We recently published a list of How Did Jim Cramer’s 12 Bold Predictions Play Out?. In this article, we are going to take a look at where Eli Lilly and Compnay (NYSE:LLY) stands against other stocks that Jim Cramer recently discussed.
During the most recent episode of Mad Money, Jim Cramer revisited the recent turbulence in artificial intelligence stocks, three months after the emergence of DeepSeek, a Chinese AI firm that initially rattled markets. He noted that despite the broad pullback in the sector, many of the fears triggered by DeepSeek’s debut have not materialized, which has led to a reconsideration of the panic that followed.
“Three months ago, January 23rd is a day that will live in artificial intelligence infamy. That’s when we learned that a Chinese firm called DeepSeek had figured out a way to train high quality generative AI models using far less hardware. They claim their hardware costs were around $6 million versus $80 to $100 million for their enormous American competitors.”
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The announcement sent shockwaves through the market. Cramer recalled how NVIDIA saw its stock fall sharply over just two trading sessions. The market reaction spread quickly beyond and hit other companies tied to data center infrastructure, which eventually pulled down the broader Nasdaq. However, Cramer noted that the company then revealed plans to build $500 billion worth of AI infrastructure in the United States over the next four years.
Cramer noted that initially, it seemed to signal a renewed sense of stability. But soon after, the administration imposed a ban on selling AI chips to China, which forced the GPU kingpin to write down $5.5 billion tied to that entire initiative. Even so, Cramer emphasized that the company’s core business remained strong.
“We understand that they’re basically sold out for the year, even as they can only sell their best stuff in the United States and the 18 friendly countries.”
Cramer attributed the export restrictions to a policy from former President Biden, one that President Trump has not reversed. Despite the geopolitical constraints, Cramer stressed that demand for the company’s technology is still overwhelming. He argued that the stock never should have experienced such a steep drop in the first place. He added:
“Even with the trade war, the AI infrastructure theme seems totally back on track. In fact, it never left the track to begin with.”
Our Methodology
For this article, we compiled a list of 12 stocks that were discussed by Jim Cramer during the episode of Mad Money on April 30, 2024. We then calculated their performance from April 30th, 2024, market close to April 29th, 2025, market close. We have also included the hedge fund sentiment for the stocks, which we sourced from Insider Monkey’s Q4 2024 database of over 900 hedge funds. The stocks are listed in the order that Cramer mentioned them.
Please note that this article mentions Jim Cramer’s previous opinions and may not account for any changes to his opinions regarding the stocks that are mentioned. It is primarily an examination of how his previously provided opinions have panned out.
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).
An array of pharmaceutical pills with the company’s logo on the bottle.
Eli Lilly and Company (NYSE:LLY)
Number of Hedge Fund Holders: 115
Eli Lilly and Compnay (NYSE:LLY), known for its diabetes and weight-loss drugs, was mentioned at the time due to a strong earnings report driven by soaring demand for its GLP-1 medications. Cramer had a lot of positive things to say about it back then:
“Eli Lilly had a great day on a terrific quarter related to the sales of the GLP-1 weight loss and diabetes drugs. […]
How much do we know about the stock market fallout from Eli Lilly’s revolutionary weight loss drug, Zepbound? Yeah a lot less than we thought we did. […] We know the Market’s growing. Lilly put up amazing numbers today raising its full year revenue forecast by an astounding $2 billion. CEO David Ricks said that they’re doing their best to make enough of the drug but it’s hard to keep up. According to Ricks, the demand is very strong and each week hundreds of thousands of people fill scripts.”
Jim Cramer’s love for Eli Lilly and Company (NYSE:LLY) has been justified, with the stock being up 20.08% over the past 12 months.
Jim Cramer remains a fan and continues to own the stock. Here’s what he said about it on the 25th of April:
“Now we’ve got some healthcare, some issues to talk about on Thursday, that’s right, and these are anything but common, steady healthcare companies. We’ve got Eli Lilly that’s riding the wave of GLP-1 success…. Lilly’s last report laid an egg. They did it right on our show, unfortunately. I’m counting on this one being better, which is why we continue to own it for the Charitable Trust.”
Overall, LLY ranks 2nd on our list of stocks that Jim Cramer recently discussed. While we acknowledge the potential of LLY 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. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than LLY but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.