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 Johnson Controls International plc (NYSE:JCI) 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 team of workers wearing white hardhani and safety goggles assembling a complex HVAC system.
Johnson Controls International plc (NYSE:JCI)
Number of Hedge Fund Holders In Q3 2024: 52
Johnson Controls International plc (NYSE:JCI) sells heating, ventilation, fire suppression, and other products to the construction industry. Despite interest rates reducing construction activity in 2024, Johnson Controls International plc (NYSE:JCI)’s shares close the year 38% higher. Several catalysts drove this performance. For starters, the firm’s HVAC orders grew by 20% annually during the third quarter particularly due to high data center demand. Johnson Controls International plc (NYSE:JCI)’s former CEO left after discussions with activist investor Elliot last year. The shares surged by 11.3% in February after the firm announced a new CEO and lifted its profit forecast to range between $3.50 and $3.60 per share from an earlier $3.40 to $3.50. Here is what Cramer said:
“[JCI’s earnings] Oh wow, look at that. Good stuff. Industrials. Yesterday it was Cummins, that’s what people want, okay. That’s the stocks that people want.”
Overall JCI ranks 4th on our list of the stocks Jim Cramer recently discussed. While we acknowledge the potential of JCI 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 JCI 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.
