Jim Cramer Discusses Melting Trade Tensions & These 12 Stocks

4. Tesla, Inc. (NASDAQ:TSLA)

Number of Hedge Fund Holders In Q4 2024: 104

Jim Cramer frequently discusses EV giant Tesla, Inc. (NASDAQ:TSLA) in his morning show and on Mad Money. Despite the fact that the firm’s shares have struggled in 2025 as investors worry about its vehicle deliveries being impacted by CEO Elon Musk’s politics, Cramer is convinced that Tesla, Inc. (NASDAQ:TSLA)’s narrative depends on technology. He believes that autonomous driving and humanoid robots will drive the firm’s share price in the future. He also believes that Musk’s xAI’s AI platform Grok is the best AI platform in the market. Here are his recent thoughts about Tesla, Inc. (NASDAQ:TSLA):

“Excellent piece by UBS, the Evidence Lab today talking about a survey where it [the impact of Musk’s politics on sales] is very significant. And not something that I think is a very easily going to be remedied or forgotten about. Because, I mean, Carl that, look anyone who speaks up about how they feel about either side in this climate, is going to really hurt their standing with the other side. I don’t think this is any worse than if somebody publicly, whose not in public life, but comes out publicly and says you know what I don’t like Trump. I think that that’s person’s numbers are going up whatever that person’s trying to. If they’re selling soap, it’s going to go down. I mean let’s be fair about this.”

In a recent appearance, he also discussed the possibility of President Trump allowing the firm’s autonomous vehicles on the interstate highway system:

“David I felt that his longer, larger without saying it concept was that the interstate’s going to be open. The President’s gonna grant the interstate. And so we’re gonna go from New York to Boston on the interstate. That’s what he was saying. . .it’s I-95.”