Jim Cramer Says Trump’s One Big, Beautiful Bill Is Pro Growth & Discusses These 12 Stocks

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2. Alphabet Inc. (NASDAQ:GOOGL)

Number of Hedge Fund Holders In Q4 2024: 234

Alphabet Inc. (NASDAQ:GOOGL) is one of the poorest performers in the big tech stock category this year. Its shares have lost 9% yar-to-date as investors remain concerned about weakness in its cloud business and government action against the firm. Cramer’s previous comments about Alphabet Inc. (NASDAQ:GOOGL) have wondered whether the firm will be able to continue paying Apple to ensure its search engine is the default option on iOS and other devices. In fact, Cramer’s quite pessimistic about Alphabet Inc. (NASDAQ:GOOGL) as he believes that there’s little reason to buy the stock. Yet, the firm’s shares have 7% over the past month. Here are his recent thoughts:

“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.”

In a previous morning appearance, the CNBC host was quite apathetic about Alphabet Inc. (NASDAQ:GOOGL):

“We’ve heard already from Alphabet, which surprised people with how Chatbot Gemini didn’t cannibalize Google, even though there are concerns that Google made less money per search click and it could spiral. I don’t care for the stock anymore, but I do know it’s done better than most stocks in this market since in the last few weeks.”

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