14 Stocks on Jim Cramer’s Radar

4. Alphabet Inc. (NASDAQ:GOOGL)

Number of Hedge Fund Holdings: 219

Alphabet Inc. (NASDAQ:GOOGL) is a stock that Jim Cramer has consistently discussed over the past couple of months. During this time period, his opinion about the firm has shifted from being wary due to troubles with the Justice Department to becoming enthusiastic about its multiple businesses, such as YouTube, Gemini, and Search. Alphabet Inc. (NASDAQ:GOOGL)’s shares are up by 73% over the year and by 5.8% year-to-date. In January, Keybanc raised the firm’s share price target to $360 from $330 and kept an Overweight rating on the shares. AI played a key role in the financial firm’s coverage as it pointed out that Alphabet Inc. (NASDAQ:GOOGL) has the computing capacity and scale to excel in the industry. Like Keybanc, Cramer is also enamored by the AI software:

“No Alphabet’s extraordinary, Alphabet, I mean Gemini again this weekend, better than it was previously. I capitulated and bought some Alphabet. We have a meeting today at noon and we bought Alphabet after selling it. We did that, because, David, they’re the punitive winner. And think about it, Apple didn’t get any money from them, apparently, for them to become the defacto Siri. Now you could say they got lucky anyway, Apple didn’t have to spend the money. But David, the transformation. . .it’s the transformation of Alphabet from definitive loser to how did that happen?

“How about. . .their Amazon Web Services competitor, it’s growing like a weed. The NFL deal, put together by a man who didn’t even know NFL, who’s such a genius. . .they’re just, talk about lucky and good. And by the way, Ruth Porat, she’s in there doing something we don’t know. . .this is going to be bigger than NVIDIA within the next two months.”

Bristlemoon Global Fund discussed Alphabet Inc. (NASDAQ:GOOGL) in its fourth quarter 2025 investor letter:

“In our September 2025 quarterly letter we explained why we had taken positions in Alphabet Inc. (NASDAQ:GOOGL) and ASML. We highlighted how ASML is a monopoly in the semiconductor industry during an AI boom. Our writeup outlined the bear case arguments and explained our reasoning for why they were misguided. Other investors began to agree with our investment thesis, sending the stock from around €600 per share to north of €900 per share in the span of a quarter. Alphabet, where investor sentiment around AI had become unduly pessimistic, has also since delivered solid performance and contributed meaningfully to the Fund’s returns.”