12 Stocks Jim Cramer Mentioned In An Episode Where He Briefly Commented On Data Centers

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4. Affirm Holdings, Inc. (NASDAQ:AFRM)

Number of Hedge Fund Holders In Q2 2025: 70

Cramer had quite a lot to say about Affirm Holdings, Inc. (NASDAQ:AFRM) – the commerce platform and payments network operator. He praised the firm’s CEO and discussed recent share price movements:

“And I think Affirm is such a buy. I think that Max Levchin is terrific. By the way, they are the best single record on non-performers. They have almost like no non-performers, and that’s his algorithm. I bet on Levchin, I think that stock had such a big move. I’m betting it’s profit taking.

“I think it’s a certain particular kind of subprime that is masked. It’s hard to. find. I think that the Carvana recommendation today. Carvana has a company that has a lot, you’ve got buyers using credit for Carvana. That stock has not come down. I’m not as concerned. I know that when I looked at it yesterday people were selling Capital One off of it. I think that’s a mistake. . . and then Max Levchin is doing a tremendous job at Affirm. I think that guy is amazing. Takes a lot of business from the big retailers too.”

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