In this article, we list the Billionaire Druckenmiller and Jim Cramer Like These Stocks – Top 5. Please visit Billionaire Druckenmiller and Jim Cramer Like These Stocks if you would like to see the extended list and the methodology behind it.
5. United Airlines Holdings, Inc. (NASDAQ:UAL)
Number of Hedge Fund Holders: 79
United Airlines Holdings, Inc. (NASDAQ:UAL) is among the stocks that Billionaire Druckenmiller and Jim Cramer like.
On April 27, 2026, Jefferies lowered its price target on United Airlines Holdings, Inc. (NASDAQ:UAL) from $118 to $112. The firm’s analyst maintained a Buy rating on the stock. According to the analyst, the five-point schedule cut is a strategic move aimed at prioritizing revenue and brand loyalty over volume, trusting that margins will take care of themselves.
In another development, on April 27, 2026, United Airlines Holdings, Inc. (NASDAQ:UAL) CEO Scott Kirby revealed that he recently approached American Airlines regarding a potential merger. The proposal was declined by American. In addition to expanding the customer-centric model, the proposed deal aimed at increasing the economy seating and improving the global connectivity while supporting U.S. manufacturing. Kirby stated that he believed a growth-focused combination could have secured regulatory approval, but now the prospect lacks a willing partner. Though the deal was rejected, Kirby stated that even with its standalone strategy, United Airlines Holdings, Inc. (NASDAQ:UAL)’s future prospects are as strong as ever.
United Airlines Holdings, Inc. (NASDAQ:UAL) forms less than 1% of Druckenmiller’s portfolio as of Q4 2025. On the other hand, Cramer expressed confidence in the stock while citing time pressures:
Remember, what I always say: we are long on money and short on time, which is why I would buy United Airlines ahead of the quarter
Founded in 1968, United Airlines Holdings, Inc. (NASDAQ:UAL) is a major American airline headquartered in Illinois. The company operates a large domestic and international network and is a founding member of the Star Alliance, the world’s largest airline alliance.
4. Bloom Energy Corporation (NYSE:BE)
Number of Hedge Fund Holders: 88
Bloom Energy Corporation (NYSE:BE) is among the stocks that Billionaire Druckenmiller and Jim Cramer like.
Bloom Energy Corporation (NYSE:BE) saw adjustments to its price target on April 29, 2026, with JPMorgan raising it from $231 to $267. The price adjustment was accompanied by the firm’s Overweight rating on the stock. Based on the analyst’s research note, the performance of the company for the first quarter of 2026 has surpassed expectations, while its fiscal 2026 guidance also saw a notable rise within two months of the previous update. JPMorgan strongly believes that Bloom Energy Corporation (NYSE:BE)’s continuous scaling has begun to provide the company with margin leverage.
In another development that same day, Clear Street, an investment research firm, also raised its price target on Bloom Energy Corporation (NYSE:BE), from $155 to $180. The firm has kept a Hold rating on the shares. Clear Street’s analyst cited Q1 revenue beat with 130% growth in addition to the growth in the sales estimates and the stock’s recent valuation for the upward movement in the price target.
Druckenmiller initiated a position in Bloom Energy Corporation (NYSE:BE), making it the freshest move in Q1 2026. In April 2026, Cramer also showed faith in the stock, citing the company’s solid oxide fuel cells.
Bloom Energy makes solid oxide fuel cells, which can turn pretty much any fuel into electricity without combustion. It’s amazing. The data center operators love this stuff. Bloom could have a gigantic quarter. I wanted to buy it for the Trust. It just got away and got away and got away.
Founded in 2001, Bloom Energy Corporation (NYSE:BE) is a leader in decentralized, low-emission power generation. The California-based company manufactures solid oxide fuel cells (SOFCs) that produce electricity through a non-combustion chemical process, providing onsite power for data centers and industrial sectors.
3. Coupang, Inc. (NYSE:CPNG)
Number of Hedge Fund Holders: 94
Coupang, Inc. (NYSE:CPNG) is among the stocks that Billionaire Druckenmiller and Jim Cramer like.
On April 23, 2026, Barclays raised the price target on Coupang, Inc. (NYSE:CPNG) from $24 to $30. The firm maintained an Overweight rating on the stock ahead of the Q1 report. The firm expects the company’s operations to continue a gradual return to normal business conditions.
