In this article, we will discuss: Jim Cramer Took A Side On Biggest AI Debate & Discussed These 13 Stocks. For more stocks, you can head to Jim Cramer Took A Side On Biggest AI Debate & Discussed These 5 Stocks.
In a recent tweet, Jim Cramer discussed one of the hottest topics in the AI market. This topic is the question of custom AI chips and whether they are able to deliver just as well as NVIDIA’s pricey high-end chips. While some quarters believe that the cost benefits offered by the custom chips are superior, others hold the opinion that NVIDIA’s chips are still the best when it comes to total cost of ownership. Cramer’s tweet made it clear which side he’s on:
“It seems so easy to just go buy the Amazon or Alphabet GPU version but they are hard to get credit against and do not hold their value over the years like Nvidia’s do. Doesn’t matter tomorrow or the next day, does matter over the long haul. And i like AMZN & GOOGL”
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 20th 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).
13. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holdings in Q4 2025: 264
AI GPU giant NVIDIA Corporation (NASDAQ:NVDA) reported its earnings on the 20th. By afternoon on the 21st, the shares were down by 1.43%. Cramer is one of the firm’s biggest fans. Ahead of the earnings, TD Cowen discussed the firm as it raised the share price target to $275 from $235 and kept a Buy rating on the 15th. The coverage came as the financial firm previewed the semiconductor earnings cycle and pointed out that investors were focused on stocks poised to benefit from shortages. Cramer discussed NVIDIA Corporation (NASDAQ:NVDA) ahead of the earnings report and asserted that CEO Jensen Huang would have to set the record straight about the competition his firm was facing from custom AI chips:
“Yeah I’m not sure how much to rely on that because the narrative. . .reset by Jensen. And I think what he has to do is say that the total addressable market twice what people thought. And the thicket that he has to manage, Amazon and Alphabet. These are huge customers. They both on their conference call, do the, yeah NVIDIA’s important, we would never break up, but it’s our own chips, our own chips, our own chips. Andy Jassy, 50 billion dollar chip business. So what matters is, how much can he craft the story away from them, maybe using Anthropic, maybe using OpenAI, maybe using Meta, maybe using Elon. But David, you know that if he just goes in and doesn’t address the fact that these other guys are gunning for him, then I think [inaudible].
“. . .the fact is, Jensen is the best in the world, and if you bring yourself down, where you have to basically play defense, instead of offense, then I think people get confused. . .he’s gotta address the CPU issue, with Groq. And I think he can say, also, that people are misunderstanding the importance of these two hyperscalers. And that he can live without them. . .just has to say, listen, I love them, they’re great, but we’ve got so many people that want our chips. And the Vera Rubin’s sold out, next year. . .”
Following the earnings, the CNBC TV host discussed NVIDIA Corporation (NASDAQ:NVDA)’s share price and dividends:
“Only Nvidia can report that great a q and not do anything. People demand 76% gross margins Insane.. Let’s see what the call says
“Nvidia is going to have to start doing an Apple like dividend and buyback combo. I know it sounds “boring” but it worked for Apple and Nvidia will have a lot of cash on hand….”
12. The TJX Companies, Inc. (NYSE:TJX)
Number of Hedge Fund Holdings in Q4 2025: 87
Off price retailer The TJX Companies, Inc. (NYSE:TJX)’s shares are up by 2% year-to-date and by 20% over the past year. The firm reported its earnings for the fiscal first quarter on the 20th. The results saw The TJX Companies, Inc. (NYSE:TJX) post $14.32 billion in revenue and $1.19 in per share earnings to beat analyst estimates of $14 billion and $1.02. The results also saw the retailer hike its fiscal year 2027 comparable sales growth forecast to 3% and 4% from an earlier 2% to 3%. The TJX Companies, Inc. (NYSE:TJX)’s shares closed 5.7% higher on the 20th. Ahead of the earnings, UBS reiterated a $193 share price target and a Buy rating for the shares. As for Cramer, he tweeted about the stock and wondered whether it would be worth buying some. As The TJX Companies, Inc. (NYSE:TJX) reported its earnings, the CNBC TV host briefly discussed the firm:
“TJX great, Lowe’s not as bad as people think.”
Here is his earlier tweet about The TJX Companies, Inc. (NYSE:TJX):
“Maybe pick up some $TJX down 4% from high? Rarely get that kind of discount!”
Hedge Fund Resource Center