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.”
10. Venture Global, Inc. (NYSE:VG)
Number of Hedge Fund Holders: 22
Venture Global, Inc. (NYSE:VG) is one of the stocks that received Jim Cramer’s latest comments. Cramer called the stock’s price action “disastrous,” as he said:
“The quality of some of this year’s largest deals is certainly questionable, at least as judged by the market. The largest deal, a $1.75 billion offering… Venture Global, a liquified natural gas infrastructure play in January, has been very disappointing. The company raised $1.75 billion at $25 per share. It’s now just over $7. That’s disastrous.”
Venture Global, Inc. (NYSE:VG) develops and operates LNG facilities and handles natural gas liquefaction, transport, shipping, regasification, and sales. Cramer highlighted the stock during the July 28 episode and stated:
“The other LNG exporter that investors seem to be liking today was a real controversial one, Venture Global, which just came public in January this year and initially looked like a gigantic bust. But with its stock falling from an IPO price of 25, all the way down to 6.75, its lows in April before rebounding to around 15% today, this one’s getting attractive. Venture Global was controversial because they did something a little shady. They sold LNG cargoes at high spot prices a couple years ago, even though they’d previously agreed to lower price exports with the first customers they’d signed.
All that said, this does seem to be a potential beneficiary from the trade… news because last year, Venture Global signed a deal to send liquified from Louisiana to Central and Eastern Europe via a receiving terminal in Greece, and that’s why the stock shot up over 4% today. Just remember, a lot of their production is still locked up in these lower price contracts. There’s only so much potential upside here for Venture Global.”
9. Kimco Realty Corporation (NYSE:KIM)
Number of Hedge Fund Holders: 31
Kimco Realty Corporation (NYSE:KIM) is one of the stocks that received Jim Cramer’s latest comments. Cramer highlighted the company’s dividend during the episode. He commented:
“Last week, I spotlighted a trio of high-quality companies with dividend yields north of 5% because look, it’s a tricky environment. You can do a lot worse than owning stocks that can consistently generate that kind of income. Even though the market roared today, I still like the idea of dividend protection here, it’s not always going to be as great… [as] today, which brings me to Kimco Realty, this shopping center real estate investment trust with a 5.1% yield. Late last month, Kimco reported a nicely better-than-expected quarter, raised its full-year funds from operations forecast. That’s the REIT equivalent of earnings. However, the stock’s been drifting lower ever since to the point where it’s now down nearly 13% for the year.”
Kimco Realty Corporation (NYSE:KIM) is a real estate investment trust that owns and operates open-air, grocery-anchored shopping centers and mixed-use properties that are focused on retail.
8. Six Flags Entertainment Corporation (NYSE:FUN)
Number of Hedge Fund Holders: 44
Six Flags Entertainment Corporation (NYSE:FUN) is one of the stocks that received Jim Cramer’s latest comments. Cramer noted the company’s significant leverage ratio, as he remarked:
“What went wrong? In a word, everything. Six Flags has been hit with macroeconomic headwinds and some very company-specific problems, creating a perfect storm of poor attendance… What makes this so much more worse? Six Flags has a terrible balance sheet,
that’s why the stock’s really obliterated. Both Six Flags and Cedar Fair went into a merger process with a fair amount of debt. And the current Six Flags now has a sky-high leverage ratio of 6.3. Anything above three is considered high. Anything above four is very high. And anything above that is, well, let’s just say, precarious…
The real question is whether Jana Partners in combination with Kelce can help save Six Flags. And the answer, only if the company lets them. Jana’s got a great track record, maybe Kelce can rope in Taylor Swift’s legion of fans, on top of Chiefs fans. Given that…they like the new CEO, I’m feeling a little more optimistic about Six Flags, especially with gasoline prices coming down hard. That said, it certainly won’t be easy because right now this company is a disaster. Before they can turn anything around, they desperately need to clean up the balance sheet and maybe close some more underperforming parks.
Here’s the bottom line: While Six Flags’ new management should be able to turn things around with some help from Jana Partners and Travis Kelce, I wouldn’t stick your neck out in this one unless you’re willing to be incredibly patient, because it’s going to take a while. And there’s always the chance that the company itself can’t make it if the weather’s bad or the parks keep having operational issues.”
Six Flags Entertainment Corporation (NYSE:FUN) runs a collection of amusement parks, water parks, and resort properties.
7. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders: 156
Apple Inc. (NASDAQ:AAPL) is one of the stocks that received Jim Cramer’s latest comments. Cramer highlighted the company’s deal with Google, as he stated:
“But the biggest winner after Google may be Apple. Remember that Google pays Apple more than $20 billion to be embedded as the default search option in your iPhone. We keep hearing that Apple has stumbled in AI, but let me ask you, has Apple stumbled in search? I think a $20 billion check to allow Google to access your user base, pretty good deal. How about another $20 billion for Gemini… for AI, right? In other words, we give the artificial intelligence from Gemini to Apple, right? And you pay Apple another $20 billion. You could argue that Google won’t pay it, but I think many others would love to cut that deal if they don’t.”
Apple Inc. (NASDAQ:AAPL) manufactures and sells devices such as the iPhone, Mac, iPad, along with its line-up of wearables and accessories. The devices are supported by the company’s app ecosystem, AppleCare, and cloud tools.
6. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders: 260
Meta Platforms, Inc. (NASDAQ:META) is one of the stocks that received Jim Cramer’s latest comments. Cramer noted the stock’s recent rally, and the Mad Money host remarked:
“Meta’s been quiet, but it took off today, up 3% on the back of a Wall Street report suggesting the decline’s overdone. I agree with that.”
Meta Platforms, Inc. (NASDAQ:META) develops social media, messaging, and communication products, including Facebook, Instagram, Messenger, Threads, and WhatsApp. Additionally, the company creates virtual, augmented, and mixed reality hardware and software. During the November 14 episode, an investing club member asked if they should come back to Meta Platforms, Inc.’s (NASDAQ:META) stock later, and Cramer responded:
“No, I think that Meta is what Alphabet was about a year ago. I totally believe in what Mark Zuckerberg is doing. He did say he is going to spend a lot of money, but… I would do the exact same thing because that way, I don’t have Sam Altman coming after me from OpenAI. He has got a moat and he’s defending it, and I think he’s a brilliant business person. I like him very much.”
5. Tesla, Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holders: 115
Tesla, Inc. (NASDAQ:TSLA) is one of the stocks that received Jim Cramer’s latest comments. Cramer discussed the company’s competition in the car business in China, as he said:
“Tesla stock should have been down if you view this company purely as a car business. We heard some very damning numbers from China that would indicate Tesla’s being priced out of the electric vehicle market over there. But Tesla’s now about Elon Musk’s vision of self-driving cars and robots, which is why it just keeps… it’s up 7%, nearly 7% today. I mean, this thing’s incredible.”
Tesla, Inc. (NASDAQ:TSLA) designs and sells electric vehicles and also develops and installs solar energy and storage systems for residential, commercial, and industrial customers. A Harvard Business School student asked about the stock during the November 5 episode and Cramer replied:
“No, it’s entirely, it’s entirely trading as if it’s on autonomous drive and on robot. And therefore, you gotta own… up another 17 today. I’ve gotta tell you that it’s a miracle. When the stock went down to 250, everyone said they hated it, and then it became, it morphed into what we’re just talking about. And I think that as long as he wins that shareholder vote and stays, the stock can go up much higher.”
4. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders: 335
Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks that received Jim Cramer’s latest comments. Cramer discussed AWS and the company’s retail business during the episode, as he commented:
“Now, every member of the Magnificent 7 did rally. Amazon moved up 2.5%. That was a report from JPMorgan that did it. That report said that its retail business, never been stronger… For years now, it seems like that Wall Street only cares about the Amazon Web Services, which is very important and I believe is doing quite well, although I keep hearing that isn’t growing fast enough. I think the doubters are wrong. It’s going just fine.”
Amazon.com, Inc. (NASDAQ:AMZN) sells consumer goods and digital content through online and physical stores, provides advertising and subscription services, operates Amazon Web Services for cloud computing, develops electronic devices, produces media content, and offers programs supporting third-party sellers and content creators. Cramer highlighted the stock during the November 18 episode and said:
“Or let’s say you wanted to buy Amazon, which is at the heart of the data center blast zone, and had been cautious in spending until the bond deal it just launched. To me, Amazon’s a company that doesn’t spend unless it needs to, unless it has demand. So I’m confident in this company. I trust [the] management. Amazon had a terrific quarter. Its stock shot up to $258 at the beginning of the month. Now, it’s way down back to $222. That’s, by the way, down $10 today.
