In this article, we will discuss: Jim Cramer’s Hottest Robotics and Physical AI Stock Picks. For more stocks, you can head to Jim Cramer’s Hottest Robotics and Physical AI Stock Picks: Top 5 Stocks.
In a discussion with Bloomberg at Citi’s flagship EMEA tech conference, Jarad Cannon, Chief Technology Officer of Humanoid, discussed how humanoid robots would move from lab-based robots to real commercial uses. Along with the surge in interest surrounding AI, robots and humanoids have also started to become a regular feature of market discussion. CEOs of Tesla and NVIDIA have repeatedly touted these systems, with Elon Musk going as far as to claim that the future of his firm will be in robots and not in electric vehicles.
Commenting on the timeline of humanoid robots, Cannon, whose firm demonstrated a multi-robot coordination system powered with NVIDIA’s products earlier this month, commented that he thinks “we’re gonna see real commercial uses starting later this year and going into next year for these systems in industrial spaces.” He added that a key feature of robots that can drive commercial popularity is their ability to perform multiple tasks. “The AI systems are general enough to be able to learn these tasks,” said Cannon. “Not just a single task, but multiple tasks inside these facilities, which really is what unlocks the commercial viability of them,” he added.
Our Methodology
To make our list of Jim Cramer’s hottest robotics stock picks, we made a list of robotics and physical AI stocks that he was optimistic about in 2025. Then, their performance since the comments were made was calculated, and the stocks were ranked accordingly. Additionally, the number of hedge fund investors back then was also mentioned. Finally, the number of investors as of the fourth quarter of 2025 was also mentioned for additional context.
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).
10. SoundHound AI, Inc. (NASDAQ:SOUN)
Number of Hedge Fund Holdings in Q3 2024: 11
Number of Hedge Fund Holdings in Q4 2025: 22
Performance Since Cramer’s Remarks: -61%
Date/Month of Cramer’s Remarks: February 5th, 2025
SoundHound AI, Inc. (NASDAQ:SOUN) is a physical AI company that operates in the sector by providing conversational voice technology used in products such as cars and kiosks. Its shares are down by 31% over the past year and by 61% since Cramer discussed them on Mad Money. However, during this period, SoundHound AI, Inc. (NASDAQ:SOUN)’s stock has also experienced its fair share of highs. For instance, it closed a whopping 26% higher on August 8th after the firm reported its second-quarter earnings report. The results saw SoundHound AI, Inc. (NASDAQ:SOUN) post $42.7 million in revenue to mark a 217% growth. The firm’s loss per share was $0.03. Analysts, on the other hand, had penciled in $32.5 million in revenue and $0.05 in loss per share. Yet, soon after Cramer’s remarks, the shares had closed 28% lower in February after an SEC filing revealed that AI giant NVIDIA had completely sold all of its stake in the firm. Here’s what Cramer said about SoundHound AI, Inc. (NASDAQ:SOUN) in February 2025:
“I was talking about this with Jeff Marks today. It’s very funny you mentioned that because Soundhound is a stock that my friend Dan Ives likes and I, I don’t like to go against Dan. I think he’s terrific, but I think the stock is a little elevated.”
9. Ambarella, Inc. (NASDAQ:AMBA)
Number of Hedge Fund Holdings in Q2 2025: 38
Number of Hedge Fund Holdings in Q4 2025: 37
Performance Since Cramer’s Remarks: -40.7%
Date/Month of Cramer’s Remarks: September 22nd, 2025
Ambarella, Inc. (NASDAQ:AMBA) is a semiconductor company that provides chips that are used in devices such as robots and autonomous vehicles. Its shares are flat over the past year and down by 40% since Cramer discussed them in September. One notable dip in Ambarella, Inc. (NASDAQ:AMBA)’s shares came on November 26th when they closed 18.8% lower. On the 26th, the firm reported its third-quarter earnings and posted $106.5 million in revenue and $0.27 in earnings per share. The results beat analyst estimates of $104 million and $0.21. Additionally, the results also showed that Ambarella, Inc. (NASDAQ:AMBA)’s gross margin dropped by one percentage point to 59.6%. Earlier this year, on January 6th, the shares closed 4.6% higher after the firm announced its CV7 Edge AI chip. They also closed 14.9% lower on February 27th, soon after Ambarella, Inc. (NASDAQ:AMBA)’s fourth quarter earnings. Here’s what Cramer had said about the firm in September 2025:
“You know, it’s been around for a long time. It’s finally make, getting there, but I think it reflects all the good news already. I’m going to have to say no to that one.”
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