On Monday, Mad Money host Jim Cramer discussed that the earnings reports from the major tech giants this week will play an important role in shaping how the market performs over the next several months.
“When you have stocks with market capitalizations that are larger than some countries’ GDPs, you can’t ignore them. You have to handicap them. They’re behemoths that deserve in-depth consideration before they report, if only to keep them on your radar screen.”
READ ALSO: 15 Stocks Were Recently Put Under the Microscope By Jim Cramer and 13 Stocks Jim Cramer Put Under the Spotlight Recently.
Cramer highlighted the influence of several companies, including Microsoft, Meta, and Amazon, and noted that each of them is so large and multifaceted that they carry the weight of dozens of smaller firms combined. He explained that the companies, with their vast range of products and global reach, represent some of the most significant achievements in business both in the U.S. and around the world.
“They deserve their status. I can make a case to own every one of them no matter what they say this week because they are that special.”
Cramer went on to stress that the outcome of the earnings season will likely dictate the market’s overall direction for the next couple of months. He emphasized that “you cannot mount a sustained advance if you lose these companies,” and said, “nothing can make up for them.” He made it clear that the stakes could not be higher for investors and the broader market.
“Now, I know it sounds like I’m being facetious here. These companies are gigantic. They have many divisions. They’re filled with brilliant people. I love them. But Wall Streeters are by nature Lilliputians with teeny tiny minds who are fickle and pick ridiculous metrics to determine the direction of these trillion-dollar monsters.”
Our Methodology
For this article, we compiled a list of 24 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on October 27. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the second quarter of 2025, which was taken from Insider Monkey’s database of over 900 hedge funds.
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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
Jim Cramer’s Recent Insights on These 24 Stocks
24. QUALCOMM Incorporated (NASDAQ:QCOM)
Number of Hedge Fund Holders: 76
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the stocks Jim Cramer recently provided insights on. Cramer highlighted the company’s announcement of its new chip for AI hardware. He said:
“Today, though, another highly elevated stock stole the show, and that’s Qualcomm, which announced that it’s going to produce a new chip for artificial intelligence hardware, something that can compete with Nvidia and AMD… My problems are twofold. First, Qualcomm is a boastful company. I don’t want to say anymore about that. Second, the action in Qualcomm today reminds me of the action in Qualcomm in 1999 when that stock advanced 2,600% only to experience one of the worst collapses in the entire dot-com era.
It’s the ghost of Qualcomm bull market’s past. It’s a very different company now than it was 25 years ago, but I do not like the parallel. Perhaps the most worrisome, though, is the fact that all the semiconductor stocks have been up at the opening off a possible Chinese deal, but then reversed and reversed hard when the Qualcomm news broke. That’s a telltale sign of the dot-com era…
This extraordinary move on just a press release from Qualcomm really jarred me. I know there’ll be more competitors to Nvidia. I know Qualcomm has a history of developing lower-cost and lower-powered chips, which is exactly what the data center needs. If Qualcomm can do it though, why not Arm Holdings issue a press release? Why not Intel? Why not anyone? And that’s what this market seems to be saying. We’re advancing past the bold to the ridiculous with this Qualcomm move.”
QUALCOMM Incorporated (NASDAQ:QCOM) supplies wireless technologies, chips, and software for mobile, automotive, and IoT applications.
23. Palantir Technologies Inc. (NASDAQ:PLTR)
Number of Hedge Fund Holders: 78
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks Jim Cramer recently provided insights on. Cramer praised the company’s CEO during the episode, as he commented:
“The year of magical investing continues. As always, it’s led by Palantir, the super intelligence/AI/defense company with a stock that’s blown through all my previous price targets. It’s now within striking distance of $200 after it’s more than 2% move higher today. The messianic CEO Alex Karp has the growth, the profits, and the fan base. I’m tempted to raise my $200 price target to $250 right here, right now, but it might be better to save the hyperbole until Palantir actually takes out $200. You have to be impressed at the level of early morning buying in the stock. The buyers like to take it up three or four points about two hours before the bell rings.”
