We recently compiled a list of the Jim Cramer Discusses These 9 Stocks & US AI GPU Advantages. In this article, we are going to take a look at where Chipotle Mexican Grill, Inc. (NYSE:CMG) stands against the other stocks.
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer spent nearly all of his show discussing stocks. As has been the case with most of his morning appearances in 2025, he discussed Wall Street’s favorite GPU stock in quite a bit of detail. While we’ve covered a lot of his remarks in our coverage of the stock in our next list, some points are worth mentioning in the introduction.
While Wall Street is focused on whether cloud and data center spending for the firm will materialize after China’s DeepSeek purportedly demonstrated lower training costs and by effect lower spending requirements, Cramer is focused on the firm’s Blackwell GPU.
For Cramer, while the Blackwell GPU is an impressive product, the timeline of its orders materializing is surprising. He commented on a recent share price target reduction by Citi to share that the only significant takeaway for him from the note concerned the orders. Before he read the note, Cramer kept “thinking that Blackwell, which is the next generation, is selling like mad.” However, reading the note surprised him as he learned that the first customer was only starting to receive the products. This leads Cramer to conclude that the money from the latest AI GPUs that the firm earns is “going to be much more forward and not now in front of us.”
Yet, he remains optimistic because the orders will materialize as Cramer believes “because obviously if you’re spending all this money you’re gonna get Blackwell.” The CNBC host then shifted the conversation to the importance of the Blackwell GPUs. After analyzing the GPU orders, “you say to yourself, why do you need Blackwell? Why do you need this incredibly important platform that has software?” he wondered.
The answer to this question, according to Cramer is because “you need it [Blackwell] for both inference and you need it for training,” even though according to him “There are people who said with DeepSeek you don’t.”
The GPU orders are particularly important when we analyze Cramer’s first remarks for the GPU stock after the DeepSeek stock market selloff. Orders are one key metric that Cramer believes investors should watch to confirm whether the damage done by the selloff is permanent. In a recent morning appearance, he outlined that “any [GPU] order pullback” is a key metric along with a potentially reduced focus on energy spending.
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on February 5th.
For these stocks, we also mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds invest in? 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 275% since May 2014, beating its benchmark by 150 percentage points. (see more details here).
A chef plating up a wide variety of dishes for a restaurant chain.
Chipotle Mexican Grill, Inc. (NYSE:CMG)
Number of Hedge Fund Holders In Q3 2024: 69
Chipotle Mexican Grill, Inc. (NYSE:CMG) is a restaurant chain known for its Mexican cuisine. Despite inflation hitting consumers hard in 2024, the stock closed the year after gaining 33% primarily on the back of the firm’s growth strategy. Through this strategy, Chipotle Mexican Grill, Inc. (NYSE:CMG) aims to further extend its presence in Canada and Mexico and open more than 300 restaurants this year. Year to date the shares are down by 3.97% after its annual sales growth forecast sat below analyst estimates. Here’s what Cramer said about Chipotle Mexican Grill, Inc. (NYSE:CMG):
“Okay so January’s not so good.”
“[On top line growth of 13.1%, total revenue of $2.8 billion and same store growth of 5.4% but stock still being down] No because they did talk about the future and the future was not great. January was not a good month. Negative month. A lot of people are going to hope that we’ve saved by the honey chicken. Which is incredibly popular. By the way, the costs were fine. A lot of people were worried about avocado. Turns out that they source 50% away from Mexico. That was good. They’re doing a lot of stuff behind the scenes that I think are very good to bring the costs down. But, Carl, when you have a weak January, people just say what have you done for me lately? And what have they done for them lately is not great. As much as I think Scott Boatwright’s doing a good job, what can I say, they didn’t shoot the lights out of the January.”
Overall CMG ranks 2nd on our list of the stocks Jim Cramer recently discussed. While we acknowledge the potential of CMG 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 CMG 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
Disclosure: None. This article is originally published at Insider Monkey.
