Alphabet Inc. (GOOGL): Jim Cramer Regrets Selling - "Bet on the United States of Google"

We recently published a list of Jim Cramer Reveals Details Of Trump’s Tariff Negotiations & Discusses 10 Stocks. In this article, we are going to take a look at where Alphabet Inc. (NASDAQ:GOOGL) stands against other stocks that Jim Cramer discusses.

In his recent appearance on CNBC’s Squawk on the Street, Jim Cramer commented on the supply chain disruption that firms were facing and planning for in the wake of President Trump’s tariffs. “I think that this was the week where people said I better have an alternative supply chain, I just have to. Wherever it is, which is going to hurt the gross margins,” Cramer said.

Cramer also linked the current supply chain disruptions to the one that businesses faced during the coronavirus pandemic. Cramer mentioned an unnamed CEO who had prepared for the current disruption by learning lessons from COVID. According to Cramer:

“I’m speaking to a major CEO, at a major tech company who said, do you think that we didn’t learn anything from COVID? COVID was a total shutdown [in] China and we learned to move away from China. And China misjudged what we learned during COVID.”

The conversation then shifted to President Trump’s negotiations with America’s trading partners. While most media attention has focused on China, he mentioned negotiations with Japan and South Korea. Starting with Japan, Cramer outlined:

“I was talking to someone who has been in on the Japanese negotiations. And I asked for color. And he said, they’re color-full. But that someone’s playing very hardball, in our country, and I presume, that someone is, obviously our President. And I said, does he know that you are our friends, and he just didn’t respond. I thought it was interesting.”

As for Korea, he believes that the country is the Trump administration’s favorite due to its already sizable manufacturing presence in the US. Cramer shared:

“My answer on Korea is, that. . . they are loved. . . Okay, so Korea builds plants here right, and they are not the plants like the Germans they are not assembly plants, they make everything here, so they are brought up, constantly as the paradigm, like why can’t you guys be like Korea? Where all the intellectual property is made here. And I think it’s rather amazing. . .I brought them up as being why are they getting a free ride to some people? And they said no, there’s no free ride, they actually listened to what we wanted.”

Of course, since China is the President’s first target when it comes to negotiations, it was unsurprising that the country came up. Cramer isn’t a fan of China. What amazed Cramer was Hayman Capital Management founder and CIO, Kyle Bass’s comments where he outlined “one country lies, one country doesn’t. . .China lies. Look I find these talks unfathomable. I don’t see any progress.”

As for who has the cards in the negotiations between the US and China, Cramer said: “Well, that’s the problem. We don’t know.”

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).

Alphabet Inc. (NASDAQ:GOOGL)

Number of Hedge Fund Holders In Q4 2024: 234

Alphabet Inc. (NASDAQ:GOOGL)’s stock appears to have experienced a turnaround in April. While the shares had struggled for most. of 2025, they are up by 8.8% since April’s third week. Part of the gains are due to Alphabet Inc. (NASDAQ:GOOGL)’s first quarter results which saw advertising revenue beat analyst estimates and paint a positive picture for its AI investments. In his comments after the earnings, Cramer regretted selling Alphabet Inc. (NASDAQ:GOOGL):

“[When co-host David Faber remarked that the current uncertainty reminded him of COVID despite Cramer asserting that businesses had learned supply chain lessons] Okay, so then go buy Alphabet. I mean they’re the world’s divide between companies that need or [inaudible] no connected to China. And companies that are.”

“Now I am going to write a piece this weekend for Club members, about a mea culpa. Because at the last minute, I did something that was about as stupid as you can ever do. I read the US government briefs against the monopolist that was Google. And I said. . .I actually feared, I feared the government and I should have been fearing Alphabet’s lawyers because they really just, real deals.”

“[When Faber pointed out that you shouldn’t dismiss the risk of litigation] No I did, because I’ve sold the stock, I should have totally dismissed it!”

“I think it’s amazing. Now are they paying to get that? Because the government will tell you that.  . . .I cannot believe the lead generation really works, it’s the last, it’s the end. They used examples, okay what’s the best golf ball? Alright so you do that, I don’t know, I’m still using Slazenger from the days of James Bond and Goldfinger. But what’s incredible to me is that it says its still the number one way to get sales And that at the high end, that Gemini’s great. . .YouTube’s just it, I mean there’s like I wanna compare YouTube say to a, I don’t know, a computer to like a cable company. . .it’s not a powerhouse, it’s the powerhouse.”

“[On Moffett Nathanson saying YouTube could trade at a half a trillion if it was public] Conservatively. . .and at 16 times earnings.”

“Well I’m still, I’m putting my chips on Musk. . . Yeah because I don’t think Waymo scales the way that people think.”

“Go and read what Musk said about what he’s gonna do. Everywhere. I mean these guys are just, [inaudible] in the wrong technology.”

“No it is. That’s different from the model. . .Well also remember that, Musk just says it’s too expensive, he doesn’t like the actual technology, and never go against Musk when it comes to the technology.”

“This call was an amazing call okay. It was so painful for someone who had sold it because of the government because you they’ll say listen, we got all these relationships and the government wants to contend that the relationships are illegal. And it’s like, it’s the US government versus the US Google. So they’re like one country, it’s got a great balance sheet, it’s really powerful. It’s got a leader. It completely works. And then there’s another country that’s completely dysfunctional that has a Congress and I want to bet on the United States of Google.”

“I read that stupid brief about how, the one that they lost, where like, we’re a monopolist. I should have just bought on that. I should have said, wow, bet on the monopoly any day of the week. . . they’re not illegal, they’re in charge.”

Overall, GOOGL ranks 1st on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of GOOGL 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 GOOGL 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.