Jim Cramer Shares Thoughts On Big Tech As Part Of These 12 Stocks

4. Apple Inc. (NASDAQ:AAPL)

Number of Hedge Fund Holders In Q4 2024: 166

Apple Inc. (NASDAQ:AAPL) is the world’s largest consumer technology company. It is a frequent part of Cramer’s morning show, and during most of his appearances, the CNBC TV host has remained an ardent follower despite share price weakness. He has speculated about the difficulty that Apple Inc. (NASDAQ:AAPL) might face in reshaping its supply chain and criticized investors for punishing the firm because of troubles with the Siri platform. Here are Cramer’s latest thoughts about Apple Inc. (NASDAQ:AAPL):

“The company I’m most worried about is Apple. . .I think it is [their AI falling behind] and then we know that the President doesn’t really care about their Indian plant. But I don’t know if they can specifically say we’re not gonna accept Apple out of India.

“It’s a parade of horribles for them right now. We obviously know that Amazon may not be able to write them a 20 billion dollar check. I’m sorry, Alphabet. I also know that I think that look I think that Epic Games could be worth thirty cents. That Epic is, not in the revenue stream for Service. These are really important. And that look the stock going down, I think you gotta let it come down.

“But they don’t want to put out product until it’s perfect. The product has to be perfect. And once it comes out everyone gets excited. The product is still the best in the world. I think that does matter.

“[when asked if the Vision Pro was perfect] There are some industrial uses of Vision Pro that are working. . . I thought it was interesting that during the debate, the ill-fated Biden debate, Dana Bash was using and Tapper was using the Apple iPad.”