Markets

Insider Trading

Hedge Funds

Retirement

Opinion

11 Latest Stocks That Jim Cramer Just Talked About

Page 1 of 10

In this piece, we will look at the stocks that Jim Cramer recently discussed.

In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer discussed how inflation had created two economies in the US. As he discussed high prices at Chipotle, co-host David Faber pointed out that he ate at Sweetgreens every week and $16 meals at the restaurant, along with $15 meals at CAVA were just too expensive for some people. In response, Cramer shared his take on the US economy:

“And that’s why I say it’s two economies. And, you may think that Dollar General doesn’t really offer a great bargain when you look at the actual size of the things, but America’s, America’s bifurcated right now. And there’s a lot of people who feel I’m not paying X, I’d rather pay half. That cuts in favor of the President, and against that is the idea that we have amazing employment. Amazing.”

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 August 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).

11. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders In Q2 2025: 235

The end of August is seeing some investor jitteriness when it comes to NVIDIA Corporation (NASDAQ:NVDA)’s shares. After the stock failed to close higher following its fiscal Q2 earnings report, the shares lost more than 2% on Friday after Chinese technology giant Alibaba unveiled its AI chips. Cramer commented on NVIDIA Corporation (NASDAQ:NVDA) after its earnings report and discussed it in quite a bit of detail:

“[On H20 comments in the call] Look I think that was the most opaque moment on an otherwise terrific conference call because it’s up to two different governments. A lot, for some of the numbers that you saw that they allegedly disappointed, is because they did have something in for China and there was nothing in for China. Look I’m not, China’s not a side show, it’s very, very important. Because you’ll buy the stock at 190 if it comes out today what they’re gonna do. But David, I think the, I wanna posit something that kind of, I think will help viewers at home. When we saw Microsoft, go to four trillion, we said, fine, it’s software, that happens. In the old days when we saw Exxon become the number one company, well that’s oil, that’s what happens. At one point we had Merck, okay that’s pharma. Right now we have to accept the fact that this is hardware, with a software component, and it’s changing the world, and the most important number is that they’re talking about a total addressable market that’s going to triple in the next four years. If that’s the case, then revenues could triple. And then you’d say, well, even though it’s hardware, this is the greatest growth story ever told.

“Blackwell was 17% sequential, that’s 4.9 billion dollars added off of 28 basis, okay, that’s bad [sarcasm]. That’s one.

“These are not pieces that they’re making. You can’t make them and say, you know what, let’s make another billion pieces. You can’t just, that stuff is hard to make. Everything was sold out, everything.

“[On finished goods inventory being up] All sold. All sold. Well because you can’t, these are things you can’t just ship like this. Now you know that when you hear that they talk about CoreWeave, which is by the way up six because CoreWeave is going to be the one that has the ability to put them in. If you listen to Sridhar Ramaswamy, we’ll get to that with Snowflake,  he would tell you, look, you can’t just say, you know what, send me a couple of Blackwells, you have to send the Blackwells first to, uh, in this case Azure, and then, you can worth with Azure on behalf of the customer, and it’s very hard for people to figure out, actual demand, other then the fact that Azure will take everything they can get. And that matters to me. Now Wolfe asked a very important question, which is that, listen if there are only two companies that are buying everything they can, well, when one wins then isn’t that the end? And of course in this conference call they talked about the vast multitude of companies that want these. But CoreWeave is just the quickest to [inaudible] because they’re very close to Michael Intrator, and he knows how to assemble, he’s the CEO of CoreWeave.

“[On three customers accounting for 29%, 19%, and 14% of accounts receivable] Well, there are probably seven or eight customers that would like to be, but you can’t, you don’t give the smaller guys, you don’t give, sovereign AI could be really big, but you don’t just say, you know what, I’m going to go shaft Azure and I’m going to give it to, uh, Iceland. I like Iceland.

“[On whether Blackwells could go to China with the White House getting a cut of the sales] No, they’re not going to do Blackwell, there’ll be something that’s less than a Blackwell. I think that, again this comes back to who do we want to have, determines right, and it’s really confusing. Who do we want the developers to write on to take advantage of it? Jensen did say, look, the Chinese have more writers than we have, we really want to try to control this. It would be great if we controlled this.

“[On no China sales or guidance] No, and that was part of the so-called disappointment. But, David, I would tell you that if you are trying to game your model, like these guys do, and today you see Jensen at the White House, he’s not there but I’m just saying let’s say I’m positing that, well then you think that it’s going to happen, then you’ll say, wow I sold it at 178 last night, I guess I got to get back in.

“You’re creating a factory, these AI factories, okay, that’s one thing, it was a theme throughout, which is that that’s like an Eli Lilly needs a factory to be able to put together all the different studies of GLP-1 and come up with a right molecule. That’s number one. Two, you want to build a ship, well you need to have an AI factory to get the ship right. I thought the most important thing, that Jensen was talking about, was that the next generation, the GB300 which CoreWeave’s putting together, and Vera, Vera Rubin, is, that we’re now in the age with long thinking. And long thinking means, you’re not, like right now you put something into a prompt, right, tell me everything you know about the Mets beating the Phillies, you know and it comes back with like, well this guy won three in a row, he’s never done. . . now what it’s saying is I wanna figure out, we’re taking a case. . .give me all of the things I can say in defense of Lisa Cook, and it’s going to be better than most lawyers. And it’s going to be better, than most. lawyers. And then you can have a long thinking discussion with Vera Rubin that will be better than talking to any associate that you pay a huge amount of money for. And that is what’s happening. That long thinking was the most important term that Jensen used.