Palantir Technologies Inc. (NASDAQ:PLTR) develops software platforms that integrate, analyze, and manage complex data for intelligence and enterprise operations.
22. Netskope, Inc. (NASDAQ:NTSK)
Number of Hedge Fund Holders: N/A
Netskope, Inc. (NASDAQ:NTSK) is one of the stocks Jim Cramer recently provided insights on. When a caller inquired about the company, mentioning that it recently came public, Cramer stated:
“Look, there’s two cybersecurity companies. There’s CrowdStrike and there’s Palo Alto, and then there’s just everybody else. And we’re going with CrowdStrike. We’re going with Palo Alto.”
Netskope, Inc. (NASDAQ:NTSK) provides cloud-based cybersecurity and networking solutions through its Netskope One platform. The platform protects data, users, and applications using zero-trust security and provides analytics to improve visibility and performance. On October 27, Baird initiated coverage of the company’s stock with a $27 price target and an Outperform rating.
The firm stated that the company’s cloud-native architecture and expanded NewEdge infrastructure position it to gain market share over legacy network vendors as data consolidation increases. Additionally, On October 13, Oppenheimer analyst Ittai Kidron initiated Netskope, Inc.’s (NASDAQ:NTSK) coverage with an Outperform rating and a $28 price target.
21. TeraWulf Inc. (NASDAQ:WULF)
Number of Hedge Fund Holders: 26
TeraWulf Inc. (NASDAQ:WULF) is one of the stocks Jim Cramer recently provided insights on. Responding to a caller about WULF, Cramer commented:
“Yeah, well, this isn’t, no look, if you want to have Bitcoin, the amazing thing about Bitcoin is you buy Bitcoin. I want you to sell Terawulf. Now, look, the shorts could rub it in my face, and there’s a big short position, 31%, and it could go up. But I don’t have any convictions, so I can’t tell you to buy it.”
TeraWulf Inc. (NASDAQ:WULF) operates as a digital asset technology company that focuses on developing and managing bitcoin mining facilities. During the September 12 episode, a caller inquired about the stock and Cramer replied:
“No, no. Terawulf is just kaput. We want to go elsewhere. We do not have to mess with that low quality. We like high quality, high quality only on Mad Money.”
20. Super Micro Computer, Inc. (NASDAQ:SMCI)
Number of Hedge Fund Holders: 48
Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the stocks Jim Cramer recently provided insights on. When a caller asked about the stock during the lightning round, Cramer said:
“Yeah, I know they keep saying things are great, but I’m going to tell you something. I want you to sell that stock and I want you to buy the stock of Dell right here tomorrow morning, okay? Buy Dell, sell SMCI.”
Super Micro Computer, Inc. (NASDAQ:SMCI) designs and sells modular server and storage systems, including AI, cloud, and edge computing solutions. During the September 8 episode, a caller inquired about the stock and Cramer suggested buying Dell instead. He remarked:
“No, I can’t because it’s still got those accounting issues, and I think accounting regulations equal sell. I know the CFO of Dell left, and I think that even though the stock is obviously being punished because of that, I would be a buyer of Dell, not Super Micro. I think tomorrow is the day to buy Dell.”
19. Kyndryl Holdings, Inc. (NYSE:KD)
Number of Hedge Fund Holders: 36
Kyndryl Holdings, Inc. (NYSE:KD) is one of the stocks Jim Cramer recently provided insights on. A caller asked for Cramer’s advice on the stock, and here’s what Mad Money’s host had to say in response:
“Yeah, the last quarter was not that good, but Martin Schroeter’s going to right that ship. I think you’re buying an inexpensive consulting company right there. Really very good IT work. I think is, I would not buy more right here. I would buy some and then wait to see what the quarter is to see they don’t have another bad quarter. And I don’t mean to say bad, I mean less than expected.”
