Jim Cramer Said Sandisk Stock Performance is Befuddling & Discussed These 17 Stocks 

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One sector that’s suddenly come into the spotlight when it comes to AI investing is the computer storage sector. Shares of storage manufacturers have posted stunning returns, and their performance hasn’t missed Jim Cramer’s attention either. In a recent tweet, the CNBC TV host commented that the performance was not cyclical and could sustain over the long term. Cramer added that the performance had also come as a surprise to many:

“Wherever i go i am hearing execs admit that the move in Samsung/SanDisk/CPU/WDC complex et. al. is secular, part of a new compute economy based on a.i. than it is cyclical. These are rare moves that befuddle the marketplace.”

Our Methodology

For this article, we compiled a list of stocks that Jim Cramer discussed during the episode of Squawk on the Street aired on May 4th and tweeted about. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2025, which was taken from Insider Monkey’s database of 1,000 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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).

17. Corning Incorporated (NYSE:GLW)

Number of Hedge Fund Holdings in Q4 2025: 85

Corning Incorporated (NYSE:GLW) is one of Cramer’s favorite stocks in the data center space. The firm is a glass manufacturer that serves the needs of the telecommunications and consumer electronics industries. Corning Incorporated (NYSE:GLW)’s stock is up by a whopping 302% over the past year and by 98% year-to-date. Bank of America raised the share price target to $186 from $155 and kept a Buy rating on the stock. Similarly, Morgan Stanley raised the target to $140 from $127 and kept an Equal Weight rating. The bank outlined that Corning Incorporated (NYSE:GLW) could benefit from a sustained enthusiasm about its industry. In his recent comments about the company, Cramer commented that the firm was part of his charitable trust and added that fiber was going to take over. This time, he discussed Corning Incorporated (NYSE:GLW) in a tweet and remarked:

“Corning will increase mfg capacity by 10x expand US fiber production capacity by more than 50%–club number”

16. Caterpillar Inc. (NYSE:CAT)

Number of Hedge Fund Holdings in Q4 2025: 86

Industrial equipment manufacturer Caterpillar Inc. (NYSE:CAT) is a stock that frequently surfaces on Jim Cramer’s radar. Its shares are. up by 187% over the past year and by 53% year-to-date. Bank of America discussed Caterpillar Inc. (NYSE:CAT)’s shares on April 24th. It raised the share price target from $825 to $930 and kept a Buy rating on the stock. BofA remarked that the company was experiencing tailwinds from the data center industry, which were affecting its Power & Energy business. The bank’s coverage came after Freedom Broker bumped Caterpillar Inc. (NYSE:CAT)’s price target to $710 from $700 and kept a Hold rating as it remarked that the firm’s environment could be more favorable than what the market believes. Caterpillar Inc. (NYSE:CAT) reported its first-quarter earnings at April-end. Its $17.42 billion in revenue and $5.54 in adjusted profit per share beat analyst estimates of $16.61 billion and $4.25. Cramer briefly commented on Caterpillar Inc. (NYSE:CAT)’s earnings report:

“Look at Caterpillar. That was one of the greatest, if not the greatest quarters that Caterpillar’s ever had. And a lot of it has to do with the data center!”

15. Amazon.com, Inc. (NASDAQ:AMZN)

Number of Hedge Fund Holdings in Q4 2025: 381

Amazon.com, Inc. (NASDAQ:AMZN)’s shares caught investment bank Goldman Sachs’ attention on April 30th when it raised the share price target to $325 from $275 and kept a Buy rating on the stock. The coverage came after the firm had reported its first-quarter earnings. The results saw Amazon.com, Inc. (NASDAQ:AMZN) beat analyst revenue and earnings estimates and post a $364 billion AWS cloud computing backlog. Raymond James raised the share price target to $280 from $225 and kept an Outperform rating on the shares on May 1st. The financial firm remarked that Amazon.com, Inc. (NASDAQ:AMZN) would benefit from its AI initiatives in the long term. Cramer discussed the firm announcing its supply chain service:

“Yes I mean look, he announced this effort today about supply chain, which is directly in the face of FedEx and UPS. For all we know it could be like Amazon Web Services. Could be a gigantic amount of money. Look at what he’s doing, he’s got the biggest construction project in Indiana history. He’s building all over the place, doesn’t have enough compute. He makes a very good case that he’s taking a 30 year perspective, only Amazon can take a 30 year perspective. And Carl, they just go from state to state and they build and they build and they build. They’re like what you thought the US government would do in the 30s. They are just a jobs program for everybody. And I know a lot of people hate them, and I get that they’re so powerful. But boy they can really change the face of an economy. Just when so many of them are borrowing 200 billion. 200 billion seems like the, that’s what you have to borrow in order to be in their league, and no one’s in their league!”

