Jim Cramer, host of Mad Money, said Tuesday that panic is not a productive response when markets turn volatile.
The market’s got these incredible mood swings, so I say let’s be careful. That’s the best advice I can give you right now. That, and hold on tight because we’re experiencing one of those moments I mentioned in How to Make Money in Any Market, a moment where we could go down a lot and then rebound like crazy… I don’t want you shaking out, even as I don’t want you to trade your way into oblivion. No, thank you. And today was a true test of what’s ahead.
READ ALSO: Jim Cramer Looked at These 11 Stocks Recently and 14 Stocks on Jim Cramer’s Radar.
Cramer noted that anyone who rushed to sell early in the morning likely did not have a chance to buy back in once the major averages rebounded from session lows. He said that the opportunity rarely comes back on time. He added that, on the other hand, those who chose to sell into late-session strength need to be quick if they plan to return to the market. He said that a favorable opening the next day, especially if South Korea stabilizes, could mean there is no easy way back in.
Here’s the bottom line: If you think that you should be taking action on every drone, every missile, go trade in the predictions market. Get out of our house. That’s gambling. I prefer to focus on investing, and that’s less connected to the war than you might think and a lot more connected, guess what, to the performances of the companies themselves.
Our Methodology
For this article, we compiled a list of 11 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on March 3. We listed the stocks in the order that Cramer mentioned them.
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 Stocks on Jim Cramer’s Radar: Target, CoreWeave, and More
11. First Solar, Inc. (NASDAQ:FSLR)
First Solar, Inc. (NASDAQ:FSLR) is one of the stocks on Jim Cramer’s radar. When a caller inquired about the stock during the lightning round, Cramer remarked:
That was a really bad quarter… I know… I shouldn’t be so shortsighted, but I mean, that was one awful quarter. We gotta wait another quarter for that one.
First Solar, Inc. (NASDAQ:FSLR) specializes in manufacturing advanced thin-film solar modules that provide a cleaner, more sustainable alternative to traditional silicon panels. During the January 9 episode, a caller highlighted their success with the stock and noted that they had recently purchased shares on margin at $275. In response, the Mad Money host commented:
Oh, wow. No, we don’t want that. You don’t live in, you know, you can do a loan for a house, you can live in it… But First Solar is not good enough to be, it’s 16 times earnings, but and I like the company very much, but no. You’re going to have to take, you got, you have to cut your losses. I will not, I can’t tolerate…buying on… margin.
Furthermore, we recently discussed Freedom Capital’s downgrade of the company’s stock, which you can read about here.
10. Nordic American Tankers Limited (NYSE:NAT)
Nordic American Tankers Limited (NYSE:NAT) is one of the stocks on Jim Cramer’s radar. A caller mentioned that they are a long-term holder of the stock and asked if they should sell their position. Cramer replied:
I want you to sell half right now. I want you to sell half. I actually don’t even want to talk to you. I want you to get off the phone and sell half. It’s really key. Then you can play with the house’s money because this thing has been a blight on shareholders for so long. I can’t have it hurt you.
Nordic American Tankers Limited (NYSE:NAT) owns, operates, and charters a fleet of Suezmax crude oil tankers. A caller asked about the stock during the September 18, 2025, episode, and Cramer replied, “Oh no, no, no. I mean, no, no, we’re not going to be, that thing’s 2,3,2,3,2,3,2,3,2,3”
It is worth noting that since the above comment was aired, Nordic American Tankers Limited’s (NYSE:NAT) stock is up by 75%.
9. CoreWeave, Inc. (NASDAQ:CRWV)
CoreWeave, Inc. (NASDAQ:CRWV) is one of the stocks on Jim Cramer’s radar. A caller asked if CRWV is a stock to avoid or if the recent decline presents a buying opportunity. Here’s what Cramer had to say:
Man, you are going into the lion’s den. I don’t particularly like going into the lion’s den. I’d rather have you buy NVIDIA. I think NVIDIA’s had a lot of good things happen in the last 72 hours. No one’s paying any attention to them except pour moi. That’s French.