Kyndryl Holdings, Inc. (NYSE:KD) provides IT infrastructure and technology services, including cloud, AI, security, and digital workplace solutions. Greenlight Capital stated the following regarding Kyndryl Holdings, Inc. (NYSE:KD) in its third quarter 2025 investor letter:
“In the long book, Kyndryl Holdings, Inc. (NYSE:KD) fell 28%, which reversed gains achieved earlier in the year. There was nothing terrible about the quarterly result, but it was much less impressive than previous reports.”
18. Applied Digital Corporation (NASDAQ:APLD)
Number of Hedge Fund Holders: 28
Applied Digital Corporation (NASDAQ:APLD) is one of the stocks Jim Cramer recently provided insights on. During the lightning round, a caller inquired about the stock, mentioning the company’s strong revenue growth and its over 300% year-to-date gain. Cramer replied:
“Oh, this thing’s hot as a pistol, and it does have a lot of great customers. Amazing leasing. I’m going to say, I’m going to bless it. I would normally not bless it, but it does have the contracts. It really does.”
Applied Digital Corporation (NASDAQ:APLD) designs, builds, and operates data centers that support high-performance computing and AI workloads. During the September 30 episode, a caller asked about the stock, and Cramer responded:
“Look, it’s intriguing, but it loses a lot of money. I mean, you want a company that’s in the same business, it’s NVIDIA, and they make a lot of money.”
Moreover, during the June 25 episode, Cramer called it a “very good spec,” as he commented:
“Okay, this is high-performance computing infrastructure, and high-performance computing is on fire. That company doesn’t make any money, but I think it’s a very good spec.”
17. Rivian Automotive, Inc. (NASDAQ:RIVN)
Number of Hedge Fund Holders: 38
Rivian Automotive, Inc. (NASDAQ:RIVN) is one of the stocks Jim Cramer recently provided insights on. Answering a caller’s query about the stock, Cramer said:
“[Sell, sell, sell] I’m sorry. I mean, look, I want you to continue to be able to have steak dinner… I don’t want you to say it’s better. It’s not. You’re selling it.”
Rivian Automotive, Inc. (NASDAQ:RIVN) manufactures electric vehicles and provides related software, charging, and maintenance services. Answering a caller’s inquiry about the stock during the September 22 episode, Cramer stated:
“Here’s the problem… They spent a lot of money on that factory. I think that if we’re, if we have a slowdown, and the Fed doesn’t bail us out, I think you’re going to find that stock, you can buy that stock lower. So I say, wait, wait, wait. Don’t pull the trigger here… It’s up on a spike.”
16. Ford Motor Company (NYSE:F)
Number of Hedge Fund Holders: 45
Ford Motor Company (NYSE:F) is one of the stocks Jim Cramer recently provided insights on. Cramer highlighted the company’s recent performance in truck and SUV sales, as he commented:
“Management expects that the midpoint of its estimate a $1.75 billion hit to EBITDA, okay, from the Novelis fire from EBIT, not EBITDA, but it lowered its full-year adjusted EBIT outlook by just 750 million at the midpoint. So let’s think about this. Excluding the fire, Ford was actually taking up numbers. That was confusing initially, but wow… It also helped that Ford delivered some great numbers for the third quarter itself… Like GM, Ford saw some strong performance in trucks and SUVs. Its F-Series is on track to be America’s bestselling truck for 49 consecutive years. There’s a record for you…
Ford, at, north of 12 this year’s estimates, but only under 10 next year’s numbers. Both stocks look very cheap, and if the Fed keeps cutting interest rates, lowering the cost of auto loans, these stocks should keep running. I think Ford’s CEO, Jim Farley, is in the catbird seat. He’s taking down expectation big time. He’s got a really hot lineup where I expect maybe multiple upside suprises and now it matters that it’s a hot lineup even if they don’t have a solution in the Novelis fire problem yet. That said… if the labor market keeps deteriorating, well, that’s going to make it tough, obviously, and you still need to watch tariffs here too.”
Ford Motor Company (NYSE:F) sells Ford and Lincoln vehicles, including trucks, SUVs, cars, hybrids, and EVs. The company also provides parts, digital services, and financing solutions.
