In this article, we will discuss: Jim Cramer’s Top Iran War Stocks to Buy Revealed in This List of 5 Stocks. For more stocks, you can head to Jim Cramer’s Top Iran War Stocks to Buy Revealed in This List of 10 Stocks.
5. Netflix, Inc. (NASDAQ:NFLX)
Number of Hedge Fund Holdings in Q4 2025: 146
Streaming giant Netflix, Inc. (NASDAQ:NFLX)’s shares are up by 11% over the past year and by 13.7% year-to-date. Cramer has consistently discussed the firm over the past couple of months. In 2025, the CNBC TV host was eager to mention that Netflix, Inc. (NASDAQ:NFLX) was the leader in its industry due to its user base and new initiatives such as streaming sports events. Then, as the bidding war for Warmer Brothers Discovery kicked off, Cramer wondered whether Paramount was interested in acquiring the firm due to Netflix, Inc. (NASDAQ:NFLX)’s heft in the industry. The streaming firm’s decision to abandon its pursuit of Warner Brothers also led to weakness in its share price earlier this year, according to media reports. On April 5th, investment bank Goldman Sachs discussed Netflix, Inc. (NASDAQ:NFLX)’s shares and upgraded them to Buy from Neutral. It also raised the share price target to $120 from $100 and commented on the current trading levels. Cramer discussed the firm’s cash flow:
“Well I’ll tell you I love this call. I mean ever since the deal broke down with Warner Brothers Discovery, I thought the stock would really take off. And finally it is really starting to gain momentum. And I think they have a ton of cash flow. David, we’re finally seeing, we saw from the bid that they were good, I didn’t know there were making this much money, frankly. . .it’s a bountiful cash flow story.”
Harding Loevner Global Equity Strategy discussed Netflix, Inc. (NASDAQ:NFLX) in its fourth quarter 2025 investor letter:
“In Communication Services, Netflix, Inc.’s (NASDAQ:NFLX) solid quarterly results fell short of the market’s expectations. The company’s bid to acquire Warner Bros. added pressure to the share price, compounded by concerns that the rising popularity of short form video could pull viewers away from streaming apps.”
4. Nvidia Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holdings in Q4 2025: 264
AI giant Nvidia Corporation (NASDAQ:NVDA)’s shares are up by 70% over the past year and are flat year-to-date. Despite the relatively modest share price performance, Cramer continues to be one of the firm’s biggest proponents. The CNBC TV host has criticized the stock’s sellers on multiple occasions as he believes that Nvidia Corporation (NASDAQ:NVDA) will continue to face sizable demand for its advanced computing chips. Financial firm Rosenblatt discussed the stock on March 23rd as it reiterated a Buy rating and a $325 share price target. Cantor Fitzgerald also maintained its Overweight rating and a $300 share price target on the same day. Oppenheimer recently discussed Nvidia Corporation (NASDAQ:NVDA)’s partnership with Marvell through which it is investing $2 billion in the company. The firm commented that the deal will allow the two companies’ products to improve their integration with each other. As for Cramer, the CNBC TV host is still focused on Nvidia Corporation (NASDAQ:NVDA)’s share price as he can’t figure out the reasons behind the recent weakness:
“I spend a huge amount of my time trying to chase down what’s wrong with NVIDIA. A huge amount, particularly I came back from GTC, their conference, and I felt so good about what they’re doing, with Vera Rubin and the smooth transition. Now Carl, very rarely do I see that a company’s doing everything right, everything right and the stock has just stalled. It’s an interesting thing to behold.
“I think that, wow, I think that Jensen would admit that it’s owned by a lot of different, owned by a lot of companies. And you’ve got to say, David, the size that it has. Are there any really major firms? It needs to have a wave of S&P money right now.”
3. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holdings in Q4 2025: 312
Tech giant Microsoft Corporation (NASDAQ:MSFT)’s shares have struggled in 2026. They are down by 19% year-to-date and by more than a percent over the year. Cramer has discussed the firm several times over the past couple of months. He hasn’t praised Microsoft Corporation (NASDAQ:MSFT) much and pointed out that the firm’s Copilot AI software was struggling to attract users. Goldman Sachs also discussed the technology company’s shares on the 6th. It kept a Buy rating and commented that the recent share price movement appeared to have accounted for most of the risk in Microsoft Corporation (NASDAQ:MSFT). Benchmark initiated coverage on the 1st and set a Buy rating along with a $450 share price target. The financial firm remarked that the recent share price weakness represents a buying opportunity. Cramer discussed Goldman’s coverage, which had expressed confidence in Microsoft Corporation (NASDAQ:MSFT)’s sum of parts:
“How about sum of the parts? Look at this, Goldman Sachs with a sum of the, what are they gonna, break it up? Yeah, let’s break it up, let’s break it up into Azure and Xbox! . . .To tell you the truth, I thought it was so absurd I didn’t finish it.”
Mar Vista U.S. Quality Strategy discussed Microsoft Corporation (NASDAQ:MSFT) in its Q1 2026 investor letter:
“Microsoft Corporation’s (NASDAQ:MSFT) stock came under pressure in Q1 as investors grew concerned about the rising costs required to fund its accelerating AI infrastructure build-out in 2026. This, combined with heightened expectations for Azure growth, led to a sell-off following the December quarter earnings report, when Azure revenue grew “only” 39% year over year.
