Jim Cramer, host of Mad Money, expressed doubts on Tuesday about OpenAI’s ability to cover the multibillion-dollar costs tied to its massive infrastructure expansion.
“Look out, the year of magical investing may be drawing to a close. All this year, pretty much anybody who bought stocks connected to AI and the data center, well, you know, you made money. You didn’t really need to think about it. But now looking at the market… It seems like the easy money may have been made.”
READ ALSO Jim Cramer Offered Insights on These 16 Stocks and Jim Cramer Recently Discussed These 7 Stocks
Asking what has caused him to reevaluate “the greatest story of the past three years,” Cramer noted that three separate developments have raised concerns that the number of winning companies in the data center space may shrink significantly. He said that, unlike the dot-com bubble of 2000, when there was essentially one big winner, this time there could be several successful companies, perhaps half a dozen or slightly more.
Cramer pointed to OpenAI’s massive deals with major tech companies and questioned whether it might need to borrow money to meet those obligations. He warned that any financial pressure on OpenAI could spill over to the broader tech sector. He also pointed out recent comments from CFO Sarah Friar as troubling.
“Am I declaring an end to the era of magical investing? How about this? I’m proclaiming that for the rest of the year, it’s the era of investing, not as if by magic, but as if by profits. And for that to happen, there’s going to be far fewer winners and a lot more losers. Bottom line: In this kind of environment, you need to start diversifying into other growth areas, perhaps in time to keep all the king’s horses and all the king’s men sidelined. Maybe OpenAI can come public and Humpty-Dumpty won’t have a great fall, but in the meantime, it’s something you need to keep an eye on. I know I am. And the eye, let’s just say it’s growing jaundice.”
Our Methodology
For this article, we compiled a list of 18 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on November 11. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the second quarter of 2025, which was taken from Insider Monkey’s database of over 900 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 Put These 18 Stocks Under a Microscope
18. Amgen Inc. (NASDAQ:AMGN)
Number of Hedge Fund Holders: 62
Amgen Inc. (NASDAQ:AMGN) is one of the stocks Jim Cramer recently put under a microscope. Cramer showed quite a bullish sentiment toward the company’s stock, as he remarked:
“If you want to venture beyond what we call the CPG, consumer packaged goods, world, I think you’d do very well with owning J&J or Amgen… Amgen’s working on cholesterol with its Repatha injection, and it’s doing something very different with weight loss that could lead to terrific outcomes. They both have yields, more than 2.7%. How strongly do I feel about these former safety stocks? We have a monthly investment club meeting on Thursday, and I’ve told Jeff Marks, my co-portfolio manager, that we at least have to put one of these names in the bullpen. I don’t want to wait to look back and say, how did we miss that bottom?”
Amgen Inc. (NASDAQ:AMGN) develops human therapeutics that target diseases like rheumatoid arthritis, osteoporosis, cardiovascular disorders, cancer, and autoimmune conditions. Cramer discussed the company during the November 10 episode and commented:
“In the last few weeks, the long-dormant healthcare sectors finally started to show a little life. It’s so inexpensive, it’s crazy. Take Amgen, the big biotech company with a host of drugs for cardiovascular disease, inflammation, oncology, all sorts of rare diseases. This stock’s up roughly 20% from its late September lows, including a monster run last week when Amgen reported spectacularly better than expected quarter. Then this past weekend, the company announced some very promising heart attack prevention results from a phase 3 clinical trial of Repatha, that’s the cholesterol drug.”
17. Johnson & Johnson (NYSE:JNJ)
Number of Hedge Fund Holders: 95
Johnson & Johnson (NYSE:JNJ) is one of the stocks Jim Cramer recently put under a microscope. Cramer said that “you’d do very well” owning the stock, as he stated:
“If you want to venture beyond what we call the CPG, consumer packaged goods, world, I think you’d do very well with owning J&J or Amgen… J&J’s getting out of everything non-proprietary, artificial joints for example, and really bearing down on high-growth pharma with cancer being a specialty… They both have yields, more than 2.7%. How strongly do I feel about these former safety stocks? We have a monthly investment club meeting on Thursday, and I’ve told Jeff Marks, my co-portfolio manager, that we at least have to put one of these names in the bullpen. I don’t want to wait to look back and say, how did we miss that bottom?”
