Jim Cramer’s Take on Netflix, Inc. (NFLX)

We recently saw Jim Cramer on CNBC’s Squawk on the Street digging into stocks and the AI data center market post-DeepSeek selloff. This selloff hit big AI GPU stock hard, with a near $600 billion drop in market cap. But things seem to be picking up since then. While the stock dipped 17% during the selloff, it has bounced back 12.5% since, though still down by 6.6%. It looks like there’s still demand for AI chips, giving the stock a boost.

Cramer shared some key metrics to watch post-selloff. Energy spending, especially clean energy for data centers, and GPU orders – big tech earnings calls show no sign of significant cutbacks. Taiwan’s chip makers, for example, earned a cool $8.93 billion in January, which gave a nice bump to the AI GPU stock.

One interesting tidbit Cramer mentioned is a website called You.com, which got him intrigued. At first, he thought it might hurt the GPU company until he found out they were big investors in it. It’s a small world!

And what about Netflix, Inc. (NFLX)? Cramer hails it as a media industry beast, calling it a Netflix is incredible! NFLX is the world’s top video streaming company, with shares up 84% over the past year and 16% year-to-date. Cramer loves its user engagement and content, placing it in a league of its own. But our list of stocks Jim Cramer mentioned recently slots it in 7th place. Still, while NFLX shows promise, we believe there are AI stocks with even more potential for big returns in a shorter timeframe. So, keep an eye out for the next big thing in the market!