CoreWeave, Inc. (NASDAQ:CRWV) runs a cloud platform designed to power and scale GenAI workloads with high-performance compute, storage, networking, and managed services. Cramer highlighted NVIDIA’s investment in the company during the January 26 episode, as he stated:
… NVIDIA announced that it invested another $2 billion in CoreWeave, buying 22.9 million shares at $87.20 per share. It was a fantastic verification for CoreWeave, demonstrating that it’s the preferred provider of NVIDIA chips. These are hard to procure. If you’re a big hyperscaler, you’re going to get a serious allocation. If you’re not, though, you know who to go to now. You can set up with NVIDIA by getting it through CoreWeave. This morning on Squawk on the Street, we got to interview CoreWeave founder and CEO, Michael Intrator, as well as Jensen Huang himself, coming from China to talk to us about the deal…
David (co-anchor David Faber) then asked the question on many minds of many skeptics, which is, isn’t this deal just one more example of vendor financing? NVIDIA gives CoreWeave $2 billion. Then CoreWeave turns around and buys product from NVIDIA… Would Michael Intrator take the money and spend it right back as part of a lazy Susan deal? You know what? I think that’s preposterous. That would presume that Jensen’s trying to make his quarter by spending money to get business. He has more business than he knows what to do with. That would presume that Intrator needs the cash, or he couldn’t buy the chips. But Intrator’s had no problem financing his purchases. Not only that, but CoreWeave has been selling its old chips for more than they paid for them because the market’s so tight. Many thought that the chips would be worthless after five years of depreciation. That was totally wrong. So why did NVIDIA do the deal? I think it wants to show the marketplace that CoreWeave is a great partner.
8. Oddity Tech Ltd. (NASDAQ:ODD)
Oddity Tech Ltd. (NASDAQ:ODD) is one of the stocks on Jim Cramer’s radar. Highlighting the recent pullback in the stock, a caller asked if it is a good time to start a position. In response, Cramer said:
You know what, I gotta tell you… that quarter was so bad that my rule is you gotta wait another full quarter before you put that money in… You’re right to think about Oddity, but I want you to think higher quality. I would even buy Ulta, okay? I like Ulta. I like CVS, too.
Oddity Tech Ltd. (NASDAQ:ODD) develops digital-first beauty and wellness brands using AI-driven technology to create personalized products. During the episode aired on November 21, 2025, Cramer said that the stock represents “very compelling value,” as he commented:
Earlier this week, a beaten-down direct-to-consumer cosmetic stock, Oddity Tech, reported a great quarter, and the stock shot up 21% in its highs yesterday before the entire market, of course, rolled over and gave back those gains. It only finished up just 6.5%. Today, it got hit for another 4.7%, and at this point, I think you’re almost getting that terrific quarter for free. I think this is one of those babies that got thrown out with the proverbial bathwater, and right now, it’s a compelling buying opportunity. Of course, to be fair, I don’t have the best track record in this stock…
To me, this seems like the real opportunity here. This spring, I told you that I really liked the Oddity story, but I told you not to chase it. Right now, the story is the same. In fact, I’d argue it’s much better with a series of beat and raise quarters coupled with this new telehealth brand on the way that really I found very intriguing. And this time, you’re doing the opposite of chasing; you’re buying into weakness. In May, I said the stock was expensive around 30 times earnings. Well, it’s now selling for less than 18 times this year, or just 17 times, really… 17 times next year’s numbers.
I regard that as cheap. In fact, I’d even go so far as to say that next year’s estimates look pretty low to me, implying just 4% year-over-year earnings growth. Here’s the bottom line:… Now I have liked this Oddity Tech for a long time. I haven’t gotten it right, but the stock’s big rally earlier this year turned out to be a false start. The good news, though, the fundamentals remain incredible, and the stock’s a heck of a lot cheaper than it was six or seven months ago. At these levels, I think it represents a very compelling value.
7. Americas Gold and Silver Corporation (NYSE:USAS)
Americas Gold and Silver Corporation (NYSE:USAS) is one of the stocks on Jim Cramer’s radar. Starting the lightning round, a caller inquired about the stock, and Cramer commented:
Well, okay, here’s the problem. I like that situation, but we’ve just had… parabolic move, and I always demand that people do some selling after parabolic moves. That’s been my view since I started. It’s 40 years’ worth of it, and it’s very rare that I haven’t missed a gigantic decline. You have to miss those declines.