Johnson & Johnson (NYSE:JNJ) develops and sells healthcare products, including pharmaceuticals and medical technologies, with treatments in immunology, oncology, neuroscience, cardiovascular care, and infectious diseases. In addition, the company provides surgical systems, orthopaedic solutions, cardiovascular devices, and vision care products.
16. General Mills, Inc. (NYSE:GIS)
Number of Hedge Fund Holders: 42
General Mills, Inc. (NYSE:GIS) is one of the stocks Jim Cramer recently put under a microscope. Cramer mentioned one of the biggest problems faced by food stocks while discussing the company, as he commented:
“Sometimes when stocks are doing badly, I get worried, not because I want to get out, but because I wonder if I might be missing a once-in-a-generational bottom. Those don’t come around all that often, of course… Risk takers might want to consider General Mills, but only if you’re betting on a takeover because the food stocks are being eaten alive by those GLP-1 weight loss drugs.”
General Mills, Inc. (NYSE:GIS) produces branded foods, including cereals, snacks, frozen meals, baking products, yogurt, and pet foods. Some of its well-known products include Cheerios, Betty Crocker, Pillsbury, Haagen-Dazs, Nature Valley, Old El Paso, and Blue Buffalo. Cramer mentioned the company during the July 30 episode and said:
“Yeah, I’ve gone from here to here, meaning, no, not much stance changed at all. Here’s the problem: This is one of those companies that, frankly, is part of what I talk about as being in the heart of the inflation complex. They’ve got food that costs too much, they have input costs that cost too much, and they’re going to have to sacrifice their profit margin and bring their food price down, or else they’re not going to do the business that they used to do, and no one wants to cut their margins. They’re afraid about what will happen in the stock market, but all that’s going to happen, the stock’s going to go down anyway.”
15. The Clorox Company (NYSE:CLX)
Number of Hedge Fund Holders: 46
The Clorox Company (NYSE:CLX) is one of the stocks Jim Cramer recently put under a microscope. Cramer mentioned the company during the episode and said:
“Sometimes when stocks are doing badly, I get worried, not because I want to get out, but because I wonder if I might be missing a once-in-a-generational bottom. Those don’t come around all that often, of course. And right now, I’m concerned that we might be missing a bottom in a group of stocks that I haven’t particularly cared for at all, especially in a long time… The group that I’m talking about, the consumer packaged good stocks, too much inflation, not enough growth, growth being the magic elixir that makes your investment winners and it doesn’t have it… I’m looking at Clorox, oh boy, one of the worst stocks in the S&P 500 this year…. some terrific brands here, Burt’s Bees, Hidden Valley Ranch, Brita… Kingsford Charcoal, and of course, Clorox itself. Got a 4.72% yield.”
The Clorox Company (NYSE:CLX) makes cleaning, household, and personal care products, along with food and water-filtration items.
14. The Procter & Gamble Company (NYSE:PG)
Number of Hedge Fund Holders: 88
The Procter & Gamble Company (NYSE:PG) is one of the stocks Jim Cramer recently put under a microscope. Cramer highlighted that he used the company as an example in his book. He said:
“Sometimes when stocks are doing badly, I get worried, not because I want to get out, but because I wonder if I might be missing a once-in-a-generational bottom. Those don’t come around all that often, of course. And right now, I’m concerned that we might be missing a bottom in a group of stocks that I haven’t particularly cared for at all, especially in a long time… The group that I’m talking about, the consumer packaged good stocks, too much inflation, not enough growth, growth being the magic elixir that makes your investment winners and it doesn’t have it. When you take a stock like Kimberly-Clark or Procter & Gamble, you’re pretty much bracing yourself for the house of pain, and the pain doesn’t seem to end until the stocks fall to the point where their dividend yields become competitive with the bond market… Well, what’s a good example? I use Procter & Gamble in How to Make Money in Any Market because the company’s so rigorous and inventive. Right now, Procter yields 2.85% and you know it has the scale and the science to make things cheaper.”
