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

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In this article, we will discuss: Jim Cramer’s Hottest Robotics and Physical AI Stock Picks: Top 5 Stocks. For more stocks, you can head to Jim Cramer’s Hottest Robotics and Physical AI Stock Picks.

5. Deere & Company (NYSE:DE)

Number of Hedge Fund Holdings in Q1 2025: 53

Number of Hedge Fund Holdings in Q4 2025: 60

Performance Since Cramer’s Remarks: 11.8%

Date/Month of Cramer’s Remarks: June 6th, 2025

Agricultural equipment giant Deere & Company (NYSE:DE) has shaped up to become a key player in the robotics and physical AI market through products such as sprayer systems that rely on computer vision and machine learning. Its shares are up by 21% over the past year and by 11.8% since Cramer discussed the firm on June 6th. February 2026 was a key month for Deere & Company (NYSE:DE)’s shares as they closed 11.6% higher on the 19th. The movement followed the firm releasing its earnings report for the first fiscal quarter. The results saw the firm post $9.61 billion in revenue and $2.42 in earnings per share. Both of these beat analyst estimates of $9.12 billion and $2.02. In August 2025, the shares closed 6.8% lower on the 14th. Back then, Deere & Company (NYSE:DE) had reported its third quarter earnings, which saw it post $10.3 billion in revenue and $4.75 in earnings per share to beat analyst estimates. Yet, the firm also. outlined that it could face $600 million in tariff costs. Here’s what Cramer had said about the firm in June 2025:

“We’ve also got a very important analyst meeting on Tuesday with Deere. The storied agricultural equipment company can tell a tremendous story about farmer orders. You know what? I think it can go higher still. I saw an upgrade today.”

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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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