Jim Cramer Was Talking About These 10 Stocks Amid Tariff Chaos

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1. Netflix Inc (NASDAQ:NFLX)

Number of Hedge Funds Investors: 121

Jim Cramer in a latest program on CNBC gave bullish comments on Netflix Inc (NASDAQ:NFLX).

“You got a common sense method of looking for a stock that does not have a problem with tariffs, that also is indispensable, and its subscription business sits down almost 10%.”

After sensing major threats amid rising competition in the market from Disney Plus, Peacock (CMCSA), Max, Amazon and YouTube, Netflix Inc (NASDAQ:NFLX) has fired all engines and is using a multi-pronged approach to thrive. Netflix Inc (NASDAQ:NFLX) is expanding into emerging markets, aggressively focusing on user engagement and tapping into advertisement and gaming. Netflix Inc (NASDAQ:NFLX) is also expanding into NFL games and WWE.

Polen Focus Growth Strategy stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q4 2024 investor letter:

“The top absolute contributors were Amazon, Shopify, and Netflix, Inc. (NASDAQ:NFLX). Beyond these top relative contributors, it’s worth noting Netflix as a top absolute contributor as the company continues to extend its lead over its streaming competitors as evidenced—among other things—by 10% YoY subscriber growth in North America, its most mature market. Customers are clearly finding significant value in Netflix’s content offering, and that—along with opportunities to scale the advertising-based video-on-demand segment—should drive healthy double-digit earnings growth for the foreseeable future.”

While we acknowledge the potential of Netflix Inc (NASDAQ:NFLX), our conviction lies in the belief that under the radar 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 NFLX 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 30 Best Stocks to Buy Now According to Billionaires.

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