15. General Motors Company (NYSE:GM)
Number of Hedge Fund Holders: 71
General Motors Company (NYSE:GM) is one of the stocks Jim Cramer recently provided insights on. Cramer highlighted the company’s record cross-over deliveries and that it is scaling back on EVs. He said:
“In the United States, GM said that they achieved their highest third-quarter market share since 2017, thanks to their industry-leading full-size pickup and SUV franchise, as well as record crossover deliveries. Even though they’re pulling back on electric vehicles, Chevy’s now the number two EV brand in America. Plus, GM’s also starting to get meaningful contributions from their self-driving Super Cruise technology as well as OnStar and other software and services business. It’s coming together for GM.
Now, GM’s bread and butter North American business was still down substantially year over year, thanks to the big margin decline, but GM International’s cleaning up. Even the previously challenged Chinese business helped make up the decline in North America… On the conference call, CEO Mary Barra thanked President Trump for slapping tariffs on medium and heavy-duty trucks, protecting GM from competition while giving them some offsets to deal with tariffs on imported car parts. No business ever got hurt by staying in the White House’s good graces.
Hey, look, even after the monster run, I think the future looks really great for GM, especially if the Federal Reserve cuts rates again this weekend. You know, I think they’re going to… Wall Street had a lot of worries for both Ford and GM, and it turned out things weren’t that bad, and that’s okay when you have low price to earnings multiples like we have here. More importantly, I think both stocks can keep running. Even after these moves, GM sells for seven times this year’s earnings estimate, six times next year’s earnings estimates. Come on.”
General Motors Company (NYSE:GM) manufactures vehicles and parts under brands such as Chevrolet, Cadillac, Buick, GMC, Baojun, and Wuling.
14. JPMorgan Chase & Co. (NYSE:JPM)
Number of Hedge Fund Holders: 124
JPMorgan Chase & Co. (NYSE:JPM) is one of the stocks Jim Cramer recently provided insights on. Cramer called it his “number one favorite,” as he remarked:
“So what’s my number one favorite? JPMorgan Chase, the nation’s largest bank at the $832 billion market cap, I think it’s going to be the first to a trillion. JPMorgan is incredibly well-run. America’s top banker, Jamie Dimon at the helm, its fortress balance sheet that allows the company to consolidate in times of stress, like they did during the many banking crises two years ago, where they came out the winner. But the reason I have JPMorgan as the favorite in this race with 3:1 odds is very simple. The banks are on fire right now, and right now, this stock is ridiculously cheap. But this, you know, this thing trades at 15 times this year’s earnings estimates. Who said that every stock’s expensive in this market? If we get a little multiple expansion and people say that they start paying on 17.5 times next year earnings estimates, then JPMorgan wins this race in a heartbeat.”
JPMorgan Chase & Co. (NYSE:JPM) provides financial services, including banking, lending, payments, and investment management. In addition, the company offers investment banking, asset management, and advisory solutions.
13. Oracle Corporation (NYSE:ORCL)
Number of Hedge Fund Holders: 124
Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer recently provided insights on. Cramer noted the stock’s tremendous rally over the last three years. He commented:
“My number two favorite is Oracle at 4:1, current market cap just over $800 billion. If I were making these odds based solely on momentum, Oracle would be the overwhelming favorite to be the next trillionaire, as it’s ridden the AI data center wave to achieve tremendous gain. This stock is up 274% over the past three years, including a 69% gain year to date. A big chunk of that comes just since Oracle announced a massive cloud deal with OpenAI last month. If the stock can keep up its recent momentum, then I think it would hit the trillion-dollar finish line pretty darn soon. But I don’t have Oracle as the absolute favorite frankly, because I think there should be some recognition of the risk that these guys are taking.
At this point, basically, all of the major players in the AI data center trade, from Nvidia to Broadcom to AMD to CoreWeave, are taking a risk in that they’re assuming OpenAI will be good for the massive amounts of money it’s committed to spending and no one has more exposure to that than Oracle, which is expecting to get 60 billion per year from OpenAI in their five year deal. Wow. Everyone in the industry seems to think OpenAI will be good for the money, but no one needs them to be good for like Oracle does.”
