Jim Cramer Discusses These 11 Stocks & Says Trump’s In “Accelerated Computing” Tariff Mode

1. General Motors Company (NYSE:GM)

Number of Hedge Fund Holders In Q4 2024: 68

General Motors Company (NYSE:GM) is one of the biggest car manufacturers in America. Even though the broader automobile industry struggled in 2024 due to high rates and inflation denting demand, General Motors Company (NYSE:GM)’s shares performed well as its demand remained robust. However, in 2025, the firm has had to deal with a new tailwind. This tailwind is President Trump’s Mexico tariffs which can significantly complicate General Motors Company (NYSE:GM)’s manufacturing operations. Cramer commented on the tariffs and what CEO Mary Barra is doing:

“Look I think that Mary Barra put through that accelerated buy, and four billion dollars other than that, because of this. You know her stock sells at 4.6 times next year’s earnings, which is really unheard of. . . .I don’t think GM’s earnings are about to collapse. I think GM’s earnings are going to be very hard to figure out. For everybody, because you have like Allison Transmissions. . . .and then it goes back to Monterrey, and then it goes back to Texas. I mean we can’t even figure it out. And I think that there is a sense that something has to happen so that we can figure out what it costs to make a car.”

GM is a stock Jim Cramer recently discussed. While we acknowledge the potential of GM 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. If you are looking for an AI stock that is more promising than GM but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

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