Vulcan Value Partners discussed Amazon.com, Inc. (NASDAQ:AMZN) in its Q1 2026 investor letter:

“There were seven material detractors to performance: Ares Management Corporation, Ryan Specialty Holdings, Inc., Microsoft Corporation, Salesforce, Inc., UnitedHealth Group Incorporated, Amazon.com, Inc. (NASDAQ:AMZN), and SAP SE. Amazon reported strong results for its fiscal year and fourth quarter. During the fourth quarter, AWS’s revenue increased 24% and highly profitable advertising revenue grew 22%. AWS is benefitting from AI driven demand for its cloud services and its growth is accelerating. In addition, Amazon is aggressively building out its promising Leo satellite service that will compete with Starlink. As a result, Amazon’s capital spending is forecast to increase over 50% in 2026 to approximately $200 billion. We expect a solid return on this capital spending. Bears believe that Amazon is investing too much money in capital spending. Our view is that it is a darn good problem to have and that Amazon will become even more competitively entrenched as the leading cloud services provider in the world.”

14. Alphabet Inc. (NASDAQ:GOOGL)

Number of Hedge Fund Holdings in Q4 2025: 288

Technology giant Alphabet Inc. (NASDAQ:GOOGL)’s shares have been on a tear lately. They are up by 23% year-to-date and by 32.6% over the past month. BMO Capital discussed the stock on April 30th. It raised the share price target to $435 from $410 and kept an Outperform rating on the stock. The financial firm commented that Alphabet Inc. (NASDAQ:GOOGL)’s latest earnings report had seen the firm’s cloud computing business deliver 63% year-over-year growth to beat analyst estimates of 60%. BMO also named the firm as a top stock pick. Cramer has been quite impressed by Alphabet Inc. (NASDAQ:GOOGL)’s performance in 2026. He has praised the firm’s AI initiatives and its dominance in the search engine industry. In this appearance, the CNBC continued to defend Alphabet Inc. (NASDAQ:GOOGL) and warned co-host, David Faber, about criticizing the firm:

“This is something that FedEx and UPS are very good at. Alphabet which of course can do no wrong and is sainted. And if you touch Alphabet, and you say anything wrong about Alphabet, remember, I’m on the West Coast too and it’s just a quick hop, skip, and a jump and I’m right in your face. Before the Apollo interview that you probably think is very important.”

13. Palantir Technologies Inc. (NASDAQ:PLTR)

Number of Hedge Fund Holdings in Q4 2025: 89

Palantir Technologies Inc. (NASDAQ:PLTR) is a stock that Jim Cramer continued to discuss throughout 2025. The CNBC TV host openly boasted how he was among the first to predict key milestones for the shares. He also cited discussions with business people to comment that Palantir Technologies Inc. (NASDAQ:PLTR) was among the leading firms when it comes to delivering efficiency. Investment bank HSBC created quite a bit of stir on May 2nd when it slashed Palantir Technologies Inc. (NASDAQ:PLTR)’s share price target to $151 from $205 and reduced the rating to Hold from Buy. The bank discussed the rapid growth of agentic AI in its coverage as it pointed out that agentics could end up weakening Palantir Technologies Inc. (NASDAQ:PLTR)’s competitive moat. Cramer disagrees with HSBC and remarked that it was worth waiting to see whether the moat is disrupted:

“Well look, I mean they’re going to have earnings. I have to tell you, the downgrade was about how other companies are catching up with Palantir. That’s just not true, Palantir is one of it’s own. It’s sui generis, as we say. And the idea that it’s got competition, well let’s see then. I think it’s the wrong premise.”

12. eBay Inc. (NASDAQ:EBAY)

Number of Hedge Fund Holdings in Q4 2025: 59

Online retailer eBay Inc. (NASDAQ:EBAY)’s shares are up by 53% over the past year and by 24% year-to-date. Citi discussed the firm on May 6th. It raised the share price target to $114 from $107 and kept a Buy rating on the stock. The financial firm commented on eBay Inc. (NASDAQ:EBAY)’s fourth quarter results to remark that the firm was growing well and making progress with artificial intelligence. The firm’s earnings saw it post $3.09 billion in revenue and $1.66 in earnings per share to beat analyst estimates of $3.04 billion and $1.58. Analysts from Citizens discussed eBay Inc. (NASDAQ:EBAY)’s stock in March as they reiterated a Market Outperform rating and a $115 share price target. In its coverage, Citizens also cited the firm’s artificial intelligence initiatives and growth. Other factors that the financial mentioned included eBay Inc. (NASDAQ:EBAY)’s capital return targets of 100% of the firm’s free cash flow. Cramer discussed remarks by GameStop CEO Ryan Cohen, where the executive commented that he wanted to buy eBay Inc. (NASDAQ:EBAY):