“But I think the long thinking was really important, and then, a discussion that Collette Kress, whose just this amazing CFO, talked about which is that a lot of the next generation is robotics, so it’s long thinking, robotics. We’re all going to have robots, now that’s something that Amazon has talked about, but it’s happening soon. If you get the total addressable market of the gigantic addressable market, that involves, remember we’re talking about the three, four trillion dollar opportunity, by 2030, that’s because you’ll have a robot.

“When I felt that there was no chance whatsoever about China, Jensen came on Mad Money and said, listen, we have it.

“I wish he hadn’t said Blackwell, I think that there are people within the White House, who are saying, listen, we really have to be careful with what we give them. I think the China hawks are relentless that Jensen’s a globalist. . . But Jensen has said, no, listen, not only am I not a globalist, but we are going to make the Chinese work on our platform. Almost jingoist, not globalist.

“[On inventory being higher 93% year-over-year] No it’s absolutely right David. It’s just that when I talk to the company about that . . .[they say] listen, what can we tell you Jim? We’re making everything we can and everything’s sold. And I don’t know what to say.

“And as I said on Twitter, go ahead, sell it and go buy some T-Bills. Please, please buy T-Bills. I want you out of this darn stock.

“But I’m just trying to say, you’re either skeptical, that Collette Kress, one of the great CFOs, is not necessarily being as, you know is painting a very rosy picture of sales. Or you can say, as I do, as someone who, needless to say, liked the stock early, maintaining my faith in the company and I’m saying, own it, don’t trade it.”

10. CoreWeave, Inc. (NASDAQ:CRWV)

Number of Hedge Fund Holders In Q2 2025: 29

CoreWeave, Inc. (NASDAQ:CRWV) provides computing resources to the AI industry. Its shares, rather ironically, closed 6% higher the day after NVIDIA’s earnings as investors bet on the firm’s ability to amass NVIDIA’s AI GPUs and provide them to AI software firms. Here’s what Cramer said about CoreWeave, Inc. (NASDAQ:CRWV) after NVIDIA’s earnings:

“[On NVDA’s finished goods inventory being up] All sold. All sold. Well because you can’t, these are things you can’t just ship like this. Now you know that when you hear that they talk about CoreWeave, which is by the way up six because CoreWeave is going to be the one that has the ability to put them in. If you listen to Sridhar Ramaswamy, we’ll get to that with Snowflake,  he would tell you, look, you can’t just say, you know what, send me a couple of Blackwells, you have to send the Blackwells first to, uh, in this case Azure, and then, you can worth with Azure on behalf of the customer, and it’s very hard for people to figure out, actual demand, other then the fact that Azure will take everything they can get. And that matters to me. Now Wolfe asked a very important question, which is that, listen if there are only two companies that are buying everything they can, well, when one wins then isn’t that the end? And of course in this conference call they talked about the vast multitude of companies that want these. But CoreWeave is just the quickest to [inaudible] because they’re very close to Michael Intrator, and he knows how to assemble, he’s the CEO of CoreWeave.

“Yes, I mean I do think that what they, when he just says, listen, CoreWeave’s got the three hundred, that figures. CoreWeave is the assembler. I mean people, if you go to a data center, David, one day I’ll take you to a data center, which is kind of going to Citi Field. . . .well some companies are ahead of others, and that’s this one.”

Page 1 of 10

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

The best part? You can discover everything about this company and its groundbreaking technology right now.

I’ve compiled everything you need to know about this groundbreaking company in a detailed, members-only report.

Trust me — you’ll want to read this report before putting another dollar into any tech stock.

For a ridiculously low price of just $9.99 a month, you can unlock a year’s worth of in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Here’s why this is a deal you can’t afford to pass up:

• Access to our Detailed Report on this Game-Changing AI Stock: Our in-depth report dives deep into our #1 AI stock’s groundbreaking technology and massive growth potential.

• 11 New Issues of Our Premium Readership Newsletter: You will also receive 11 new issues and at least one new stock pick per month from our monthly newsletter’s portfolio over the next 12 months. These stocks are handpicked by our research director, Dr. Inan Dogan.

• One free upcoming issue of our 70+ page Quarterly Newsletter: A value of $149

• Bonus Reports: Premium access to members-only fund manager video interviews

• Ad-Free Browsing: Enjoy a year of investment research free from distracting banner and pop-up ads, allowing you to focus on uncovering the next big opportunity.

• 30-Day Money-Back Guarantee:  If you’re not absolutely satisfied with our service, we’ll provide a full refund within 30 days, no questions asked.

If you’re thinking about getting in, don’t wait – because once Wall Street catches wind of this story, the easy money will be gone.

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99 a month.

2. Enjoy a year of ad-free browsing, exclusive access to our in-depth report on the revolutionary AI company, and the upcoming issues of our Premium Readership Newsletter over the next 12 months.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!

No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

Act Now and Unlock a Potential 100+% Return within 12 to 24 months.

We’re now offering month-to-month subscriptions with no commitments.

For a ridiculously low price of just $9.99 per month, you can unlock our in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!


No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!