Americas Gold and Silver Corporation (NYSE:USAS) is a mineral company that focuses on exploring, developing, and producing gold and silver in addition to the extraction of zinc, lead, and other related by-products.
6. Carrier Global Corporation (NYSE:CARR)
Carrier Global Corporation (NYSE:CARR) is one of the stocks on Jim Cramer’s radar. Cramer analyzed the company’s performance during the episode, as he said:
It’s been a good year for Carrier Global, the heating, ventilation, air conditioning company, with a stock that’s up 16% so far in 2026. When Carrier reported a month ago, their top and bottom line results came in a little weaker than expected. That’s thanks to weakness in North American residential construction, we all know about that.
And their full-year forecast, I think, was justifiably a little cautious. But inside that disappointment, Carrier’s increasingly a two-speed story. The residential business is highly cyclical, and it’s still in the bust phase of the boom and bust cycle. But their commercial HVAC and aftermarket business is doing extremely well, in part because it’s got some data center exposure. Doesn’t hurt that Carrier fits the HALO rubric, heavy assets, low obsolescence. You know, we like that during the show.
Carrier Global Corporation (NYSE:CARR) provides climate and energy solutions through its HVAC and refrigeration products and services.
5. Union Pacific Corporation (NYSE:UNP)
Union Pacific Corporation (NYSE:UNP) is one of the stocks on Jim Cramer’s radar. During the episode, a caller sought Cramer’s thoughts on the stock, and he said:
Union Pacific has just had a parabolic move. I always point out that transports have parabolic moves, too. When I see a parabolic move, I just don’t recommend it. Parabolic means it’s going straight up. I cannot recommend a stock I really like, Union Pacific, until it goes lower. And my work would say that you can’t buy this $265 stock until it goes down at least $30.
Union Pacific Corporation (NYSE:UNP) operates in the railroad business, transporting a variety of goods, including agricultural products, chemicals, construction materials, energy products, and vehicles. Cullen Capital Management, LLC stated the following regarding Union Pacific Corporation (NYSE:UNP) in its fourth quarter 2025 investor letter:
Union Pacific Corporation (NYSE:UNP) is one of North America’s largest Class I railroads, operating a premier network across the western two-thirds of the United States that connects key ports, industrial hubs, and population centers. The company benefits from a structurally advantaged network with long haul lengths, dense freight mix, and strong exposure to intermodal, industrial, and agricultural end markets, supporting durable pricing power and margin potential. A key catalyst is the increasing likelihood and growing investor focus on the proposed transcontinental merger with Norfolk Southern, which offers a clear path to meaningful revenue synergies, cost efficiencies, and an accelerated earnings growth profile. Even on a standalone basis, Union Pacific is positioned for continued operating ratio improvement driven by labor productivity gains, network efficiency initiatives, and catch-up pricing as contracts reset. Management’s execution track record and robust free cash flow generation provide flexibility for capital returns while continuing to invest in service and reliability. As merger clarity improves, the market is likely to re-rate the shares to reflect a differentiated long-term growth opportunity and enhanced earnings power. Overall, Union Pacific combines high-quality assets, visible operational momentum, and compelling strategic optionality that support an attractive investment outlook. The stock trades at 18x forward earnings and offers a 2.4% dividend yield.
4. Cloudflare, Inc. (NYSE:NET)
Cloudflare, Inc. (NYSE:NET) is one of the stocks on Jim Cramer’s radar. Cramer noted that the company’s operations are not as easily replaceable by AI, as he remarked:
Can any enterprise software stock escape that gravitational pull of a market that dislikes the entire group? If there were, it would look like something called Cloudflare, an internet infrastructure play with a cybersecurity kicker. This is not something that can easily be replaced by some piece of code written by the AI platforms. But somehow, that still hasn’t saved the stock. When Cloudflare reported three weeks ago, it delivered a top and bottom-line beat… In response, the stock popped 5%… but then it drifted down, and it’s now down 31% from its high four months ago. Stock is pretty expensive on a price-to-earnings basis. Then again, it’s holding up much better than many of its other rivals because it has fabulous growth.
Cloudflare, Inc. (NYSE:NET) provides cloud-based security, performance, and networking solutions for businesses, including website protection, Zero Trust security, content delivery, and developer tools. We recently covered the stock whilst discussing the best stocks to buy for long-term growth. You can read about it here.
