In this piece, we will look at the stocks Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer shared how Canada and China had harmed US industries. A large portion of President Trump’s rhetoric surrounding tariffs has covered trade imbalances against America and the harm to industries. According to Cramer, Canada and China have harmed US aluminum and rare earth industries:
I mean Canada really does flood our country with some things. They wiped out our aluminum industry. Our aluminum industry was dirty, we let them have it, their’s is cleaner. Hydro. The Chinese destroyed our rare earth because they kept the prices down. I mean this is what just happened. And, I think the President needs to be a little more explanatory about why these things happen so that people don’t think that we’re just saying, that Canada, who’s a great ally, you know.
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 July 28th.
For these stocks, we also mentioned the number of hedge fund investors. 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
10. T-Mobile US, Inc. (NASDAQ:TMUS)
Number of Hedge Fund Holders In Q1 2025: 75
T-Mobile US, Inc. (NASDAQ:TMUS) is one of three major American telecommunications carriers. When compared to its peers, it is Cramer’s favored stock in the sector. T-Mobile US, Inc. (NASDAQ:TMUS)’s shares have gained 8.7% year-to-date and jumped by 5.8% in July after the firm’s latest earnings report. Investors piled into the stock as the results saw the firm report robust subscriber figures, such as 830,000 postpaid additions, which smashed analyst estimates of 700,300 out of the park. Cramer discussed the quarter:
“Sievert’s quarter, T-Mobile, the exact opposite of Charter. It was a beautiful quarter. I like Mike, he’s very boisterous, But that was just, right out of the park. That was 450, right in the centerfield. Fantastic work by Mike, and a lot of it was share, but fixed wireless is just. . .it’s unlimited.”
Here are Cramer’s previous thoughts about T-Mobile US, Inc. (NASDAQ:TMUS):
“That was a nice quarter.
“The EBIDTA is incredible. Plus six percent.
“How about that 5G broadband customer additions? Oh my.
“These guys are so good at what they do. And in the face of I don’t know who’s losing share.”
9. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders In Q1 2025: 285
Software giant Microsoft Corporation (NASDAQ:MSFT) has had quite a time on the stock market in 2025. Its shares have gained 22.4% year-to-date as the firm has successfully managed to demonstrate the profitability of its AI and cloud businesses to investors. Microsoft Corporation (NASDAQ:MSFT) was under a bit of fire lately after its SharePoint service was hacked earlier this month. Cramer discussed the event and wondered whether taking a hard stance against Microsoft Corporation (NASDAQ:MSFT) could spell trouble. This time around, he discussed the firm in the context of a memo from CEO Satya Nadella discussing AI-led efficiency-driven layoffs and whether it would normalize the narrative of Silicon Valley laying off workers to streamline business:
“[On Nadella’s memo about layoffs] I’ve got to tell you, Nadella is, he is the fist with the velvet glove. He’s so tough. I mean. You know people talk about Zuckerberg being tough, Zuckerberg’s like giving out contracts that, you know, it’s like Boilla, he’s like giving out Bonilla contracts. He’s giving lifetime contracts.”
Here are Cramer’s previous comments about Microsoft Corporation (NASDAQ:MSFT):
“But I do say when I read that [Microsoft SharePoint attack] my first thought was, come one Microsoft, will you cut it out? Will you get your. . software better? Partner again with Crowdstrike or something. This is embarrassing.”
Hedge Fund Resource Center