Oracle Corporation (NYSE:ORCL) provides cloud-based software, infrastructure, and hardware solutions for enterprise IT.
12. Walmart Inc. (NYSE:WMT)
Number of Hedge Fund Holders: 105
Walmart Inc. (NYSE:WMT) is one of the stocks Jim Cramer recently provided insights on. Cramer highlighted the company’s trillion-dollar market cap potential, as he said:
“Third, there’s Walmart. Now, currently, this is the closest company to the trillion-dollar level. It… [has a] $833 billion market cap. I’m putting its odds at 10:1. While I love Walmart, I love to shop there, I’m only making it my third favorite in this race because the stock’s had an incredible run, and get this, it’s trading at around 40 times earnings. That’s very high for any retailer, save Costco. Even Amazon only trades at 34 times this year’s earnings. Of course, Walmart’s made some major improvements, and the company’s massive scale allows it to cope with the tariffs better than nearly all of its competitors. But the stock, it’s just not cheap.”
Walmart Inc. (NYSE:WMT) operates retail and wholesale stores, clubs, and eCommerce platforms. The company provides groceries, consumables, apparel, electronics, home goods, and health products.
11. Eli Lilly and Company (NYSE:LLY)
Number of Hedge Fund Holders: 119
Eli Lilly and Company (NYSE:LLY) is one of the stocks Jim Cramer recently provided insights on. Cramer highlighted it as the most valuable health care company and commented:
“Now, let’s talk about the real contenders, okay. Let’s start with Eli Lilly, one I always said was going to get to trillion dollars, but it’s really stumbled here. It’s in fourth. I’m going to give it 15:1 odds now. Market cap of $780 billion for the most valuable healthcare company in the world. Lilly’s grown by leaps and bounds over the past few years, thanks to its revolutionary GLP-1 drug… It even got pretty darn close to trillionaire status last year with its market cap peaking at $912 billion in the summer of 2024, where I thought it was going to go over.
I was wrong. But the stock’s been choppy since then. We own it for the trust. Some of that’s because Lilly’s had to digest its gain. Some of it’s from worries about competition, both from Novo Nordisk that’s the maker of Ozempic, slashing prices, and from other drug companies who are working on similar products. Every time the news comes out, the stock gets hit so much due to potential regulatory headwinds, too. President Trump likes to talk about cracking down on high drug prices, although how far he’ll actually go, anybody’s guess.
As I mentioned, we own Lilly for the Charitable Trust, and I’ve been saying the stock needs some kind of catalyst to get things going. You know what, maybe the FDA has to approve GLP drug for a new indication, right? Maybe some progress on a pill form because people don’t like to take the shot. Until that happens, I’m putting Lilly’s odds of winning… the race of the trillion at 15 to one. Let’s see if they come up and surprise us with something on Thursday morning.”
Eli Lilly and Company (NYSE:LLY) develops pharmaceuticals for diabetes, obesity, oncology, immunology, neuroscience, and other therapeutic areas.
10. Visa Inc. (NYSE:V)
Number of Hedge Fund Holders: 167
Visa Inc. (NYSE:V) is one of the stocks Jim Cramer recently provided insights on. Cramer noted the company’s growth over the past decade and said:
“Fifth, there’s Visa, another long shot that’s in the same boat, although I give it 40:1 odds because look, it’s got a market cap of already about almost $700 billion. Same story as MasterCard, though, 16% compound annual earnings growth over the past decade. 14% growth expected this year. No matter how much Wall Street worries about the new payments platforms, they never seem to make a dent in the big credit card networks.
Like MasterCard, though, Visa doesn’t really have the juice to leapfrog its more richly valued competitors in the trillion-dollar race. But man, this stock’s given shareholders an annual equivalent gain of about 17% for the past decade. If they keep it up, Visa should be a trillionaire within three years, and I bet Visa gets there. I just doubt they’ll get there first.”
