In this piece, we will look at the stocks that Jim Cramer discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the NASDAQ’s proposal for fast entry IPO rules to its index. These rules would see newly listed firms with a market capitalization ranking among the index’s top 40 members be eligible for entry after 15 sessions. The CNBC host discussed the proposal in the context of sentiment at the SEC:
“I think the SEC would love that. I think the SEC is adopting kind of a caveat emptor attitude. Now, is that wrong? Well I don’t know. . .But there’s a big belief, the SEC says listen, everyone should be able to have every right to be in private equity, private credit, David, which I know you’re concerned with. And of course, maybe we should make the deals easier so companies can raise money faster, rather than have a Series D round that goes to the big shots. David, this is what’s called democracy.”
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 February 4th. We also provided hedge fund sentiment for each stock as of the third quarter of 2025, which was taken from Insider Monkey’s database of 978 hedge funds.
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).
17. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
Number of Hedge Fund Holdings: 66
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a cybersecurity software services provider. The shares are down by 5.7% over the past year and by 5.3% year-to-date. Investment bank HSBC was out with a major upgrade for the firm in mid-February. It upgraded the stock to Buy from Hold and set a $446 share price target. The bank commented that CrowdStrike Holdings, Inc. (NASDAQ:CRWD) had an edge in using artificial intelligence and machine learning for threat detection and added that the firm also enjoyed a key position in critical industry sectors. HSBC’s coverage came after Macquarie had discussed CrowdStrike Holdings, Inc. (NASDAQ:CRWD) in late January. It reiterated a Neutral rating and a $485 share price target. The bank outlined that the software company enjoyed a key position in important industries such as endpoint platforms and identity protection. Cramer has been quite optimistic about the cybersecurity sector over the past couple of months and he maintained the tone in this appearance as well:
“Yeah now the IGV was really the culprit. I think a lot of the stocks are in the IGV, including two of the top ten are cybersecurity companies, [inaudible] here Crowdstrike one of the highest, is a great partner of Anthropic. So the idea that Anthropic is somehow gonna drill George Kurtz’s company, is entirely unlikely. They’re buddies. So the stock is down today, I’m just gonna call that plain and simple wrong, and an opportunity. How much can they disable Microsoft? Not clear, I don’t think much at all, I think that one could bounce.”
16. Thomson Reuters Corporation (NASDAQ:TRI)
Number of Hedge Fund Holdings: 32
Thomson Reuters Corporation (NASDAQ:TRI) is a legal, professional services, and news media company. The shares are down by 49% over the past year and by 31% year-to-date. RBC Capital upgraded the shares to Outperform from Sector Perform and kept a $126 share price target on February 10th. The upgrade came after the selloff Cramer discussed in this appearance. According to RBC, the dip in Thomson Reuters Corporation (NASDAQ:TRI)’s shares could benefit from a positive setup following the dip. It added that the impact of agentic AI on the services industry could also create additional growth opportunities. However, RBC cautioned that Thomson Reuters Corporation (NASDAQ:TRI) also faced risks from AI. In mid-January, CIBC had maintained an Outperform rating on the shares and lowered the share price target to $198 from $183. After the shares fell, Cramer briefly commented on the stock and remarked that the shares being down made sense to him:
“The two that were really hit. One Thomson Reuters and that made sense because it says that, listen you don’t have to go to outside counsel, you can stay inside. I like that very much”
15. Gartner, Inc. (NYSE:IT)
Number of Hedge Fund Holdings: 42
Gartner, Inc. (NYSE:IT) is one of the largest information technology services firms in the world. Its shares are down by 69% over the past year and by 33% year-to-date following a major selloff on February 3rd. After the selloff, Truist slashed Gartner, Inc. (NYSE:IT)’s share price target to $170 from $300 and kept a Buy rating on the shares. The services firm’s Insights product and services and advisory businesses were at the center of the coverage, as Truist commented that it was operating in a difficult market environment for these products. BMO Capital also cut Gartner, Inc. (NYSE:IT)’s share price target on the same day. It reduced it to $188 from $258 and kept a Market Perform rating. A difficult market environment and contract churn, particularly from the government, influenced BMO’s opinion. Cramer commented on the impact of AI on Gartner, Inc. (NYSE:IT)’s business:
“And then Gartner, they’re saying, listen they do the magic quadrant, how about if we measure the magic quadrant versus your own. Those were the two uses cases.”
