Jim Cramer Reveals Potential US Rare Earth Trump Card & Discusses These 11 Stocks 

Page 8 of 10

3. Alphabet Inc. (NASDAQ:GOOGL)

Number of Hedge Fund Holders In Q1 2025: 227

Alphabet Inc. (NASDAQ:GOOGL) has been one of the worst-performing mega-cap stocks in 2025. Its shares have been weighed down by weak cloud performance and antitrust action. Alphabet Inc. (NASDAQ:GOOGL)’s shares have lost 12% year-to-date as the stock has tried to factor in a loss of business with Apple. Apple pays Alphabet Inc. (NASDAQ:GOOGL) billions of dollars to make its search engine the default on Apple devices. However, investors are worried that Apple might start to look at alternatives soon. Cramer’s previous comments about Alphabet Inc. (NASDAQ:GOOGL) have speculated that its recent strong quarterly performance was primarily due to the success of its AI video application. However, quizzically, he wondered recently whether he sold the stock too soon:

“I don’t know [on how much OpenAI is worth] but I sold Alphabet too soon.”

Recently, Cramer wasn’t convinced about Alphabet Inc. (NASDAQ:GOOGL)’s merits:

“I am in the Ben Reitzes, Melius, skeptical camp because it’s too expensive. . . stock’s not expensive because the plan may not work!

“Stunning innovation, but then next paragraph says look I don’t know if it’s gonna work. You see that? These tools were awesome. Yeah, okay. Ahead of Adobe, but they did say look it’s a little too expensive. . . monetization of AI research is all that matters.”

Page 8 of 10