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12 Latest Stocks on Jim Cramer’s Radar

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

In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the government shutdown and air traffic controllers. His remarks came before legislation to end the shutdown cleared the Senate, and the CNBC TV host warned that if the flight delays persisted, then the Thanksgiving Holiday could be affected:

“Well we said last year, the end, the shutdown ended because of flying and not enough air traffic controllers. Well, having been caught in the chaos where you’re supposed to leave the airport at nine, and it turns out to be a.m. and you’re on a red eye, this is not going to stand. There’s just too many people, Thanksgiving will not occur. If you’re trying to fly to an airport, David don’t pay any attention to when it’s going to leave or when it’s going to land.”

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 10th.

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).

12. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders In Q2 2025: 235

Cramer started the show by discussing AI chip giant NVIDIA Corporation (NASDAQ:NVDA). He discussed a note by Melius Research’s Ben Retizes that reiterated a Buy rating and a $300 price target. Cramer also mentioned Citi’s coverage that the growth in demand for AI workloads was leading to expansion in the cloud businesses of big tech companies:

“Right and I know that, Melius, that, uh, I got to tell you, Ben Reitzes has a piece which talks about why you should stay in. There’s a terrific piece by Citi obviously we’re going ahead, we’re going toward the earnings. I mean David, is it the key stock of this market? I would say that, AI which doesn’t exist, OpenAI is the key. And Sam Altman turns out to be, I would say the chief villain of this market. If you see, if you go into a bear market, if you go into a big decline, it because of that one person. Because there isn’t anything they say that’s any good anymore.

“I just think that NVIDIA turned out to be the stock that the institutions did not crave because he was a gamer but individuals listened. And I can. . how foolish were they, the multiple was really high. I don’t want to pass judgement on the individual they’ve done a lot better than the institution.”

11. Pfizer Inc. (NYSE:PFE)

Number of Hedge Fund Holders In Q2 2025: 83

Jim Cramer has discussed pharma giant Pfizer Inc. (NYSE:PFE) several times recently. He has repeatedly commented on how the stock trades more like a bond rather than an equity due to its 7% dividend yield. In this appearance, he asked CEO Albert Bourla his opinion about the stale trading activity. In response, Bourla outlined that he agreed with Cramer that the stock was undervalued and his company had addressed concerns, including high tariffs, too much COVID revenue, and the firm’s strategy to address the weight loss drug market. Bourla added that the loss of exclusivity of Pfizer Inc. (NYSE:PFE)’s drugs was also a key concern, and his firm is working on it. As part of his question, Cramer also opined on Pfizer Inc. (NYSE:PFE)’s stock:

“Alright, so, Dr., I’m gonna ask a simple question, I know that you don’t control the stock market, [inaudible] but I thought the quarter was good that you just announced, and I thought for sure the stock would move up. What is it, do you think, that is keeping the stock at a 7% yield with a great balance sheet and a lot of stuff in the pipe? I find it unfathomable that your stock is still where it is.”

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Stop Buying AI Stocks – Investors Are Turning to Energy Infrastructure Stocks Like This $0.55 Stock

For years, the AI sector has been the darling of the markets — from artificial intelligence to semiconductors, investors couldn’t get enough of companies like NVIDIA, Microsoft, and other AI-driven giants.

Recently, something has shifted.

Behind the scenes, even the biggest names in tech are running into a hard truth: the digital revolution still depends on the physical world.

And that’s why a $0.55 stock is one of our top picks. With record trading volume and a share structure that’s built to make shareholders win, this stock is the real deal.

The Energy Bottleneck in the AI Boom

In a recent interview, Microsoft’s CEO admitted that their biggest limitation in expanding AI operations isn’t chips — it’s energy and infrastructure.

He revealed that Microsoft owns thousands of GPUs sitting unused, not because of supply shortages, but because they don’t have enough energy or data center capacity to power them.

Click to continue reading…

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.

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