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Wed, Apr 30, 2025, 9:43 AM 5 min read
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We recently published a list of Jim Cramer Commented on These 8 Stocks Recently. In this article, we are going to take a look at where MicroStrategy Incorporated (NASDAQ:MSTR) stands against other stocks that Jim Cramer discussed recently.
On Friday, Jim Cramer, host of Mad Money, revisited the recent turbulence in artificial intelligence stocks, three months after the emergence of DeepSeek, a Chinese AI firm that initially rattled markets. He noted that despite the broad pullback in the sector, many of the fears triggered by DeepSeek’s debut have not materialized, which has led to a reconsideration of the panic that followed.
“Three months ago, January 23rd is a day that will live in artificial intelligence infamy. That’s when we learned that a Chinese firm called DeepSeek had figured out a way to train high quality generative AI models using far less hardware. They claim their hardware costs were around $6 million versus 80 to $100 million for their enormous American competitors.”
READ ALSO Jim Cramer’s Game Plan for This Week: 16 Stocks in Focus and Jim Cramer Put These 16 Stocks Under a Microscope
The announcement sent shockwaves through the market. Cramer recalled how NVIDIA saw its stock fall sharply over just two trading sessions. The market reaction spread quickly beyond and hit other companies tied to data center infrastructure, which eventually pulled down the broader Nasdaq. However, Cramer noted that the company then revealed plans to build $500 billion worth of AI infrastructure in the United States over the next four years.
Cramer noted that initially, it seemed to signal a renewed sense of stability. But soon after, the administration imposed a ban on selling AI chips to China, which forced the GPU kingpin to write down $5.5 billion tied to that entire initiative. Even so, Cramer emphasized that the company’s core business remained strong.
“We understand that they’re basically sold out for the year, even as they can only sell their best stuff in the United States and the 18 friendly countries.”
Cramer attributed the export restrictions to a policy from former President Biden, one that President Trump has not reversed. Despite the geopolitical constraints, Cramer stressed that demand for the company’s technology is still overwhelming. He argued that the stock never should have experienced such a steep drop in the first place. He added:
“Even with the trade war, the AI infrastructure theme seems totally back on track. In fact, it never left the track to begin with.”
Our Methodology
For this article, we compiled a list of 8 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 25. We listed the stocks in ascending order of their hedge fund sentiment as of the fourth quarter of 2024, which was taken from Insider Monkey’s database of over 1,000 hedge funds.
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