Jim Cramer’s Surprised About US Travel As He Discusses These 18 Stocks

1. Alphabet Inc. (NASDAQ:GOOGL)

Number of Hedge Fund Holders In Q4 2024: 234

Alphabet Inc. (NASDAQ:GOOGL) is a mega-cap technology giant known for its search engine, video streaming, and cloud computing platforms. The shares have lost 14.5% year-to-date but were dealt with respite in April after they rose by 4.3% after the firm’s latest earnings report. Alphabet Inc. (NASDAQ:GOOGL) benefited from the fact that the firm’s advertisement revenue beat analyst estimates and management expressed optimism about AI investments bearing fruit. Here is what Cramer said about the firm before the earnings release:

“Okay, I’m glad you mentioned it because I think that Google, has to beat this 200 billion dollar search and they have to try to explain how, by the way I think they’re actually going to put on a good, a good clinic on how Gemini is not being cannibalized or cannibalizing Search. But, will they bring up and discuss how much they’re paying you know this is the Samsung issue, of how much they’re paying by default, because that was brought up in one of the remedy section of the feds. . .in this most recent trial. They’re not doing so well in the, in the federal courts. But I would say that the stock is inexpensive. I just think that we’re gonna, all you’re gonna hear about is whether, whether there is cannibalization or not. And this is the quarter that. . .demonstrate that. I think that they had much rather talk about YouTube which is doing spectacularly well.”

“[on CapEx] I think resolute. I think that they are, they have a lot of different irons in the fire that they don’t just have to do. . .data center for Gemini. But, look, I was on Gemini yesterday just trying to find out what’s, why Gemini, is at all interesting or important versus the others. And I just, I came up with nothing. I came up empty-handed. Gemini has no personality. Gemini is just, it’s just kind of matter-of-fact.”

GOOGL is a stock Jim Cramer recently discussed. While we acknowledge the potential of GOOGL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than GOOGL but that trades at less than 5 times its earnings, 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 investors. Please subscribe to our daily free newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.