1. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders In Q4 2024: 234
Alphabet Inc. (NASDAQ:GOOGL)’s stock appears to have experienced a turnaround in April. While the shares had struggled for most. of 2025, they are up by 8.8% since April’s third week. Part of the gains are due to Alphabet Inc. (NASDAQ:GOOGL)’s first quarter results which saw advertising revenue beat analyst estimates and paint a positive picture for its AI investments. In his comments after the earnings, Cramer regretted selling Alphabet Inc. (NASDAQ:GOOGL):
“[When co-host David Faber remarked that the current uncertainty reminded him of COVID despite Cramer asserting that businesses had learned supply chain lessons] Okay, so then go buy Alphabet. I mean they’re the world’s divide between companies that need or [inaudible] no connected to China. And companies that are.”
“Now I am going to write a piece this weekend for Club members, about a mea culpa. Because at the last minute, I did something that was about as stupid as you can ever do. I read the US government briefs against the monopolist that was Google. And I said. . .I actually feared, I feared the government and I should have been fearing Alphabet’s lawyers because they really just, real deals.”
“[When Faber pointed out that you shouldn’t dismiss the risk of litigation] No I did, because I’ve sold the stock, I should have totally dismissed it!”
“I think it’s amazing. Now are they paying to get that? Because the government will tell you that. . . .I cannot believe the lead generation really works, it’s the last, it’s the end. They used examples, okay what’s the best golf ball? Alright so you do that, I don’t know, I’m still using Slazenger from the days of James Bond and Goldfinger. But what’s incredible to me is that it says its still the number one way to get sales And that at the high end, that Gemini’s great. . .YouTube’s just it, I mean there’s like I wanna compare YouTube say to a, I don’t know, a computer to like a cable company. . .it’s not a powerhouse, it’s the powerhouse.”
“[On Moffett Nathanson saying YouTube could trade at a half a trillion if it was public] Conservatively. . .and at 16 times earnings.”
“Well I’m still, I’m putting my chips on Musk. . . Yeah because I don’t think Waymo scales the way that people think.”
“Go and read what Musk said about what he’s gonna do. Everywhere. I mean these guys are just, [inaudible] in the wrong technology.”
“No it is. That’s different from the model. . .Well also remember that, Musk just says it’s too expensive, he doesn’t like the actual technology, and never go against Musk when it comes to the technology.”
“This call was an amazing call okay. It was so painful for someone who had sold it because of the government because you they’ll say listen, we got all these relationships and the government wants to contend that the relationships are illegal. And it’s like, it’s the US government versus the US Google. So they’re like one country, it’s got a great balance sheet, it’s really powerful. It’s got a leader. It completely works. And then there’s another country that’s completely dysfunctional that has a Congress and I want to bet on the United States of Google.”
“I read that stupid brief about how, the one that they lost, where like, we’re a monopolist. I should have just bought on that. I should have said, wow, bet on the monopoly any day of the week. . . they’re not illegal, they’re in charge.”
GOOGL is a stock Jim Cramer recently discussed. While we acknowledge the potential of GOOGL 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 GOOGL 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
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