Jim Cramer, the host of Mad Money, on Monday, explained why companies that use technology are in a stronger position right now than the tech hyperscalers spending billions of dollars on artificial intelligence.
“In this wacky market, you want those who use the technology, not those who make it… My favorite tech stocks right now are the business-to-business users of technology. I think these companies will increasingly be given a chance to buy amazing tech that will help them cut costs and bring new products to market much faster than ever, and that we never even knew we needed.”
READ ALSO: Jim Cramer’s Recent Takes on These 21 Stocks and 10 Stocks on Jim Cramer’s Game Plan This Week.
Cramer said investors remain overly focused on the producers of technology and often forget that the users of technology are the ones getting the better deal. He said the makers of tech continue to trade at very high levels, while many of those stocks still have a lot of work to do before reaching more reasonable and workable ranges.
Cramer said the major technology companies, including the Magnificent Seven and the semiconductor names, have already seen enormous runs. He said those stocks are now pulling back because future outlooks are unclear after such large moves, and he added that the scale of those gains has been “indigestible.”
“Bottom line: The difference between the big tech and Procter & Gamble? Most of the tech companies are simply spending to keep up with the Joneses here.”
Our Methodology
For this article, we compiled a list of 19 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on December 15. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the third quarter of 2025, which was taken from Insider Monkey’s database of 978 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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
Jim Cramer Recently Discussed These 19 Stocks
19. GE Vernova Inc. (NYSE:GEV)
Number of Hedge Fund Holders: 108
GE Vernova Inc. (NYSE:GEV) is one of the stocks Jim Cramer recently discussed. Cramer called the company “very established” during the episode, as he commented:
“After all, if you want to build a small-scale nuclear reactor, why not just go with GE Vernova, very established, mature company that’s actually building these? They got approval to start construction on the Darlington nuclear generating station back in April. I saw some pictures. It looks like something’s happening. Hey, by the way, four years is an incredibly fast turnaround, and that’s when it’s going to open. I doubt any of the newbies can come up with that.”
GE Vernova Inc. (NYSE:GEV) provides products and services for generating, converting, storing, and managing electricity, including gas, nuclear, hydro, and wind technologies. During the December 3 episode, a caller inquired about the stock and said:
“Alright, GE Vernova, my Charitable Trust owns it… Let me make this really straight. This whole uranium thing, the whole nuke thing, you know, if it happens, it’s going to be GE Vernova. But more importantly, if it’s nat-gas, it’s GE Vernova, which means it is the only real company in that whole power segment that everyone’s so crazy about to speculate on. Don’t speculate, invest GE Vernova.”
18. NuScale Power Corporation (NYSE:SMR)
Number of Hedge Fund Holders: 26
NuScale Power Corporation (NYSE:SMR) is one of the stocks Jim Cramer recently discussed. Cramer highlighted the stock’s decline over time, as he remarked:
“NuScale Power, which is trying to build small-scale nuclear reactors. Like the other nuclear plays, this company’s losing fortunes. Its stock, which at one time was at $57, is now at $17 and change, down just 3% for the year. I hope we can stay at that level, but it might not because, well, it’s got a pretty lofty evaluation still.”
NuScale Power Corporation (NYSE:SMR) provides advanced small modular reactor technology centered on its 77-MWe NuScale Power Module. During the December 4 episode, a caller asked whether they should buy more, hold, or sell the stock. The Mad Money host responded:
“The only one I want… to buy is GE Vernova because they actually know how to build one of these things. I want you to scale out on the way up… Sell some at $27. Sell some at $30. Get rid of all of it.”
17. Oklo Inc. (NYSE:OKLO)
Number of Hedge Fund Holders: 38
Oklo Inc. (NYSE:OKLO) is one of the stocks Jim Cramer recently discussed. Cramer mentioned the stock during the episode, as he said:
“Take Oklo, which I’ve been hounding you to sell for 40 points now. Oklo’s about fission reactors that could run on nuclear waste. The problem, the company hasn’t actually developed any nuclear reactors. They’ve broken ground on one site. But this is a nearly $13 billion company with a stock that’s up 288% year to date. Okay, people, that’s absurd. I’m sure the jokers who own the stock will pull it tomorrow morning because they’re worried about what I just said. They don’t want me to put the wood to it. I think your best opportunity comes between 10:30 and 11:30 AM because they are shameless.”
