In the latest episode of Mad Money aired on 1st In May, Jim Kramer jumped straight into his recent technology revenue report, celebrating the fact that some of the biggest names reported big revenue.
“Sometimes you forget why you like something in the first place. Superstock, hyperscaler, high tech titan, I don’t mind, I forget anything you want to call. All of these stocks were reminded of their size, their huge market capitalization, small war the rest of the market, and that they lost their juices. Sheets, and their sensational products.”
He then highlighted how quickly the market would look back at the back of those great revenue reports.
“A few weeks ago, I felt it was impossible to own a formerly epic seven people. But a day like today reminds me why you avoid these stocks with your own pearls. You have some of them. These companies are blessed with thousands of dollars. They are like nations. And if they missed the last quarter, they can fix the course.
Expressing his support for the large American high-tech companies, he said:
“That’s why I urge every opportunity to take and har-just civil servants. I urge these companies to stand up. These companies have become honeypots of lawsuits by foreign governments that never stop them from hitting them for money because of their size. But their options don’t know the scope.
Finally, he gave these resilient companies approvals and began analyzing recent revenue reports.
“But in the end, if we’re in lean times, what do you know? It reminds us that these megacaps were built to thrive and to make money in all kinds of markets.
This article compiles a list of eight stocks that Jim Cramer discussed during the episode of Mad Money that aired on May 1st. I listed the stocks in the order Cramer mentioned. Additionally, as of the fourth quarter of 2024, it provided hedge fund sentiment to each share. This was taken from a database of insider monkeys from over 1,000 hedge funds.
Why are hedge funds interested in the stocks they accumulate? The reason is simple. Our research shows that mimic the top stock picks of the best hedge funds can outperform the market. Quarterly Newsletter’s strategy was to select 14 small and large caps per quarter, returning 373.4% since May 2014, surpassing the benchmark by 218 percentage points (For more information, please see here).
Jim Kramer surprised the alphabet (googl) ai.
Number of hedge fund holders: 234
Cramer dealt with Alphabet Inc. (NASDAQ: GOOGL) briefly in the context of Tech’s recent revenue. I was surprised that the AI product Gemini did not undermine core search revenue. He personally no longer supports stocks, but he has acknowledged its resilience in the current market.
“We’ve already heard of it from Alphabet. This surprised us that chatbot Gemini didn’t cannibalize Google despite concerns that Google could potentially spiral by making less money per search click.
Here’s what the Oakmark Fund said about Alphabet Inc. (NASDAQ: GOOGL). Q1 2025 Investor Letter:
“Alphabet was the top critic during the quarter. The U.S. headquarters stock posted strong search revenue growth despite recording fourth quarter revenues in 2024 in line with consensus expectations. Consensus expectations are primarily due to short-term capabilities constraints, and we believe Google Cloud’s long-term outlook is robust.
Overall, Google 5th place On the list of stocks discussed by Jim Kramer. While we acknowledge the potential of GOOGL as an investment, our conviction lies in the belief that some AI stocks offer higher returns and hold a greater commitment to doing so within a shorter time frame. There have been AI stocks that have risen since the beginning of 2025, and the popular AI stocks have lost around 25%. If you’re looking for AI stocks that are more promising than Google, but are trading below 5 times the revenue, check out our report on this Cheapest AI stocks.
