We recently released a compilation of Jim Cramer’s Quick Take: 8 Stocks to Watch In this piece, we will examine how Marvell Technology, Inc. (NASDAQ:MRVL) measures up compared to other stocks mentioned by Jim Cramer.
On Monday, Jim Cramer, who hosts "Mad Money," talked about the change in investors' attitudes toward technology stocks over the last three months. He mentioned that just recently, tech was considered the frontrunner of the stock market. This is no longer true now. According to Cramer, his expectation included a robust development within the artificial intelligence sector.
About three months back, I believed we were heading towards an array of thrilling technological advancements. Attending the GTC conference alongside Jensen Huang fueled my optimism; however, up until now, 2023 seems to have seen artificial intelligence progress mainly as stocks lose value.
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Even with tech stocks facing losses, Cramer maintained his faith in the future of AI infrastructure. He advised investors to concentrate on leading firms in this sector, particularly because their stock prices have fallen considerably. This situation presents more of an investment chance than a frantic pursuit for deals. Additionally, Cramer mentioned that although he anticipated strong performance from enterprise software businesses using AI in 2025, these expectations haven’t been met yet.
I thought we would witness several enterprise software firms leveraging AI technologies to generate substantial profits this year. However, that did not occur as expected. Although I haven't lost hope entirely, it’s clear that many of the top-performing enterprise software companies in AI have turned out to be among the poorest performers across the entire technology sector.
Cramer delved into the broader global trade scenario and particularly discussed how President Trump’s trade strategies have had an effect. He mentioned that earlier in January, his attention was primarily on the technology-focused trade limitations introduced by ex-President Biden, like prohibitions on selling sophisticated chips to China.
Nevertheless, he pointed out that the situation has intensified into what seems like an all-out trade war. Cramer mentioned that although it may look as though the U.S. is winning in certain respects, this success comes at a significant price, describing it as a "hollow triumph." He observed that the present government led by President Trump shows no signs of rushing to ease the imposed trade restrictions. Furthermore, he commented:
Considering the new president's stance towards our trade allies, I reckon he'll intensify his approach before making any changes. At this rate, he might very well prohibit the sale of all types of chips, including potato chips.
Our Methodology
To compile this article, we put together a roster of eight stocks mentioned by Jim Cramer in his "Mad Money" show broadcasted on March 31. These equities are arranged based on their increasing level of interest among hedge funds as recorded in the fourth quarter of 2024, sourced from Insider Monkey’s extensive compilation covering more than 1,000 hedge funds.
Why do we focus on the stocks that hedge funds accumulate? It's straightforward: our analysis indicates that mimicking the top choices from leading hedge funds allows us to surpass the market performance. Each quarter, our quarterly newsletter recommends 14 small-cap and large-cap stocks based on this approach, delivering an impressive return of 373.4% since May 2014, which significantly outperforms its benchmark by 218 percentage points. see more details here ).
A production line in a semiconductor plant, where employees are stationed at various points.
Marvell Technology, Inc. (NASDAQ: MRVL )
Number of Hedge Fund Holders: 105
Regarding the recent drop in Marvell Technology, Inc. (NASDAQ:MRVL) stock, a viewer queried about what action they should take regarding their holdings. Here’s how Cramer responded:
Alright, Marvel has seen an unprecedented drop, yet simultaneously achieved remarkable growth in profits. Given these circumstances, I must share my belief that Matt Murphy’s shares have faced sufficient punishment. Even though some might argue, 'Jim, didn't you notice the head and shoulders formation?' I remain unconvinced. My suggestion would be to acquire one-quarter of your intended stake immediately; should the price hit $50, purchase slightly more and continue with increments of five points thereafter—I believe this strategy will serve well. Keep in mind, he previously purchased a significant amount of stock, specifically over a million dollars' worth.
Marvell (NASDAQ:MRVL) is a semiconductor company that provides solutions for data infrastructure and offers products tailored to the needs of modern data centers.
Overall, MRVL ranks 4th On our list of stocks covered by Jim Cramer, we recognize the appeal of MRVL as an investment option. However, we feel strongly that AI stocks present even better prospects for achieving substantial gains over a shorter period. Notably, one particular AI stock has risen since the start of 2025, whereas many well-known AI stocks have declined by approximately 25%. For investors seeking an AI stock with stronger growth potential compared to MRVL and trading below five times its earnings, refer to our detailed analysis available in our latest report. cheapest AI stock .
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Disclosure: There are no conflicts of interest. This article was initially published here. Insider Monkey .