In this piece, we will look at the stocks that Jim Cramer discussed.
While the broader debate in the market continues to surround the cost of buying and owning chips and whether AI GPU giant NVIDIA’s products are too expensive, Jim Cramer continues to believe in the firm. The CNBC TV host has recently remarked that the total cost of ownership of NVIDIA’s chips is lower than that of smaller rival AMD. He also believes that Meta CEO Mark Zuckerberg’s decision to spend heavily on AI infrastructure is the right call, even though markets have presented mixed reactions to the news. In a recent tweet, Cramer remarked:
“Let’s forget about”momentum” for a second and focus on what Jensen has taught us. You need as much compute as possible at the lowest total cost of ownership. That’s what Mark Zuckerberg knows. That’s what the traders seem to have NO knowledge of. It’s why you own Nvidia”
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 18th and tweeted about. We also provided hedge fund sentiment for each stock as of the third quarter of 2025, which was taken from Insider Monkey’s database of 978 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. Workday Incorporated (NASDAQ:WDAY)
Number of Hedge Fund Holdings: 64
Workday Incorporated (NASDAQ:WDAY) is a software company that provides financial management, planning, and other applications. The shares are down by 47% over the past year and by 35% year-to-date. BTIG discussed the firm on February 10th. It reduced the share price target to $230 from $285 and kept a Buy rating on the shares. The firm discussed Workday Incorporated (NASDAQ:WDAY)’s AI strategy and pointed out that it could require the firm to make more investments. A day before, Oppenheimer also discussed the firm as it maintained an Outperform rating. The financial firm outlined that Workday Incorporated (NASDAQ:WDAY) could benefit from the appointment of its new CEO, Aneel Bhusri, in the form of smoother navigation through the software industry’s AI challenges. However, following the CEO’s appointment, Stifel cut Workday Incorporated (NASDAQ:WDAY)’s share price target to $175 from $235 and commented that the firm’s fiscal 2027 guidance could lag estimates. Cramer also tweeted about the new CEO:
“I’m not a buyer of WDAY but lets hope that Aneel Bhusri tells someone, anyone that Anthropic uses WDAY for the same things everyone else does.”
9. GE Vernova Inc. (NYSE:GEV)
Number of Hedge Fund Holdings: 108
GE Vernova Inc. (NYSE:GEV) is an industrial power generation equipment manufacturer. The shares are up by 159% over the past year and by 20% year-to-date. It is one of Cramer’s favorite and most frequently discussed stocks. The CNBC TV host defended GE Vernova Inc. (NYSE:GEV) even during the firm’s recent struggles and believes that it is the best play when it comes to firms with exposure to the uptick in nuclear power generation stemming from the data center buildout. Baird discussed the firm in early February. It upgraded the stock to Outperform from Neutral and raised the share price target to $923 from $701. The financial firm discussed the current energy generation infrastructure cycle and pointed out that GE Vernova Inc. (NYSE:GEV) can benefit from it based on evidence from channel checks. Guggenheim also discussed the firm in late January and upgraded the stock to Buy from Neutral and set a $910 share price target. Some of the factors that it discussed included GE Vernova Inc. (NYSE:GEV)’s cash generation, capital returns, and margin expansion. In this appearance, Cramer discussed nuclear power demand:
“I’m just saying that, the CEO of GE Vernova, Scott Strazik, was right there and he’s talking about ’31, ’32. Now he knows more because that’s the company that builds the most nuclear reactors and services them. So I trust him more than I trust the people who say, including maybe the Secretary of Energy who’s a little too bullish.”
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