In this article, we will discuss: Jim Cramer Shared Latest Take On Mega Quantum Computing Investment & Discussed These 5 Stocks. For more stocks, you can head to Jim Cramer Shared Latest Take On Mega Quantum Computing Investment & Discussed These 13 Stocks.
5. Honeywell International Inc. (NASDAQ:HON)
Number of Hedge Fund Holdings in Q4 2025: 79
Honeywell International Inc. (NASDAQ:HON) is another one of Jim Cramer’s top quantum computing stocks. Its shares are up by 6.8% over the past year and by 16.4% year-to-date. Jefferies discussed the firm on April 26th as it reduced the share price target to $240 from $245 and kept a Hold rating on the stock as it discussed the impact of the conflict in the Middle East on the firm. A couple of days earlier, on the 24th, Barclays had reduced Honeywell International Inc. (NASDAQ:HON)’s share price target to $243 from $255 and kept an Overweight rating and remarked that the firm had to win over the investment community when it came to its aerospace business. In this appearance, Cramer discussed the Trump administration’s decision to take equity stakes in quantum computing companies and dismissed most firms apart from Honeywell and IBM:
“I happen to think that these are, some degree other than IBM, science projects. . . And don’t forget Honeywell, which is up a dollar seventy. . .Honeywell has a stake in the business, Quantinuum. . .”
In a tweet, Cramer provided additional context:
“CNBC Investing Club name Honeywell getting boost because its Quantinuum soon to be spinoff gets stake by federal government. I continue to think that this spinoff will be meaningful.. I feel lonely as the stock goes up on news and down on nothing”
4. Infleqtion, Inc. (NYSE:INFQ)
Number of Hedge Fund Holdings in Q4 2025: N/A
Infleqtion, Inc. (NYSE:INFQ) is a quantum computing, sensing, and software products provider. It is one of the latest IPOs on the market as the shares started trading in February. Since February, the stock is up by 4.9%, and Cramer has discussed it on several occasions. For instance, in a Mad Money appearance on April 20th, the CNBC TV host remarked that Infleqtion, Inc. (NYSE:INFQ) was worth buying after the shares had tempered following their bump in the aftermath of NVIDIA’s GTC Conference. Then, on May 15th, he discussed the firm in detail following its first-quarter earnings. In this appearance, he was left impressed after talking with the firm’s CEO, Matthew Kinsella:
“I happen to think that these are, some degree other than IBM, science projects. But, I had Infleqtion on earlier this weekend, they tell a very good story. . .oh you have Matt? You’re going to like him, he’s a real straight shooter. It’s a business, he’s a commercial fella, I really like him.
“But after you speak to Matt, you’re going to say, maybe I ought to get out of this thing [crypto] by 2029. . .”
Here is what Cramer said about Infleqtion, Inc. (NYSE:INFQ) on Mad Money on May 15th:
“For most of last year, the quantum computing stocks, they seemed invincible. Then last fall, they went out of style along with the other speculative plays that had thrived during the year of magical investing, as I called it. This technology is still in its infancy, but it could be a game-changer down the road. So I think it’s worth getting to know the major players in the space, including Infleqtion… which came public via a SPAC merger that closed back in February. Now, these guys have partnerships with a host of government agencies, from NASA to the Pentagon, and with major companies like L3Harris and Safran.
“Last night, Infleqtion reported its first quarter as a publicly traded company, racking up some, I felt, some solid revenue growth, even as the business is still a long, long way from turning a profit as I’m sure they will tell you. The stock got hammered in response, down 11% today. But I think that’s just more about the market’s appetite for risk than anything else on a given day.”
3. Ralph Lauren Corporation (NYSE:RL)
Number of Hedge Fund Holdings in Q4 2025: 71
High-end apparel firm Ralph Lauren Corporation (NYSE:RL)’s shares are up by 34% over the past year and by 5.9% year-to-date. May has been a good month for the stock as it closed 13.9% higher on the 21st. The jump occurred after Ralph Lauren Corporation (NYSE:RL) reported its latest quarterly earnings. The results saw the firm’s $1.98 billion in revenue and $2.80 in earnings per share beat analyst estimates of $1.85 billion and $2.55. Earlier on March 24th, Citi had raised Ralph Lauren Corporation (NYSE:RL)’s share price target to $400 from $360 and bumped the rating from Neutral to Buy as it expected the firm to post a strong set of fourth quarter earnings. In this appearance, Cramer discussed Ralph Lauren Corporation (NYSE:RL) after the latest earnings:
“Did Ralph Lauren go into the quantum business? What is that?
