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Tesla, Inc. (TSLA) Is Caught In A Tough Place, Says Jim Cramer

We recently published a list of Jim Cramer Discusses Melting Trade Tensions & These 12 Stocks. In this article, we are going to take a look at where Tesla, Inc. (NASDAQ:TSLA) stands against other stocks that Jim Cramer discusses.

Jim Cramer frequently discusses EV giant Tesla, Inc. (NASDAQ:TSLA) in his morning show and on Mad Money. Despite the fact that the firm’s shares have struggled in 2025 as investors worry about its vehicle deliveries being impacted by CEO Elon Musk’s politics, Cramer is convinced that Tesla, Inc. (NASDAQ:TSLA)’s narrative depends on technology. He believes that autonomous driving and humanoid robots will drive the firm’s share price in the future. He also believes that Musk’s xAI’s AI platform Grok is the best AI platform in the market. Here are his recent thoughts about Tesla, Inc. (NASDAQ:TSLA):

“Excellent piece by UBS, the Evidence Lab today talking about a survey where it [the impact of Musk’s politics on sales] is very significant. And not something that I think is a very easily going to be remedied or forgotten about. Because, I mean, Carl that, look anyone who speaks up about how they feel about either side in this climate, is going to really hurt their standing with the other side. I don’t think this is any worse than if somebody publicly, whose not in public life, but comes out publicly and says you know what I don’t like Trump. I think that that’s person’s numbers are going up whatever that person’s trying to. If they’re selling soap, it’s going to go down. I mean let’s be fair about this.”

In a recent appearance, he also discussed the possibility of President Trump allowing the firm’s autonomous vehicles on the interstate highway system:

“David I felt that his longer, larger without saying it concept was that the interstate’s going to be open. The President’s gonna grant the interstate. And so we’re gonna go from New York to Boston on the interstate. That’s what he was saying. . .it’s I-95.”

Overall, TSLA ranks 4th on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of TSLA as an investment, 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 extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

Disclosure: None. This article is originally published at Insider Monkey.

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When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

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