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“Alphabet (GOOGL)’s Extraordinary,” Says Jim Cramer

We recently published 14 Stocks on Jim Cramer’s Radar.  Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks on Jim Cramer’s radar.

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.”

Pixabay/Public Domain

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.”

While we acknowledge the risk and potential of GOOGL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than GOOGL and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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