In this article, we will discuss: Jim Cramer Discussed AI “Mojo” & Commented On These 13 Stocks. For more stocks, you can head to Jim Cramer Discussed AI “Mojo” & Commented On These 5 Stocks.
As the conflict in Iran and Lebanon continues to de-escalate, markets have taken a breather. The benchmark S&P 500 index is up by 1% while the NASDAQ 100 is up by 1.3%. Amidst the war-heavy news cycle, Wedbush’s Dan Ives commented on AI stocks. In a tweet, the analyst remarked that his firm’s Asia channel checks gave it “more incremental bullishness heading into 1Q earnings season over the coming weeks.” Ives added that based on these channel checks, Wedbush believes “tech stocks could rally another 15% from these levels into year-end as AI demand soars for tech”.
Jim Cramer discussed the analyst’s remarks and factored in storage and the war into the equation as well:
“There is a lot of mojo–CPUs, GPUs, storage. And a lot of shorting because the war didn’t impact these and because the negative ‘premise’ was all wrong”
Our Methodology
For this article, we compiled a list of stocks that Jim Cramer discussed during the episode of Squawk on the Street aired on April 13th and tweeted about. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2025, which was taken from Insider Monkey’s database of 1,000 hedge funds.
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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
13. Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM)
Number of Hedge Fund Holdings in Q4 2025: 224
Contract chip manufacturer Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM)’s shares closed 3.3% lower on Thursday, on the day the firm reported its first quarter earnings. The results saw the firm post NT$1.134 trillion in revenue and NT$572 billion in net income. The results saw Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) beat analyst estimates of NT$1.127 trillion and NT$543 billion. While Cramer typically doesn’t discuss the firm in his morning appearance, he watched the share price like a hawk on Thursday. In a flurry of tweets, the CNBC TV host criticized sellers of the shares and remarked that those selling the stock should listen to the firm’s earnings call. Before the earnings, Citi had discussed Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM)’s shares on March 30th as it raised the share price target to NT$2,800 from NT$2,600 and increased earnings projections on the back of growing demand for AI chips. As the market evaluated Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM)’s earnings, Cramer wondered what drove the selling:
“Sellers appearing in Taiwan Sem as the stock failed to pop. Have the sellers READ the conference call, which was a tour de force. Or are they just watching the stock and acting..
“Bears frantically trying to keep Taiwan Semi’s stock down. Maybe they should listen to the call?”
12. Chevron Corporation (NYSE:CVX)
Number of Hedge Fund Holdings in Q4 2025: 86
Cramer has frequently discussed oil major Chevron Corporation (NYSE:CVX)’s shares since the onset of hostilities in Iran. The CNBC TV host has linked the shares to the duration of the conflict and outlined that the longer the conflict lasts, the better it will be for the shares. Since his remarks on the 13th, Chevron Corporation (NYSE:CVX)’s shares are down by 1.9%. RBC Capital also discussed the firm on that day. It raised the share price target to $220 from $200 and kept an Outperform rating on the stock. Among the factors that RBC included in its latest coverage of Chevron Corporation (NYSE:CVX)’s stock were an updated commodity price outlook and early guidance that could affect the firm’s volumes. Cramer discussed the impact of the disruption in the global energy market on the firm’s operations and commented on operations in the Permian Basin:
“I will say that, the Permian there’s been no pickup because these oil companies they say, we’ve seen it all before. I think that’s precisely wrong. They haven’t seen it all before. This is different. No one thinks that this is going to be short term. But that’s why you can still buy the refiners, David. . .I think Chevron goes right back to [inaudible]. I would buy Chevron.”
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