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Jim Cramer’s 5 Stock Q1 Recap: S&P 500 Winners vs. Nasdaq 100’s Worst Performers

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In this article, we will look at Jim Cramer’s 5 Stock Q1 Recap: S&P 500 Winners vs. Nasdaq 100’s Worst Performers. Please visit Jim Cramer’s 19 Stock Q1 Recap: S&P 500 Winners vs. Nasdaq 100’s Worst Performers, if you’d like to see the extended list and methodology behind it.

5. CF Industries Holdings, Inc. (NYSE:CF)

CF Industries Holdings, Inc. (NYSE:CF) is among the stocks in focus as Jim Cramer reviewed the S&P 500’s top performers and the Nasdaq 100’s biggest laggards for the first quarter. Cramer highlighted the reasons for the stock’s price action, as he commented:

The seventh best performer in the S&P was CF Industries, up nearly 68%, which makes some of the key inputs for fertilizer. Even before the war, we had the beginning of a bull market in agriculture. Then, when the Persian Gulf got blocked off, we realized there would be a fertilizer shortage. Now, that’s bad for just about everybody, including you, because the food price is going to go up. But it’s terrific for CF Industries and its compadres. Not that many of them, though.

CF Industries Holdings, Inc. (NYSE:CF) produces ammonia and nitrogen products like granular urea and ammonium nitrate. The company also provides diesel exhaust fluid, urea liquor, and nitric acid.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

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:

A few years from now, you’ll wish you’d owned this stock.

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