“And there I had to stop a second and say, wait a second, enough, Ebay has done a fabulous job. They’ve turned around. Listen to Josh Brown, Josh has loved it for a long time. This is really, you know this is not an insult [inaudible] it has actually done a fantastic job. And yes the stock has moved up, because he’s been buying the stock lately, and we didn’t know that of course, I told some people But the idea that they are doing a bad job, after all these years of them doing a bad job, was the real insult. eBay is better than it used to be. Okay maybe that’s not enough, I mean Amazon’s better than it used to be. But I really didn’t like the coloration of the idea that eBay has done a poor job.”

These remarks weren’t the first time Cramer has praised eBay Inc. (NASDAQ:EBAY). For instance, in June 2025, Cramer wondered whether the firm was turning around. The shares are up by 39% since then:

“There’s no real theme to the other stocks on the list… eBay’s a real shocker. It’s come a long way to get back on this list. Now, I’ve watched this stock get carved up for ages, but now it looks like eBay has stopped being a whipping boy, and people are feeling comfortable buying merchandise second-hand. Has a partnership with Facebook’s Marketplace, which has spurred real growth for the company. I like that, by the way, that marketplace section.”

11. GameStop Corp. (NYSE:GME)

Number of Hedge Fund Holdings in Q4 2025: 31

Cramer rarely discussed video game retailer GameStop Corp. (NYSE:GME). The CNBC TV host’s remarks about the firm in 2025 saw him advise viewers to invest in video game developers instead if they wanted exposure to video game stocks. In this appearance, he discussed the firm after GameStop Corp. (NYSE:GME) CEO Ryan Cohen remarked on CNBC that he wanted to buy eBay. While he hasn’t discussed GameStop much, Cramer has commented on eBay several times. For instance, in February, he remarked that eBay’s quarter was pretty “extraordinary.” Cramer was referring to the fourth quarter earnings, which had beaten analyst revenue and EPS estimates. He continued to praise the marketplace company as he discussed the GameStop Corp. (NYSE:GME) CEO’s comments:

“No, look I think that he is doing something that we used to do, we used to see, 1984, actually December 1984, when late great Boone Pickens made an offer at Mesa Petroleum for Phillips. Which pretty much Phillips was actually much, much bigger than Mesa. Is this something that, where there were some really good questions by our team. Including the idea that maybe does he want to just bring out the possibility of a reverse where Gamestop gets bought out by eBay. Ryan was not going to say anything other than what was in the documents. I think it’s curious that he goes on TV, maybe he does it to insult, I’ve done that. . .but what he said basically was okay I’m going to buy it, we’re better than they are, I don’t get paid, they get paid too much, they’re going to hire big advisers, we’re not going to do anything. We’re gonna get it, the company’s really bad.

“Well look, Gamestop had three or four good quarters. I mean the fact is the revenue, at 3.6 billion is well below where it was in 2023. It’s not like it’s a company that set the world on fire. . .How has Gamestop done? Let’s take a look at that one. . .let’s see, let’s go back 2023, well look at that, Gamestop’s at the same [omitted] price. Shoot. Maybe it’s not as good as I thought.”

10. Sandisk Corporation (NASDAQ:SNDK)

Number of Hedge Fund Holdings in Q4 2025: 75

Computer memory manufacturer Sandisk Corporation (NASDAQ:SNDK)’s shares are among the top performers in the market. They are up by a whopping 3,931% year-to-date and by 412% year-to-date. Goldman Sachs discussed the firm on May 1st. It raised Sandisk Corporation (NASDAQ:SNDK)’s share price target to $1,200 from $700 and kept a Buy rating on the stock. The coverage came after the firm’s earnings report, and Goldman outlined that pricing, market demand and supply dynamics, and strong solid state disk drive demand from data centers. Bernstein raised Sandisk Corporation (NASDAQ:SNDK)’s share price target to $1,700 from $1,250 and kept an Outperform rating following the fiscal third quarter earnings report. Cramer believes the shares can go even higher:

“Sandisk, the company that is in the right place at the right. David it’s at 1,224, I’m going to make a 1,500, right now, takeover, I have a really good, I have a good account at JPMorgan, let me make a phone call, I have Jamie on speed dial, I can get that thing to 1,500. . .Sandisk is a star. What a company. I mean remember, this was considered to be a not great company. But they’re in the right place, right time, Carl, that’s what they are. Right place, right time. . .But I do think that Sandisk can go much higher.”

