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Jim Cramer Does Not Like These 10 Stocks

In this article, we will take a detailed look at Jim Cramer Does Not Like These 10 Stocks. For a quick overview of such stocks, read our article  Jim Cramer Does Not Like These 5 Stocks.

On March 8 Jim Cramer during his program on CNBC said that the latest pullback in AI stocks shows how “fickle” the stock market can be. Cramer said while he is a big “believer” in AI, some stocks in the industry became too hot. While Jim Cramer keeps recommending investors to take some money off the table when stocks run too high, he’s still highly bullish on mega-cap tech stocks and AI plays like NVIDIA Corp (NASDAQ:NVDA), Meta Platforms Inc (NASDAQ:META) and Alphabet Inc Class C (NASDAQ:GOOG). For example, last week, Jim Cramer advised a caller during his program to “stick” with Meta Platforms. Cramer said that the latest news around TikTok could become a “tailwind” for the social media company. Cramer yet again praised Mark Zuckerberg. Cramer is also advising investors to keep holding Alphabet despite the notion that it is behind in the AI race. Cramer said that he’s holding onto Alphabet because of what the company “can” do instead of what it’s currently doing. He thinks Alphabet has a lot of “optionality.”

Jim Cramer also talked about what he called the “new industrial revolution,” referring to major tech and AI plays. As expected, Cramer yet again highlighted the juggernaut that is Nvidia and said the company’s high performance chips have made it a monopoly in the industry and it would take a long time for other companies to catchup. Cramer said this monopoly was “born” because of “sweat, blood and tears” of Nvidia CEO Jensen Huang and his team.

Jim Cramer also said that the AI revolution is giving rise to a plethora of new applications and ecosystems which would help many companies in relevant sectors.

Jim Cramer advised investors to go in a “wait and see” mode and process the upcoming CPI and PPI reports before reaching to any conclusions about the Fed’s possible path in its battle against inflation.

Methodology

For this article we saw several latest programs of Jim Cramer on CNBC and picked 10 stocks he’s bearish on. With each stock we have also mentioned hedge fund sentiment to see what smart money investors think about these stocks.  Hedge funds’ top 10 consensus stock picks outperformed the S&P 500 Index by more than 140 percentage points over the last 10 years (see the details here).

10. Global Net Lease Inc (NYSE:GNL)

Number of Hedge Fund Investors: 12

Jim Cramer was recently asked about New York-based REIT Global Net Lease Inc (NYSE:GNL). Cramer said it’s one of those commercial real estate companies where he does not know “what they own.” Cramer said he “never recommend these stocks.” Cramer also claimed that he has been right from “day one” about these stocks that’s why he won’t recommend this one.

As of the end of the fourth quarter of 2023, 12 hedge funds tracked by Insider Monkey had stakes in Global Net Lease Inc (NYSE:GNL).

9. Portillos Inc (NASDAQ:PTLO)

Number of Hedge Fund Investors: 19

Jim Cramer seems extremely disappointed with restaurant chain company Portillos Inc (NASDAQ:PTLO). When asked about the stock during his latest program on CNBC, Cramer said he has “lost faith” in Portillos Inc’s (NASDAQ:PTLO) management. Cramer said Portillos Inc (NASDAQ:PTLO) insiders were selling the stock all along. He also thinks Portillos Inc (NASDAQ:PTLO) is an overvalued company. He said Portillos Inc (NASDAQ:PTLO) needs better earnings.

Last month Portillos Inc’s (NASDAQ:PTLO) announced Q4 results. Adjusted EPS in the period came in at $0.13, beating estimates by $0.07. Revenue in the period jumped 24.5% year over year to $187.9 million, surpassing estimates by $3.68 million.

While Cramer is bearish on PTLO, he’s recommending buying NVIDIA Corp (NASDAQ:NVDA), Meta Platforms Inc (NASDAQ:META) and Alphabet Inc Class C (NASDAQ:GOOG).

8. Riot Platforms Inc (NASDAQ:RIOT)

Number of Hedge Fund Investors: 21

Jim Cramer yet again reiterated his thesis on crypto-related stocks when he was recently asked about Riot Platforms Inc (NASDAQ:RIOT). Cramer said it’s better to buy Bitcoin if you want exposure to cryptocurrencies. Cramer said buying Bitcoin or the “Ethereum ETF that’s gonna be coming” would be better than buying Riot Platforms Inc (NASDAQ:RIOT). Cramer was referring to the spot Ethereum ETF that is expected to be approved by the SEC in the coming days.