Oklo Inc. (NYSE:OKLO) designs advanced fission power plants to deliver scalable clean energy and develops nuclear fuel recycling technology that transforms waste into usable reactor fuel. During the December 12 episode, an investing club member inquired about the stock, and Cramer replied:
“Okay, if I say Oklo’s a sell, tomorrow they’ll put out some release, I mean, Monday, they’ll put out some release that juices the stock. They seem to juice the stock every time I urge people to… try to keep a level head about Oklo. I would sell Oklo. I just would sell everything nuclear except for GEV. The revolution is not going to happen, nuclear in this country, as much as I’ve been calling for it for 25 years.”
16. Fermi Inc. (NASDAQ:FRMI)
Number of Hedge Fund Holders: N/A
Fermi Inc. (NASDAQ:FRMI) is one of the stocks Jim Cramer recently discussed. Cramer called the company “more of a business plan than an actual business,” as he remarked:
“Some of my newfound cynicism with nukes comes from the tale of Fermi, this company, which is more of a business plan than an actual business, came public on October 1st at 21 bucks, raising $682 million and had a valuation of more than $19 billion at the end of its first trading day. Fermi was just a business plan, though… Their plan is to deliver 11 gigawatts of power by 2038 through something called Project Matador. This is a proposed hybrid power system with nuclear, natural gas, and solar in Amarillo, Texas.
But it’s the nukes that caught everyone’s attention, especially because Fermi was founded by President Trump’s first-term energy secretary, Rick Perry. Now, Matador’s lead tenant pulled out last week. Oh man. The stock has lost 44% of its value over the past two trading sessions, brutal, full of sound and fury, signifying… nothing but the end of the year of magical investing. Look, I’m not saying that all nuclear-related stocks will turn out to be as terrible as Fermi, but they’re trading based on what might happen in 10 to 15 years, maybe 20. So if you haven’t taken profits on these things, it’s not too late to ring your register.”
Fermi Inc. (NASDAQ:FRMI) is developing large-scale next-generation electric grids designed to power advanced artificial intelligence. The company’s planned campus will integrate nuclear, natural gas, solar, battery storage, and utility power to deliver highly redundant gigawatt-scale energy.
15. Perpetua Resources Corp. (NASDAQ:PPTA)
Number of Hedge Fund Holders: 30
Perpetua Resources Corp. (NASDAQ:PPTA) is one of the stocks Jim Cramer recently discussed. Answering a caller’s query about the stock during the lightning round, Cramer said, “It’s a hot stock, but let’s go with Agnico. Let’s go with Agnico.”
Perpetua Resources Corp. (NASDAQ:PPTA) is a mining company in the development stage that focuses on acquiring and exploring properties for gold, silver, and antimony. On December 9, the company announced that it entered an agreement with Idaho National Laboratory (INL) under which INL will host, commission, and operate a modular pilot processing plant to recover important defense minerals, including antimony, from the Stibnite Gold Project. The pilot plant will test production of military-specification antimony trisulfide for munitions and advanced U.S. defense systems using project material. President and CEO of Perpetua Resources, Jon Cherry, said:
“This partnership highlights Idaho’s role in national security and demonstrates our ongoing commitment to responsible resource development, job creation, and workforce training in Idaho. The successful demonstration of this plant will contribute to sustained growth in American mineral independence and resilience.”
14. BP p.l.c. (NYSE:BP)
Number of Hedge Fund Holders: 47
BP p.l.c. (NYSE:BP) is one of the stocks Jim Cramer recently discussed. A caller asked if they should add more to their position in the stock or wait. Here’s what Mad Money’s host had to say in response: “I think you should sell it before you hang up with me, okay?”
BP p.l.c. (NYSE:BP) is an energy company that produces, refines, trades, and markets oil and gas. In addition, the company develops low-carbon energy solutions. On December 5, BofA downgraded the company stock to Underperform from Neutral and reduced the price target to 375 GBp from 440 GBp. The firm made a note of lower oil and gas prices and weakening refining margins. BofA noted that lower energy prices and weaker refining margins will reduce free cash flow.
13. Cencora, Inc. (NYSE:COR)
Number of Hedge Fund Holders: 59
Cencora, Inc. (NYSE:COR) is one of the stocks Jim Cramer recently discussed. During the lightning round, a caller inquired about Cramer’s thoughts on the stock, and he commented:
“Okay, I like Cencora a lot. But I got to tell you, I think this Cardinal Health’s got them all beat. Jason Hollar is a visionary. I like that guy.”