9. Seagate Technology Holdings Plc (NASDAQ:STX)

Number of Hedge Fund Holdings in Q4 2025: 74

Seagate Technology Holdings Plc (NASDAQ:STX)’s shares, like those of its peers, have been on a tear in 2026. They are up by a strong 173% year-to-date. Morgan Stanley discussed Seagate Technology Holdings Plc (NASDAQ:STX)’s shares on April 29th. It raised the share price target to $767 from $582 and kept an Overweight rating on the stock. The demand for hard disk drives was at the center of Morgan Stanley’s coverage as it commented that Seagate Technology Holdings Plc (NASDAQ:STX) could benefit from the uptick in demand due to artificial intelligence applications. On the same day, Wedbush lifted the share price target to $825 from $700 and kept an Outperform rating and outlined that Seagate Technology Holdings Plc (NASDAQ:STX) had managed to significantly beat its historic earnings performance with the recent results. Cramer commented on the business strength that the firm is experiencing and remarked that the shares will go higher:

“. . .we’re short compute, we’re short memory, Sandisk goes higher, so does Seagate, so does Western Dig. . .”

8. Western Digital Corporation (NASDAQ:WDC)

Number of Hedge Fund Holdings in Q4 2025: 79

Western Digital Corporation (NASDAQ:WDC)’s shares are up by a strong 990% over the past year and by 157% year-to-date. Bank of America discussed the firm’s shares on April 27th as it raised the share price target to $495 from $415 and kept a Buy rating on the stock. It remarked that Western Digital Corporation (NASDAQ:WDC) tightness in the hard disk drive market can lead to demand outstripping supply to create an opportunity for companies to continue to raise prices. Similarly, Needham raised the price target to $500 from $420 and kept an Overweight rating as it remarked that there was plenty of opportunity to raise prices in the current market. The financial firm added that Western Digital Corporation (NASDAQ:WDC) could benefit from a strong balance sheet to increase its free cash flow. Cramer discussed the shares and predicted that they would go higher:

“. . .we’re short compute, we’re short memory, Sandisk goes higher, so does Seagate, so does Western Dig. . .”

7. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holdings in Q4 2025: 264

Despite its lackluster share price performance recently, AI GPU giant NVIDIA Corporation (NASDAQ:NVDA) continues to be on Jim Cramer’s radar. The stock is up by 77% over the past year and by 9.8% year-to-date. Bank of America discussed the firm on April 27th as it maintained a Buy rating. It remarked that NVIDIA Corporation (NASDAQ:NVDA) could experience a higher rating if it returned cash to shareholders through stock buybacks or dividends. From 2026 to 2027, BofA expects the firm to generate more than $400 billion in free cash flow. It added that even though this estimate is lower than that of Microsoft and Apple combined, NVIDIA Corporation (NASDAQ:NVDA) trades at a 30% lower market capitalization to free cash flow multiple. Another factor part of the coverage was a low dividend yield, which was causing NVIDIA Corporation (NASDAQ:NVDA)’s shares to be left out of certain portfolios. Cramer also discussed the firm’s stock:

“They [computer storage companies] do not have the greatest technology, like NVIDIA. Remember NVIDIA? people used to like that one.”

6. CVS Health Corporation (NYSE:CVS)

Number of Hedge Fund Holdings in Q4 2025: 88

CVS Health Corporation (NYSE:CVS) continues to be favored by Jim Cramer in the pharmaceutical retailer space. Its shares are up by 30% over the past year and by 8.4% year-to-date. Cramer has discussed CVS Health Corporation (NYSE:CVS) several times over the past couple of months and praised the firm’s management at being able to operate well in an otherwise tumultuous industry. Baird raised the share price target to $94 from $92 and kept an Outperform rating on the stock on April 15th. Other analysts had discussed CVS Health Corporation (NYSE:CVS)’s settlement with the FTC as part of their earlier coverage. In this appearance, Cramer predicted that the firm’s upcoming quarter results would be good. He was proven right as CVS Health Corporation (NYSE:CVS) posted $100.43 billion in revenue and $2.57 in earnings per share to beat analyst estimates of $95.09 billion and $2.20.

“Rite Aid disappeared, Walgreens seems to be going away. CVS has a good quarter coming up, I think, but that’s because of Aetna.”

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