Visa Inc. (NYSE:V) is a payment technology company that processes digital transactions and provides credit, debit, and prepaid cards.
9. Mastercard Incorporated (NYSE:MA)
Number of Hedge Fund Holders: 158
Mastercard Incorporated (NYSE:MA) is one of the stocks Jim Cramer recently provided insights on. Cramer called it a “great investment,” as he remarked:
“So let’s look at the six closest US contenders that could possibly become the next members of the trillionaires club when they handicap their odds. We’re going to do it just like race horses. We’re going to start with the long shots like MasterCard, which I’m paying at 50:1 odds as it is currently the furthest away from the finish line with a market cap of $517 billion. People always seem to be shocked when they hear how big these payments companies really are, but you know what?
They keep putting up steady earnings growth with no credit risk, and their stocks keep chugging along. MasterCard’s earnings have risen at a 16.8% compound annual growth rate over the past decade. This one’s slow and steady, which is why I call it a long shot. I owned it for a long time for the Charitable Trust. I shouldn’t have gotten bored with it. I mean, it’s just such a winner. It’s a great investment. Gotta be patient. Call it the sixth, most likely.”
Mastercard Incorporated (NYSE:MA) provides payment processing and related technology solutions. The company provides credit, debit, and prepaid products, along with digital, cross-border, and business payment services.
8. TKO Group Holdings, Inc. (NYSE:TKO)
Number of Hedge Fund Holders: 48
TKO Group Holdings, Inc. (NYSE:TKO) is one of the stocks Jim Cramer recently provided insights on. A caller asked if the stock is an own-it or a trade-it stock, and Cramer replied:
“No, no, you can own that stock. That’s a very, very good company. I would’ve thought they’d gimme a couple of hundred thousand shares because I work with them, but I haven’t seen it yet. I gotta check my, maybe it’s in the snail mail, you know, but anyway, you got a good one there.”
TKO Group Holdings, Inc. (NYSE:TKO) is a sports and entertainment company that owns and manages major sports IP, produces live and digital content, and operates the UFC streaming service. A caller inquired about the stock during the September 22 episode, and Cramer responded:
“Okay, that stock is a momentum stock, and I am saying that momentum’s got two more days of downside, and it worries me. I’m not going to jump on the TKO bandwagon if we have two more days of momentum pain, I’m talking about [the house of pain], and I’m not a player.”
7. CAVA Group, Inc. (NYSE:CAVA)
Number of Hedge Fund Holders: 41
CAVA Group, Inc. (NYSE:CAVA) is one of the stocks Jim Cramer recently provided insights on. A caller highlighted that Cramer mentioned the company’s strong growth potential in How to Make Money in Any Market and asked about the stock. In response, Cramer said:
“I sure do. I put CAVA in the magic circle. I think you gotta buy the stock at $62. It’s down 44%. I picked it, it was going down when I picked it for the book, and I just said there’s going to be someone that’s going to come out of the scrum and be like maybe the next, you know, Chipotle from before the decline. I think it’s going to be them.”
CAVA Group, Inc. (NYSE:CAVA) operates a restaurant chain under the CAVA brand and sells dips, spreads, and dressings through grocery retailers. Cramer highlighted the company during the August 13 episode and said:
“Brett Schulman, who’s a very perceptive man, the CEO of CAVA said, ‘We have a fluid… macroeconomic climate.’ He told Restaurant Business, which is an excellent trade publication, that the macro climate was like a fog, a fog that the consumer’s trying to find her way through… He goes on to say, ‘I think the consumer is less firm-footed, less ebullient than they were last year… To me, it’s pretty clear what’s going on. CAVA and Sweetgreen have to lower their prices or give us a couple of much lower-priced dishes if they want to turn things around. For now, they’re pricing themselves out of this American market. I get why they’re reluctant to cut prices. What business wants to lower margins?…
Now of these two problem children, Sweetgreen and CAVA, I think CAVA is in much better shape. It has a better balance sheet. It means CAVA can afford to take its medicine, cut prices to bring the customer back. I think they will do it, which is why, after all this, call me a buyer of CAVA. There’s nothing wrong with taking the medicine…
The problem is, unlike McDonald’s, they’re either maybe too proud or too obtuse, I don’t know, to realize that the consumer’s gotten serious about avoiding high-priced foods, including theirs, even though the food is fresh and good.”
