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 The Walt Disney Company (NYSE:DIS) 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 packed theater of moviegoers watching a blockbuster film produced by the entertainment company.
The Walt Disney Company (NYSE:DIS)
Number of Hedge Fund Holders In Q3 2024: 76
The Walt Disney Company (NYSE:DIS) is one of the most commonly discussed stocks on Jim Cramer’s morning show. The host believes that the firm’s upcoming quarterly earnings can deliver a positive surprise. He has also remained optimistic about The Walt Disney Company (NYSE:DIS)’s streaming business and the firm’s theme parks. Cramer’s latest remarks about the firm wondered about the recent selling pressure on the stock and praised The Walt Disney Company (NYSE:DIS)’s management:
“Disney was down hideously today. And I found myself saying . . .why are they selling it. So you dig, you dig, you dig, you speak to Hugh Johnson, you get a little back and forth, and then you realize, maybe they’re selling it because it’s wrong to sell.”
“They are looking at a particular line, in this case Disney+. No but Disney+ was, I mean there are many, many lines. And one of the things that’s happened is . . . there might be twelve important lines. One was bad. Disney+ because they decided they had a little bit more churn because they raised numbers. And then people say well wait a second, Netflix doesn’t have churn. And all I can say is, Netflix is a beast. And if you’re gonna go up against Netflix, you’re gonna make a comparison to Netflix, I mean that’s like making a comparison to 27 Yankees. Don’t do it.”
“[when Faber pointed out that Disney+ subs were falling] But at the same time I think Bob Iger would say, how many ships does Netflix have? How are the Netflix theme parks doing? I thought the theme park was supposed to . . hurricanes, everything was supposed to be. . .the gods turned on them. Obviously not the fires, it wasn’t this quarter. And I say, you know what, that’s a good business. Now Netflix doesn’t need it, cause Netflix walks on water. I mean Netflix is incredible. But when I look at what Disney’s doing, I say jeez you know, I thought that theme parks were too expensive. Obviously not.”
“They use Salesforce by the way, and they’re getting a lot more out of an individual customer. By the way, Hugh Johnson, formerly at PepsiCo, he runs a conference call, that says to me, what a pro. These guys are pros. I like that.”
Overall DIS ranks 1st on our list of the stocks Jim Cramer recently discussed. While we acknowledge the potential of DIS 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 DIS but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.