Jim Cramer Finds Elon Musk’s Grok AI Creepy & Discusses These 12 Stocks

4. General Motors Company (NYSE:GM)

Number of Hedge Fund Holders In Q1 2025: 79

General Motors Company (NYSE:GM), the iconic American car manufacturer, has been a regular feature of Cramer’s morning show in 2025. He has discussed the firm primarily in the context of President Trump’s tariffs and their impact on American firms with global supply chains. Cramer has gone as far as to suggest viewers to not buy the stock as the impact of tariffs on General Motors Company (NYSE:GM) could be severe. His more recent remarks for the firm have wondered how big the impact on the firm’s car prices from tariffs could be. This time around, he commented on a rollback of EV infrastructure in the US and how it could impact General Motors Company (NYSE:GM):

 “I’m just very concerned about. . . GM. I just think that they, like many companies, built a lot of infrastructure, that was around, electric vehicles. They are under pressure.”

In March, Cramer General Motors Company (NYSE:GM) in detail. Here’s what he said:

“Like the President keeps saying, look there’s going to be some people who suffer. Well I figured who they are. They are the [inaudible] GM shareholders. They get to suffer. I always think . . I always say, why should PE 5? Well holy cow! Because it’s not four!”

“[On whether reciprocal tariffs will change anything] It doesn’t matter whatever they are that it’s gonna raise the price of Ford and GM versus Toyota and versus Kia.”

“We are really being cavalier if you think these companies can radically switch anything within a five year period. In the same way that Taiwan Semi, maybe the greatest manufacturer on Earth, can’t seem to get those big foundries going in our country. So I just think there’s an un. . .I don’t wanna be unreal to our viewers who might actually be buying GM a couple of. . .this morning, people are buying GM up two bucks.”

“And I just think you have to recognize, you can’t own Ford and GM in this environment. Because they have to lose. It’s okay. They have to either cut their margins, cut their price and get hammered. And that’s why the stocks are, four times, five times earnings. Or they lose shares to Kia, and to Toyota.”

“Right, well now I know why Ford’s, why GM sells at five, I’ve been trying to figure out why does GM sell at five times earnings. Despite that big buyback and all the great things. Why does Ford, which is really done a lot of things under Farley, selling at five times earnings. And the answer is, and it’s what finally told us, is cause they’re screwed. That someone has to be sacrificed. It’s okay.”

“I can tell you that someone has to be sacrificed. And it’s the margins of Ford and GM and the shareholders. Until . . .we realize that Canada wasn’t cheap and we’re cheaper. It was also a way to get away from the unions. I mean, I think we, look, I was a shop steward. I worked and led a wild cat strike. Fired immediately. Not so great.”