Jim Cramer on Sony: "I Don't Want to be There"

Sony Group Corporation (NYSE:SONY) is one of the stocks Jim Cramer reflected on. During the episode, a caller inquired about the stock in light of the tariffs, and Cramer replied:

“I don’t want to be there. I don’t want to be there because I think Japan’s going to get the brunt. Too many soldiers there. We’ve done too much for them. I think that Japan and Korea, the next wave, is what, I think that Jay Powell’s worried about too.”

Sony (NYSE:SONY) develops and sells electronics, gaming consoles, software, and digital content, and provides network services across gaming, video, and music. Additionally, the company also produces music, films, TV content, and provides broadband, imaging, storage, and financial services. Aristotle Capital Management, LLC stated the following regarding Sony Group Corporation (NYSE:SONY) in its Q1 2025 investor letter:

“Sony Group Corporation (NYSE:SONY), the global leader in video games, image sensors, music and movies, was the top contributor for the period. The company delivered strong quarterly results, driven primarily by its gaming and music businesses, and announced a new executive leadership structure. In gaming, Sony reported a record-high 129 million monthly active users, a 20% year-over year increase in PlayStation Plus revenue and an expanding user base, as 40% of new PS5 console buyers were new to the platform. The Music segment also continued to benefit from global streaming tailwinds, delivering double-digit profit growth. In a significant leadership transition, Sony announced that, effective April 1, 2025, Hiroki Totoki, currently COO and CFO, would succeed Kenichiro Yoshida as CEO. Our original investment in Sony was grounded in the strategic transformation led by Yoshida-san, where Totoki-san was an instrumental partner in driving Sony’s pivot away from commoditized businesses while spearheading investments in content IP and semiconductors. Looking ahead, we continue to see opportunity for Sony to capitalize on its unique position as both a content creator and platform owner. The company’s ability to integrate gaming, music, anime and film and leverage IP across platforms (e.g., Crunchyroll and its recent partnership with Kadokawa) should position it well for long-term value creation.”

While we acknowledge the potential of SONY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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