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Tesla, Inc. (TSLA) Isn’t Being Targeted By Trump’s Copper Tariffs, Says Jim Cramer

We recently published Jim Cramer’s Fresh 14 Stocks & Thoughts About Market Performance. ABC is one of the stocks Jim Cramer recently discussed.

Tesla, Inc. (NASDAQ:TSLA) is the world’s largest electric vehicle manufacturer. Cramer has discussed the firm regularly in his morning shows this year. The CNBC TV host believes that Tesla, Inc. (NASDAQ:TSLA) narrative should be driven by humanoid robots and self-driving instead of EV deliveries. The shares have lost 18.3% year-to-date as investors have fluctuated from being optimistic about self-driving and robotaxi plans to worrying about Musk’s tensions with President Trump and falling vehicle deliveries. Cramer discussed Tesla, Inc. (NASDAQ:TSLA) in the context of President Trump announcing a 50% tariff on copper:

“Okay so Tesla has a 180 pounds of copper. These electric vehicles are filled with copper. And a typical ICE vehicle has far fewer. Now candidly, Musk is trying to get this down to 40 pounds. But if you didn’t know better you would say boy this is really aimed at, at Tesla. . . If I were Elon, which I’m most certainly not. . .I would say holy, he’s coming after me, I’m a copper user. But everybody uses copper. . . most of the world’s copper is used by China.”

Previously, Cramer had discussed Tesla, Inc. (NASDAQ:TSLA) after a William Blair downgrade:

“[On William Blair downgrade citing EV and regulatory credit loss as driving the decison] I read and plus the story about China and how they’re lagging. And I come back and say okay, when you make those two points, tomorrow there’ll be someone who says, look it’s not a caa company. It’s humanoid and it’s self driving. And that ability to be able to select why you like the stock of Tesla is something that is beginning to annoy me. I happen to like Tesla but I’m just saying I like it for humanoid, I like it for self driving. Forget about the car because those are better markets. But these guys are like, the deliveries are bad, I’m gonna downgrade. You know come on, just be consistent. Be consistent. This thing is a juggernaut when it comes to humanoid and when it comes to self driving and that’s what I care about.”

While we acknowledge the risk and potential of TSLA 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. If you are looking for an AI stock that is more promising than TSLA and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

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

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

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.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • 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.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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