Baron Partners Fund discussed Gartner, Inc. (NYSE:IT) in its fourth quarter 2025 investor letter:
“Gartner, Inc. (NYSE:IT), a provider of syndicated research, declined following decelerating contract value (CV) growth. We attribute most of the slowdown in CV growth to cost cutting in the U.S. public sector, which is around 5% of revenue. Industries that are dependent on public sector funding, such as education, also saw a more challenging business environment. The significant reduction in contract renewals is unsustainable, in our opinion. We believe many of these contracts will be reinstituted in the coming quarters and years.
The market is also concerned about the impact of AI on Gartner’s Insights business. We do not see any indication that this is negatively impacting the company’s value proposition. We believe that Gartner has a vast and growing set of proprietary data, generated by hundreds of thousands of interactions with buyers, sellers, and consumers of technology. Gartner’s proprietary insights extend to corporate technological roadmaps, enabling the company to assess future trends. Gartner also delivers tangible ROI for its customers through its contract review program. AI should be an accelerant for future contracts, and Gartner’s proprietary data is well insulated from AI displacement, in our opinion. We expect growth trends to improve as public sector headwinds abate and the company’s sales force productivity improves. Gartner is repurchasing stock to take advantage of the discounted valuation.”
14. Adobe Inc (NASDAQ:ADBE)
Number of Hedge Fund Holdings: 88
Adobe Inc (NASDAQ:ADBE) is one of the largest productivity software providers in the world. Its shares are down by 43% over the past year and by 20% year-to-date. Cramer has discussed the firm several times over the past couple of years and stressed on multiple occasions that it is experiencing difficulty in competing in the AI market. In January, Goldman Sachs reduced Adobe Inc (NASDAQ:ADBE)’s share rating to Sell from Buy and set a $290 share price target. The software company’s NTM revenue growth and EPS were at the center of the coverage as Goldman pointed out that it lagged behind peers in these metrics. UBS and Piper Sandler also discussed Adobe Inc (NASDAQ:ADBE)’s shares recently. UBS reduced the share price target to $340 from $375 and kept a Neutral rating, while Piper Sandler downgraded the stock to Neutral from Overweight and cut the share price target to $330 from $470. Cramer discussed the trouble that Adobe Inc (NASDAQ:ADBE) was facing with its products:
“Well Adobe’s been cut in half. And I think Adobe, you can very quickly disable the 660 dollar Adobe [inaudible] that I have. I don’t need it anymore. I got he same thing going for 60 bucks. So that’s in trouble, that’s trouble.”
13. Salesforce Inc (NYSE:CRM)
Number of Hedge Fund Holdings: 119
Salesforce Inc (NYSE:CRM) is a customer relationship management software provider. The shares are down by 42% over the past year and by 25% year-to-date. Stifel reiterated a Buy rating and a $300 share price target on the firm in February. The financial firm outlined that Salesforce Inc (NYSE:CRM)’s Agentforce platform is the key to its performance. Stifel believes that Agentforce’s market penetration will enable the software company to effectively compete in the AI era, as it added that Agentforce growth was exhibiting optimistic signs. Cramer has also discussed Salesforce Inc (NYSE:CRM) several times over the past couple of months. The CNBC TV host believes that there is a split in the company’s performance when it comes to its Agentforce and non-Agentforce businesses. Piper Sandler cut Salesforce Inc (NYSE:CRM)’s share price target in early February, as per The Fly. It reduced the target to $280 from $315 and kept an Outperform rating on the stock. In this appearance, Cramer compared the firm with Walmart:
“Salesforce and Walmart, let’s compare the two. They have the same cash flow. Same cash flow, okay. But, Walmart’s growth rate is half, or maybe even less than Salesforce, and Walmart’s market cap is five times Salesforce. So now I find that, quizzical.”
12. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Number of Hedge Fund Holdings: 115
Chip designer Advanced Micro Devices, Inc. (NASDAQ:AMD)’s shares are up by 81% over the past year and are down by 7% year-to-date after they closed 17% lower on February 4th. On February 12th, DA Davidson initiated coverage on the stock. It set a Neutral rating and a $220 share price target to outline that while Advanced Micro Devices, Inc. (NASDAQ:AMD)’s GPUs offered great specifications on paper, real world floating point operation utilization was significantly below the paper specifications. In early February, Goldman Sachs reiterated a Neutral rating and a $220 share price target on Advanced Micro Devices, Inc. (NASDAQ:AMD)’s shares. The bank pointed out that the company had suffered from operating expenses in its latest earnings report. After the selloff, Cramer discussed the firm’s CPU business:
“Shares of AMD, I don’t even want to say taking a hit, because the reason why is the stock’s up very big in the last few weeks. But it’s coming off today, the company beat the estimates. They boosted by exactly what David was talking about, which is the booming data center business. But also, and I think we’re really going to miss the point, and the analysts missed the point badly, by the CPU business, which is the business that competes against Intel. We gotta learn about both of them because the CPU business was completely left out by the analysts, it was kind of pathetic.
“I know the stock’s down but it has had a run recently and I don’t think it’s at all indicative of how well this company’s doing.”
11. GE Vernova Inc. (NYSE:GEV)
Number of Hedge Fund Holdings: 108
GE Vernova Inc. (NYSE:GEV) is an industrial power generation equipment provider. Its shares are up by 114% over the past year and by 18% year-to-date. Baird discussed the firm in February as it upgraded the rating to Outperform from Neutral and raised the share price target to $923 from $701. At the heart of the upgrade was the ongoing energy infrastructure cycle, which the firm believes can benefit GE Vernova Inc. (NYSE:GEV). Baird believes that overcapacity concerns in the sector were overblown as its channel checks suggested that they were unlikely to materialize. The coverage came after Guggenheim had upgraded the shares to Buy from Neutral and set a $910 share price target on the back of GE Vernova Inc. (NYSE:GEV)’s capacity to generate cash and returns. Cramer has been a long-time fan of the firm, so naturally, he didn’t hold back when discussing analyst coverage:
“Okay this is important. GE Vernova is the turbine company, the major turbine company which turns natural gas into electrons which then allows you to have energy for the data center. And there was a note, not that long ago, by an analyst, who said look, there could be oversupply. So we have to downgrade GE Vernova. There could be too many plants. At the same time, I was speaking to Scott Strazik, who was the CEO of GE Vernova, who said to me, well I wish that was the case, because you can’t get a plant for three years. So that doesn’t sound like oversupply to me. Well, it turns out David, overcapacity concerns farther away than believed. Well, who believed it? The analyst who changed his mind today and said you know what, I was wrong, time to buy it. Well I’m not gonna reveal that he was from Baird. Because I’m not a bad guy, I’m a diplomat. You know me, the new me. But this caused the stock to get crushed.”
10. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holdings: 183
AI GPU giant NVIDIA Corporation (NASDAQ:NVDA)’s shares are up by 31% over the past year and down by 3.2% year-to-date. UBS discussed the firm in February as it raised the share price target to $245 from $235 and kept a Buy rating on the stock. The bank pointed out that while NVIDIA Corporation (NASDAQ:NVDA)’s shares had not performed well, supply chain signals were suggesting tailwinds for the stock. UBS also focused on the firm’s upcoming earnings. It outlined that the setup appeared to be positive, particularly due to the upcoming GTC conference. Goldman Sachs also discussed NVIDIA Corporation (NASDAQ:NVDA)’s shares in February. It reiterated a Buy rating and a $250 share price target on the firm and outlined that the upcoming earnings could see the firm produce a beat-and-raise quarter. Cramer has long held that NVIDIA Corporation (NASDAQ:NVDA)’s shares are to be held instead of being traded. In this appearance, he linked the stock with the shares of storage manufacturers:
“But if the shortage stocks, like Micron, Western Digital, Seagate, Sandisk, if the shortage stocks come down then what’s going to happen is you’re going to see a rally in Broadcom, you’re going to see a rally in. . .NVIDIA, and you’re going to see a rally in AMD.”