Previously, in a separate event, on April 14, 2026, Coupang, Inc. (NYSE:CPNG) announced an $84 million investment in global AI startups since 2023, aiming to redefine commerce through advanced automation. As part of this initiative, the company is partnering with the Texas startup Contoro to deploy AI-powered autonomous robots worldwide. Contoro specializes in developing robotic arms that help automate the unloading of shipping containers and trailers. Coupang offers financial backing alongside operational expertise to improve this technology for Asian logistics environments, including potential pilot programs at its Korean sites. Harold Rogers, interim CEO of Coupang, Inc. (NYSE:CPNG), made the following remarks:
We’re (Coupang) committed to supporting the next generation of innovators that are using AI to drive economic growth, strengthen national security and redefine global trade.
Addressed as the “Amazon of South Korea” by Cramer in 2025, Coupang, Inc. (NYSE:CPNG) saw an increase in its position at Druckenmiller’s portfolio in Q4 2025, making it a top-10 holding.
Founded in 2010, Coupang, Inc. (NYSE:CPNG) is a dominant technology and e-commerce leader originally established in Seoul and now headquartered in Seattle, Washington. The company provides retail, restaurant delivery, video streaming, and fintech services to customers worldwide.
2. MercadoLibre, Inc. (NASDAQ:MELI)
Number of Hedge Fund Holders: 113
MercadoLibre, Inc. (NASDAQ:MELI) is among the stocks that Billionaire Druckenmiller and Jim Cramer like.
On April 20, 2026, Barclays lowered its price target on MercadoLibre, Inc. (NASDAQ:MELI) from $2,600 to $2,500 and maintained an Overweight rating on the stock. With the company set to report its first-quarter 2026 results, the firm has lowered its operating income estimates for MercadoLibre, Inc. (NASDAQ:MELI). Though Barclays acknowledges improvements in consumer demand trends in e-commerce during the quarter, it has raised concerns about agentic, the macro environment, and fuel prices.
Separately, on April 21, 2026, Cantor Fitzgerald also adjusted MercadoLibre, Inc. (NASDAQ:MELI)’s price target, lowering it from $2,400 to $2,350 while maintaining an Overweight rating on the stock. The firm’s analyst anticipates positive first-quarter ecommerce results, with performance that either meets or surpasses estimates. However, citing macro and trade-related uncertainties, the analyst expects a cautious Q2 guidance. The firm further stated that the use of AI in product innovation will bring growth in e-commerce adoption in the quarters ahead.
The stock accounts for 2.11% of Druckenmiller’s portfolio. And in December 2025, during the Mad Money Lightning Round, Cramer commended the stock and claimed he was an investor in the company.
That is such a good company. I was an original investor in it.
Founded in 1999, MercadoLibre, Inc. (NASDAQ:MELI) is the leading e-commerce and fintech ecosystem in Latin America. Headquartered in Argentina, the company develops an online commerce platform focused on e-commerce and related services.
1. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)
Number of Hedge Fund Holders: 224
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is among the stocks that Billionaire Druckenmiller and Jim Cramer like.
On April, 22,2026, Cadence (CDNS) deepened its partnership with Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to expedite AI semiconductor development. Under the partnership agreement, Cadence provides comprehensive design infrastructure and certified flows for Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)’s N3, N2, A16, and A14 nodes. These advancements streamline processes for high-performance computing in addition to reducing design cycles for complex chiplet and 3D-IC architectures.
In another development that day, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) presented its new A13 process at the 2026 North America Technology Symposium. Scheduled for production in 2029, the company says that the new process is a direct shrink of the A14 node. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) claims that the technology offers 6% area savings and enhanced power efficiency for AI and mobile applications. The A13 is fully backward compatible with A14 design rules and enables rapid migration to advanced nanosheet transistors.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) forms a significant 3.91% of Druckenmiller’s portfolio. In response to a caller inquiring about the stock’s growth, Cramer made the following statement in April 2026.
I like TSM very, very much. I think it’s terrific. I remember when it reported last week, the stock went down on a perfectly good quarter. I came in here, I said, listen, I like that quarter. I looked real bad for about 48 minutes, and that’s about it. Taiwan Semi is a very good situation.
Founded in 1987, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world’s leading dedicated semiconductor foundry. Based in Taiwan, the company carries on the business of manufacturing and selling integrated circuits and wafer semiconductor devices.
While we acknowledge the potential of TSM to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than TSM and that has 100x upside potential, check out our report about the cheapest AI stock.
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