Investors have increasingly questioned the return on investment associated with Microsoft’s large and rapidly expanding capital expenditures tied to AI infrastructure. While these investments are substantial, we believe Microsoft is well positioned to support this growth through its strong and expanding operating cash flows. Although the company has meaningful exposure to OpenAI, OpenAI’s ability to raise over $100 billion should help alleviate investor concerns regarding its capacity to meet large contractual commitments.
Microsoft remains a top portfolio holding, supported by its financial strength, diversified revenue streams, and broad customer base, all of which provide resilience. The company is experiencing strong growth in Azure, its hyperscale cloud platform, which is capacity constrained, alongside increasing adoption of its Copilot offerings across its extensive enterprise customer base. We believe Microsoft should be well positioned to generate attractive long-term returns from its partnership with OpenAI and to effectively monetize generative AI capabilities across its global enterprise IT footprint through its expanding suite of Copilot and AI-enabled products.”
2. Oracle Corporation (NYSE:ORCL)
Number of Hedge Fund Holdings in Q4 2025: 111
Data center infrastructure firm Oracle Corporation (NYSE:ORCL)’s shares are up by 14% over the past year and are down by 21% year-to-date. Mizuho discussed the firm on April 2nd as it kept a Buy rating and a $320 share price target. Mizuho’s coverage came a day after Barclays had also discussed Oracle Corporation (NYSE:ORCL)’s stock. The investment bank had reiterated a $240 share price target and a Buy rating. Cramer has also consistently discussed the firm over the past couple of months. His opinion has shifted from being quite optimistic about the company to digging deeper into its revenue commitments. Oracle Corporation (NYSE:ORCL) appointed a new CFO earlier this month, and the CNBC TV host thought the announcement would impact the share price:
“Yeah, he comes from Schneider, and that’s definitely, you want to build a data center, Schneider’s there. I thought that was very interesting. . .I thought it would have had an impact [on the stock].”
Clearbridge Dividend Strategy discussed Oracle Corporation (NYSE:ORCL) in its Q1 2026 investor letter:
“In IT, we exited Oracle Corporation (NYSE:ORCL) and trimmed Broadcom. Our five-year investment in Oracle proved highly profitable as the company transitioned its business model from licensing to software-as-a service (SAAS). In the last year, Oracle went all-in on building data centers for AI customers, pushing its backlog north of $500 billion. In 2025, the stock surged as Oracle announced eye-popping AI contracts; we took advantage of that surge to begin exiting the position. More recently, investors have begun to question the return profile of these projects, given the hundreds of billions of dollars in required capital investment and their overdependence on one, single customer: OpenAI. Aligning with OpenAI seemed like a no-brainer two years ago when it was the clear leader in AI, but with Google’s Gemini and Anthropic’s Claude catching up to ChatGPT, Oracle’s concentrated bet on one player now seems questionable. We sold our remaining Oracle shares in the first quarter of 2026.”
1. Alcoa Corporation (NYSE:AA)
Number of Hedge Fund Holdings in Q4 2025: 52
Alcoa Corporation (NYSE:AA) is one of the largest aluminum companies in the world. Its shares are up by a strong 192% over the past year and by 16% year-to-date. A notable movement in Alcoa Corporation (NYSE:AA)’s stock occurred between March 27th and April 2nd, when they gained 23.4%. Investment bank Morgan Stanley discussed the firm on April 9th as it hiked the share price target to $80 from $64 and boosted the rating to Overweight from Equal Weight. The bank remarked that Alcoa Corporation (NYSE:AA) was slated to benefit from higher aluminum prices. Morgan Stanley had also discussed the higher prices on January 27th when it downgraded the stock to Equal Weight from Overweight and raised the target price to $64 from $52. The bank had commented back then that Alcoa Corporation (NYSE:AA)’s risk-reward profile appeared to be more balanced after the stock’s outperformance back then. As for Cramer, Alcoa Corporation (NYSE:AA) is another stock that he’s linked with the hostilities in Iran:
“You know I did the Chem 7, there’s another one, Alcoa, which is just up. There is suddenly a shortage. There’s never been a shortage, in years. . .but because of what’s going on in the Gulf, you’re getting this once in a lifetime. Now I think again a lot of people again are taking profits, like they are with Dow. And I just think that this is the stock, if you think. . .I hear some people say no he [Trump] just keeps putting a truce on, and he’s like delaying and delaying, well look, go ahead. Here you go. Here you go. You got Alcoa. You think he’s gonna delay many times, just buy Alcoa!
“But I do think that, there are ways for people who should just stop talking, about how, he doesn’t do what he says. He’s not gonna bomb. If you think that 8 o’ clock tomorrow, right, that there’s nothing gonna happen, because there’s gonna be emergency truce, Alcoa’s gonna give you 72, 73. And I find that that’s better than Kalshi, I don’t know.”
While we acknowledge the potential of AA 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 AA and that has 100x upside potential, check out our report about the cheapest AI stock.
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