The Procter & Gamble Company (NYSE:PG) manufactures branded consumer goods across beauty, grooming, health, fabric and home care, and family care categories.
13. Kimberly-Clark Corporation (NASDAQ:KMB)
Number of Hedge Fund Holders: 42
Kimberly-Clark Corporation (NASDAQ:KMB) is one of the stocks Jim Cramer recently put under a microscope. Cramer discussed the company’s planned acquisition, as he commented:
“Sometimes when stocks are doing badly, I get worried, not because I want to get out, but because I wonder if I might be missing a once-in-a-generational bottom. Those don’t come around all that often, of course. And right now, I’m concerned that we might be missing a bottom in a group of stocks that I haven’t particularly cared for at all, especially in a long time… The group that I’m talking about, the consumer packaged good stocks, too much inflation, not enough growth, growth being the magic elixir that makes your investment winners, and it doesn’t have it. When you take a stock like Kimberly-Clark or Procter & Gamble, you’re pretty much bracing yourself for the house of pain, and the pain doesn’t seem to end until the stocks fall to the point where their dividend yields become competitive with the bond market. Aha. Well, that means that we’re there. Why bother with these? Because I keep thinking about what my writing partner Matt Horween tells me, we may be looking at peak inflation, and these are undervalued winners of their categories. Peak inflation would drive their cost down, while their scale would normally prevent them from merging to dominate the industry. This administration doesn’t seem to care too much about antitrust enforcement. That’s what Kimberly-Clark Kenvue deal’s all about… You might want to consider Kimberly-Clark, too. It’s been knocked down to a level where it supports a 4.89% yield because it’s trying to buy Kenvue… Right now, the publicity’s making people skittish, but the science is on Kenvue’s side. Its brands complement Kimberly-Clark perfectly.”
Kimberly-Clark Corporation (NASDAQ:KMB) produces personal care, tissue, and hygiene products for consumer and professional use. During the November 4 episode, Cramer discussed the company’s earnings and commended its balance sheet, as he remarked:
“How about Kimberly-Clark? Sure, it got hit hard off the announcement of the Kenvue acquisition yesterday, but consider this. This, Kimberly just reported that it earned a $1.82 per share. Street was looking for $1.76. Now, the stock got a quick pop on that, gaining 3% Thursday, but that’s ancient memory as the stock’s now given up all that and more, of course because of the takeover.
But you know, I gotta tell you, it yields 5%, a terrific balance sheet. Doesn’t seem to matter. You gotta wonder, why these guys felt compelled to bid for Kenvue because nothing else is working. It just reported a very, very good quarter and the stock did next to nothing anyway. They have to think bigger if they hope to regain the love of growth investors.”
12. Joby Aviation, Inc. (NYSE:JOBY)
Number of Hedge Fund Holders: 31
Joby Aviation, Inc. (NYSE:JOBY) is one of the stocks Jim Cramer recently put under a microscope. Answering a caller’s query about the stock during the lightning round, Cramer said:
“No, they’re losing too much money, buddy. I absolutely love the idea, but they’re losing too much money. We already got a thing called helicopters, and that does us just fine.”
Joby Aviation, Inc. (NYSE:JOBY) designs and makes electric vertical takeoff and landing aircraft for use in aerial ridesharing. The company is also developing a related app. Cramer discussed the company’s stock during the October 8 episode and commented:
“It’s the speculative stocks that remind me of the dot-com era, a group of companies with no earnings to speak of that need to raise money to stay afloat. Now, we see these in nuclear power or crypto, or quantum computing stocks. These have all been bid up furiously by retail investors… I fear we’re at the cusp of some gigantic equity offerings for some kinds of these companies. We got one on Monday from an also-ran quantum company called Quantum Computing, and another one today from Joby Aviation, the flying car company. It offered 30.5 million shares of new stock at $16.85 per share. It closed up from the deal $17.37, but way down from the nearly $19 price of yesterday’s close. That’s brutal and very 2000-ish.”
