In this article, we will discuss: Jim Cramer Made A Big Prediction About OpenAI & Discussed These 20 Stocks. For more stocks, you can head to Jim Cramer Made A Big Prediction About OpenAI & Discussed These 5 Stocks.
With media reports about artificial intelligence giant OpenAI making rounds once again, CNBC’s Jim Cramer couldn’t help discussing the firm. Recently, a report from The Wall Street Journal claimed that OpenAI had missed revenue and user targets. Following the report, technology stocks dipped and some, such as the Japanese conglomerate Softbank, lost up to 10%. Cramer commented on OpenAI in a recent tweet and shared that the firm might become less important to the AI ecosystem in the future:
“While it is true that we need to care tremendously about every second of OpenAi’s curious existence can i also say that things are moving so fast in this industry that there will be MANY important clients and that OpenAi’s importance to the “movement” will be minimized more rapidly than people realize”
Our Methodology
For this article, we compiled a list of stocks that Jim Cramer discussed during the episode of Squawk on the Street aired on April 24th and tweeted about. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2025, which was taken from Insider Monkey’s database of 1,000 hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
20. Seagate Technology Holdings (NASDAQ:STX)
Number of Hedge Fund Holdings in Q4 2025: 74
Memory and data storage products manufacturer Seagate Technology Holdings (NASDAQ:STX)’s shares are up by 609% over the past year and by 101% year-to-date. Bank of America discussed the firm on April 20th as it raised the share price target to $605 from $450 and kept a Buy rating on the shares. In its coverage, BofA discussed the strength in data center revenue and outlined that it could help the firm offset weakness in other markets. Cramer has discussed Seagate Technology Holdings (NASDAQ:STX) several times over the past couple of months. The CNBC TV host believes that the firm, along with other computer storage hardware manufacturers, has benefited from an unexpected shortage in its industry. Seagate Technology Holdings (NASDAQ:STX) reported its earnings on the 28th, and the shares were up by as much as 17% in premarket trading on the 29th. Cramer tweeted about the earnings call:
“Smart moment on the Seagate call where they are asked to talk about use cases that use a lot of memory and can spiral into gigantic data sets: the process of FAQs”
19. Nucor Corporation (NYSE:NUE)
Number of Hedge Fund Holdings in Q4 2025: 44
Nucor Corporation (NYSE:NUE) is one of the largest steel manufacturers in the US. While Cramer regularly discussed the firm in 2025, it seems to have slipped off his radar in 2026. In 2025, the CNBC TV host often commented on Nucor Corporation (NYSE:NUE) in the context of Japanese firm Nippon acquiring US Steel and Chinese steel hurting US manufacturers. Nucor Corporation (NYSE:NUE)’s shares are up by 89% over the past year and 32% year-to-date. JPMorgan discussed the firm on April 14th, as it raised the share price target to $212 from $198 and kept an Overweight rating on the stock. The coverage came after Goldman Sachs had discussed Nucor Corporation (NYSE:NUE)’s stock on April 1st. The bank had set a Buy rating and a $210 share price target and remarked that the steel company could benefit from steel tariffs and a growth in private non-residential construction. This time around, Cramer tweeted about Nucor Corporation (NYSE:NUE) in the context of the data center industry:
“Crazy as it sounds Nucor might be the best of the undiscovered data center plays!”
Hedge Fund Resource Center