We recently published a list of Jim Cramer Hints at a Bigger Agenda Behind Tariffs and Breaks Down These 7 Stocks. In this article, we are going to take a look at where Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) stands against other stocks that Jim Cramer discusses.
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer suggested the recent tariffs might not simply be about economic leverage. He hinted at a deeper agenda within parts of the administration that goes beyond trade policy:
“There’s plenty of sense that something’s going to happen that’s going to take this away. In fact, just because of what we saw the other day with it going to 10 percent, I don’t see that at all. I think these are very different kinds of tariffs. I mean, this is a tariff where I think there’s some people with the administration who actually ultimately have a goal of regime change.“
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Discussing the likelihood of a negotiated settlement between Washington and Beijing, Cramer expressed deep skepticism that China would retreat under pressure. Instead, he described a Chinese leadership that had long prepared for confrontation:
“When do the Chinese back down? Right now they’re not, but I don’t know. I think the Chinese have been ready for this since first Trump. I think that they are ready for tariffs. I think they’re going to build coalitions worldwide. I do not think they’re paper tigers. I think that they’re a strong country and they’re ready. They’re ready for the fight. And I’m afraid that we have many divisions that were behind enemy lines before this war started, including Apple.”
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 April 11th.
For these stocks, we also 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).
Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX)
Number of Hedge Fund Holders: 21
A late-breaking FDA policy shift caught Cramer’s attention as a breakthrough moment for small-cap biotech company Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX). Cramer framed this as a deregulatory milestone, and one that could play directly into Recursion’s AI-focused drug discovery platform. Here’s what he said:
“Alright, we got some news from the FDA that’s impacting the stock. I don’t normally do small caps, but there’s an FDA announcement, plan to phase out animal testing requirements for monoclonal antibodies. By the way, Regeneron, biggest in that. But what they’re gonna do is you gotta do it AI. And the AI company that has it, I’ve had them on, is Recursion Pharmaceuticals, RxRx, backed by Jensen Huang and NVIDIA. And they’re going to be the winner in how we decide much faster to have drugs approved in this country. It’s the first real deregulation I’ve seen. Congratulations to the people who are trying to deregulate.”
Overall, RXRX ranks 1st on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of RXRX 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. 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 RXRX but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.
