In this piece, we will look at the stocks that Jim Cramer discussed.
In a series of tweets, Jim Cramer continues to discuss the private equity sector and its involvement with software-as-a-service (SaaS) companies. SaaS companies have come under investor scrutiny in today’s AI race as the new technology expands the avenues available for coding software. Cramer tweeted that when he analyzed private equity portfolios, he wondered why they included firms that were vulnerable to AI’s disruption:
“When i look at the portfolios of these private equity people i see the dregs of the deals that Thoma Bravo bought.. the least defensible to AI’s clutches. Why couldn’t they have done more work…see further.”
These remarks were part of the CNBC TV host’s recent thoughts on the matter. He further elaborated to explain what the private equity firms should have done instead:
“Some are asking me what i really want to hear from these private credit-private equity folks. The answer is NOTHING. I just want to see real institutions come in and want to buy your stuff at a discount that’s realistic. I am not buying this par stuff.”
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 February 19th and tweeted about. We also provided hedge fund sentiment for each stock as of the third quarter of 2025, which was taken from Insider Monkey’s database of 978 hedge funds.
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. Advanced Micro Devices Inc. (NASDAQ:AMD)
Number of Hedge Fund Holdings: 115
Chip designer Advanced Micro Devices Inc. (NASDAQ:AMD)’s shares are up by 105% over the past year and down by 4% year-to-date. February has been a tough month for the stock as it closed 17% lower on the 4th after the firm’s fourth quarter earnings. On the same day, Baird discussed Advanced Micro Devices Inc. (NASDAQ:AMD)’s shares. It kept an Outperform rating and a $300 share price target. Some factors that the financial firm pointed out were tailwinds from AI demand and accelerated sales of AI CPUs based on the x86 microarchitecture. More recently, Evercore ISI also commented on Advanced Micro Devices Inc. (NASDAQ:AMD) as it raised the share price target to $358 from $328 and kept an Outperform rating. Evercore’s coverage came after the chip designer entered into a new deal with social media giant Meta. Through the $60 billion deal, Meta will buy Advanced Micro Devices Inc. (NASDAQ:AMD)’s GPUs and CPUs after entering into a similar arrangement with NVIDIA. Following the deal, Cramer praised the firm’s CEO in a tweet:
“Ardor for NVDA not diminished buy i continue to be impressed with Lisa Su’s transformation of AMD as the greatest turnaround perhaps in history other Jobs/Apple”
11. The Home Depot Inc. (NYSE:HD)
Number of Hedge Fund Holdings: 104
Home improvement retailer The Home Depot Inc. (NYSE:HD)’s shares are down by 2.2% over the past year and are up by 11% year-to-date. Bernstein discussed the firm on February 18th. It raised the share price target to $381 from $362 and kept a Market Perform rating. The action came before The Home Depot Inc. (NYSE:HD)’s fiscal fourth quarter earnings report. Bernstein outlined that it was sticking with caution when it came to same-store sales growth due to a snowstorm that it believed could affect the results. The Home Depot Inc. (NYSE:HD)’s earnings saw it report $38.20 billion in revenue and $2.72 in earnings per share to beat analyst estimates of $38.12 billion and $2.54. During the quarter, the firm’s same-store sales grew by 0.4%. The Home Depot Inc. (NYSE:HD)’s peers, Builders FirstSource and Floor & Decor posted growth drops in their latest results. The former’s core organic net sales dipped by 13% while the latter’s same-store sales dropped by 4.8%. Cramer continued to defend The Home Depot Inc. (NYSE:HD) after the earnings:
“We own Home Depot for the trust. I was looking for a cut in estimates and negative comps. We did better. Those who are selling it, what is your edge? You worried about that forecast which is always conservative? Tell me what you know? Why you are selling? I would love to hear.”
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