We recently published a list of Jim Cramer Reveals Trump’s Potential Secret Weapon In China Trade Talks & Discusses These 10 Stocks. In this article, we are going to take a look at where CrowdStrike Holdings, Inc. (NASDAQ:CRWD) stands against other stocks that Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the impacts that tariffs have had on businesses. He shared that firms are scrambling to diversify their supply chains from China as higher costs affect business margins. Using the example of the firm known for making Monopoly and Nerf, Cramer commented:
“Well I mean look everybody’s scrambling, I know that. . .[toy company’s] scrambling everywhere to be able to make it so that a nine dollar toy doesn’t cost 19. And I think that our companies are, often, not given the credit that they deserve to be able to get things to move around, pull their weight, do things overseas, David, it’s not like they’re the only ones, China, that can make this stuff. Cause the stuff is not like, it’s not like making a Grace Blackwell GB200 NVIDIA chip.”
One material that’s caught Cramer’s attention is ethane. He believes that ethane’s role in the plastics supply chain and the fact that China can’t make it can enable the material to play a key role in President Trump’s trade talks. Cramer commented:
“We have to focus on this ethylene, because it’s the one thing that they’re panicked on in China. They’re not panicked on copper, they’re panicked that they’re not getting ethane, which makes ethylene, which makes plastic. Because boy do they ever make make plastic.”
In fact, Cramer went as far as to ‘advise’ the President and his team to leverage US ethane production against China:
“But the building block of all that stuff is Louisiana, ethane. If the President and Navarros and these trade guys were to say, you know what guys, we saw that you wouldn’t tariff ethane, cause you need it so bad, we’re done, we’re gonna ship it to Korea. Then see what happens. That’s what they should do. That’s like, free advice there.”
As for the car industry, Cramer believes that Trump’s advisor Peter Navarro won’t be satisfied even if some car companies build their assembly plans in America. “Peter Navarro would say over and over, we need the engines made we don’t want the assembly,” he believes.
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on May 1st.
For these stocks, we also mentioned the number of hedge fund investors. 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Security personnel at their consoles, monitoring a global network of threats in real-time.
CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
Number of Hedge Fund Holders In Q4 2024: 77
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a cybersecurity company that enables businesses to detect threats, protect identities, and manage workflow operations. Its shares have gained 44.5% over the past year and have gained 18% before their major dip in 2024. Cramer is a fan of the cybersecurity sector as he believes that not only are these firms free of tariff headwinds, but also face higher demand due to AI. Here are his latest thoughts about CrowdStrike Holdings, Inc. (NASDAQ:CRWD) as it gained 2.7%:
“Oh look at Crowdstrike, it’s only George Kurtz doing it again.”
Overall, CRWD ranks 5th on our list of stocks that Jim Cramer recently discussed. While we acknowledge the potential of CRWD 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. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than CRWD but that trades at less than 5 times its earnings, 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.
Disclosure: None. This article is originally published at Insider Monkey.
