9 Stocks Jim Cramer Discussed As He Commented On Big Tech

6. Alphabet Inc. (NASDAQ:GOOGL)

Number of Hedge Fund Holders In Q1 2025: 227

Alphabet Inc. (NASDAQ:GOOGL)’s shares, like Microsoft’s stock, have staged a recovery in 2025. They have gained 1.5% year-to-date after having dipped by 16% from the start of the year until mid-April. Alphabet Inc. (NASDAQ:GOOGL)’s stock has benefited due to the strong performance of its Search business in April and its cloud business in July. Cramer has regretted selling the stock, and these remarks were made before Alphabet Inc. (NASDAQ:GOOGL)’s latest earnings report:

“[On heading into earnings with straight gains] I got it wrong. I thought that there would be, I listened to Eddie Cue, who said that there could be a slowing. I read the Justice Department brief. Then I read the Federal Court brief. I felt that they were. That they could be in trouble. And the worst thing that would happen is that you would get some YouTube, you know you get Search, you basically you were gonna get a lot of good stuff, including Gemini if they broke it up.”

The CNBC TV host previously shared why he regretted selling Alphabet Inc. (NASDAQ:GOOGL) stock:

“[On whether he was optimistic about the upcoming earnings] Unfortunately yes. I sold the stock for my trust. I got fed up because I just didn’t, well look I’ll tell you how wrong I was. I thought it mattered that the judiciary found that they were monopolistic. And you what that revealed me as? A small minded person. And I don’t like to be small minded in the face of people making money. I read the opinion. And it said that they are monopolistic. And I said to myself well they could be like Standard Oil. And then I sold it. . .I thought that Eddie Cue’s story about how the actual use of Google would be down. Again, I was not in keeping with the times.”

“But Alphabet, YouTube just turned out to be the home run. I, even though I was probably in the terms of my own view for my trust, I actually did feel that the court’s ruling would matter. And that’s cause I was pre-Trump, I think.”