9. Broadcom Inc. (NASDAQ:AVGO)
Number of Hedge Fund Holdings: 183
Broadcom Inc. (NASDAQ:AVGO) is a semiconductor designer and enterprise software provider. Its shares are up by 42% over the past year and down by 6.5% year-to-date. DA Davidson initiated coverage on the stock in February. It set a $335 share price target and a Neutral rating. The financial firm outlined that while Broadcom Inc. (NASDAQ:AVGO) does face tailwinds from the demand for AI chips, the firm could experience limited growth in the market for application-specific integrated circuits (ASICs). ASICs are commonly known as custom AI chips, and Broadcom Inc. (NASDAQ:AVGO) is among the handful of players that operate in this market. Jefferies also discussed the shares in February. It kept a Buy rating and a $500 share price target and pointed out that the chip company is a strong player in the AI and networking industries. Cramer’s previous comments about Broadcom Inc. (NASDAQ:AVGO) have focused on the firm’s CEO, Hock Tan. In this appearance, he discussed the stock in relation to storage device manufacturers:
“But if the shortage stocks, like Micron, Western Digital, Seagate, Sandisk, if the shortage stocks come down then what’s going to happen is you’re going to see a rally in Broadcom, you’re going to see a rally in. . .NVIDIA, and you’re going to see a rally in AMD.”
8. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holdings: 243
Software giant Alphabet Inc. (NASDAQ:GOOGL) is one of Jim Cramer’s top stocks. The CNBC TV host believes that the firm enjoys a dominating place in several key industries such as video streaming and artificial intelligence. Alphabet Inc. (NASDAQ:GOOGL)’s shares are up by 66% over the past year and are down by 2.9% year-to-date. Monness kept a Neutral rating on the shares in February as it commented that Alphabet Inc. (NASDAQ:GOOGL) was benefiting from momentum in the digital advertising, cloud computing, and search engine industries. However, the firm added that the stock’s current valuation appeared to reflect all of these factors. TD Cowen reiterated a Buy rating and a $365 share price target on Alphabet Inc. (NASDAQ:GOOGL) in mid-February. It outlined that the firm’s Waymo autonomous driving service was picking up momentum through growth in weekly passenger trips. In this appearance, Cramer discussed Alphabet Inc. (NASDAQ:GOOGL)’s Genie service and the impact on Applovin:
“No, Applovin’s got that, they got that problem, Google’s decided to go against them. David, memo to you, don’t compete with Google.”
7. Walmart Inc. (NASDAQ:WMT)
Number of Hedge Fund Holdings: 104
Mega retailer Walmart Inc. (NASDAQ:WMT)’s shares are up by 29% over the past year and by 18.7% year-to-date. Oppenheimer discussed the stock in February as it raised the share price target to $140 from $125 and kept an Outperform rating on the shares. The discussion came before Walmart Inc. (NASDAQ:WMT)’s earnings, as analysts pointed out that strong holiday sales, top-line momentum, and favorable weather could help the firm. The retailer’s stock achieved a new milestone earlier this month after it became the first in its category to cross the $1 trillion valuation milestone. Tigress Financial had also discussed Walmart Inc. (NASDAQ:WMT)’s shares in late January. It had pointed out that the firm was effectively implementing artificial intelligence across its business operations to help with revenue growth and customer relations. Cramer has discussed Walmart Inc. (NASDAQ:WMT) several times over the past couple of months. He has repeatedly praised the firm’s ability to lower prices, and his remarks were brief in this appearance:
“Walmart’s king. Walmart’s king.”
