Jim Cramer Said Allbirds Management Are “Jokers” & Discussed These 18 Stocks 

8. Amazon.com, Inc. (NASDAQ:AMZN)

Number of Hedge Fund Holdings in Q4 2025: 381

eCommerce and cloud services provider Amazon.com, Inc. (NASDAQ:AMZN)’s shares are up by 9.5% year-to-date. Evercore ISI discussed the firm on April 9th as it reiterated a $285 share price target and an Outperform rating on the stock. The financial firm remarked that Amazon.com, Inc. (NASDAQ:AMZN) was demonstrating a strong presence and momentum in the AI industry as evidenced by its $15 billion AI revenue run rate for the AWS cloud computing business and a custom chip business that generated $20 billion annually. Evercore added that Amazon.com, Inc. (NASDAQ:AMZN) was also benefiting from sustained momentum in its eCommerce business. Cramer also discussed the firm’s eCommerce business:

“By the way, I mean someone said to me, Jim, you like that Amazon, be careful, retail’s weak. I said, look, Walmart, Costco, and Amazon are the three retailers. And you do not know whether it’s weak. It’s one of the most closely held secrets of the world. Amazon does not leak anything. It is just, I mean people just said, well listen I was talking to Amazon, the only thing you could talk to at Amazon is Rufus.”

Montaka Global Investments also discussed Amazon.com, Inc. (NASDAQ:AMZN) in its Q4 2025 investor letter:

“In 2025, even advantaged cloud computing hyperscaler, Amazon.com, Inc. (NASDAQ:AMZN), underperformed the broader equity index. This might seem counterintuitive, given the extreme advantages of these businesses, including their favourable positioning within the AI revolution and countless meaningful growth options on the horizon. But remember: temporary underperformance relative to the market index is a feature, not a bug, of the stock price trajectories of even the most attractive investments (Click here to see the full text).”