We recently compiled a list of the Jim Cramer Discussed These 15 Stocks Recently. In this article, we are going to take a look at where Netflix Inc. (NASDAQ:NFLX) stands against the other stocks.

Jim Cramer opened Monday’s Mad Money episode with the observation that CEOs gathered at the NFL’s Super Bowl game weren't just there for football. They were there to talk business, politics, and the economy. According to Cramer, their conversations revealed what’s truly shaping corporate America’s mindset right now, with the biggest one having to do with the current U.S. President:

"Nobody can figure out Donald Trump. These CEOs are baffled… They like that he's attacking the federal bureaucracy, but they don't understand why Elon Musk is wasting time on the small stuff."

He also noticed that they appear more relaxed, confident and bullish under the new regime, compared to the previous one under Biden.

"There’s been a shocking amount of new business going on… CEOs no longer feel like the government is out to get them. Even Democratic donors can't believe how disrespected they were by the Biden White House."

He also pointed out that all CEOs think Wall Street valuations are stretched, although Cramer is still bullish.

“They almost all think the stock market’s too high, but their own stocks are too low. When I tell them the market’s actually undervalued and I like their stocks, they nod. But they think I’m a dreamer.”

Finally, of course, the big theme was around Trump’s tariffs and their impact on the markets.

“They all hate Trump’s tariff plans. These CEOs think they’re disorganized, don’t make sense, won’t raise money, and are terrible for business. They’re free traders at heart and totally baffled by Trump’s agenda.”

Our Methodology

For this article, we compiled a list of 15 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on February 18. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the third quarter of 2024, which was taken from Insider Monkey’s database of 900 hedge funds.

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 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).

A home theater with family members enjoying streaming content together.

Netflix Inc. (NASDAQ:NFLX)

Number of Hedge Fund Holders: 145

When asked about Netflix Inc (NASDAQ:NFLX), Cramer responded to a caller wondering if the recent dip presented a buying opportunity:

"Let me give you the Netflix story, skinny, very quickly. Every momentum stock came down today. This was an attack on momentum and a shift back into classic growth stocks. And you know what? It’s an opportunity to buy Netflix. I do like that company very much."

Netflix remains the leader in the streaming industry, with over 260 million global subscribers and an unrivaled content library that consistently drives user engagement. Its recent crackdown on password sharing has boosted subscriber growth while increasing average revenue per user (ARPU).

Cramer emphasized Netflix’s unique position in the streaming market:

"You know from the club that Disney's cheap, but Netflix is sui generis. There’s nothing else like it. It stands alone."

Overall NFLX ranks 10th on our list of the stocks Jim Cramer discussed recently. While we acknowledge the potential of NFLX as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than NFLX but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

READ NEXT: 20 Best AI Stock To Buy Now and Complete List of All AI Companies Under $2 Billion Market Cap.

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