6. Eli Lilly and Company (NYSE:LLY)
Number of Hedge Fund Holdings: 114
Pharmaceutical giant Eli Lilly and Company (NYSE:LLY)’s shares are up by 23.5% over the past year and down by more than 1% year-to-date. Freedom Capital discussed the firm in February as it raised the share price target to $1,200 from $1,050 and upgraded the stock to Buy. The coverage came after Eli Lilly and Company (NYSE:LLY) reported its fiscal fourth quarter and full year 2025 earnings, with Freedom Capital left impressed by the earnings beat due to strong momentum in weight loss drug sales. Deutsche Bank also discussed Eli Lilly and Company (NYSE:LLY) in February. It reiterated a Buy rating and a $1,200 share price target for the firm on the back of fiscal year 2026 projections. Eli Lilly and Company (NYSE:LLY)’s earnings report saw the firm guide $80 billion to $83 billion in revenue and $33.50 – $35 in non-GAAP earnings per share to beat analyst estimates for both of the metrics. Cramer commented on Eli Lilly and Company (NYSE:LLY)’s lead on Novo Nordisk in this appearance:
“Picked up a couple of points of share against Novo. And Novo, a lot of people feel, Novo’s been left behind. Remember, Novo had a big manufacturing problem, shortage problem where a lot of people switched to Mounjaro.
“I thought that he [CEO] acquitted himself well. But remember, the pill is really taking the country by storm. And there’s a lot of people who are going to take it, because pill form’s is a lot easier than injection.”
5. Uber Technologies, Inc. (NYSE:UBER)
Number of Hedge Fund Holdings: 143
Rideshare services provider Uber Technologies, Inc. (NYSE:UBER)’s shares are down by 13.6% over the past year and by 15% year-to-date. Bank of America discussed the stock in late January. It trimmed the share price target to $109 from $110 and kept a Buy rating on the stock. The coverage, which came before Uber Technologies, Inc. (NYSE:UBER)’s earnings, saw BofA claim that the firm would post bookings growth and provide revenue upside. The actual results saw the firm post $54.1 billion in gross bookings to beat analyst estimates of $53.1 billion. Uber Technologies, Inc. (NYSE:UBER)’s revenue of $14.37 billion also beat analyst estimates of $14.32 billion. Cramer discussed the share price movement and wondered whether it was time to buy:
“People have to stop this over trading. I mean, now Dara came on and it was a great interview. Said I don’t know why my stock’s down it should be up and then it moved up. But people are trading off of anything. And it’s really, let’s do some investing, take advantage of some of these stocks that are down really big. Software, decide whether Anthropic can destroy them.”
Aristotle Capital Value Equity Strategy also discussed Uber Technologies, Inc. (NYSE:UBER) in its fourth quarter 2025 investor letter:
“Uber Technologies, Inc. (NYSE:UBER), a leading rideshare, delivery and shipping technology platform, was one of the largest detractors during the period. Trip volumes reached record levels, and gross bookings grew significantly year-over-year, yet the stock underperformed as investor focus shifted from growth to margin trajectory, regulatory risk and autonomous vehicle (AV) uncertainty. The primary near-term concern among market participants was management’s guidance around profitability. While results exceeded expectations on bookings and FREE cash flow, Uber signaled a deliberate moderation in margin expansion, as incremental profits are reinvested into affordability, cross-platform engagement and early AV initiatives. Regulatory concerns also resurfaced, particularly in Europe, where ongoing debates around driver classification and data protection continue to pose potential cost (and therefore margin) headwinds. At the same time, competitive anxiety around AVs intensified following Lyft’s expanded partnership with Waymo and continued investor focus on Tesla’s long-term robotaxi ambitions. Management acknowledged that autonomous initiatives will pressure near-term margins, as Uber invests to build supply and data infrastructure, even as utilization in early AV markets has been encouraging. Over the long term, however, our thesis remains intact. Uber’s global scale, deepening network effects, growing FREE cash flow and expanding cross-platform ecosystem position the company to compound value as profitability improves and new mobility technologies mature.”
4. Chipotle Mexican Grill Inc. (NYSE:CMG)
Number of Hedge Fund Holdings: 65
Chipotle Mexican Grill Inc. (NYSE:CMG) is a restaurant chain known for providing Mexican-themed cuisine. Its shares are down by 31% over the past year and are flat year-to-date. Guggenheim trimmed the firm’s share price target to $36 from $37 and kept a Neutral rating on the shares in February. Chipotle Mexican Grill Inc. (NYSE:CMG)’s same-store sales growth forecast played a key role in Guggenheim’s coverage, as it outlined that the flat guidance for 2026 was not reflected in the shares. Telsey Advisory also discussed Chipotle Mexican Grill Inc. (NYSE:CMG) as February kicked off. It reduced the share price target to $48 from $50 and kept an Outperform rating on the stock. Telsey outlined that menu improvements, marketing, and other initiatives had led the firm to beat its fourth-quarter estimates. Some of these factors were also on Cramer’s mind:
“I’ll give you one that I think is really good that people have decided is never coming back is Chipotle. They’ve got an ad. Stock was down to 35. I pushed it very hard last night because I was thrilled to hear that they have finally lowered expectations and the same store sales numbers will be better than what people think.
