In this article, we will look at Jim Cramer’s 5 Stock Calls Like NVIDIA, Meta, and Advice to Stick with Large Tech. Please visit Jim Cramer’s 17 Stock Calls Like PepsiCo, CVS and Advice to Stick with Large Tech if you’d like to see the extended list and methodology behind it.
5. Apple Inc. (NASDAQ:AAPL)
Apple Inc. (NASDAQ:AAPL) 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 discussed the company’s AI strategy, as he said:
You know what held back Apple for ages? Its lack of data centers spending, lack of it… See, all that’s comparison stuff; ooh, they’re not spending enough. Yeah, it was constantly under fire for not shelling out fortunes on an AI strategy. Even the other guys were under fire because they were constantly shelling out fortunes on an AI strategy.
Alright, this comparisons game gotta stop. No, Apple didn’t build its own AI. It’s not in that business. The crazy thing, though, is that they have a superior consumer product. Now, Google’s Gemini is basically the default AI on your iPhone. Are they given the benefit of the doubt on it? No, because Siri isn’t smart enough. I say, don’t sell Apple. The company has a product that’s unusually, maybe it’s just not the best… It’s not the best. Typically, everything they make is the best, but history says they will eventually get there.
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.
4. NVIDIA Corporation (NASDAQ:NVDA)
NVIDIA Corporation (NASDAQ:NVDA) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Talking about an analyst raising the price on SNDK and what investors do when they see a rally in the complex, Cramer said:
Two, they put in orders for SK Hynix, the giant Korean memory chip maker seeking to raise something like $26 billion in an ADR offering on the Nasdaq. They start trading tomorrow morning… And three, well, what do they do? This is their favorite thing to do: [sell, sell, sell] NVIDIA because they think it’s too big… too lumbering. Me? What do I do? Well, I look at NVIDIA as a company… itself with a management run by Jensen Huang, who seems like a smart fellow to me. I say it’s at the heart of the data center with a product that’s still the envy of the industry. Doesn’t matter, though. All I see is people endlessly comparing chips by Amazon, by Alphabet, hey, you know, by Sandisk, by Micron, and maybe by Meta, by SpaceX.
We never stop to think that all these companies- what are they really, at least the hyperscalers? They are customers of NVIDIA, and just like the commodity semiconductor companies, NVIDIA’s on allocation, too. We just don’t talk about it. They can’t make enough of their product either. But some of the commodity chip companies, like Sandisk, now have price-to-earnings multiples that are higher on next year’s earnings than NVIDIA. I regard that as insulting, insulting to Jensen Huang, insulting to me. I’m insulted. Sandisk’s a commodity chip maker; NVIDIA’s the most proprietary chip company in the history of the world.
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.
3. Sandisk Corporation (NASDAQ:SNDK)
Sandisk Corporation (NASDAQ:SNDK) 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 how the company’s rally got triggered. He remarked:
Now, today was one of those days where the complex of Micron, Seagate, Lumentum, Corning, Western Digital, and Sandisk all took off, and they’re all at the top of the S&P 500 leaderboard. These are all companies that make products where there’s intense demand right now, mostly from the data center, and there’s not enough supply.
This rally got triggered by an analyst who raised his price target for Sandisk from $1,200 to $2,000. Where was that guy? Was he like hiking in the Andes for a while? I don’t know. Come on, wake up. There was a clarion call that there are plenty of price increases still to come for their data storage products. When traders see that, they do three things, okay? They do three things. We’re going to get them in the order that they do them. First thing they do, okay, well, they buy the stocks I just mentioned.
Sandisk Corporation (NASDAQ:SNDK) sells NAND flash-based storage solutions, including solid-state drives, embedded storage, removable cards, and USB drives.
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.
1. Meta Platforms, Inc. (NASDAQ:META)
Meta Platforms, Inc. (NASDAQ:META) 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 discussed the company’s competition, as he stated:
Consider what each of these companies really is. Hey, why don’t we start with Meta? Okay, that’s become a real mystery. This morning, it was reported that Meta has a new chip in production with Broadcom. That caused an instant panic because it meant that Meta was going to spend a ton of money to keep up with Google, Amazon, and Microsoft in the cloud computing business. Then throw in Meta’s acknowledgment that it’s going to spend a lot more money on capital expenditures, a dreaded strategy from Wall Street’s perspective, and the stock got slammed right out of the gate.
Meta can’t possibly go up against those other companies, right? Their expertise is advertising, correct? How do they defeat Google, Amazon, and Microsoft in cloud and infrastructure? But hold up here for one moment, just one moment, and forget about the other trillion-dollar companies and just think about Meta. Stop comparing; start thinking. Mark Zuckerberg is a genius. He’s demonstrated that time and again. Perhaps, just perhaps, he’s thinking that his web service business could be huge because it can cross-reference with all the data from Meta’s three and a half billion users.
Maybe that could be a huge new revenue stream. Maybe he has plans to monetize WhatsApp in some way that needs the agents that a data center creates. We don’t know. But we can approximate that Meta might get a gigantic return on its investment here. It’s only because we think of how much everyone else is spending that we don’t consider maybe Zuckerberg’s got profitable plans and he isn’t just some cowboy throwing up expensive data centers all over the world purely because he can afford to. That’s nuts. This is a man who really would, he would take the same money and use it just to sit there and buy back stock if he thought that was a better use of cash. He’s done that.
There are a ton of investors who’d happily buy his stock, and Zuckerberg would simply cancel these expensive plans. But maybe we should lean in and recognize that he knows more about his company’s prospects than we do. Maybe that’s why Meta ultimately rallied like crazy after that initial decline. It finished up $28. Zuckerberg’s not a bozo. You can quote me on that. We should stop considering him as one. What a stand.
Meta Platforms, Inc. (NASDAQ:META) develops technologies and applications that connect people through social networking and messaging. The company’s portfolio includes Facebook, Instagram, WhatsApp, Messenger, Threads, and virtual and augmented reality products.
While we acknowledge the potential of META 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 META and that has 100x upside potential, check out our report about the cheapest AI stock.
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