Jim Cramer Discussed These 13 Stocks And Talked About Market “Froth” & Dotcom Bubble

3. Amazon.com, Inc. (NASDAQ:AMZN)

Number of Hedge Fund Holders In Q2 2025: 335

Cramer mentioned Amazon.com, Inc. (NASDAQ:AMZN) as part of his discussion of NVIDIA CEO Jensen Huang. Remarking that it was “interesting” that Huang mentioned the firm, he discussed the firm’s decision not to aggressively buy NVIDIA’s AI GPUs for its cloud computing business:

“I thought it was interesting this morning. . .that he mentioned AWS as a possible key company. AWS has not spent enough. I think. Now, Amazon can disagree with me and of course they have every right to. And I’m looking at everybody else. They’re not thinking about the stock. And I do think about the stock. And maybe that makes me too mercantile myself, too mercurial myself. But I thought it was good to hear that AWS was on the list that may be doing a deal. I’d love to see announcements from Andy Jassy saying, hey listen, we’re buying a lot. And people who think we’re not buying a lot of NVIDIA are uninformed. Make me uninformed, Andy. . . It’s been a dog, but it’s been so good for so long. . .I gave up on Alphabet because it had been a dog for so long, it had fleas. But that was a mistake, I gave up incorrectly. I’m not going to give up on Amazon. Why? Because I like Andy Jassy.”