11. Aquestive Therapeutics, Inc. (NASDAQ:AQST)
Number of Hedge Fund Holders: 18
Aquestive Therapeutics, Inc. (NASDAQ:AQST) is one of the stocks Jim Cramer recently put under a microscope. When a caller asked about the stock, Cramer stated:
“We know the problem. Let’s not look at that. We look at the pipeline and we know that… I’m in favor of investing in a spec of any company involving nervous system, okay? Any company involving the brain and they’re there, and I think it’s a very interesting spec.”
Aquestive Therapeutics, Inc. (NASDAQ:AQST) develops therapies for neurological, psychiatric, and allergy-related conditions. Its main products include Libervant, Suboxone, Sympazan, and Azstarys. Cramer advised a little caution when he discussed the stock during the September 18 episode, as he commented:
“For the past few years, this stock has found new life, climbing back to the mid single digits, mostly thanks to the growing excitement about their EpiPen replacement that can be taken by mouth for emergency allergy treatments… I think people are right to be excited. If this drug can be approved, I think it could be huge. That’s right, huge… The real question here is whether it still makes sense to buy the stock at these levels. You need to understand that this is a totally binary situation. If Anaphylm gets FDA approval in the next few months, Aquestive stock will soar…
If the drug is rejected by the FDA… then the stock’s going to plummet. If you can’t stomach that range of outcomes, please don’t get involved. But man, I am inclined to bet on this story. I think Aquestive works as a speculative biotech pick because I believe the FDA will give this EpiPen replacement its blessing. And if that happens, you need to understand that you definitely haven’t missed the move here. Aquestive is currently valued just under $600 million, but management believes that their EpiPen replacement could do over a billion in annual revenue if it’s approved. I’m not quite sure how aggressive that projection is, as the current epinephrine market is just $800 million in the United States, but Aquestive believes it can grow to $2 billion by 2031 simply because of the increasing prevalence of allergies…
The bottom line: Aquestive Therapeutics is the kind of speculation that I can really get behind as long as you understand the risks that come with binary situations where the stock’s fate is totally in the hands of the FDA… I think it’s worth taking a chance on, but only with money that you can afford to lose.”
10. Amphenol Corporation (NYSE:APH)
Number of Hedge Fund Holders: 81
Amphenol Corporation (NYSE:APH) is one of the stocks Jim Cramer recently put under a microscope. During the lightning round, a caller inquired about the stock, and Cramer commented:
“Oh my God, it’s just such a great stock, and it’s still not even expensive versus its growth rate. You want to stay in that cable play.”
Amphenol Corporation (NYSE:APH) manufactures electrical, electronic, and fiber optic connectors, cables, and sensors for industries including automotive, aerospace, communications, and industrial technology. When a caller asked about the stock during the September 29 episode, Cramer responded:
“Oh, that’s a good company, man. It’s just, it’s just a rocket ship, I know, but it’s a good company. Is it cheap? No, but some… good companies are not going to be cheap. I like that call, and I like the idea that you’re getting it. We are not traders, okay? We are compounders.”
Additionally, Cramer called Amphenol Corporation (NYSE:APH) an “amazing company,” when a caller inquired about it during the August 28 episode:
“Okay, this is an amazing company because it really, before we really got all excited about the data center, it was really just a kind of coaxial cable company. It is highly valued right now. It’s in the high 30s multiple. I can’t say chase the stock. If I owned it, I guess I’d hold it. That’s all I can say.”
