Jim Cramer Raises Big Question About Tariffs & Discusses These 11 Stocks

1. Alphabet Inc. (NASDAQ:GOOGL)

Number of Hedge Fund Holders In Q4 2024: 234

Alphabet Inc. (NASDAQ:GOOGL) is one of the worst-performing mega-cap technology stocks in 2025. The firm has failed to experience any positive catalysts and has struggled from weakness in its cloud business and its troubles with the Justice Department despite a change in government. Cramer’s previous comments have pointed out YouTube’s strength, wondered if Search is facing AI competition, and bemoaned the lack of any positive catalysts. Here are his latest thoughts:

“[On an analyst note comparing Google to Kodak] And he’s been right. And uh, in full disclosure, because I believe in full disclosure, we have been saying to sell it. For ages. For the club. And we finally were not restricted. So we finally got to sell it on the day when Moffett decides that there’s one TV station, maybe that’s why I was able to get out. Rather than down five. Because this piece, the Moffett piece basically says that they’ve got, not a hidden gem but a gem. And I think that he did not discount the fact that we don’t Google anymore.”

“[On the importance of monetizing YouTube] Well they have to. Because the Melius piece, again this Ben Reitzes, which is the anti Nat [Moffett Nathanson] piece, said the Google search division generated a 198 billion in revenue in 2024. I question how many people still go on the ad-filled, really impossible to go through Google, when you can go to these incredible sites. Though Google does have a little bit more to it. Look I’m not doing anything other than using these sites. And they make you feel one’s better than the other.”

GOOGL is a stock Jim Cramer recently discussed. While we acknowledge the potential of GOOGL, 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 GOOGL but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

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