Cencora, Inc. (NYSE:COR) distributes pharmaceuticals, vaccines, plasma products, and healthcare supplies. The company also provides supports clinical trials, specialty distribution, animal health products, and biopharmaceutical transportation. During the May 14 episode, Cramer mentioned the stock and said:
“These stocks, namely Cardinal Health, Cencora, and McKesson, are seemingly perpetual residents on the new high list. Over the long haul, they’re some of the best performers out there, and they’ve done great this year, as is pretty much always the case. And yet, doesn’t it always feel like the drug distributors are just one bad day away from falling apart… Cencora… knocked it out of the park when they reported last Wednesday… Posted a slight top line miss but monster 31 cent earnings beat off of $4 [and] 11 cent basis.
Even better, just like Cardinal, management raised their full-year earnings forecast substantially. Cencora has raised its 2025 earnings guidance multiple times since originally issuing it in November. That’s what you really want if you’re a growth manager. The stock jumped 4.7% last Wednesday in response to the report, setting an all-time high of $309 and change before settling a little bit below that level…
The big negative development for the drug distributors came midweek when Politico reported that President Trump would be reviving an effort to dramatically cut drug costs by adopting what’s known as the Most-Favored-Nation pricing for Medicare…
As a result, all the drug distributors are either flat or slightly lower this week… so that’s the conundrum with these middlemen, Cardinal, Cencora, and McKesson are all doing incredibly well, but like I said before, there always seems to be a threat that they could be regulated out of existence.”
12. Linde plc (NASDAQ:LIN)
Number of Hedge Fund Holders: 76
Linde plc (NASDAQ:LIN) is one of the stocks Jim Cramer recently discussed. During the episode, Cramer highlighted the stock’s pull-back and remarked:
“The last few months have been brutal for the stock of Linde, the industrial gas distributor that we own for the Charitable Trust. Here’s a stock that pulled back 20% from its highs in August to its lows last week. It’s a brutal move, but it’s… been a pretty consistent name. While Linde is somewhat cyclical, given the nature of its industrial clients, this company has tremendous pricing power and a proven ability to put up consistent earnings growth year after year. Sure enough, over the past week, the stock made a nice move off the lows. Wall Street noticed there’s been some insider buying. Linde had a few investor and analyst meetings, and they all seem to have gone well.”
Linde plc (NASDAQ:LIN) is an industrial gas company that supplies atmospheric and process gases such as oxygen, nitrogen, hydrogen, and specialty gases. During the lightning round of the December 2 episode, a caller asked about the stock, and Cramer responded:
“Yeah, this stock has been, my Charitable Trust owns, this stock has just been nothing but nastiness, and I don’t know, you know, look, it’s a great industrial gas company. It has done so well over many years. This is not one of those years. And I really think it’s surprising that the company doesn’t come out and start saying something because, wow, it’s been in free fall.”
11. Snowflake Inc. (NYSE:SNOW)
Number of Hedge Fund Holders: 102
Snowflake Inc. (NYSE:SNOW) is one of the stocks Jim Cramer recently discussed. Noting that the stock has been down recently, a caller asked what was wrong with the stock, and Cramer replied:
“Okay, what’s wrong with Snowflake is it’s in a cohort that’s going down, and it’s in baskets that are going down, and it’s considered to be AI, which is going down because everybody who’s saying, ooh, maybe there’s a bubble, the bubble popped, idiots. It popped at the end of October, and I’ve watched these stocks all go down since then. But the people who are sightseeing, liberal arts jokers, are now telling me that there’s a bubble that’s brewing. Dopes. It already popped.”
Snowflake Inc. (NYSE:SNOW) provides a cloud platform that helps organizations pull their data into one place so they can analyze it, build data apps, share information, and use AI to solve business challenges. Cramer highlighted how Wall Street views the company during the December 3 episode, as he remarked:
“What the heck just happened to the stock of Snowflake? The company reported a seemingly robust quarter after the close, and the stock breaking down in after-hours trading. [Does] that make sense? I don’t know. Some of that’s because Snowflake was up more than 70% for the year going into today’s close. This is one of the rare software companies that’s convinced Wall Street it can make a killing from AI rather than just be killed by AI. And the numbers have mostly backed them up. Today, there was a fly in the ointment. Snowflake’s operating margin guidance for the current quarter came in about 7%, analysts were… looking for 8.5%… It was lower than people expected.”
