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 reiterated some of his salient points when deciding to sell stocks. The CNBC TV host reminded viewers that if there is a lot of insider selling at a firm or if stocks of companies that don’t generate enough money are appreciating too much, then it’s time to be careful. Starting with the price-to-sales evaluation, he commented:
“Something that is something times revenue, that’s over. Because those companies are in the prove it phase. We’ve had a lot of it, I’ve always said listen, if we ever get a lot of insider selling, if we ever get companies going up a lot that don’t make any money. Well then I will sell. Now that’s happening, and I’m not saying sell those companies. I have to be consistent with what I was talking about. Now does that mean sell Lisa Su’s company? AMD is doing incredibly well.”
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 12th.
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).
11. The Goldman Sachs Group, Inc. (NYSE:GS)
Number of Hedge Fund Holders In Q2 2025: 73
Cramer has frequently discussed investment bank The Goldman Sachs Group, Inc. (NYSE:GS) over the past couple of months. Most of his comments have focused on the bank’s valuation, with the CNBC TV host pointing out that a 15 times earnings multiple was a great point to own the stock. In this appearance, he discussed The Goldman Sachs Group, Inc. (NYSE:GS) after co-host Carl Quintanilla pointed out that the Dow Index had hit a new high recently and mentioned the bank’s role in the movement:
“After Carl brought up Dow hitting a new record high with Goldman’s effect on the Dow] Right, Goldman, Goldman goes much higher because we are in a merger market and IPO market and a debt market is rather extraordinary. The latter being much more lucrative, people don’t realize it. I, we have a big position for the trust, one of the biggest positions, I think that stock hits 16 times earnings, just makes a lot of sense. In my theme that I’m developing now, something at 16 times earnings is something we really, really, want. Something that is 40 times earnings, is something we don’t want as much.
“Citi had a great quarter. It was really great. Goldman breaking out here. I’ve never understood what Goldman was doing at 700. Now people really didn’t like the trading aspect of Goldman. But David Solomon would tell you, that can be fickle.”
10. Oklo Inc. (NYSE:OKLO)
Number of Hedge Fund Holders In Q2 2025: 36
Oklo Inc. (NYSE:OKLO) reported its earnings for the third quarter yesterday. The results saw the firm report no revenue and a $29.7 million loss that was far steeper than the $18.2 million loss that analysts had pencilled in. Cramer’s co-host Carl Quintanilla outlined that the narrative around the quarter was still constructive after the report. As part of the release, Oklo Inc. (NYSE:OKLO) also outlined that it had received DOE approval for a project in Idaho, and its prototype production reactor should become functional by 2026. Cramer discussed Oklo Inc. (NYSE:OKLO) before and after the earnings:
“It does say that, when Oklo reports, and they report a not great number. You shouldn’t embrace it, just because it’s nuclear. I’ll take Mike Worth and Chevron and natural gas as a power for data centers.
“[After the earnings were released and 20 cent loss was wider than expected with the narrative around the quarter being constructive] Well, great opportunity to sell, that’s fantastic, I’m glad they said positive things, that’s nice. . .nuclear, we still haven’t seen, there’s a lot of big hat no cattle when it comes to nuke.”
