11 Stocks Jim Cramer Discussed As He Revealed How To Become ‘King’ Of AI

2. Ford Motor Company (NYSE:F)

Number of Hedge Fund Holders In Q1 2025: 39

Ford Motor Company (NYSE:F) has seen somewhat of a turnaround in its fate in 2025 due to tariffs. The shares have gained 14.3% year-to-date to significantly outpace the 2.4% gains made by rival and peer General Motors. Ford Motor Company (NYSE:F) has benefited from the fact that its supply chain is not as significantly dependent on Mexico as is GM’s. Cramer commented on Ford Motor Company (NYSE:F)’s warning that it faced a $2 billion hit from tariffs:

“Some stocks have run right into the quarter and people don’t want them. Then there are other companies that I just feel badly about. For instance, when I feel badly I mean Ford Motor. Ford Motor, down today. But is hit by tariff. Maybe two billion in tariffs. Ford is odd. You have the most American of the big, of the big automakers, and they’re the one that’s being hurt most by the tariffs. They need to consult some of the people, Lutnick, perhaps Navarro. Because I don’t think they’re meant to be the loser. I really don’t.”

Here are his previous comments about Ford Motor Company (NYSE:F):

“They’re gonna have a lot more that I think can go their way. Uh, when I was speaking to Cleveland Cliffs yesterday, to Lorenzo Goncalves. . I mean he’s just talking about this is the beginning of a lot of different things. Very in flux. GM has, Ford has told me GM has much, much exposure. Versus Ford. So I’m looking for Ford to have a good quarter. By the way, Ford’s going for 10, Ford’s making a 20% move here. So I look to see who has the most exposure. And I’ve got to tell you, Ford was right when it said be careful, GM. Because everyone in the industry knows that there’s a lot of companies ship a lot of stuff. Get to Allison Motor, down there in Mexico, it comes back. GM, David, it’s like back and forth with the car. . .that is not what they want.”