Jim Cramer Reveals His Trading Strategy For H2 2025 & Discusses These 16 Stocks

9. Apple Inc. (NASDAQ:AAPL)

Number of Hedge Fund Holders In Q1 2025: 159

Apple Inc. (NASDAQ:AAPL)’s shares have struggled quite a lot in 2025. The stock has lost 14.7% year-to-date on the back of concerns about the firm’s China supply chain and market opinions about its AI products. Cramer has continued to defend Apple Inc. (NASDAQ:AAPL) throughout 2025. He believes that the firm’s product quality is unparalleled in the market, which lends it a stable demand for its smartphones in particular. The CNBC host has also outlined earlier that he will change his mind about Apple Inc. (NASDAQ:AAPL) if the firm starts losing market share to Samsung. here are his recent thoughts:

“. . .Apple, which cannot get out of its own way. And I think probably could go down to 25 times earnings. Which is a substantial decline. Apple’s a share donor. It’s a share donor.

“[On why he won’t sell despite talking about the negatives] The number product, I just went on Amazon . . .I really want to buy, I need more AirPods. . . I think what’s really important David, is they are a share donor to the other stocks I’m talking about. And it is because all they do is buy back stock. . .

“[On why Apple stock should be bought] No I’m not going to because I think the multiple’s too high.

“[On future prospects, past revenue growth] Well I think it’s time they articulated a strategy for Siri.”

“. . .they do need to have Siri on board. . .they gotta fix it, because right now, if they bought Perplexity, and I know that they are averse to buying companies, but Perplexity is my go to. I’m on Perplexity maybe 20 times a day.”

Earlier, Cramer discussed Apple Inc. (NASDAQ:AAPL)’s troubles in China:

“Apple’s pulling off something amazing, moving about 20% of their iPhone manufacturing to India, but the rest are still coming from China. Still, the White House doesn’t care. They want those phones made in America, so they’re threatening a 25% tariff on the ones from India… What a shame. Apple is a huge employer in China, and China’s a huge market for Apple, but the White House is making them leave, and they’re not even getting any credit for it.

If Trump wants leverage with China, he should be doing everything he can to make Apple move its manufacturing literally anywhere else and not tariff them… You have to play with the cards you’ve been dealt. And for decades, our government did everything it could to encourage outsourcing to China. They left us with a pretty lousy darn hand, both Republicans and Democrats. Between NVIDIA and Apple, Trump has a lot of leverage, but he doesn’t want to use it. Those two companies seem hostage to totally different agendas inside the White House.”