CoreWeave, Inc. (CRWV): Jim Cramer Likes It - But Can It Beat the GPU Depreciation Doubts?

We recently published a list of Jim Cramer Says The Day “Everything’s A Lot More Expensive” Is Coming & Discusses These 10 Stocks. In this article, we are going to take a look at where CoreWeave, Inc. (NASDAQ:CRWV) stands against other stocks that Jim Cramer recently discussed.

In his appearance on CNBC’s Squawk on the Street on Friday, Jim Cramer discussed the read-through of President Trump’s transcript of the interview given to Time Magazine. Cramer commented:

“I’ve worked for Time for a while . . very few people actually do David anything that’s contemporaneous, so to speak, so you’re looking at something . . .I think that there are talks, but I don’t think they’re at a level that matters. I think we should just continue to think that there’s going to be a day that comes, where everything’s a lot more expensive.”

The CNBC host also commented on President Trump’s advisor Peter Navarro and his absence. Navarro is known to be a strong proponent of tariffs on America’s trading partners. Mentioning Navarro, Cramer outlined:

“We don’t know what Navarro’s up to. Obviously Navarro is the hardest line American, there’s 340 million of us, he’s the hardest. And I’m not sure exactly where he is positioned versus Bessent which, Bessent’s seems to be oppositional to, a bunch of people who are hardliners, don’t you feel?”

Since the primary target of the trade tariffs in China, Cramer mentioned his discussions with business executives and what they’re doing to navigate the Chinese tensions. He explained:

“Well look I think that it’s about blinking, nobody’s blinking. And I think that, we obviously have four hundred and forty billion at stake, they have like a 150 billion, is a 150 billion more important? I know that every data. . .makes me feel like they don’t need us. Whatever, they don’t need us, and then everyday I meet CEOs, who have somehow, almost mystically, got out of China. . .I was with a CEO last night. . .I was saying, wow, the China. . .you guys must be, are you ready? He said what you think we just sat there and took it? This is about who does hundreds of millions of dollars of business in what I thought was China, gone, gone. . . .they’re not building in China. And he made it sound like I was rude, that they would just sit there and take it. And then he went on to tell me, the only people who sat there and take it were the people who didn’t bother to even listen to what was being said. And that the exodus is extraordinary.”

Judging by the high tariffs on China, Cramer has long maintained that the tariffs are an embargo instead. He maintained the opinion:

“I don’t think that, I think that there is an embargo. It’s just an embargo, and I think that companies, kind of reminds of when Saigon fell, I mean there’s companies that are like hanging on to the skids of the helicopter and they’re trying to get out of China. And then there’s other companies in China, and David, they kinda didn’t get the memo. They missed the Navarro memo.”

Our Methodology

To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on April 25th.

For these stocks, we also mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

CoreWeave, Inc. (NASDAQ:CRWV)

Number of Hedge Fund Holders In Q4 2024: N/A

CoreWeave, Inc. (NASDAQ:CRWV) is a technology company that hosts infrastructure that allows firms to compute AI workloads. It was the first IPO of. 2025, and since they were listed, the shares have gained 5.9% after having initially struggled after the IPO. In his previous remarks about CoreWeave, Inc. (NASDAQ:CRWV), Cramer wondered about the impact of GPU depreciation on the firm’s balance sheet and dismissed reports that it was formed by NVIDIA to create GPU orders. Here are Cramer’s latest thoughts:

“I like CoreWeave and I like Vertiv.”

Overall, CRWV ranks 10th on our list of stocks that Jim Cramer recently discussed. While we acknowledge the potential of CRWV 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. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than CRWV but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

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