“Now finally the expectations are lowered and I think they are doing four specials. The specials bring in a lot of people. One time only.”
3. Emerson Electric Co. (NYSE:EMR)
Number of Hedge Fund Holdings: 41
Emerson Electric Co. (NYSE:EMR) is one of the largest industrial machinery manufacturers in the world. The firm makes and sells a variety of products such as valves, actuators, and cylinders. Its shares are up by 17% over the past year and by 8% year-to-date. JPMorgan discussed Emerson Electric Co. (NYSE:EMR)’s shares in mid-January. The bank outlined that it was interested in firms that could deliver growth during the earnings cycle. According to The Fly, Evercore ISI initiated coverage of the stock in mid-December. It set a $170 share price target and an Outperform rating on the back of growth in portfolio quality due to strategic initiatives. Some factors that Evercore noted included Emerson Electric Co. (NYSE:EMR)’s automation and software products, which it believes expose the firm to growth markets. As for Cramer, the CNBC TV host admitted he was wrong about the company:
“The acquisitions worked, I got that one wrong. I thought that the hostile for that National Instruments was bad idea. That was a mistake of mine. Emerson does a lot. Emerson’s like Eaton. They’re part of the secret data center plays because they’re about electricity. . .they’re making a comeback. They are takers, they are companies that use the software to get their numbers up.”
2. The Home Depot, Inc. (NYSE:HD)
Number of Hedge Fund Holdings: 104
The Home Depot, Inc. (NYSE:HD) is one of the largest home improvement retailers in the world. Its shares are down by 5.3% over the past year and are up by 10.5% year-to-date. Truist raised the firm’s share price target in mid-January. It bumped the target to $405 from $390 and kept a Buy rating on the shares. The financial firm pointed out that The Home Depot, Inc. (NYSE:HD) was experiencing strength in its card data and holiday updates and added that the firm could also benefit from tax refunds for its customers. TD Cowen also raised The Home Depot, Inc. (NYSE:HD)’s share price target in January. It bumped the target price to $450 from $410 and kept a Buy rating on the shares. The firm included the retailer in its top ideas for hardlines and ranked The Home Depot, Inc. (NYSE:HD) in second place after Planet Fitness. Cramer mentioned how he went against the tide and bought the shares:
“We bought Home Depot for the charitable trust and they all laughed. They all laughed at me. They’re not laughing now, David.”
1. PayPal Holdings Inc. (NASDAQ:PYPL)
Number of Hedge Fund Holdings: 86
Payment platform PayPal Holdings Inc. (NASDAQ:PYPL)’s shares are down by 47% over the past year and by 29% year-to-date. Truist discussed the firm on February 10th as it reduced the share price target to $39 from $58 and kept a Sell rating on the shares. The financial firm outlined that slower volume growth and take rate compression were among the factors behind its bearishness. Truist’s coverage came after RBC Capital had also reduced PayPal Holdings Inc. (NASDAQ:PYPL)’s share price target. RBC cut the target to $59 from $91 and kept an Outperform rating on the stock. The firm pointed out that payment volume growth appeared to be sluggish and could affect 2026 financials. Cramer compared PayPal Holdings Inc. (NASDAQ:PYPL) with Apple:
“We were just talking about Apple. One of the things that I think really hurt PayPal was Apple Pay. I think it’s a superior product. The stock is down again today. I would not, it’s still too early, you have to change the shareholder base, because holy cow, Apple Pay just kind of obliterated them. And I think that I don’t know how to stop the bleeding. Enrique Lores, new CEO. But, they don’t have the horses, Carl. . .Apple Pay is just a superior product, they really have to develop some other things.”
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