In this piece, we will look at the stocks Jim Cramer discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed areas of the market that he wanted to see money move out of. The remarks are part of his opinions about speculative market sectors, which include several quantum computing and nuclear technology firms. The CNBC TV host has discussed both regularly over several appearances. In a recent show, he discussed a quantum computing development shared in the Harvard Gazette to point out that the researchers achieved the same results that several quantum computing firms were aiming for, for free. In this show, he outlined the sectors and pointed out that younger people continued to flock to them:
“I want to see quantum, I want to see nuclear, I want to see flying cars, by the way, Boeing has the best flying cars, not that anybody cares. I wanna see the alternative power companies in general to have money sucked out of them. I want the 2Xs money sucked out of them. But the younger people insist on these three team parlays. They just go to DraftKings, Jason Robbins’ very good.”
Our Methodology
For this article, we compiled a list of 9 stocks that were discussed by Jim Cramer during the episode of Squawk on the Street aired on November 20th. We listed the stocks in the order that Cramer first mentioned them. We also provided hedge fund sentiment for each stock as of the second quarter of 2025, which was taken from Insider Monkey’s database of over 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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
10. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders In Q2 2025: 235
This show was aired the day after AI GPU designer NVIDIA Corporation (NASDAQ:NVDA) reported its earnings for its third fiscal quarter. The results saw the firm report $57 billion in revenue and $1.30 in earnings per share to beat analyst estimates of $54.9 billion and $1.25. Heading into the earnings, Cramer had asserted that NVIDIA Corporation (NASDAQ:NVDA) was still the “gold standard” and outlined that if the firm managed to smoothly launch its latest Vera Rubin chips, then “there might be a level where I say hey listen we own it from a very low basis.” During this appearance, he discussed NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang’s comment about a new “wave” of agentic AI systems that were capable of reasoning and analysis. Huang believes that the transition to generative AI is necessary for businesses, and the transformation to agentic and physical AI will be revolutionary. As he discussed NVIDIA Corporation (NASDAQ:NVDA) after the earnings, Cramer started by admitting that he was left short of words for a brief while:
“Last night, I went out to dinner and came back. For a couple of hours I thought what am I going to say today, it’s such a different narrative from what we hear. And I think that what we heard last night was, these companies aren’t spending enough. Everytime they spend, they make much more money. So they’re trying to get as many chips as they can. Which is the opposite of what we’re hearing. The circular analysis, David, there was, they’re ready to sell anything they want to. They’re up on almost everything. They’re good investors, so the idea that there’s this Lazy Susan circular nature, is defeated. And the notion, where we are in the world is far different from what people think. Far further and we’re getting there. You know and the reason I start with this to you David, is because he’s saying look the world is going to change so rapidly in the next three years and it’s all gonna be software written on NVIDIA. I found that to be, I’m not saying that’s revolutionary, that’s too strong, but the doubters really have a lot of thinking to do. Including people who say bubble AI, who . . .don’t know about the revolution that’s occurring.
“I think that, if anything, I know obviously the President’s very close to Jensen, but if anything, he bolstered the case. He basically said, without putting the words, because that keynote’s better than that. Is that we own the Chinese if we want to. Because every software writer around the world, including the Chinese, will be writing on ours. And if you’re really worried about the Chinese using NVIDIA chips you’re out of your mind because we can program them if they want to. So they know that. The PLA will not use NVIDIA chips to build aircraft carriers. I thought it made a strong case for China. But again, doesn’t need China. Because, oh my god, they have customers.
“[After David pointed out that many would say that all the money is made by NVIDIA] I think Collette would totally disagree with that. Because she’s saying that billions are being made by those who take the chips. She’s using the term billions.
“I do think that the big thing that we’re not talking about, is that they’re ready with Vera Rubin. Now I thought they’re ready with Blackwell at GTC. And I was wrong. They weren’t ready. But Collette is assuring us, the CFO is assuring us, it’s going to be smooth. And if that’s the case, gross margins are not going to get hit. And people are going to go nuts for it.
“Look I think it’s early and the bear case for NVIDIA is very hard right now. Very hard. The bear case is I didn’t listen to the call and I think it’s overvalued.”
9. CoreWeave, Inc. (NASDAQ:CRWV)
Number of Hedge Fund Holders In Q2 2025: 29
CoreWeave, Inc. (NASDAQ:CRWV) is a computing infrastructure company that is one of the key players in the AI ecosystem, as it hosts NVIDIA’s AI GPUs used by software companies for their computing needs. Since its IPO in March, Cramer has regularly discussed it. The CNBC TV host has been proud of supporting CoreWeave, Inc. (NASDAQ:CRWV) even during controversial debates surrounding the firm’s relationship with NVIDIA. However, Cramer has also been slightly wary about the firm, as he remarked in September that while he thought CoreWeave, Inc. (NASDAQ:CRWV) was a “real company,” people felt that it’s “moved too much.” Cramer also trusts the firm’s CEO, Michael Intrator, as far as visibility into future AI demand is concerned. In this show, he discussed the firm after NVIDIA’s earnings and commented on the rapid development cycles of NVIDIA’s AI GPUs:
“Now, I will say, that, as per CoreWeave here, the one thing you don’t want to do is have NVIDIA chips on the shelf cause you’re not ready. They’re expensive, no return. . .
“Although they do mention the software makes it so the previous generations can work. . .”
Additionally, while he’s been optimistic about CoreWeave, Inc. (NASDAQ:CRWV), in an appearance on November 14th, Cramer was left ‘jarred’ by the CEO’s comments:
“Michael Intrator sat over here, from CoreWeave, a stock that I’ve backed since it came public, and talked about a site, a problem in his, five sites. And that was jarring to me. There’s a timeline of jarring, that it made it so I wouldn’t have said that hey it’s the end of magical investing if it weren’t for the fact that I felt like that I got Red Catted. That’s another one you want to see although they actually had a government shutdown to explain why that stock’s down a lot.”
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