9. GSI Technology, Inc. (NASDAQ:GSIT)
Number of Hedge Fund Holders: 6
GSI Technology, Inc. (NASDAQ:GSIT) is one of the stocks Jim Cramer recently put under a microscope. Cramer was bearish on the company stock during the episode. He said:
“In the end, I simply can’t bring myself to endorse GSI Technology for you. As far as I can tell, the only truly positive news out of this company in the past couple of years has been this one random paper from Cornell testing a previous generation APU from GSI against several generations-old GPUs from NVIDIA…
If there was any serious breakthrough happening with GSI chips, these guys would have had a lot more to show for it… If we hear about any meaningful progress with customers at all, maybe we’ll run another segment on the company in the future, one that’s a little more positive. For now, though, the bottom line is I simply don’t see enough in this GSI Technology story to recommend you risking your money in what may be a truly highly speculative story. There’s a long list of AI-related chip companies that have real businesses and real revenue and real earnings, companies that are already benefiting from the rise of AI. There’s NVIDIA in GPUs, Arm in CPUs, Micron in memory. All these are safer bets than GSI Technology. And don’t forget, of course, AMD in GPUs and CPUs. If something changes here… I’ll let you know. But for now, I don’t think it’s worth sticking your neck out, at least not this time.”
GSI Technology, Inc. (NASDAQ:GSIT) makes memory chips and processing units used in networking, defense, aerospace, medical, and industrial devices.
8. Hertz Global Holdings, Inc. (NASDAQ:HTZ)
Number of Hedge Fund Holders: 39
Hertz Global Holdings, Inc. (NASDAQ:HTZ) is one of the stocks Jim Cramer recently put under a microscope. When a caller highlighted that 95% of HTZ shares are owned by insiders, hedge funds, and institutions, the company reported a positive EPS in nearly two years, and its deal with Amazon, Cramer commented:
“Oh, I’ll tell you, here’s what we’re going to do: we’re going to watch Hertz. We’re going to watch it. I think that you have made a strong recommendation. I appreciate that, coming on the show. It has been a contrary name. Maybe we gotta be more open-minded, and I want to thank Mike for the idea.”
Hertz Global Holdings, Inc. (NASDAQ:HTZ) provides vehicle rental services under the Hertz, Dollar, and Thrifty brands, along with vehicle sales and additional services. During the April 21 episode, a caller mentioned Bill Ackman’s position in the company stock and Cramer replied:
“Okay, well, you know, I don’t know what Bill Ackman’s going to do because it’s, I don’t know him, and all I can tell you is that the stock’s had a very big run. It’s not a great company. I’ve seen great people befell by the stock. So I think you could take the money and run and be, or at least take out your cost basis. How about that? And let the rest ride. That would be the most prudent thing to do.”
7. Intercontinental Exchange, Inc. (NYSE:ICE)
Number of Hedge Fund Holders: 84
Intercontinental Exchange, Inc. (NYSE:ICE) is one of the stocks Jim Cramer recently put under a microscope. Cramer noted that the stock has been “steadily collapsing” over the last few months. He stated:
“Finally, check out the daily chart of… the Intercontinental Exchange… This stock has been steadily collapsing since mid-August. This is ugly, but Lang thinks the heavy selling has finally stopped, given that ICE seems to have stabilized over the… past week after tagging the April low… At the same time, the Relative Strength Index, the RSI, see this, it’s just coming off extremely oversold levels. Very bullish.
The MACD looks like it’s ready to cross over right here… As Lang sees it, the Intercontinental Exchange is giving you a low-risk entry point here if the stock is currently 1 cent below 152. But if it can break out above this level, he’s betting that will attract more buyers. Although this is a 2026 story, I agree with that.”
Intercontinental Exchange, Inc. (NYSE:ICE) trading, data, and technology services for financial markets and mortgages. The company’s products include exchange platforms, market data, and digital tools for mortgage processing.