6. Arista Networks Inc (NYSE:ANET)
Number of Hedge Fund Holders: 81
Arista Networks Inc (NYSE:ANET) is one of the stocks Jim Cramer recently provided insights on. A caller inquired about the stock, noting its “monster gains” this year. Cramer replied:
“Don’t touch Arista. Don’t touch Arista. That one, that’s a beast. That’s a beast that’s going higher. $200 billion, Jayshree Ullal, I don’t talk enough about what an amazing CEO she is. That stock goes higher.”
Arista Networks Inc (NYSE:ANET) sells cloud-based networking solutions and related software for data center, AI, and enterprise operations. In addition, it provides network services, support, and hardware solutions. Cramer mentioned the company during the August 6 episode and said:
“And look, this short-busting Palantir is not alone. Stocks in this market fly when they’re heavily shorted and something good, anything good, happens. Take Arista Networks, one of my faves, the data center networking play… If the stock’s been creeping up every step by step, inch by inch, the shorts were increasing their bets the whole time. They figured it was like shooting fish in a barrel.
Then Arista reported, and the numbers, they were stupendous. The last quarter was an apparition. CEO Jayshree Ullal gaffed and gutted the short sellers… The stock managed to shoot up more than 17% today. You don’t find ordinary longs pay up like this. It’s the short sellers panicking, knowing that they’re done, stick a fork in them. They have no choice but to buy, to close out their now losing positions.”
5. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders: 156
Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer recently provided insights on.
“Finally, there’s Apple. I care about the reception of the iPhone 17. If they say it’s terrific in each major country, that’s a home run. If they see an acceleration in China and the US, the stock takes out much, much more than its high. If they talk about an acceleration in service revenue, the stock rallies some more. Let’s see. I’ll tell you exactly what’s going to happen here. The stock went out today at the high…
This stock goes to $280 if it says what I just said. It goes to $300 if they talk about accelerating growth right around the world. Now, what I’m really hoping to hear, and this is the secret to $300, many of the hyperscalers want to pay Apple to become their default AI system, not unlike the deal Apple has with Google, where Google pays them more than $20 billion to be the preferred search system.
Except this time, I’m expecting the winning bidder to pay a lot more than $20 billion. It would be incredible to hear about an auction to become the AI provider. Apple doesn’t have to pay any money, and they get it all. Gross margins would be extraordinary. We might even be willing to overlook sales in Shanghai.”
Apple Inc. (NASDAQ:AAPL) sells smartphones, computers, tablets, and wearables under its main product lines, including iPhone, Mac, iPad, and Apple Watch. Moreover, the company provides cloud, support, and subscription services such as Apple Music, Apple TV+, and Apple Pay.
4. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders: 335
Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks Jim Cramer recently provided insights on. Cramer called it an “amazing company,” as he commented:
“Amazon’s an amazing company. Retail is terrific. Prime’s great. They’re fixing Alexa… But all that matters this week is Amazon Web Services’ growth rate. It was growing at 70.5% last quarter, I know, much slower than Azure, but it’s also much bigger. People are buzzing about that number reaccelerating. I think we need to see at least 20%, 20% growth and we need a real positive outlook from the company, no more meandering, no more musing, just positive.
That can cause this, the poorest performing Mag Seven of late, to break out to the upside. Stern, positive. We’re also beginning to hear about big corporate layoffs at the company. Good for earnings, but it doesn’t matter at all… My wishlist? I want to hear that Amazon’s working with Nvidia to develop new chips that can help Amazon Web Services attract a host of new companies that would’ve otherwise gone elsewhere… We also need to hear that the big outage didn’t hurt them. I’d like that.”
