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.”
4. Intuitive Surgical, Inc. (NASDAQ:ISRG)
Number of Hedge Fund Holdings in Q3 2024: 82
Number of Hedge Fund Holdings in Q4 2025: 109
Performance Since Cramer’s Remarks: 23%
Date/Month of Cramer’s Remarks: June 6th, 2025
Intuitive Surgical, Inc. (NASDAQ:ISRG) is one of the leading robotics companies in the medical space. Its shares are down by 7.8% over the past year but are up by 23% since Cramer discussed them on Squawk on the Street. Since Cramer’s remarks, October 2025 was an important month for Intuitive Surgical, Inc. (NASDAQ:ISRG)’s shares as they surged by a whopping 27% in the middle of the month. On October 21st, the firm reported its earnings for the third quarter. The results saw Intuitive Surgical, Inc. (NASDAQ:ISRG) post $2.51 billion in revenue and $2.40 in adjusted earnings per share. Both of these beat analyst estimates of $2.40 billion and $1.98. Yet, in January 2026, the stock closed 2.7% lower on January 14th after the firm released its preliminary earnings for the fourth quarter and commented that funding cuts to Medicaid and rival products could slow the growth of its leading robotic surgical system. Here is what Cramer had said about Intuitive Surgical, Inc. (NASDAQ:ISRG) on June 6th, 2025:
“I want to just mention that you’re getting an opportunity here to buy Intuitive Surgical. It pre-announced last week at San Francisco. I thought, uh don’t, I wanted to add it to the club, to the charitable trust. And then it just took off. It was a star, of, of San Francisco, star of the conference. And then they announced the regular quarter today and people suddenly don’t like it. Give me a break. Just go buy ISRG. It’s fantastic.”
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.“
2. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holdings in Q4 2024: 223
Number of Hedge Fund Holdings in Q4 2025: 264
Performance Since Cramer’s Remarks: 45.5%
Date/Month of Cramer’s Remarks: March 3rd, 2025
AI GPU giant NVIDIA Corporation (NASDAQ:NVDA)’s shares are up by 56% over the past year and by 45.5% since Cramer discussed the firm in March 2025. Throughout 2025, the CNBC TV host remained one of the firm’s most ardent supporters despite periods of turmoil in the stock. On October 28th, NVIDIA Corporation (NASDAQ:NVDA)’s shares 4.9% higher the day CEO Jensen Huang spoke at a developers conference in Washington. At the event, Huang outlined that America could lead the battle for global AI supremacy if developers all over the world, including China, relied on the firm’s products. Then, on the 29th, NVIDIA Corporation (NASDAQ:NVDA)’s stock closed 2.9% higher as it became the first firm to have a $5 trillion market capitalization. Earlier in the week, Huang had also announced $500 billion in AI chip orders. More recently, the shares closed 4% lower on March 26th on the day a federal judge certified a class action lawsuit, which alleges that NVIDIA Corporation (NASDAQ:NVDA) had misrepresented cryptocurrency-related revenues in the 2017-2018 period. Here is what Cramer said about the firm on March 3rd, 2025:
“[On Huang saying NVDA will be the foundation for the world] I wish I could say it was just hubris. The market seems to think it is. Stock’s selling for arguably 19 times earnings. I think it’s all wrong. I think NVIDIA’s an inexpensive stock. One trillion in total addressable market for the cloud. One trillion for autonomous vehicles. One trillion for robots. The robots I saw David were really the stars of the show. They were remarkable whether they’d be little droids or whether it be robots I had a very robust discussion with. The only thing they wouldn’t talk about is tariffs. They’re much better sweeping floors and putting things in the dishwasher.
“. . .Well I think that Jensen feels that the last year this time he had a good business. Now it’s a hundred times more than he thought. Literally. 365 days. Again, the stock is saying, don’t believe what that man says. Just ignore him. I can’t do that. He’s too good. He’s too rigorous. I’m against the sellers who come out every single morning . . .in a moment of exasperation said, they’ve turned the greatest company we have in this country into a meme. The traders don’t know what they’re doing.”
1. Teradyne, Inc. (NASDAQ:TER)
Number of Hedge Fund Holdings in Q4 2024: 61
Number of Hedge Fund Holdings in Q4 2025: 77
Performance Since Cramer’s Remarks: 332%
Date/Month of Cramer’s Remarks: April 4th, 2025
Teradyne, Inc. (NASDAQ:TER) is a semiconductor equipment company that is present in the collaborative robots and other industries. Its shares are up by 247% over the past year and by 332% since Cramer discussed the firm on Mad Money in April. Teradyne, Inc. (NASDAQ:TER)’s shares closed 20% higher on October 29th, on the day the firm reported its third quarter earnings report. The results saw the firm post $769 million in revenue and $0.85 in non-GAAP earnings per share to beat analyst estimates of $743 million and $0.79. More recently, Teradyne, Inc. (NASDAQ:TER)’s stock has struggled as it is down by 7% over the past month. However, the shares had surged and closed 13% higher on February 3rd as the firm reported its fiscal fourth quarter earnings report. The results saw Teradyne, Inc. (NASDAQ:TER) post $1 billion in revenue and $1.80 in earnings per share to beat analyst estimates of $964 million and $1.36. Here is what Cramer had said about the firm on April 4th, 2025:
“No, not yet, no. Teradyne not yet because we are not going to buy semiconductor test equipment in this.… right now when the semiconductors are lagging so badly, we can’t go there.”
While we acknowledge the potential of TER 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 TER and that has 100x upside potential, check out our report about the cheapest AI stock.
READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.
Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
Hedge Fund Resource Center