Jim Cramer’s 5 Stocks Calls Like NVIDIA, Meta, and Advice to Stick with Large Tech

2. Alphabet Inc. (NASDAQ:GOOGL)

Alphabet Inc. (NASDAQ:GOOGL) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Cramer highlighted the company’s position in the AI race, as he commented:

How about Google? Alright, now, they raised a ton of money recently and basically capped the terrific rally in their stock. In the old days, everyone loved Google because it was spewing cash. Now, it seems like it’s trying to raise any amount of money that it can just to stay in the AI rat race with the other Magnificent Seven. But wait one minute. Sure, there’s a race to get market share in what seems like an increasingly commoditized market with ChatGPT, Claude, Grok, Perplexity, Gemini. It’s entirely possible that we only will have one winner in this whole game, and if that’s the case, it’s going to be Google because of Gemini.

Why? Because it’s a default on Apple’s installed base of 2.5 billion devices. If I were at Alphabet, all I’d be thinking about is how to make the best product for Apple, how to please them, how to come up with a better Siri. That was enough to wipe out all comers once before with Google search. Now, it could be the same with Gemini. Meanwhile, we no longer spend much time pondering the worth of YouTube and Waymo. Ridiculous. Do you know that YouTube may be the most profitable large-scale business ever invented? And all we care about is Google spending money in another place.

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.