Jim Cramer’s Hottest Robotics and Physical AI Stock Picks: Top 5 Stocks

3. Tesla, Inc. (NASDAQ:TSLA)

Number of Hedge Fund Holdings in Q4 2024: 126

Number of Hedge Fund Holdings in Q4 2025: 137

Performance Since Cramer’s Remarks: 36.7%

Date/Month of Cramer’s Remarks: April 9th, 2025

Jim Cramer, like Tesla, Inc. (NASDAQ:TSLA) CEO Elon Musk, also holds the opinion that robots, not cars, are key to the firm’s future and hypothesis. Throughout 2025, the CNBC TV host has asserted that the firm should be viewed in the context of its ability to operate in the humanoid industry. Tesla, Inc. (NASDAQ:TSLA)’s shares are up by 36% over the past year and by 36% since Cramer discussed the firm in June 2025 on Squawk on the Street. September 2025 was a good month for the stock. The shares closed 2.8% higher on September 16th after Musk announced that he would buy $1 billion worth of shares. During the same time period, Tesla, Inc. (NASDAQ:TSLA) also held an event in Las Vegas where it announced new products for its energy storage business at a time when the business was thriving amidst troubles for the bread-and-butter electric vehicle business. The shares had closed 3.4% lower on October 24th, soon after the firm had reported its third quarter earnings. As part of the release, Tesla, Inc. (NASDAQ:TSLA) shared that its earnings per share for the quarter sat at $0.50. Analysts, on the other hand, had penciled in $0.56. Here’s what Cramer had said about the firm on June 6th:

“I think, obviously, Tesla’s challenged, but Tesla has something entirely else going for it. […] Tesla obviously has robots. Tesla’s self-driving. It has options.“