10. Oracle Corporation (NYSE:ORCL)
Number of Hedge Fund Holders: 122
Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer recently discussed. Cramer noted that there are “some increasingly glaring unresolved issues with Oracle,” as he commented:
“Last week turned brutal for the AI data center stocks when we got this pair of poorly received quarters from Oracle on Wednesday and then Broadcom on Thursday night. Oracle plunged 10.8% the next day. Broadcom dropped 11.4% on Friday. Dragged the whole group down with them… Oracle, I got to tell you, this is a tough one… You got two problems. You got the OpenAI. You got the Oracle balance sheet… What changed when Oracle reported last Wednesday?… Unlike Broadcom, Oracle legitimately disappointed… I trust Larry Ellison, Oracle’s co-founder, chairman, chief technology officer, but I don’t necessarily trust his biggest client, OpenAI, and I worry about the scale of what he’s trying to build here…
Oracle… remains a pretty fraught situation, and the one-two punch of bad news last week only made matters worse. If you want to bet on the data center story, there are a lot of better ways to do it. So here’s the bottom line: Ultimately, I remain positive on the broader AI data center build-out, but there are some increasingly glaring unresolved issues with Oracle, their biggest customer OpenAI, and with the nuts and bolts of mass data [center] construction, they’re all construction, these are all, this is what’s fraught. OpenAI and Oracle. I think you need to be careful with some of these stocks, the ones that don’t have great balance sheets or great credit ratings.”
Oracle Corporation (NYSE:ORCL) provides cloud and on-premise software, databases, and IT infrastructure to help businesses manage operations. The company also offers hardware, consulting, and support services.
9. Broadcom Inc. (NASDAQ:AVGO)
Number of Hedge Fund Holders: 183
Broadcom Inc. (NASDAQ:AVGO) is one of the stocks Jim Cramer recently discussed. Cramer highlighted that he trusts the company CEO and commented:
“Last week turned brutal for the AI data center stocks when we got this pair of poorly received quarters from Oracle on Wednesday and then Broadcom on Thursday night. Oracle plunged 10.8% the next day. Broadcom dropped 11.4% on Friday. Dragged the whole group down with them. Now, as I mentioned in my Sunday think piece for the CNBC investing club, I’m not that worried about Broadcom, which we own for the Charitable Trust. Broadcom reported a healthy top and bottom-line beat. They gave strong sales and EBITDA guidance for the current quarter.
The stock only got hit because the CFO inartfully mentioned on the conference call that their AI business will include more full rack systems next year, meaning more systems with components not entirely made by Broadcom, and thus, the gross margins on those systems will be lower.
Oh, really scary. Oh, was the market stupid about this. It’s not a big deal, people. But remember, the stock had run up a great, really dramatically going into the quarter, so it got slammed. At the end of the day, I trust Broadcom CEO Hock Tan, he has never ever let me down, to keep delivering excellent numbers.
He will do it again. Historically speaking, every time the market’s doubted this guy, the market has been dead wrong. I told club members in that same think piece that I would hold onto Broadcom, but after today’s 20-point decline, it might be time to switch directions. Do some buying. So I feel good about Broadcom. You’re getting a real nice buying opportunity now… Broadcom, like I said to club members, stay close to your email. We could be pulling the trigger to buy more any minute.”
Broadcom Inc. (NASDAQ:AVGO) supplies semiconductor devices and infrastructure software, including networking, connectivity, and storage solutions. The company’s products are used for applications in data centers, telecommunications, broadband, smartphones, industrial systems, and AI networking.
8. Affirm Holdings, Inc. (NASDAQ:AFRM)
Number of Hedge Fund Holders: 60
Affirm Holdings, Inc. (NASDAQ:AFRM) is one of the stocks Jim Cramer recently discussed. Cramer noted the market’s reaction to the stock after the company posted its quarterly report over a month ago. The Mad Money host said:
“A little over a month ago, we got a really impressive quarter from Affirm Holdings, the buy now, pay later powerhouse… [It] posted a 12-cent earnings beat off an 11% basis with much higher than expected revenue. The stock shot up more than 11% the next day, reaching a high of $79 and change a couple of days later. Since then, though, Affirm has gradually drifted lower because of concerns about the state of the consumer to the point where it’s now back to $65 and change, trading like that great quarter never happened. I think that’s crazy because the Fed just cut interest rates again last week and even before that, we got a ton of very positive quarters from all sorts of retailers, suggesting the consumer’s doing fine.”
