Jim Cramer Offered Insights on These 16 Stocks

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1. Valero Energy Corporation (NYSE:VLO)

Number of Hedge Fund Holders: 60

Valero Energy Corporation (NYSE:VLO) is one of the stocks Jim Cramer offered insights on. Cramer highlighted the company while discussing the opportunity for US refiners, as he stated:

“The US refiners, especially Valero, may be a big beneficiary of that oil because they still have refineries that can handle what’s known as heavy crude. That’s what Venezuela produces. Valero, Phillips 66, and Marathon Petroleum could be big winners in the US, but only if they can divert that oil to the Gulf. Who knows? Venezuela’s oil infrastructure is a mess, though.”

Valero Energy Corporation (NYSE:VLO) produces and sells petroleum-based and low-carbon fuels, including gasoline, diesel, jet fuel, renewable diesel, and ethanol, along with petrochemical products and co-products for animal feed. RS Investments stated the following regarding Valero Energy Corporation (NYSE:VLO) in its third quarter 2025 investor letter:

“Valero Energy Corporation (NYSE:VLO) is a multinational manufacturer and marketer of liquid transportation fuels. The company owns 15 petroleum refineries in the U.S., Canada and the U.K. and 12 ethanol plants in the U.S., and it is a joint venture partner in an operation producing renewable diesel. Given the capital intensity of the business, VLO focuses on optimizing its return on invested capital and producing strong free cash flow through a business cycle. In the third quarter, the company produced strong shareholder returns for a few reasons. First, it operated its assets exceptionally well and returned excess capital to shareholders. Second, the company has a structural advantage through U.S. natural gas which allows the company to have a lower cost base relative to many refiners in other parts of the world. Finally, recent industry consolidation and the closure of high-cost refineries in the United States have resulted in additional economic value accruing to Valero. We continue to hold VLO and believe that the shares will provide additional outperformance for our funds.”

While we acknowledge the potential of Valero Energy Corporation (NYSE:VLO) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than VLO and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

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