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10 Stocks Jim Cramer Talked About & Revealed Why He’s Critical Of OpenAI

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In this piece, we will look at the stocks Jim Cramer discussed.

In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer discussed General Atlantic’s CEO Bill Ford’s comments that we were not in an AI bubble and instead there appeared to be moments of misallocation and overvaluation:

“Yeah I spoke to Bill yesterday, and Bill’s an old friend for many, many years. And I think he’s very common sensical, he thinks it’s going to be very good. At times we’re going to get too exuberant. I think that we’re at one of those moments. . .I was telling him that I think that the year of magical investing had ended and he thought that that was an appropriate term. . .just in time. . .I said look I think that your call of exuberant [inaudible] is terrific. What you’re saying is it’s not over. It’s just that there are times when people get too excited. It’s not 2000. Because it was over and people kept saying. .because they didn’t have any money.”

Cramer added:

“He was not as critical as I was of some of the companies that are spending too much. I was more critical for instance of OpenAI. . .but obviously when you have something like a business-to-business Anthropic business, that’s where you might be. Business-to-consumer OpenAI is very, very hard. And that’s one of the reasons why I worry about OpenAI. It’s business-to-consumer Business-to-business like Anthropic is just consistent level.”

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 November 14th.

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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).

10. Bitdeer Technologies Group (NASDAQ:BTDR)

Number of Hedge Fund Holders In Q2 2025: 12

Bitdeer Technologies Group (NASDAQ:BTDR) is a Bitcoin mining and AI cloud firm. Cramer discussed the firm as an example of those whose financing reminded him of activity in the year 2000:

“I see a lot of things after we get through this period. But we have to get through this period. And we have to get through. . .last night, I don’t mean to pick on anybody on particular, but I spent a lot, I was critical of OpenAI, but Bitdeer, a Massillon, Ohio plant that they had a fire, two days ago, and lost a couple of the, 24 of the 26, whatever, they did this financing and it was one of these financings that was so, 2000-like. It was painful. You know the convert, and the stock you issue, and you have to place another convert. And I’m looking at the stock, and what is this company? Well the stock was at 27 dollars and 80 cents, October 15th. Now it’s at 11. What does it do? Well it’s another Bitcoin miner slash AI company and there’s just dozens of these and these all look the same. I cannot believe how much they look the same. I actually did a run of the companies that say Bitcoin, you gotta lot of animals, you got the rhino Bitcoin, the deer Bitcoin, the bear Bitcoin. And then I thought one of the better ones was BitFuFu, BitFuFu.”

9. Oracle Corporation (NYSE:ORCL)

Number of Hedge Fund Holders In Q2 2025: 124

Oracle Corporation (NYSE:ORCL) is one of the biggest enterprise resource planning and AI infrastructure providers in the world. It has been a frequent feature of Cramer’s morning show as he has discussed its close relationship with OpenAI. Cramer believes that the money from OpenAI is key to Oracle Corporation (NYSE:ORCL)’s success. In this appearance, discussed a Financial Times piece discussing the firm’s former CEO, Safra Catz, its borrowing for AI, and its relationship to OpenAI. Cramer mentioned the piece and discussed the relationship in broad overtones:

“[On how firm struggled to sell 2.5 billion in bonds] Look the most damaging thing about Oracle, what a fabulous piece today in the Financial Times. I mean, a must read piece. And it talks about, how Safra Catz, Oracle’s sole chief executive from 2019 until she stepped down in September, resisted expanding its cloud business because of the vast expense required.

“Oracle is part of the whole chain, it’s Oracle, it’s all with OpenAI, it starts with Sam Altman. Remember, these are people you are not allowed to criticize. When I say not allowed it means that when you say it, you have to be ready for some blowback. I work for the people who watch us, and they need to know that I think this thing is not nearly as on as terra firma as the other companies. And they have to, I mean if I were, if they owned me 10 billion dollars, I would want that right now. I would say listen I’ll take the 10 billion, and then I’ll build you all the data centers that you want in the Mohave desert where you can’t wait to get them.”

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

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This prediction might not be bold at all:

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AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

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This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

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It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

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Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!

No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!