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My favorite tech stocks are B2B users of technology, says Jim Cramer
Youtube· 2025-12-16 00:33
Core Viewpoint - Proctor and Gamble is highlighted as a preferred tech stock due to its significant investment in innovation and technology, spending over $2 billion annually on research and development to enhance personal products [1] Group 1: Company Performance - Proctor and Gamble's stock is down more than 13% for the year, and management has indicated that they will miss the upcoming quarter, which is seen as a de-risking opportunity [2] - The company is viewed as a strong user of technology rather than a producer, which is currently favored in the market [3] Group 2: Technological Utilization - Proctor and Gamble is leveraging AI to optimize its supply chain and employing digital twin technology for factory design, resulting in significant cost savings compared to traditional construction methods [4] - The focus is on business-to-business users of technology, suggesting that companies like Proctor and Gamble will benefit from acquiring advanced tech to reduce costs and accelerate product development [5]