Jim Cramer on CoreWeave (CRWV): “I Feel Very Lonely Out There, But It’s the Star of AI Infrastructure”

We recently published a list of Jim Cramer Recently Talked About These 15 Stocks. In this article, we are going to take a look at where CoreWeave, Inc. (NASDAQ:CRWV) stands against other stocks that Jim Cramer discussed recently.

On Tuesday, Jim Cramer, host of Mad Money, offered his perspective on the day’s market rally as he delved into the impact of the ongoing dynamic between President Donald Trump and Federal Reserve Chair Jerome Powell.

“All day, I heard that today’s rally was just a bear market rally, okay? That it was a phony spike, and the market will go right back down the moment the president posts that there’ll be no compromise on tariffs. Who knows, maybe Fed Chief Jay Powell should be deported.”

READ ALSO: 9 Stocks on Jim Cramer’s Radar and Jim Cramer’s Thoughts on These 5 Stocks.

However, Cramer pointed out that the tone shifted significantly just after the market closed. In his words, “We get incredible news that is sure to drive this market higher.” The news came directly from the President, who clarified that he had no intention of firing Powell, a rumor that Cramer identified as a major factor in the prior day’s market slide. Trump’s statement, “Never did, never will,” regarding any plans to remove Powell effectively erased the cloud of uncertainty that had been hanging over the markets.

Given this reversal, Cramer questioned whether the rally could still be called a bear market bounce. In his view, it now looked like something more substantial. He explained that real recoveries are often mischaracterized at first. According to Cramer, they typically begin with what appear to be bear market rallies, short-lived, suspicious upticks that many investors brush off due to repeated disappointments in the past. He stressed that the early stages of genuine market turnarounds are often marked by disbelief and hesitation, with only the boldest or most reckless traders recognizing their potential early on. He added:

“Now look, just because the President doesn’t want a constitutional crisis and is going to keep Powell doesn’t mean we have more to go on. For example, there’s been no sign of change from the administration on the trade wars.”

Our Methodology

For this article, we compiled a list of 15 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 22. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2024, which was taken from Insider Monkey’s database of over 1,000 hedge funds.

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).

Jim Cramer on CoreWeave (CRWV): “I Feel Very Lonely Out There, But It’s the Star of AI Infrastructure”

An illustration of digital intelligence and energy storage for a modern industrial facility with servers and storage racks in the background.

CoreWeave, Inc. (NASDAQ:CRWV)

Number of Hedge Fund Holders: N/A

When Cramer was asked about CoreWeave, Inc. (NASDAQ:CRWV) during the episode, he noted:

“CoreWeave, it was up $3 today, and that’s a big move for CoreWeave. I am a believer in the data center, but I gotta tell you, I feel very lonely out there. I’m not gonna hang my hat on it.”

CoreWeave (NASDAQ:CRWV) operates a cloud platform that supports GenAI with services including compute, storage, networking, AI model training, VFX rendering, and mission control, along with various infrastructure and lifecycle management tools. At the beginning of April, Cramer stated:

“Coreweave shares fell yesterday $3 or almost 7%, but then today the stock catches fire and soars almost 42% to $52 and change, because suddenly people believe in AI infrastructure again. Coreweave this is the star of the AI infrastructure firmament. “

Here’s the truth about CoreWeave. I talked to so many people about these guys when I was at GTC, the Nvidia Trade Fest, and at the Samsung Bureau for CNBC, and everybody loved them; everybody!

[…] Anyone in the data center world understood the Coreweave was the best at what it does. […] Nothing’s changed, nothing at all except the price […] Everyone needs to remember what happened here. The same stock they couldn’t give away last week is now roaring higher on absolutely no new news. I’ll back the view of every single person I met in the data center business, including random people at GTC booths who know this thing is real.”

Overall, CRWV ranks 13th on our list of stocks that Jim Cramer discussed recently. While we acknowledge the potential of CRWVas 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. 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 CRWV but that trades at less than 5 times its earnings, check out our report about this 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.