In this piece, we will look at the stocks Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer commented on the recent producer price index (PPI), which indicated that inflation might be rising. For Cramer, the data set was unreliable as he commented on the significant downward revision of the jobs market data by the labor department:
“Well I go through it and once again, now, a lot more skeptical. . .after what happened in the previous one. And I look at things like, alright machinery I’m just gonna [inaudible] something, saying tariff, no tariff. Machinery and equipment, way too hot, tariff. Okay? Truck transportation and freight, bogus. There’s been a freight recession, that makes no sense whatsoever, I don’t know who they’re even talking to. . . .diesel fuel index, how are we going to control diesel, diesel’s actually going down. I don’t get that one bit.”
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 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
12. Palantir Technologies Inc. (NASDAQ:PLTR)
Number of Hedge Fund Holders In Q1 2025: 77
Palantir Technologies Inc. (NASDAQ:PLTR)’s shares are among the top performers in 2025 as they have gained 135% year-to-date. The stock has benefited from back-to-back strong earnings reports which have seen the firm expand its valuation multiple known as the Rule Of 40. Palantir Technologies Inc. (NASDAQ:PLTR) currently trades at a 589 P/E ratio, which makes it one of the most highly valued stocks on the market. Cramer discussed the firm in the context of improving the US government’s operations:
“If I brought in, yes, the stock that actually reversed yesterday in a criminal fashion, just kidding. Palantir. I think Palantir, with its ontology, its ability to be able to figure out an organization, would have much better numbers. I know praise Alex Karp almost the way I praised Jensen Huang. Which is completely wrong because one man is a force of good and the other one’s the force of I have no idea. But I do believe Palantir could do the numbers much better.”
Here are his previous thoughts about Palantir Technologies Inc. (NASDAQ:PLTR)’s CEO, Alex Karp:
“And, Alex Karp, congratulations again for getting the stock up. What a guy. What a sweetheart. That’s a word that’s not used by anyone in the world, remember pistol competition he does.”
11. Cisco Systems, Inc. (NASDAQ:CSCO)
Number of Hedge Fund Holders In Q1 2025: 82
Cisco Systems, Inc. (NASDAQ:CSCO) is a networking equipment company. During the show, Cramer interviewed its CEO, Chuck Robbins, and discussed the stock throughout:
“When we talked to Chuck Robbins this morning, the business roundtable, they’re kind of confused. They’re kind of confused. They don’t really want to add a lot of people because they are afraid. That maybe AI can take the, over hired them.
“[On how a report shared that margins could suffer due to cost saving optimism from AI] I don’t think that’s possible. I think that when we speak to Chuck Robbins, Cisco, a lot of these conference calls devoted to agentic. Meaning, uh, let’s not, you know, non-human doing the job. I think that Chuck is not a political figure. And I think he’ll just say, look, agentics are right now. And I think that therefore you have a lot of companies that are saying, why do I need as many people?
“[On how AI infrastructure orders were 2x the initial target] I thought that was terrific. Obviously it’s security that’s the issue. Not their giant, genuine refresh for all their switching and routing. It is certainly not their AI, which is very, very strong. The stock is down because of some words they had to say about security being disapponting. And I think we have to get to the bottom of that and figure out what’s going on. A lot of it is government work and you can asterisk and say if it weren’t for government work they would be fine. But no one asterisks anything one a stock has momentum on the downside, it’s just, down.
“I was surprised that the Splunk portion of Cisco did not have great number versus what I thought. . .but what I like about Cisco is the refresh. And their AI business.”
