We recently released a list Jim Cramer. In this article, we will explore the positions of other stocks discussed by Alphabet Inc. (NASDAQ:GOOGL) with Jim Cramer.
An episode aired on the latest Mad MoneyYingshi In May, Jim Cramer made direct access to the recent tech earnings report and celebrated some well-known people reporting high revenue, saying:
Sometimes you forget why you like something in the first place. To get out super stocks, super raters, tech giants, I don't care, whatever you want to call them. These stocks are due to their size, their huge market capitalization, making the rest of their markets shorter, and then they lose their huge range. Bed sheets and their sensational products. ”
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He then highlighted the speed at which the market quickly shifted behind these great revenue reports:
"A few weeks ago, the former grand seven felt impossible to have. But today's day reminds you why you want to avoid using your own pearls. You have to own several stocks. You have to own a few billion dollars in countries. They are like nation states. They are like nation states. They are not competing in the hands of spending billions of dollars to start AI. Bold, if they missed the mark of the previous quarter, it's right."
He said, expressing his support for large American tech companies:
"That's why I've tried my best to promote public officials and urged them to stand up for these companies because their size has become a candied fruit for foreign governments, and foreign governments will never stop making money for them. But, in the end, their selectivity is limitless. Save tariffs. Save tariffs. They can't see them snatching everyone away soon.
Finally, before starting to analyze its recent earnings reports, he pays homage to these resilient companies:
"But, the most important thing is, if we go into leeping, what do you know? A quarter like this, remind me that these giant hats are built to prosper, to make money in any market, and when things turn to everyone else, including Apple, they are really ready to be good at it."
In this article, we compiled a list of 8 stocks discussed by Jim Cramer in the episode of Crazy Money aired on May 1. We list these stocks in the order Cramer mentioned. As of the fourth quarter of 2024, we also provided hedge fund sentiment for each stock, taken from Insider Monkey’s database of over 1,000 hedge funds.
Why are we interested in stocks that hedge funds to accumulate? The reason is simple: Our research shows that we can beat the market by mimicking the top stocks of the best hedge funds. Our strategy for quarterly newsletters selects 14 small and large stocks every quarter, returning 373.4% since May 2014, beating its benchmark by 218 percentage points (See more details here).
Number of hedge fund holders: 234
Cramer briefly introduced Alphabet Inc. (NASDAQ:GOOGL) in the recent earnings of technology and noted that its AI product Gemini did not hurt core search revenue. Although he no longer prefers stocks, he acknowledges its resilience in the current market:
"We've heard from the alphabet, which surprises people how chatbot Gemini didn't cannibalize Google, despite fears that Google is searching less per click and that it may be selling spirals. I don't care about stocks anymore, but I do know it's doing better than most stocks in this market over the past few weeks."
Here is what Oakmark Fund said to Alphabet Inc. (NASDAQ:GOOGL) in its Q1 2025 investor letter:
“The alphabet was the biggest harm for the quarter. The company’s share price fell despite an announcement of 2024 revenue consistent with consensus expectations. The growth in search revenue remains strong, and managers reiterate that the new “AI Overview” is characterized by an increasing number of nibe gret the Mornenized Miss the Year the Mornention sect ref over the year. We think there is a slight expectation for the short-term limit.
Overall, GOOGL Ranked fifth On the stock list we discuss by Jim Cramer. Although we acknowledge the potential of GOOGL as an investment, our belief is that certain AI stocks have higher returns in a shorter time frame and offer greater hope in this. AI stocks have risen since the beginning of 2025, while popular AI stocks have lost about 25%. If you are looking for AI stocks that are more promising than GOOGL but have less than 5 times its earnings, check out our report Cheapest AI stocks.
Read the next article: Buy 20 Best AI Stocks Now and According to the billionaire, there are now 30 best stocks.
Disclosure: None. This article was originally published in Internal monkey.