“It doesn’t put you in space, it doesn’t make you so smart that you can lay off thousands of people. It just has nice clothes. Ralph Lauren. Stock is up 30 bucks, 9% on a monster good quarter. Patrice Louvet just hitting it on all cylinders. incredible, it is timeless. . .it’s just a good brand, and I know David is going to say, why are you mentioning a 21 billion dollar company? And the answer is that I bought that yesterday instead of buying NVIDIA, I would be making 30 points.”
2. Nebius Group NV (NASDAQ:NBIS)
Number of Hedge Fund Holdings in Q4 2025: 54
Data center infrastructure provider Nebius Group NV (NASDAQ:NBIS)’s shares are up by 440% over the past year and by 139% year-to-date. Earlier this month, Bank of America discussed the shares as it reiterated a Buy rating and a $205 share price target. It discussed the volatility in the stock and cautioned that it would continue in the future. Earlier in the month, Morgan Stanley had set a $126 share price target on May 5th. Cramer discussed Nebius Group NV (NASDAQ:NBIS) after it announced a partnership with Bloom Energy to use the latter’s fuel cell technology in its data centers:
“Very important, and Nebius remember, is a partner with Jensen. Bloom is so good, that’s great, clean energy. Really love those guys.”
Crossroads Capital discussed Nebius Group N.V. (NASDAQ:NBIS) in its Q1 2026 investor letter:
“Nebius Group N.V. (NASDAQ:NBIS): It’s worth pausing to remember where this one sat a year ago. When we first bought NBIS in late 2025, the bear case wrote itself. Nebius was a freshly re-listed carve-out of Yandex, operating a modest data center with a few co-locations across Europe, and a customer book composed almost entirely of VC-backed AI natives and other small, unproven firms. No anchor customer. No enterprise counterparties worth the name. A small but growing fleet of Nvidia GPUs financed with cash the company was burning faster than it was generating. And the elephant in the room was that nobody had any real idea how the capital markets would treat a Russian-adjacent carve-out asking them to underwrite a multi-gigawatt buildout. You had to squint to see a business. What you could see was a team, a collection of good assets arguably trading below liquidation value, and an execution-based timing window.
One year later, the questions that defined that bear case have been answered in sequence, and not one of them broke the wrong way. Late in 2025, NBIS added META to its customer list with a ~$3B capacity-constrained contract. In March, that became a $27B five-year commitment in two pieces: $12B of dedicated capacity on one of the first large-scale Vera Rubin deployments starting in early 2027, and a further $15B in which Meta commits to backstop Nebius’s uncommitted third-party capacity as it comes online. That second piece matters more than the headline suggests, as it turns Meta into a floor buyer for speculative builds and collapses demand risk on capacity Nebius was already planning to scale. Combined with Microsoft, committed contract value now sits at roughly $46B against a platform that did $228M of revenue in Q4. The platform thesis is scaling as we speak, with AAA counterparties…” (Click here to read the full text)
1. Bloom Energy Corporation (NYSE:BE)
Number of Hedge Fund Holdings in Q4 2025: 88
Bloom Energy Corporation (NYSE:BE) develops fuel cell technology to convert fuels such as natural gas into energy without combustion. The shares are up by a whopping 1,470% over the past year and by 214% year-to-date. Daiwa made a major upgrade to Bloom Energy Corporation (NYSE:BE)’s shares on May 22nd as it bumped the rating to Outperform from Hold and a $324 share price target. The financial firm discussed the energy company’s orders, capacity and margins as it remarked that it was seeing an inflection across these metrics. Cramer commented on Bloom Energy Corporation (NYSE:BE) after data center firm Nebius announced a deal with the firm:
“Very important, and Nebius remember, is a partner with Jensen. Bloom is so good, that’s great, clean energy. Really love those guys.”
Polen 5Perspectives Small Growth Strategy discussed Bloom Energy Corporation (NYSE:BE) in its Q1 2026 investor letter:
“Bloom Energy Corporation (NYSE:BE) is a provider of solid oxide fuel cells that play a critical role in delivering clean, reliable, “always on” power at scale. AI data centers require an enormous amount of power and one of the key challenges to date has been the inability of power grids to supply the necessary electricity to meet the constant and growing demands from AI workloads. Bloom’s “Energy Server” fuel cells help address this issue, generating cost-efficient, reliable power onsite, converting fuels like natural gas, biogas and hydrogen into electricity without combustion. With the high demand for always on, decentralized power solutions, Bloom stands to potentially benefit from both capacity expansions and new project wins tied to hyperscaler and industrial customers.”
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