3. The Boeing Company (NYSE:BA)
The Boeing Company (NYSE:BA) is one of the stocks on Jim Cramer’s radar. Noting the company’s “record orders the last few months,” a caller asked why the stock has been declining. Cramer replied:
Okay, I think it’s going down because of the travel and leisure… possibly the end of the bull market. A lot of people worry… that there won’t be a lot of plane orders because of what’s going on in the Middle East. I think that’s shortsighted. I think that’s wrong. I think Boeing should be bought, plain and simple. Big position in my Trust. It’s the right stock, right time.
The Boeing Company (NYSE:BA) designs and builds commercial aircraft, defense systems, satellites, and space technologies, and provides related support and service solutions. Cramer mentioned the stock during the January 27 episode and said:
On the other hand, though, the defense contractors saw their bottom lines crimped by the president’s efficiency crackdown. He’s demanding quicker results for the Pentagon. Boeing had to take a hit on a big tanker contract where the government wants… more timely product. As CEO, Kelly Ortberg pointed out, “As you know, the Department of War is super focused on us, first of all, making investments to support growth, and also ensuring that we’re delivering on time. And so we took that decision, albeit a big gulp, to have to take a charge here on the tanker program.”
Ouch. It killed the stock. It was down. It would’ve been up big if it weren’t for the charge, but so what? It wasn’t. At the same time, though, Ortberg did credit the president for a hefty increase in Boeing’s backlog. Still, the charge brought out the sellers. Some are just too tired of the company’s missteps. Now, it is a big position for our Charitable Trust. We told club members at our morning meeting… “Stick with the program.”
2. Workday, Inc. (NASDAQ:WDAY)
Workday, Inc. (NASDAQ:WDAY) is one of the stocks on Jim Cramer’s radar. Cramer highlighted the AI threat for companies like Workday, as he stated:
Let’s talk about what’s really going on. Something that could change the focus of the entire market. You know that the tech stocks have been very troubled of late. Enough with the Magnificent Seven. We’ve got this big four thing going on, Adobe, Salesforce, ServiceNow, and Workday. These are once popular enterprise software companies that are wildly thought to be carrion, victims of Anthropic and something called vibe coding.
Just consider it as a machine that you can talk to and say, I want you to write code that’s like ServiceNow, except for better and cheaper. I want sales up, but I don’t want to pay Salesforce’s exorbitant fees. I can draw, I don’t need Adobe. Workday, one step from extinction. That’s what’s going on. Now, I get that narrative. These companies could see their earnings growth slow because of artificial intelligence. There are ways to create products that might be good or better than the Big Four. However, it would help to see some real actual weakness in the results beyond what we’ve seen from Workday, which now has a terrific new CEO, the predecessor of the previous CEO, Aneel Bhusri. Last week, Workday reported what was widely perceived as a disappointing quarter, and the stock still rallied.
Workday, Inc. (NASDAQ:WDAY) provides cloud-based applications designed to help organizations manage financial processes, human resources, and business planning.
1. Target Corporation (NYSE:TGT)
Target Corporation (NYSE:TGT) is one of the stocks on Jim Cramer’s radar. Cramer mentioned the company during the episode and said:
The only thing green of any note beyond the oil, Target, and Best Buy, two once-loved retailers that have provided nothing but worries and headaches about their dividends of late, they both reported strong quarters, and now their stocks are flying… Remember what I care about. I don’t want you acting on a US TKO of Iran. I don’t want you to think that everyone’s out of missiles except the bad guys. I want you to be thinking that these are companies you’re investing in, not trading cards you’re shuffling. And if you want to get metaphorical, what retailer would you short coming into the session, given the spike in oil? Probably the one that’s most hobbled. I bet you would have shorted Target. Yet Target was one of today’s biggest winners, up six and three-quarters percent, welcoming a new CEO.
Target Corporation (NYSE:TGT) is a retailer that sells clothing, beauty items, groceries, electronics, home goods, and everyday essentials.
While we acknowledge the potential of Target Corporation (NYSE:TGT) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than TGT and that has 100x upside potential, check out our report about this cheapest AI stock.
READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 10 Best Up and Coming AI Stocks to Buy.
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