7. Roku Inc (NASDAQ:ROKU)

Number of Hedge Fund Investors: 32

Roku Inc (NASDAQ:ROKU) is one of the stocks Jim Cramer is bearish on. When a Roku Inc (NASDAQ:ROKU) investor recently asked Cramer about the stock, Cramer said “you are in a house of pain” and he thinks the “door” won’t open anytime soon if someone is looking to sell the stock without bearing losses.

Cramer said he does not want to “be there” on Roku Inc (NASDAQ:ROKU) since he believes the “forces of improvement are weighing on” Roku Inc (NASDAQ:ROKU). Cramer said the Walmart deal was a “kiss of death” for Roku Inc (NASDAQ:ROKU). He was referring to Walmart’s $2.3 billion acquisition of Vizio which is expected to increase the already hot competition in the streaming industry.

6. Uipath Inc (NYSE:PATH)

Number of Hedge Fund Investors: 38

When asked about Uipath Inc (NYSE:PATH) in a recent program, Jim Cramer said he would start talking “positively” about robotic process automation stocks if they start making money. But until then, Cramer said, he cannot recommend companies that are not making money. In November last year Cramer had advised investors to not “touch” Uipath Inc (NYSE:PATH).

While Jim Cramer is bearish on UiPath, he’s bullish on other AI stocks like NVIDIA Corp (NASDAQ:NVDA), Meta Platforms Inc (NASDAQ:META) and Alphabet Inc Class C (NASDAQ:GOOG).

In February, Scotia Bank started covering Uipath Inc (NYSE:PATH) stock with a $29 price target. Scotia Bank’s analysts wrote:

“We believe PATH is set up to make further inroads into automation budgets and continue its industry leadership, but the opportunities come with challenges, namely a dynamic end-market and rising competition. We are intrigued by PATH’s growth durability and margin progression as it scaled to $1.5B in ARR in short order, but wait for a better entry point before recommending shares.”

As of the end of the fourth quarter of 2023, 38 hedge funds tracked by Insider Monkey had stakes in Uipath Inc (NYSE:PATH). The most notable stakeholder of Uipath Inc (NYSE:PATH) during this period was Cathie Wood, which had a $1 billion stake in the company.

Part of the reason why Cathie Wood likes Uipath is AI. The company talked about its AI offerings and future plans in an earnings call in December 2023: [Read the entire earnings call transcript here]

“We expect Autopilot, which is based on Generative AI, to bring our unique capabilities in RPA, API automation, Document Understanding, and Specialized AI to the full spectrum of enterprise-grade end-to-end processes automation. Autopilot for Studio is intended to help developers across skill levels build automations faster by leveraging natural language descriptions to generate automation workflows. For less technical developers this is a great starter tool, while an advanced developer will benefit from increased productivity. Autopilot for Test will accelerate every phase of the testing lifecycle from generation of tests to surfacing insights from test results. And, finally, as the AI companion for business users, we anticipate that Autopilot for Everyone will help users create and use personalized and intelligent micro automations on the fly.

We also shared exciting announcements around Intelligent Document Processing at Forward, introducing our next-generation experience powered by active learning and Generative AI. Our next-gen IDP permits almost anyone to train Specialized AI models for specific domains and document types, and our internal benchmarking shows that our next-gen IDP experience accelerates model training time by up to 80% from a week to a day for complex scenarios, or down to minutes for simpler forms. Document Understanding is driving significant value for customers including a Chicago based public utility. Working with Deloitte, they have created a robust automation program across their organization leveraging our AI products like Document Understanding to automate their meter inspection process where they have achieved over $12 million and 163,000 hours in savings to date.

With c-level sponsorship, during the quarter they expanded their UiPath deployment to incorporate Test Suite into their automation journey with a goal of saving over $70 million a year. And, we are humbled by third-party recognition of our achievements, including IDC MarketScape: Worldwide Intelligent Document Processing or IDP, 2023-2024 Vendor Assessment where UiPath was named a leader in IDP for our broad market leadership and robust IDP capabilities in UiPath Document Understanding and Communications Mining integrated into our broader enterprise automation platform. Innovation is a cornerstone of our strategy and we challenge ourselves every day to deliver market leading capabilities with a customer first mindset. I spent a lot of time with our teams in both Bellevue and Romania this quarter and am energized by our cutting edge product roadmap focused on transforming enterprise automation by harnessing the next-generation of AI technologies.”

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Disclosure. None. Jim Cramer Does Not Like These 10 Stocks was initially published on Insider Monkey.

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

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This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

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A New Dawn is Coming to U.S. Stocks

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.

Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…