall Street’s perspective, Trump might as well have used a meatax, which is what we were most afraid of. The term reciprocal meant nothing in the end; the term punitive is more accurate.”
Cramer Calls China an ‘Insidious Octopus’
Cramer called China an “insidious Octopus” and mentioned how the country used several “loopholes” to enter the US and European markets. However, he believes the tariffs will result in higher prices for consumers. Cramer said Trump does not “care” about falling stock prices or rising consumer prices.
“Trump doesn’t seem to care about the stock market this time around. Why should he care about certainty, which I’ve said over and over again is what makes investors happy? He’s not trying to make investors happy. He’s not about happiness for us. He’s about making these countries bend to his will, and if it causes inflation, then it causes inflation. He never promised you a rose garden stock market, and I sure didn’t see one in the Rose Garden today.”
READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In
For this article, we picked 10 stocks Jim Cramer recently talked about during his programs on CNBC. With each company we have mentioned the number of hedge fund investors. 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).
Viking Holdings Ltd (NYSE:VIK)
Number of Hedge Fund Investors: 49
Jim Cramer in a latest program on CNBC recommended investors to buy Viking Holdings Ltd (NYSE:VIK).
“I am a big fan of the cruise lines going forward. To me, they represent a great value, and Viking’s a unique player with an impressive focus on rich American baby boomers. We watched with glee as Viking stock glided higher and higher throughout last year and even the first few weeks of 2025. Eventually, they peaked at 53 bucks and change in early February, just before the market-wide selloff. Since then, the stock’s fallen back to 40, down roughly 25% from its highs just over a month ago. Again, like I explained when I told you to buy Royal Caribbean on Wednesday, the cruise lines are different from other travel plays. They represent incredible value versus traditional vacation alternatives, especially if you wanted to drink heavily. And that’s still true of the upscale Viking Cruises. But for Viking in particular, we have a fresher company-specific catalyst. On Tuesday morning, the company reported an excellent quarter with inline revenue and impressive 99-cent earnings, speeding off a 36-cent basis. No one paid any attention to it because of the market-wide selloff. Management also shared some very positive commentary about the full-year forecast, with CEO Torstein Hagen noting the company was growing capacity for its core products by 12% this year, with the delivery of 11 new ships. They’re already 88% booked for the 2025 season, so it sounds like smooth sailing for Viking at present. And we got this update after the tariff reign of terror had already started, with the stock down meaningfully to the point where it now roughly trades at 17 times this year’s earnings estimates. I think it’s another one that’s worth buying right here.”
Overall, VIK ranks 6th on our list of top stocks on Jim Cramer’s radar as Trump tariffs wreak havoc across global markets. While we acknowledge the potential of VIK, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than VIK 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.
