We recently published a list of Jim Cramer Discusses These 11 Stocks & President Trump. In this article, we are going to take a look at where Under Armour, Inc. (NYSE:UA) stands against other stocks that Jim Cramer discusses.
Jim Cramer’s latest appearance on CNBC’s Squawk on the Street saw him continue to comment on the semiconductor industry. While chip stocks, primarily those geared towards data center AI computing, were the biggest winners of the AI revolution, things took a sharp turn last month following the DeepSeek selloff. Now, investors are continuously wondering whether the billions of dollars earmarked for data centers will actually materialize.
However, while the selloff occurred in 2025, Cramer’s co-host Carl Quintanilla pointed out that chip stocks were range bound since the latter half of 2024. In response, Cramer shared that investing in these stocks had “been very very difficult, because frankly, they’re one of the segments that you don’t want to be in.” This is because he believes that “There seems like there’s too much competition” amongst the companies. This includes the firm responsible for the Snapdragon processors “going against” the British design house owned by Softbank. Other examples shared by Cramer include the design house going against Dr. Lisa Su’s chip company and America’s largest and only integrated chip maker simply “flailing,” with Wall Street’s favorite AI GPU stock lately coming “under attack.”
This turmoil leads the CNBC host to conclude that “you’ve got a group David, that is frankly verklempt is the word I was searching for.”
Cramer also commented on research papers and industry participants pointing at the continually dropping AI training costs. Commenting specifically on a Stanford paper saying researchers training a cloud model for 5o bucks, he sardonically remarked “I think by the end these guys are going to make it so that, they pay you to take it. I mean there’s a little absurdity going on here.”
Another topic he discussed in quite detail during the show was the auto industry. Elon Musk’s car company and the firm that makes the F-150 truck fell as trading opened on the back of factors such as weaker demand in Europe and auto demand in America. Cramer believes that the latter firm’s CEO “Jim Farley is a great spokesman for the auto industry. He just said look, it’s a disaster what it is. Obviously, it’s going to hurt them.” Discussing President Trump’s sanctions against Mexico, Cramer pointed out that they would be particularly painful for Farley’s company due to its Mexican production base. Cramer added that a new direction in the tariff debate might see the President take aim on Japan and South Korea.
According to him:
“He [Farley] did. . .at one point say and I thought it was very important for the American people, said, we are having this conversation, well Honda is importing six hundred thousand units in the US with no incremental tariff. Why is Toyota able to import point five million vehicles in the US with no incremental tariff? I mean there are millions of vehicles coming into this country that are not being applied. Now I think that’s what I would go to the President and say.”
Cramer also shared his take on Mexican President Claudia Scheinbaum. “Claudia Scheinbaum’s ratings, I was looking at hers yesterday, the President of Mexico,” he shared. “Through the roof, in the eighties. Because they feel that she offered a credible solution, which is to sit down and talk with the President,” he added.
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 February 6th.
For these stocks, we also mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds invest in? 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).
Under Armour (UA): Kevin Made a Cold Shot Says Jim Cramer
A group of professional athletes wearing the company's performance apparel in a sports event.
Under Armour, Inc. (NYSE:UA) is a clothing company that sells performance apparel. Its shares have lost 7.6% over the past year as the firm has struggled to convince investors about the merits of its turnaround plan. Under Armour, Inc. (NYSE:UA)’s shares sank by 17% in December following the firm’s investor day as it was unable to convince analysts and investors about the near-term value accretion from its initiatives. The stock dipped by another 5.6% in February despite the fact that Under Armour, Inc. (NYSE:UA) delivered a beat all over. Here is what Cramer said:
“Under Armour is one where you have to admit the guy, Kevin, made a cold shot he said it’s going to get better from here.”
Overall, UA ranks 11th on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of UA 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. If you are looking for an AI stock that is more promising than UA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