6. Starbucks Corporation (NASDAQ:SBUX)
Number of Hedge Fund Holders: 66
Starbucks Corporation (NASDAQ:SBUX) is one of the stocks Jim Cramer recently put under a microscope. Cramer called it an “early-stage turnaround story,” as he commented:
“Alright, next, maybe the most controversial stock in the 500, it’s called Starbucks. This is an early-stage turnaround story under the leadership of the fantastic Brian Niccol. But many investors may have gotten impatient because they don’t recognize that these turnarounds usually take a long time… Starbucks has basically been range-bound for weeks, but lately, the stock’s rebounded off its lows and it’s back above the 50-day moving average…
Lang thinks Starbucks could keep trading sideways for weeks to come. But at this point, we know the stock was able to bottom in the high 70s last week. When you look at the moving average convergence divergence or the MACD line, this is really important… Starbucks is about to make a bullish crossover. That is the most bullish thing in the chart book. It’s one of the most reliable positive patterns. I think this is amazing. Then Chaikin money flow… it has started to turn up. Really bullish again…
As Lang sees it, Starbucks is building a nice base here, and if the stock can break out above 90… he thinks it could roar. We’ve been telling investors that Niccol’s getting his arms around how poorly run Starbucks was before he took over… He’s now attacking the basics of staffing and throughput as he gets the company back on track. We’re believers.”
Starbucks Corporation (NASDAQ:SBUX) sells coffee, tea, beverages, and food items under brands like Starbucks Coffee, Teavana, and Seattle’s Best Coffee.
5. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders: 260
Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer recently put under a microscope. Cramer highlighted the stock’s decline after its earnings during the episode. He remarked:
“Lang wants to go bargain hunting, looking for stocks that have been pounded… Right now, he likes two out of these three… He likes Meta Platforms… Starbucks… and International Exchange… All three of these stocks have experienced sharp pullbacks and their charts aren’t exactly pretty here yet, but Lang still likes what he sees… Let’s start with Meta… which got killed after it reported a great quarter because of its capital expenditure guidance… Just look at this daily chart… Meta stock collapsed a couple of weeks ago… and it’s been moving lower ever since. Not good.
Lang points out that it’s now fallen below its 200-day moving average. Really bad, typically right? Meta has been hit hard to the point where it’s now filling in the gap from a big rally in May. Alright, that’s important… If it fills in the gap, the stock would go all the way back down to $591. But if it gets to that level, Lang says you should back up the truck. Again, not a pretty chart… Then there’s the on-balance volume line down at the bottom… In Meta’s case, the on-balance volume has fallen through the floor. It’s back down to Liberation Day levels, which is really rather amazing. But check out the relative strength index…
Right now, Meta is in extremely oversold territory… Lang thinks the stock’s already started to find its footing. On Friday, Meta plunged from 618 down to 601 at its intraday lows before rebounding crazily all the way back to 621. When the stock got eviscerated, this time, buyers stepped in, and it bounced right back. That’s why Lang thinks Meta has room to run past 700 by the end of the year. I will say that this was the only chart that, to me, made me feel like that there was any hope to it and we are long Meta for the Charitable Trust.”
Meta Platforms, Inc. (NASDAQ:META) develops social and communication products, including Facebook, Instagram, Messenger, Threads, and WhatsApp. In addition, it creates virtual, augmented, and mixed reality hardware and software through its Reality Labs division.
4. AppLovin Corporation (NASDAQ:APP)
Number of Hedge Fund Holders: 109
AppLovin Corporation (NASDAQ:APP) is one of the stocks Jim Cramer recently put under a microscope. During the episode, a caller asked if they should hold, sell, or add to their position in the stock. Cramer replied:
“Okay, I think AppLovin is an amazing company that is just making a ton of money, and I like it very much. That makes me, I’m in a minority of the so-called professionals, but I think it’s a very, very good company, and people don’t understand. It knows how to make money better than almost any company on earth.”