They’re buying a high-quality company that just blew away the numbers, 36 points below its highs, because it raised money to build out something that it needs. In other words, I think this is a smart to, buy on weakness situation, not mindless dip buying. Again, though, you can’t buy all at once. You buy small and then you get bigger as it goes down… Stocks, by the way, do get cheaper if they’re good on the way down.”
3. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 235
NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks that received Jim Cramer’s latest comments. Cramer noted the recent chatter around the President allowing the company to sell its chips to China. Cramer remarked:
“… Which brings me to the most controversial, alleged loser, and that’s NVIDIA. This chip company reported a blowout last quarter, and its stock flew up in the morning only to reverse and ultimately get hammered in the afternoon, finishing well off its high. The market needs its biggest stock to do well. That nasty reversal and its decline from $212 to $182 and change has been a nightmare. The nightmare seemed to end when we heard that the president is once again thinking about letting NVIDIA sell chips to China. Right now, the company’s not including any numbers from China in its projections. So anything that allows the company to sell in China would be huge. And that I think is why the stock led from $176 at its lows today to $182 and change… Close up $3.67.”
NVIDIA Corporation (NASDAQ:NVDA) develops accelerated computing and AI platforms, GPUs for gaming and professional use, cloud services, robotics and embedded systems, and automotive technologies.
2. Oracle Corporation (NYSE:ORCL)
Number of Hedge Fund Holders: 124
Oracle Corporation (NYSE:ORCL) is one of the stocks that received Jim Cramer’s latest comments. Cramer mentioned the company during the episode and said:
“Now, maybe OpenAI has a revolutionary version of its own product in the works. I, for one, would never write them off. Nor would I say that this news is definitely bad for Oracle, their biggest business partner. I think that Oracle, which builds data centers better than anyone, can get lots of takers for its product. It doesn’t just live or die depending on OpenAI, but it has taken on a lot of debt. Still, if your business is hanging on ChatGPT, it just became more precarious. How about that?”
Oracle Corporation (NYSE:ORCL) provides cloud and on-premise software, databases, and IT infrastructure to help businesses manage operations. In addition, it provides hardware, consulting, and support services. During the November 18 episode, Cramer highlighted the company borrowing a significant sum to build data centers, as he commented:
“Now, co-founder, chairman, and CTO, Larry Ellison, who is brilliant and tough, is back in the driver’s seat. He’s going full tilt. He’s pushing all of his chips, putting, everything’s going to be on AI here… and Wall Street clearly feels a lot worse about that idea than it did just a couple of months ago.
Of course, by the time we got, we get here, we’d already started seeing other cracks in the AI data center story. But the bottom line here, I think the Oracle case is instructive. They’re borrowing a fortune to build data centers for OpenAI, which has about $1.4 trillion in spending commitments that it may or may not be able to afford. That’s why I call it the Achilles heel of this whole thing. No wonder people are worried.”
1. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders: 219
Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks that received Jim Cramer’s latest comments. Cramer discussed the company’s rally for the year during the episode. He stated:
“Last week, we had another moment, this time from Google, which unleashed a new version of its own Gemini generative AI platform, a third version, and it was immediately hailed by many… As a regular and at times heavy user of ChatGPT, I too suddenly find myself migrating to Gemini. Normally, this kind of release doesn’t mean all that much. But the stakes in this business are gigantic. Alphabet, the parent of Gemini, has seen its stock rallying furiously, a real rocket ship. It’s up 68% so far this year, much of that coming in the last few weeks as more and more people realized it was undervalued versus the other six of the Magnificent 7. And then it went nuts, into overdrive as people started hearing about Gemini 3, and then they saw it, and wow. Alphabet already had a big leg up on other challengers to OpenAI. That’s because they figured out how to link Google, the search company, to Gemini, the AI company, in a seamless way… Remarkable feat… The geniuses behind Alphabet, and I mean geniuses, managed to figure out how to take advantage of Google to build Gemini. So, it was never hard to find, but it’s only with this Gemini 3 that there’s a real breakout in the stock.”
Alphabet Inc. (NASDAQ:GOOGL) provides tech-related products and services, including search, advertising, cloud computing, AI tools, and digital content platforms like YouTube and Google Play.
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