In this piece, we will look at the stocks Jim Cramer discussed.
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer discussed General Atlantic’s CEO Bill Ford’s comments that we were not in an AI bubble and instead there appeared to be moments of misallocation and overvaluation:
“Yeah I spoke to Bill yesterday, and Bill’s an old friend for many, many years. And I think he’s very common sensical, he thinks it’s going to be very good. At times we’re going to get too exuberant. I think that we’re at one of those moments. . .I was telling him that I think that the year of magical investing had ended and he thought that that was an appropriate term. . .just in time. . .I said look I think that your call of exuberant [inaudible] is terrific. What you’re saying is it’s not over. It’s just that there are times when people get too excited. It’s not 2000. Because it was over and people kept saying. .because they didn’t have any money.”
Cramer added:
“He was not as critical as I was of some of the companies that are spending too much. I was more critical for instance of OpenAI. . .but obviously when you have something like a business-to-business Anthropic business, that’s where you might be. Business-to-consumer OpenAI is very, very hard. And that’s one of the reasons why I worry about OpenAI. It’s business-to-consumer Business-to-business like Anthropic is just consistent level.”
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 November 14th.
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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
10. Bitdeer Technologies Group (NASDAQ:BTDR)
Number of Hedge Fund Holders In Q2 2025: 12
Bitdeer Technologies Group (NASDAQ:BTDR) is a Bitcoin mining and AI cloud firm. Cramer discussed the firm as an example of those whose financing reminded him of activity in the year 2000:
“I see a lot of things after we get through this period. But we have to get through this period. And we have to get through. . .last night, I don’t mean to pick on anybody on particular, but I spent a lot, I was critical of OpenAI, but Bitdeer, a Massillon, Ohio plant that they had a fire, two days ago, and lost a couple of the, 24 of the 26, whatever, they did this financing and it was one of these financings that was so, 2000-like. It was painful. You know the convert, and the stock you issue, and you have to place another convert. And I’m looking at the stock, and what is this company? Well the stock was at 27 dollars and 80 cents, October 15th. Now it’s at 11. What does it do? Well it’s another Bitcoin miner slash AI company and there’s just dozens of these and these all look the same. I cannot believe how much they look the same. I actually did a run of the companies that say Bitcoin, you gotta lot of animals, you got the rhino Bitcoin, the deer Bitcoin, the bear Bitcoin. And then I thought one of the better ones was BitFuFu, BitFuFu.”
9. Oracle Corporation (NYSE:ORCL)
Number of Hedge Fund Holders In Q2 2025: 124
Oracle Corporation (NYSE:ORCL) is one of the biggest enterprise resource planning and AI infrastructure providers in the world. It has been a frequent feature of Cramer’s morning show as he has discussed its close relationship with OpenAI. Cramer believes that the money from OpenAI is key to Oracle Corporation (NYSE:ORCL)’s success. In this appearance, discussed a Financial Times piece discussing the firm’s former CEO, Safra Catz, its borrowing for AI, and its relationship to OpenAI. Cramer mentioned the piece and discussed the relationship in broad overtones:
“[On how firm struggled to sell 2.5 billion in bonds] Look the most damaging thing about Oracle, what a fabulous piece today in the Financial Times. I mean, a must read piece. And it talks about, how Safra Katz, Oracle’s sole chief executive from 2019 until she stepped down in September, resisted expanding its cloud business because of the vast expense required.
“Oracle is part of the whole chain, it’s Oracle, it’s all with OpenAI, it starts with Sam Altman. Remember, these are people you are not allowed to criticize. When I say not allowed it means that when you say it, you have to be ready for some blowback. I work for the people who watch us, and they need to know that I think this thing is not nearly as on as terra firma as the other companies. And they have to, I mean if I were, if they owned me 10 billion dollars, I would want that right now. I would say listen I’ll take the 10 billion, and then I’ll build you all the data centers that you want in the Mohave desert where you can’t wait to get them.”
