We recently published a list of Jim Cramer Discusses These 11 Stocks & President Trump. In this article, we are going to take a look at where Honeywell International Inc. (NASDAQ:HON) stands against other stocks that Jim Cramer discusses.
Jim Cramer’s latest appearance on CNBC’s Squawk on the Street saw him continue to comment on the semiconductor industry. While chip stocks, primarily those geared towards data center AI computing, were the biggest winners of the AI revolution, things took a sharp turn last month following the DeepSeek selloff. Now, investors are continuously wondering whether the billions of dollars earmarked for data centers will actually materialize.
However, while the selloff occurred in 2025, Cramer’s co-host Carl Quintanilla pointed out that chip stocks were range bound since the latter half of 2024. In response, Cramer shared that investing in these stocks had “been very very difficult, because frankly, they’re one of the segments that you don’t want to be in.” This is because he believes that “There seems like there’s too much competition” amongst the companies. This includes the firm responsible for the Snapdragon processors “going against” the British design house owned by Softbank. Other examples shared by Cramer include the design house going against Dr. Lisa Su’s chip company and America’s largest and only integrated chip maker simply “flailing,” with Wall Street’s favorite AI GPU stock lately coming “under attack.”
This turmoil leads the CNBC host to conclude that “you’ve got a group David, that is frankly verklempt is the word I was searching for.”
Cramer also commented on research papers and industry participants pointing at the continually dropping AI training costs. Commenting specifically on a Stanford paper saying researchers training a cloud model for 5o bucks, he sardonically remarked “I think by the end these guys are going to make it so that, they pay you to take it. I mean there’s a little absurdity going on here.”
Another topic he discussed in quite detail during the show was the auto industry. Elon Musk’s car company and the firm that makes the F-150 truck fell as trading opened on the back of factors such as weaker demand in Europe and auto demand in America. Cramer believes that the latter firm’s CEO “Jim Farley is a great spokesman for the auto industry. He just said look, it’s a disaster what it is. Obviously, it’s going to hurt them.” Discussing President Trump’s sanctions against Mexico, Cramer pointed out that they would be particularly painful for Farley’s company due to its Mexican production base. Cramer added that a new direction in the tariff debate might see the President take aim on Japan and South Korea.
According to him:
“He [Farley] did. . .at one point say and I thought it was very important for the American people, said, we are having this conversation, well Honda is importing six hundred thousand units in the US with no incremental tariff. Why is Toyota able to import point five million vehicles in the US with no incremental tariff? I mean there are millions of vehicles coming into this country that are not being applied. Now I think that’s what I would go to the President and say.”
Cramer also shared his take on Mexican President Claudia Scheinbaum. “Claudia Scheinbaum’s ratings, I was looking at hers yesterday, the President of Mexico,” he shared. “Through the roof, in the eighties. Because they feel that she offered a credible solution, which is to sit down and talk with the President,” he added.
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 6th.
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).
Honeywell International Inc. (NASDAQ:HON)
Number of Hedge Fund Holders In Q3 2024: 55
Honeywell International Inc. (NASDAQ:HON) is one of the largest American industrial conglomerates. Its shares gained a mere 9.4% in 2024 and were up primarily due to the November election proving to be a boon for industrial companies. Honeywell International Inc. (NASDAQ:HON) has been beset by a slowdown in its automation business and an overall sluggish environment. The firm’s narrative is driven by activist Elliot Management taking a stake and driving change. Honeywell International Inc. (NASDAQ:HON) announced that it was splitting into three businesses, and here’s what Cramer said about the affair:
“But this is the quarter you have to buy because you’re finally getting the three pieces. The aerospace business is fantastic. This chemicals business is of course a little bit better than the GDP. And then you have this automation business which has been a disappointment.”
“For aerospace, they have the cockpit. They have a lot of intellectual property in a plane. They have obviously some service, I think that you do want to emulate. Now remember they’re in every plane. They’re in Bombardier, Airbus, they’re in Boeing. They’ve got a hammerlock on the group. Dave Cote put that together and I like that business. You may just say, hold your nose and buy. If you get that business.”
“That factory automation, David the warehouse business, that was bad. That was bad. . . That’s been a loser.”
“I’m totally with you. Which is why my trust owns it. We’ve been selling higher. Now I’m going to buy it back or hold on.”
Overall, HON ranks first on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of HON 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 time frame. If you are looking for an AI stock that is more promising than HON 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.
