On Monday’s episode of Mad Money, host Jim Cramer addressed President Donald Trump’s latest round of tariff announcements and discussed that the new trade measures might not stick.
“Tariffs do matter. They raise prices almost immediately… Because these numbers seem all over the place and the White House has repeatedly postponed or reduced its tariffs, it’s really hard to tell what’s happening, isn’t it?”
READ ALSO 22 Stocks Jim Cramer Recently Talked About and 25 Stocks Jim Cramer Recently Shared Insights On
As per Cramer, the president’s approach to tariffs has shifted in focus. He said that rather than pushing for domestic companies to build new manufacturing facilities in the United States, he thinks Trump’s objective is more about increasing American exports and improving trade partnerships abroad. He added that from a market perspective, that kind of goal supports earnings growth and is ultimately beneficial for stocks.
While tariffs have been grabbing headlines, Cramer emphasized that other factors also carry weight when it comes to the broader economic picture, like the recent federal budget bill. Additionally, Cramer spoke about the actions being taken within the Charitable Trust. He explained that they no longer view the tariff numbers the president mentions as significant or actionable. In response, the trust has been trimming some positions, not out of panic, but to lock in gains that others in the market might also be eyeing. He added:
“Look, I don’t want to be glib. I know we’re staring down the barrel of a tariff gun, but if I’m right that the president’s game plan is really to help our manufacturers export more merchandise, it’s hard to make the case that we need to do really huge amount of selling here, unless you’re ringing the register on something that’s had a huge run, or something that’s a dog and didn’t move it all.”
Our Methodology
For this article, we compiled a list of 13 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on July 7. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the first quarter of 2025, which was taken from Insider Monkey’s database of 1,000 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
13 Stocks Recently Discussed By Jim Cramer
13. Wells Fargo & Company (NYSE:WFC)
Number of Hedge Fund Holders: 88
Wells Fargo & Company (NYSE:WFC) is one of the 13 stocks recently discussed by Jim Cramer. Coming to the company, Cramer commented:
“Finally, Raymond James downgraded Wells Fargo, another Charitable Trust name, with a very dismissive, ‘downgrading to Market Perform.’ This is a Strong Buy to Market Perform. Wow. Favorable fundamentals reflect in valuation. Now, the analysts going from Strong Buy to Hold, two markdowns, you think something’s wrong, right? No, they just think the upside’s baked into the share price. I think it’s crazy. First, Wells Fargo is priced like almost any other bank stock, so it’s not like there’s a premium valuation. Second, these guys just got outta the penalty box when the Fed lifted its longstanding asset cap, allowing Wells to do more lending. Third, the bank stocks have become leaders here, and this is one of them. How the heck will this analyst get back on? I don’t think he can…
Some stocks deserve the benefit of the doubt. With Netflix, CrowdStrike, and Wells Fargo, you’re buying into franchises with excellent bona fides and very smart CEOs. I’d much rather stick with these winners than sell them on valuation worries. I just don’t think you’ll be able to get back into such high-quality stocks at an easy-to-find lower level.”
Wells Fargo (NYSE:WFC) is a global financial services firm that provides banking, investment, mortgage, and other financial products.
12. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
Number of Hedge Fund Holders: 64
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the 13 stocks recently discussed by Jim Cramer. Discussing its recent valuation downgrade, Cramer emphasized that the company is doing well despite the massive worldwide outage it caused in July 2024.
“How about CrowdStrike, the cybersecurity play that we own for CNBC Investing Club. This morning, Piper Sandler downgraded the stock. The analyst says he can’t foresee anything near term that would ‘meaningfully increase numbers or our terminal multiple, already the highest across our coverage universe.’ Okay, so CrowdStrike’s gone up a lot and it’s certainly expensive, but then get this, ‘Yes, this is a valuation goal again. There is a sense of deja vu as it was July of last year when we lowered our opinion on valuation.’
Again, I get that. I mean, if you recall, last year on July 19th, CrowdStrike had a bug that shut down 8 million computers worldwide. We’re about to annualize that out, and I think it’ll be celebrated. It’s one of the greatest comebacks in business history… CEO George Kurtz met with as many customers as possible and kept most of the business, allowing this stock to roar. I think he’ll get a lot of full-price contracts out of the companies he offered discounts to last summer, giving him a good chance to raise numbers, number bumps coming.
So I’m not going to take this valuation downgrade seriously, given… the fact that the analyst was indeed dead wrong when it did the same thing last July. Full disclosure, we sold some CrowdStrike for the Charitable Trust in an effort to balance our portfolio, but we’re not making a call to the stock’s valuation. We regularly trim our winners simply because we don’t want to be greedy…
Some stocks deserve the benefit of the doubt. With Netflix, CrowdStrike, and Wells Fargo, you’re buying into franchises with excellent bona fides and very smart CEOs. I’d much rather stick with these winners than sell them on valuation worries. I just don’t think you’ll be able to get back into such high-quality stocks at an easy-to-find lower level.”
CrowdStrike (NASDAQ:CRWD) delivers cybersecurity solutions through a subscription-based SaaS model, and focuses on endpoint and cloud workload protection, identity security, data protection, threat intelligence, and AI-driven security automation.
