On Tuesday’s episode of Mad Money, host Jim Cramer opened up about the emotional rollercoaster that comes with earnings season.
“I love earnings season. I hate earnings season. One minute, I’m basking in my chair, feet up, savoring the win. The next minute, I’m throwing the chair in fury that I could be so stupid and obtuse.”
After 45 years in the business, Cramer admitted he still does not give himself a break. He noted that Tuesday morning’s market action felt no different from the countless others he has experienced: a mix of wins and losses. He pointed to the volatility of earnings season as something even seasoned professionals find unnerving.
Cramer shared his initial excitement over correctly anticipating the GPU kingpin’s results, a call that gave him a fleeting sense of triumph. He explained that the sense quickly evaporated following disappointing performances from other firms, which hit harder than he expected. He said the emotional whiplash had him feeling like a “pathetic parody” of a Charitable Trust manager, one licking his wounds while harshly critiquing his own decisions.
“The bottom line: I’ll stay behind Wells and BlackRock, with the fig leaf of NVIDIA protecting me. But you need to know that, so far, I’m one for three this earnings season. One for three, and in this business, you know what that is? That’s downright awful. No excuses.”
Our Methodology
For this article, we compiled a list of 16 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on July 15. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the first 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer weighed in on. During the episode, Cramer discussed the company’s AI strategy, as he commented:
“This is one of the reasons why I’m so concerned about Apple. Here’s a company with absolutely no AI strategy that I can see that does buying back stock endlessly, which, by the way, has accomplished nothing. Take it from me… And it started down the path of the old IBM where if it wasn’t invented there, it wasn’t good enough. We know where that strategy only… [brought] IBM, and it took many years to recover from it. Apple can change course by spending big money to acquire Perplexity, which I regard as a just-the-facts-ma’am engine, no bias that I can find. Right now, at this very moment… where there’s no clear winner, and each offering seems to be fighting for second place, Apple can step in to become the number one AI chat company immediately…
Unlike these other guys, Apple knows how to promote, and it’s got the App Store to do it. But I fear that they don’t want to take the risk because this business will be all or nothing like Search, and they fear they could be nothing. I’m on Perplexity 50 times a day, and buying it would be electric.”
Apple (NASDAQ:AAPL) designs and sells smartphones, computers, tablets, wearables, and accessories. The company also provides cloud services, technical support, and a wide range of digital content and subscription-based platforms.
Quantum Computing Inc. (NASDAQ:QUBT) is one of the stocks Jim Cramer weighed in on. A caller asked if it is too late to invest in the stock during the lightning round, and Cramer commented:
“It’s not so much as it’s too late. It’s a money-losing company, and if we get rid of the fervor for the moment about quantum, you’ll be buying that $17 stock at $7, and that’s what I worry about the most.”
Quantum Computing (NASDAQ:QUBT) develops photonic-based quantum systems and optical devices, including modulators, frequency converters, and quantum-ready computing platforms. The company’s products also include reprogrammable edge computing chips, lidar systems, quantum vibrometers, and solutions for quantum networking and authentication. In January, Cramer mentioned the stock and said:
“I’m also concerned about a company called Quantum Computing, $2.4 billion, with $400,000 in revenues in the last 12 months and again, very big losses.”
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.
Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.
At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.
Do the math. According to Musk, this technology could be worth $250 trillion by 2040.
Put another way, that’s roughly equal to:
175 Teslas
107 Amazons
140 Metas
84 Googles
65 Microsofts
And 55 Nvidias
And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.
It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.
Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.
How could anything be worth that much?
The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.
And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.
What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.
In fact, Verge argues this company’s supercheap AI technology should concern rivals.
Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.
Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.
When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.
Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…
But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.
And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…
This prediction might not be bold at all:
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