Affirm Holdings, Inc. (NASDAQ:AFRM) provides a digital payment platform that enables consumers to pay for purchases over time through its point-of-sale solutions and app. An investing club member commended the company’s CEO during the October 7 episode, and Cramer replied in agreement, “You are right [buy, buy, buy]…. Max Levchin is a genius.”
7. Verizon Communications Inc. (NYSE:VZ)
Number of Hedge Fund Holders: 60
Verizon Communications Inc. (NYSE:VZ) is one of the stocks Jim Cramer recently discussed. A caller asked if the stock remains an attractive dividend option given current market conditions and falling interest rates. In response, Cramer said:
“Never buy a common stock as a bond. You buy common stocks for growth, and if they happen to give you income, that’s great, but common stocks are not bonds, and they’ll end up disappointing you. Verizon is down 5%…. I think in the last six months, and I think that that decline may just be getting started.”
Verizon Communications Inc. (NYSE:VZ) provides wireless, broadband, and wireline services. The company offers mobile connectivity, fixed wireless access, fiber-based products, and related devices for consumers. In addition, it delivers networking, security, voice, IoT, and communication support services. During the November 19 episode, a caller mentioned that they have owned the stock for the last two years, and Cramer responded:
“I’m going to liberate you from Verizon. Nope, I don’t want you, I want you to scale out of Verizon. It does yield 6.7%.”
6. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 234
NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer recently discussed. Cramer noted that he likes the stock, as he commented:
“Understand, I’m not trying to say that tech stocks can’t be owned here. We own a bunch of them for the Charitable Trust, we always have, along with NVIDIA and Broadcom. I really like them. I’m just a lot less enthusiastic than I used to be because there’s competition all over the place, and they’re spending like crazy, and the stocks have still had big moves.”
NVIDIA Corporation (NASDAQ:NVDA) develops accelerated computing and AI platforms, GPUs for gaming and professional use, cloud services, robotics and embedded systems, and automotive technologies. During the December 12 episode, Cramer said that he is not moving away from his “own it, don’t trade it” advice on the stock. He remarked:
“No matter what, though, I still believe in AI as the fourth industrial revolution, and I think most of these stocks will be worth buying once their valuations come down to less lofty levels. And of course, I’m including NVIDIA, which people ask me about all the time. And I say the same thing. I say, own it, don’t trade it. I’m not changing my tune.”
5. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders: 243
Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer recently discussed. Cramer highlighted the company’s deal with Apple during the episode, as he said:
“Almost every single tech company I follow has a monstrous set of rivals spending tens of billions of dollars to dominate the particular industry. Now, in one case, that spending can be worth it. Google spent enough to keep the comers out of the search category. It’s been allowed to write a check to Apple to make it the default search.
That cost them $20 billion per year, and it’s money well spent now that the contract has been blessed by a federal judge who must have lost his mind. I now expect Google will also pay Apple to make Gemini their default AI chatbot. Ooh, that judge will like it even more. At that point, even OpenAI playing with… other people’s money may not be able to compete… Alphabet’s the only one that seems to be winning.I don’t know. I mean, we need more winners, but it’s just Alphabet.”
Alphabet Inc. (NASDAQ:GOOGL) provides tech-related products and services, including search, advertising, cloud computing, AI tools, and digital content platforms like YouTube and Google Play.
4. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders: 312
Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer recently discussed. Cramer mentioned the company during the episode and stated:
“All these big tech companies live in fear of that. They believe that whoever wins AI could potentially win everything else, too. And if you let OpenAI in with its… balance sheet that you’ve been binged, that’s what’ll happen. You’ll be binged, and you know what happens if you’ve been binged? That’s Microsoft has Bing, and the other guy, Google has Google. Well, it’s going to be like Carrie. We’re all going to laugh at you…
How about Microsoft? When’s this one going to bottom? The stock’s only up about 13% for the year now, but it remains a fixture at the office, jamming Teams down our throats and offering us Copilot when we don’t even need a regular pilot, let alone all the junk they punish us with… Those of us stuck with a PC that’s based on Microsoft instead of the pristine Apple, which has been the case for me for decades, know that the real workhorse here is business-to-business. Microsoft has an unassailable position, but it requires mass spending to keep Azure, the cloud infrastructure business, competitive versus Google and Amazon. These are three of the richest companies in the world, all going after the same piece of the pie. So why not jam the captive audience? We can’t do anything about it, truth, and it’s not just Microsoft.”
Microsoft Corporation (NASDAQ:MSFT) develops software, hardware, and cloud-based solutions. The company provides products like Windows, Azure, Office, LinkedIn, and Xbox.
3. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders: 273
Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer recently discussed. Cramer highlighted the company’s increased spending as he commented:
“Meta is interesting. It’s up almost 11% for the year, not much, but better than Amazon. Stock sells for 22 times next year’s earnings. That’s kind of cheap, kind of ridiculously cheap if you like the management as much as I do. But it’s also spending like mad, perhaps as much as a hundred billion dollars next year for capital expense. And I’m not even thinking about these huge pay packages the company’s using. No salary cap in tech. Hey guys, go fix that, will you?…
For that capital spend, Meta’s getting power plants and data centers, both of which could be frankly out of date by the time they’re done. Again, though, they don’t have the choice. If Meta takes its foot off the pedal, then OpenAI might start coming in after them in the social media space… I know the stock of Meta, like many of the tech cohort, hasn’t done anything for months, while stocks in the transports and financials, man, they’re just flying. The only thing that would get Meta stock moving is to come out right now and say, listen, we’re not going to, we’re not going to pay all this. We’re not going to pay all this for power. We’re not going to do all these data centers. And I have no idea how they can do that without losing their edge.”
Meta Platforms, Inc. (NASDAQ:META) develops technologies and applications that connect people through social networking and messaging. The company’s portfolio includes Facebook, Instagram, WhatsApp, Messenger, Threads, and products in virtual and augmented reality.
2. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders: 332
Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks Jim Cramer recently discussed. Cramer noted that the stock holds a big position in the Charitable Trust portfolio, as he remarked:
“Just consider a couple that we own for the Charitable Trust… Okay, we like these. I’m just giving you the straight dope here because I don’t want to trade. I want to start with Amazon. Big position of ours. Here’s a company that can send you anything overnight or increasingly during the day at a low price, has the thriving ad business, has the Amazon Web Services business, represents less than 20% of the company’s revenues, about 60% of its total profits.
AWS is now the core business, and it spends billions upon billions on semiconductors, data centers, energy. I don’t want any of that. I just want a package delivered to me, and I’m happy to use Walmart if it’s got a ton of technology itself instead of Amazon if it’s cheaper. Now, Amazon stock is up about 1.5% for the year. That’s not that good. The amount of money they need to spend to keep up with their competitors in the race for AI supremacy is insane. But what are they going to do? Let OpenAI come into the retail and web services business, take away their clients, let Walmart use their stores to beat Amazon at its own game? Amazon’s strategy is not spend to win, it’s spend to defend. I like to win.”
Amazon.com, Inc. (NASDAQ:AMZN) sells consumer goods and digital content through online and physical stores, provides advertising and subscription services, operates Amazon Web Services for cloud computing, develops electronic devices, produces media content, and offers programs supporting third-party sellers and content creators.
1. The Procter & Gamble Company (NYSE:PG)
Number of Hedge Fund Holders: 87
The Procter & Gamble Company (NYSE:PG) is one of the stocks Jim Cramer recently discussed. Cramer highlighted the company’s R&D investments during the episode. The Mad Money host stated:
“If you ask me what tech stock I like right now, right here, I’d tell you that my favorite tech stock is Procter & Gamble, a house of innovation. It spends more than $2 billion a year on research and development to make the best personal products imaginable. From Pampers that can handle a pounding to Tide evo detergent with six levels of clean to the Gillette Labs heated razor for the best shaving imaginable, this company is loaded with the kind of tech I’m willing to pay for. And get this, its stock’s on sale, down more than 13% for the year. And management already told you they’re going to miss the quarter, so it’s what we call de-risked…
In this market, you want the stock of Procter & Gamble because it’s cheaper than I can ever recall, with a new CEO coming in, a monster user, not maker, but user of tech, which is what’s working now in this stock market. See, Procter & Gamble used AI to fix its supply chain, uses digital twin technology to design its new factory, saving millions of dollars versus old construction. It uses AI to figure how to cut down on supplies that it doesn’t really need. So, no, I’m not being facetious… It’s hard in this market to find a bargain like Procter that sells for just over 20 times earnings with 2.9% yield. Not bad when the president wants rates to fall to 1% and you can compound.”
The Procter & Gamble Company (NYSE:PG) provides branded consumer goods across beauty, grooming, health care, home care, and family care. The company sells its products through renowned names such as Tide, Pampers, Gillette, Crest, Olay, and Febreze.
While we acknowledge the potential of The Procter & Gamble Company (NYSE:PG) 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 PG 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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