In this piece, we will look at the stocks that Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the role that AI is playing in US history. The CNBC host called AI America’s “renaissance” and outlined that big technology firms were investing heavily in the space they were afraid of being outpaced by competitors. Cramer remarked:
“I mean this is, remember it’s American renaissance. Yes the Chinese have these great cars, okay fine. But we are doing so much that’s right. You have a Zuckerberg saying we’re going to dominate in this. Well he has to write big checks. So what does he say? We’re gonna write big checks. I’ve never seen anything like this. This is just, it’s just a time when everyone’s opening the purse because everyone, no one wants to be the last at AI.”
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 15th.
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).
11. Strategy Incorporated (NASDAQ:MSTR)
Number of Hedge Fund Holders In Q1 2025: 33
Strategy Incorporated (NASDAQ:MSTR) is a firm whose stock is synonymous with Bitcoin price movements. The firm holds more than $60 billion in Bitcoin. As a result, Strategy Incorporated (NASDAQ:MSTR)’s shares have gained 51% year-to-date due to bullishness in the cryptocurrency market and overall positive sentiment surrounding stablecoin legislation. In his previous remarks about the firm, Cramer commented that other companies love the firm because it buys crypto often with borrowed money. His recent remarks were rather cryptic:
“[On Cowen going to $680 and their Bitcoin bull case being 155k by December] Oh I know, I mean someone came to me, and said, hey Jim, we give you a lot of money, would you be the guy who would be the figurehead for our business about, you know one of the coins. I said no, first of all I’m under contract, I was kind of like Jamie [Jamie Dimon JPM CEO], I’m kind of like lukewarm on that. I was like I have a contract and I like my job. And the person came up with something interesting, what does that have to do with it?”
Previously, Cramer discussed Strategy Incorporated (NASDAQ:MSTR)’s Bitcoin buying strategy:
“They love Mister, that’s what we used to call it, MSTR, now, MicroStrategy, now Strategy. It fascinates this cohort because it’s a vehicle that buys crypto endlessly, often with borrowed money. Now, a lot of people wish they were MicroStrategy doing the same thing.”
10. Netflix, Inc. (NASDAQ:NFLX)
Number of Hedge Fund Holders In Q1 2025: 150
Netflix, Inc. (NASDAQ:NFLX) is one of the most frequently discussed stocks on Cramer’s morning show. He’s enamored with the firm primarily due to its sizable lead in the video streaming industry. Netflix, Inc. (NASDAQ:NFLX)’s shares have gained 41% year-to-date as the firm has benefited from strong earnings performance and subscriber growth. In his previous comments, Cramer has also praised the firm’s production approach for its ingenuity. This time, he commented on a recent analyst upgrade:
“[On Loop Capital increasing price target to $1,150] Alright so let’s do this. Go on the Netflix call, everything is what I want. There’s utility, there’s respect, there’s tremendous appreciation for all the countries that make product. It makes me feel terrific. They’re an American company that does a great job. . .you don’t need to be miserable and contemptuous.”
Previously, the CNBC host discussed Netflix, Inc. (NASDAQ:NFLX)’s earnings:
“After the close, we’re treated to the most delightful of conference calls, Netflix. First thing, I have a dearth of things to watch right now. It’s really starting to bug me. So I’m going to be listening to the conference call in part because they talk about all the great overseas programming. I get some terrific ideas of what to watch when I get home that night. The bar is very high for Netflix, though, which will have to tell us how their ad tier is going, how Squid Game did, and how NFL Christmas streaming football advertising’s looking.
If Netflix doesn’t deliver an outstanding number, though, I gotta tell you, there’ll be an awful lot of downside. We have so many price target boosts, even two today. I’d be a little nervous, even as I expect a good quarter.”