In this article, we will look at “Jim Cramer Talked About 5 Stocks Like NVIDIA and Micron and the Trillion Dollar Club.” Please visit “Jim Cramer Talked About 17 Stocks Like Amazon and Meta and the Trillion Dollar Club“ if you’d like to see the extended list and methodology behind it.
5. Microsoft Corporation (NASDAQ:MSFT)
Microsoft Corporation (NASDAQ:MSFT) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Cramer highlighted why his Charitable Trust owns the stock, as he said:
Now, here’s a tough one, Mr. Softee, Microsoft. It has a terrific cloud business, but it’s weighed down by enterprise software, and Wall Street disdains its AI product, Copilot. So then why does my Charitable Trust still own it? Did I go to college to get stupid? Hardly. Because we simply cannot believe that Microsoft won’t fix things. It has so much money, it has so many smart people, I have to believe they can figure it out. If they can’t, then the stock will have to go.
Microsoft Corporation (NASDAQ:MSFT) develops software, hardware, and cloud-based solutions. The company provides products like Windows, Azure, Office, LinkedIn, and Xbox. Cramer discussed the stock during the May 5 episode, as he remarked:
It’s hard to see that because the other publicly traded companies in the data center race, Microsoft and Meta, seem at this point to be, well, losers or at least their stocks… Microsoft appears stuck with old software that has fallen out of favor with the market. And Meta doesn’t have a cloud business to help offset the losses from the myriad AI initiatives away from Facebook, Instagram, and WhatsApp. Really smart Ray-Bans, I love them, I love them, don’t get me wrong, aren’t going to bring the profits, a cloud business would for the quizzical Meta. Even as sales from traditional businesses were spectacular this quarter, nobody cared.
4. Apple Inc. (NASDAQ:AAPL)
Apple Inc. (NASDAQ:AAPL) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Cramer praised the company’s hardware, as he said:
Third, Apple, okay, it’s got the best hardware, and it’s now snared one of the best AI platforms with Gemini, the logical extension of Google, which pays Apple a fortune by the way, to be the marquee search product. Now, Apple was thought to be behind in AI. Let me ask you, for all the stuff that you read in the papers, did you ever switch your handset to another company because of that? Of course not. Now, they have a very smart Siri that’s getting smarter and smarter. Nothing comes out of Apple unless it’s near perfect. Lately, that’s been paying off with an ever higher stock price and a lot of acclaim.
Apple Inc. (NASDAQ:AAPL) manufactures and sells devices such as the iPhone, Mac, iPad, along with its line-up of wearables and accessories. The devices are supported by the company’s app ecosystem, AppleCare, and cloud tools.
3. Alphabet Inc. (NASDAQ:GOOGL)
Alphabet Inc. (NASDAQ:GOOGL) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Cramer was bullish on the company during the episode, as he remarked:
Next member of the club, Alphabet. Oh, there’s a lot to like here: YouTube, the largest video company in the world, Waymo, the number one self-driving car and search, including Google and Gemini, and Google Cloud, which is the best horse that I want to bet on. Multiple revenue streams, higher price, look out, NVIDIA.
Alphabet Inc. (NASDAQ:GOOGL) provides technology-related products and services, including search, advertising, cloud computing, AI tools, and digital content platforms such as YouTube and Google Play. It was one of the companies mentioned by Cramer during the May 5 episode, as he commented:
What else? You need to have a cloud infrastructure to run the models. Think Google Cloud, Microsoft’s Azure, Amazon Web Services. You also got that stuff that… Meta is up to. Microsoft is Azure. Finally, sitting on top, there’s the interface that started it all: ChatGPT from OpenAI along with Claude from Anthropic, Gemini from Google and several others.
Here’s what you need to know about this compute led AI economy: It’s so much broader than anyone ever seems to believe, especially even just two years ago. Apple uses Gemini for its AI so that’s a gigantic number. They have 160 million people in America that have Apple phones. Maybe they’re going to be on Gemini all the time.
2. NVIDIA Corporation (NASDAQ:NVDA)
NVIDIA Corporation (NASDAQ:NVDA) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Cramer highlighted the company’s dividend and stock buyback plans, as he stated:
Look, it’s not easy breaking into this trillion-dollar club. Why don’t we do this? Let’s look at the other 10 members, so you know. Let’s start with the world’s largest company, and that is, yes, NVIDIA. It reported a fabulous quarter last week, yet its stock went down anyway. The king has indeed begun to underperform when it reports; it’s traded lower on earnings the last four quarters. Imagine. But then it performs strongly intra-quarter. Although in a red-hot semiconductor market, NVIDIA’s only up 15% for the year. It’s got the best AI technology. That’s no longer enough.
I believe the company needs to pivot its cash management strategy more toward Apple under previous CFO Luca Maestri, where it bought back a huge amount of stock while boosting its dividend consistently. Back then, Apple shrank its share count by a third. Now, NVIDIA may be on that path already. They announced a 25-cent dividend, that’s 25 times their previous one, and that’s a quarterly dividend, and they added $80 billion to its buyback authorization. I think they may need to say that this is the new normal. Otherwise, they might not be able to attract enough new buyers. It should also trim some of the biggest winners in its stock portfolio for additional firepower. Worst-case scenario, if all the major accounts already own NVIDIA stock, that’s what I keep hearing, then the company ends up buying it by itself. I think that is a fabulous use of capital.
NVIDIA Corporation (NASDAQ:NVDA) develops accelerated computing and AI platforms, GPUs for gaming and professional use, cloud services, robotics and embedded systems, and automotive technologies.
1. Micron Technology, Inc. (NASDAQ:MU)
Micron Technology, Inc. (NASDAQ:MU) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Cramer mentioned the stock during the episode and said:
Micron, welcome to the trillion-dollar club. You make the best high-bandwidth memory chips, the kind that go into the data center. No wonder its market cap touched a trillion dollars today, up more than 200% this year… Micron’s now the 10th largest company in America, part of the most emotional, exciting bull market in history… Micron’s one of many semiconductor companies that have been knocking on the trillion-dollar door. It caught fire this time because memory was always a boom and bust business, but this time, the boom seems unrelenting. It’s run by the contemplative Sanjay Mehrotra, no stranger to our show, of course. He’s self-effacing and low-key. I know I’ve been far more promotional than he has about Micron’s prospects. In the end, it’s been a monumental transformation, which is why some analysts say Micron’s still cheap at these prices. And there’s a rigorous case to be made that that’s true.
Micron Technology, Inc. (NASDAQ:MU) develops memory and storage solutions, including DRAM, NAND, and SSD products, under the Micron and Crucial brands.
While we acknowledge the potential of MU to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than MU and that has 100x upside potential, check out our report about the cheapest AI stock.
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