Jim Cramer, the host of Mad Money, laid out on Monday why he believes the third version of Gemini has the potential to seriously challenge OpenAI’s ChatGPT.
“Sometimes out of nowhere, you just get hit by a tech lightning bolt. That’s how I felt about ChatGPT a little more than 3 years ago. What was this amazing creature?… How did it allow me to do a Mad Money-style interview with Gandhi? We found out quickly that… this invention was the brainstorm of a company called OpenAI, launched on November 30th of 2022. 5 days later, 5 days, it had 1 million users. Ever since then, it has propelled the averages higher without ever coming public.”
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Cramer said Gemini’s latest version has generated real enthusiasm on Wall Street. He did note that ChatGPT has 800 million users. He acknowledged that many people consider it the fastest-growing business in history. He added that even Gemini itself would likely agree that overtaking ChatGPT so soon would be surprisingly difficult.
“Here’s the bottom line: We have to recognize that Gemini’s the biggest threat to ChatGPT we’ve seen so far. There’s simply no two ways about it. Gemini is existential for OpenAI. The company, the emperor, better have something… something to strike back because otherwise the narrative will be that OpenAI has no clothes.”
Our Methodology
For this article, we compiled a list of 12 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on November 24. 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).
Latest Jim Cramer Comments on These 12 Stocks
12. Circle Internet Group (NYSE:CRCL)
Number of Hedge Fund Holders: 39
Circle Internet Group (NYSE:CRCL) is one of the stocks that received Jim Cramer’s latest comments. Cramer discussed the stock’s performance since its IPO, as he remarked:
“Circle Internet Group raised $1.2 billion at $31, and it’s at $72, the biggest winner in the group. Circle’s a digital asset story, and if companies ever choose to do business using crypto as an actual currency, it could be an even bigger winner. But even this one is way down from its highs. Overall, the IPO class of 2025 is a decidedly mixed bag. How about the insider selling?… A bunch of Circle insiders sold stock, but not huge amounts.”
Circle Internet Group (NYSE:CRCL) operates a stablecoin-based financial platform that helps organizations move money and build applications using digital assets. A caller sought Cramer’s advice on the company’s stock during the October 24 episode, and the Mad Money host replied:
“You know what, I’ve come around to the idea that Circle is going to be a big company. It’s a fintech company for the next generation. One of the reasons is because I am a huge believer in digital assets, and I’m trying to find something else besides Bitcoin that I can tell people to buy. In other words, you know, you can buy Coinbase, you can buy the actual Solana if you want. You can buy any crypto. I think Circle Internet may be the right way to go, and that’s hard fought for me because I wasn’t going to go there, but I’m going to bless it right here, right now.”
11. CoreWeave, Inc. (NASDAQ:CRWV)
Number of Hedge Fund Holders: 29
CoreWeave, Inc. (NASDAQ:CRWV) is one of the stocks that received Jim Cramer’s latest comments. Cramer mentioned the minute insider selling by the CEO during the episode, as he commented:
“CoreWeave raised $1.5 billion at $40 per share. With the stock now at $73 and change, you can still call that a win. Although this thing’s way down from $187 at its peak over the summer… How about the insider selling?… Michael Intrator, the CEO of CoreWeave, has sold about $84 million worth of stock since its lockup expired, which is admittedly a very small part of his holdings, though.”
CoreWeave, Inc. (NASDAQ:CRWV) runs a cloud platform designed to power and scale GenAI workloads with high-performance compute, storage, networking, and managed services. Cramer commented on the company’s quarter during the November 11 episode. He said:
“… the quarter we just got from CoreWeave, that’s a key data center operator that had to cut its full-year outlook today because it has contracted with an outfit called Core Scientific that failed to deliver its part of several data centers on time. It’s a huge piece of business that didn’t get done. The missed quarter shocked people, and it was a wake-up call that you can’t build these data centers overnight, and there could be even more costs than we thought.”
