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AppLovin Corporation (APP): A Meme Stock With Great Cash Flow! – Jim Cramer

We recently published a list of Jim Cramer Discusses These 10 Stocks & Says ‘Bro’ Market Is Froth. In this article, we are going to take a look at where AppLovin Corporation (NASDAQ:APP) stands against other stocks that Jim Cramer discusses.

In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer commented on a Bloomberg piece about Secretary Bessent acting like a hedge fund manager and disagreements within President Trump’s team:

“I mean, how many times in that incredible interview with Sarah, I mean I’m talking about incredible, did he, ‘well in my time as a, well in my time as a’, and then you got, the Commerce Secretary and screaming at people. Discord and they all kind of disagree with each other and then you got Navarro being kind of funny at least. And then you say to yourself, who are these guys?”

Cramer also shared his thoughts on a Bank of America note commenting on a basket of Trump Trade stocks and calling it a ‘bro bubble.’ These stocks include Elon Musk’s car company and Alex Karp’s data analytics firm. Cramer liked the piece and he thought it was fun. He added:

“When you come in you can see certain stocks that just bubble. Also like the airline, the phony airline and the bogus nuclear. I mean there’s so much fun for me because I’m actually close to nuclear. . .and everyone knows we’re nowhere. . . .I just find that it is so disappointing to see much, so much froth in the market that is a bro. But, you don’t wanna buy those stocks, those stocks are heavily inflated. And if the President realizes, wow, you know what I’m doing, I gotta change my thing.”

Cramer also shared why he takes a critical approach on the show. “I work for the viewers, and our viewers are losing a lot of money,” he said and added he spoke for the viewers “because I’m one of them, they’re one me and I think that someone has to say look, the pain is real for individuals, you don’t need to inflict it.”

The CNBC TV show host opined that while markets might appear to be stable, they could change in a heartbeat:

“Well, I just caution to people that there could be a posting, what can I say. There could be a posting about I’m gonna redouble my efforts, or maybe he’s gonna go against Hungarian wine which I kind of like . . .maybe he goes something against Korea. It’s just a matter of time. And then you bought NVIDIA at 119 and then you get a post. It really is like that. I mean I tried to warn people at the Club yesterday, I said look, the posts are the reason why you can’t take stocks. You can maybe bid underneath, but you can’t take them because then you could get a heat-seeking post.”

When co-host Carl Quintanilla asked Cramer whether he wanted to short US treasuries given the uncertainty, he shared: “I don’t want to do that.” Cramer believes that the Fed chair is trying to stabilize everything and described him as “conscious,” “prudent,” and “non-judgemental.” He believes that the Fed chair isn’t mercurial, and went as far as to state that Powell was perhaps the least mercurial man that he’d met.

The day this show was aired marked the 20th anniversary of his evening show, Mad Money. Cramer commented that he wanted to reach out to ordinary Americans with the show and how he stood up to the channel’s previous management to do so:

“What I was really trying to do was make it so it was human. I went and said I want to talk to real people. And previous management said that was just ridiculous. But I didn’t care. Real people are who the show’s about. People who are trying to struggle, trying to make sense of things. I take on people who I think don’t help. And I praise people who do. It’s a very pro-business show. Very pro stock market show. Very pro-capitalism show. And it’s a very pro-viewer show. And it’s really who I care about. The viewers are my boss. Everyone else is ancillary.”

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 March 14th.

For these stocks, we also mentioned the number of hedge fund investors. 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

AppLovin Corporation (NASDAQ:APP)

Number of Hedge Fund Holders In Q4 2024: 95

AppLovin Corporation (NASDAQ:APP) is a software company that enables firms to run advertisements in video games. Cramer has commented about the firm multiple times this year. He has been optimistic about the firm’s ability to target the non-linear advertising market which has boomed as traditional cable networks grapple with dropping viewership. The CNBC host has also dismissed short seller reports against AppLovin Corporation (NASDAQ:APP). Here are his latest remarks:

“But AppLovin was a stock that was almost cut in half that is bouncing back. There had been a big short report on it. But they do have great cash flow. I don’t want to get involved. That’s a total battleground meme stock. Remember memes? That’s a meme stock.”

Overall, APP ranks 8th on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of APP 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 APP but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires

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

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

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As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

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Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
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  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

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This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

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A New Dawn is Coming to U.S. Stocks

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.

Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…