AppLovin Corporation (NASDAQ:APP) provides a software platform that helps advertisers and app developers market and monetize their content. The company offers advertising solutions, analytics tools, connected TV services, and mobile games. During the October 24 episode, a caller asked if Cramer sees the stock going back to its highs, and he replied:
“Yes, I do. AppLovin is loved apping, that’s the way I feel about it. AppLovin and Palantir, they almost trade together. You can’t miss them. AppLovin is a winner.”
3. e.l.f. Beauty, Inc. (NYSE:ELF)
Number of Hedge Fund Holders: 43
e.l.f. Beauty, Inc. (NYSE:ELF) is one of the stocks Jim Cramer recently put under a microscope. A caller asked for Cramer’s thoughts on the stock given that it has been hit recently, and here’s what he had to say in response:
“Boy, you know, I was shocked at that. I’m such a big believer in ELF, and it just keeps getting hit and hit and hit, and I don’t know, it’s only $4.6 billion now. That seems very, very low. I know that it did make some mistakes in terms of cost structure, but I’m willing to say that I think, I think it’s a buy. I know that’s contrary to, I think it’s a buy.”
e.l.f. Beauty, Inc. (NYSE:ELF) sells cosmetics and skincare products under brands like e.l.f. Cosmetics, Well People, Naturium, and Keys Soulcare. Cramer mentioned the stock during the October 17 episode. He said:
“While I was on the West Coast, I got a chance to check in with e.l.f. Beauty, the value-oriented cosmetics company based in Oakland. Even though this stock’s up 9% for the year, it’s been a real volatile trader in part because of its heavy reliance on China for manufacturing. But this hasn’t done much to derail the stock lately, and I wouldn’t be surprised if it’s got more upside.”
2. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 235
NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer recently put under a microscope. Cramer highlighted SoftBank’s sale of its stake in the company, as he stated:
“I say own NVIDIA, don’t trade it. But we just learned that SoftBank, an outfit so rich I thought it could be meaningful to the AI buildout, had to sell its entire NVIDIA stake at big, it was a big profit to perhaps use that money for more AI investment. However, if you really believe the AI buildout will continue, then there could be no better investment than NVIDIA, which makes the chips that power all the stuff. Therefore, the SoftBank sale worries me because maybe they need to make big made, they made big commitments to the AI build out, commitments that are too expensive, and now require them to ring the register on NVIDIA to cover the cost.”
NVIDIA Corporation (NASDAQ:NVDA) develops graphics, computing, and AI solutions, including GeForce and Quadro GPUs, data center platforms, and AI software. Its products are used in gaming, professional visualization, data center, and automotive markets.
1. CoreWeave, Inc. (NASDAQ:CRWV)
Number of Hedge Fund Holders: 29
CoreWeave, Inc. (NASDAQ:CRWV) is one of the stocks Jim Cramer recently put under a microscope. Cramer noted that the company did not deliver a good quarter, as he commented:
“… the quarter we just got from CoreWeave, that’s a key data center operator that had to cut its full-year outlook today because it has contracted with an outfit called Core Scientific that failed to deliver its part of several data centers on time. It’s a huge piece of business that didn’t get done. The missed quarter shocked people, and it was a wake-up call that you can’t build these data centers overnight, and there could be even more costs than we thought.”
CoreWeave, Inc. (NASDAQ:CRWV) provides cloud infrastructure and services to support AI and enterprise compute workloads. The company’s solutions include GPU and CPU compute, storage, networking, rendering, AI model training, and machine-learning optimization tools. A caller inquired about Cramer’s thoughts on the company during the October 24 episode, and he replied:
“Okay, I’m on the fence on CoreWeave right here. I’ll tell you why. They’re trying to do this acquisition. I want to get this thing out of the way. I do think that the acquisition would be better than not. I hope they get it. If they get it… and the stock goes down, that would be the exquisite time to buy. So I’m on hold right now, but I do like the company very much. I like the CEO, Michael Intrator. Terrific guy.”
While we acknowledge the potential of CoreWeave, Inc. (NASDAQ:CRWV) 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 CRWV and that has 100x upside potential, check out our report about this cheapest AI stock.
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