Amazon.com, Inc. (NASDAQ:AMZN) sells consumer goods and digital content through online and physical stores. The company also produces electronics and media content, operates AWS, and provides platforms for third-party sellers and content creators.
3. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders: 294
Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer recently provided insights on. Cramer discussed the stock during the episode and said:
“Alright, Microsoft’s in a tough spot. It’s basically become an enterprise monopolist, and even with this business-friendly White House, it’s still not good to be talking about being a monopolist. What are we looking for? Alright, we care about Azure, Microsoft’s web services equivalent, to be at least 37.5% growth in constant currency year over year. If Azure grows at 40%, this $531 and change stock will take out its all-time high of $555. What’s on my personal wishlist? I want fabulous CFO Amy Hood to do cartwheels and say they’re crushing it. She’ll never do that, though.”
Microsoft Corporation (NASDAQ:MSFT) provides software, cloud, and hardware solutions, including Windows, Azure, Microsoft 365, LinkedIn, and Xbox. Cramer mentioned the company during the September 18 episode and said:
“Alright, so today, Microsoft, Amazon, and Tesla were silent. That’ll probably change tomorrow. So many people have tried to scare you away from investing in individual stocks for almost 25 years, and yet that’s where all the money’s being made and has been made. These experts don’t even want to admit that the Magnificent Seven exist. They think it’s too risky to chase gains in the individual companies. They hated me for coming up with FAANG. Yeah, that was 12 years ago. I don’t care. I gotta deal with reality because my job is to help you try to make money, not pontificate and decide that you can’t or shouldn’t.”
2. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders: 260
Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer recently provided insights on. Cramer showed interest in the company’s potential AI capabilities, and said:
“Second is Meta Platforms. Now, we need to hear all sorts of metrics like family daily active people and family average revenue per person. I know it sounds silly, but last quarter’s DAP… was 3.48 billion. I think Meta is bumping up against that 8 billion person limit because that’s all the people we have on the planet… We’re looking for $14 for average revenue per person… What do I want to hear? I want to hear an upbeat stern Zuckerberg who talks about his competitive advantage in AI and power.
It would be tremendous if he talked about how small to medium-sized businesses have abandoned all other ways of advertising except his company and maybe two others that he doesn’t have to mention. It would be amazing if he talked about how the Meta glasses… are a great way to convey artificial intelligence, and they’re actually a needle mover now, no longer a curiosity.”
Meta Platforms, Inc. (NASDAQ:META) develops technologies and applications that connect people through its family of apps, including Facebook, Instagram, WhatsApp, Messenger, and Threads. In addition, the company builds virtual and augmented reality products.
1. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders: 219
Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer recently provided insights on. Cramer highlighted the company’s ad business and commented:
“Well, Alphabet, Microsoft, and Meta are, at their core. tech companies. They’ve moved into multiple venues, multiple areas, multiple verticals, and that’s why I, when I think about Alphabet for instance, I now think of YouTube because it has that amazing business model where it makes a ton of money off ads… Google Search was supposed to be cannibalized by Gemini Alphabet’s AI platform. No, turned out… the two… taste great together. Shocked me… In my book, I talk about how I screwed this up. I didn’t believe that could happen, but it is that strong…
The ad basis on Google, it’s tremendous. I mean, it’s just so good. The most important is still, believe it or not, is not the ads at least from the point of view of Wall Street, that’s what we’re talking about tonight is Google Cloud, which has been on fire today. Google announced a deal with NextEra Energy to restart a nuclear plant… Of course, reopening a decommissioned… plant doesn’t solve the problem anytime soon. It won’t be ready until 2029… But Google has so much more business than they can handle, they gotta do it. I call that a high-quality problem. If they spend any time talking about their quantum computing business, that will be worth 10 easy points.”
Alphabet Inc. (NASDAQ:GOOGL) provides a range of technology products and services, including Search, YouTube, Android, Chrome, and Google Cloud.
While we acknowledge the potential of Alphabet Inc. (NASDAQ:GOOGL) as an investment, our conviction lies in the belief that 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 GOOGL and that has 100x upside potential, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
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.
