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.
11. Netflix, Inc. (NASDAQ:NFLX)
Number of Hedge Fund Holders: 150
Netflix, Inc. (NASDAQ:NFLX) is one of the 13 stocks recently discussed by Jim Cramer. Cramer mentioned that the “company deserves the benefit of the doubt” as he said:
“This morning, we saw a host of valuation downgrades in part because this market’s been so fantastic, at least until today. The most glaring, a firm called Seaport Research Partners downgraded Netflix to Neutral after a fantastic run. Listen to this, ‘We believe that plenty of the long-term opportunity set is factored into the shares at this price, and the company needs time to execute against the expectations in advertising, aggregating, launching experiences, and expanding share again.’
Now, the risks mentioned, they’re substantial, but Netflix has shown time and again that it can pull these things off. I think the company deserves the benefit of the doubt. If Netflix succeeds, and I bet they will, anyone who listens to this downgrade will miss another big move…
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.”
Netflix (NASDAQ:NFLX) delivers entertainment content, including series, films, documentaries, and games in multiple genres and languages, accessible through internet-connected devices for streaming.
10. Lincoln Educational Services Corporation (NASDAQ:LINC)
Number of Hedge Fund Holders: 12
Lincoln Educational Services Corporation (NASDAQ:LINC) is one of the 13 stocks recently discussed by Jim Cramer. A caller inquired if the company would be a good long-term investment, given President Trump’s suggestion of investing more in trade schools. Here’s what Cramer had to say in response:
“Yes, I do. Actually, I do, and I’ve been thinking about that myself all weekend. That’s where you want to be.”
Lincoln Educational (NASDAQ:LINC) provides career-focused education through programs in automotive technology, skilled trades, health sciences, and information technology. The company operates under multiple school brands and serves both high school graduates and working adults. In May, the company reported double-digit growth in revenue and updated full-year guidance.
For 2025, Lincoln Educational (NASDAQ:LINC) raised its revenue guidance from $480 million – $490 million to $485 million – $495 million. The net income guidance was raised to $10 million to $15 million from $8 million to $13 million.
9. Karman Holdings Inc. (NYSE:KRMN)
Number of Hedge Fund Holders: 32
Karman Holdings Inc. (NYSE:KRMN) is one of the 13 stocks recently discussed by Jim Cramer. During the lightning round, a caller asked about the company, and Cramer replied:
“I mean, the missile story is good. That company came public in February… These are the kinds of companies that are making a lot of people a lot of money…”
Karman Holdings (NYSE:KRMN), through its subsidiary, designs, tests, manufactures, and sells mission-critical systems, including payload protection, deployment mechanisms, aerodynamic structures, and propulsion technologies for use in defense and space applications. Prosper Stars & Stripes Fund stated the following regarding Karman Holdings Inc. (NYSE:KRMN) in its Q1 2025 investor letter:
“The Composite has also invested is several defense stocks that will benefit from stability in overall defense spending and the shifting priorities that emphasize the navy and modernizing weapon systems. As an example, Karman Holdings Inc. (NYSE:KRMN) is a supplier of subsystems for space and launch applications, missiles, and hypersonic weapons. The company expects revenues to grow over 24% in 2025 and to deliver over 30% EBITDA margins.22 We believe this is one of the ways to invest in the need to modernize the US defense industry.”
8. Annaly Capital Management, Inc. (NYSE:NLY)
Number of Hedge Fund Holders: 18
Annaly Capital Management, Inc. (NYSE:NLY) is one of the 13 stocks recently discussed by Jim Cramer. A caller asked for Cramer’s thoughts on the company, and in response, he commented:
“I have been against Annaly for many, many years because I think all it is just this mishmash of securities that I never know what they are because they don’t, you know, they don’t really tell you, and it’s got a big yield, but I want to own growth. Growth is the only safety in this market.”
Annaly Capital Management, Inc. (NYSE:NLY) is a real estate investment trust that manages a diversified portfolio of mortgage-related assets, including agency and non-agency securities, mortgage loans, and servicing rights. In 2022, when a caller discussed that the company’s dividend is safe, Cramer replied that despite it, “I’m not going to recommend that stock.” For context, since the comment was aired, NLY stock is down about 27%.
7. Leonardo DRS, Inc. (NASDAQ:DRS)
Number of Hedge Fund Holders: 20
Leonardo DRS, Inc. (NASDAQ:DRS) is one of the 13 stocks recently discussed by Jim Cramer. While Cramer highlighted a few positives of the company during the episode, he made sure to mention that the stock is a “little pricey”.
“.. So the business is sound, the numbers are good. So then we have to ask, what’s the bull case for sticking with the stock? Keep in mind, Leonardo DRS is now up 46% for the year to date and up 83% over the past 12 months, meaning you’re not exactly early here. That said, management’s pretty optimistic about the future…
It doesn’t hurt that Leonardo DRS paid its first-ever dividend just this year. While a quarterly payment of 9 cents and a 0.8% yield may not turn any heads, it’s certainly a signal, right, that management’s confident about its outlook, commitment to returning capital to shareholders.
… So where do I come out on this one? If Leonardo DRS were still in the mid-30s, I’d be pounding the table, but now it’s at $47 and change. Like the other small mid-cap defense contractors, it’s had a huge run this year, and the stock now sells for over 37 times estimates. Paying too much for those earnings. That’s a little pricey for the company that’s on track to grow earnings at roughly 17% clip. I’m willing to double that, say pay 34 times earnings, but it’s a stretch.
Here’s the bottom line: I like Leonardo DRS, the company. I think it’s exactly the kind of defense contractor that can work in this environment. But the problem is it has been working. It’s very, very well where it is. Alright, if you don’t own it already, I’d wait for a meaningful pullback before you start a position. Yes, if you have to, buy a little here, but then you gotta wait for it to come down because it has had such a big run.”
Leonardo DRS (NASDAQ:DRS) develops defense electronics, sensing systems, and power technologies, and it provides products and services that support military operations, situational awareness, and mission-critical decision-making across various platforms.
6. CoreWeave, Inc. (NASDAQ:CRWV)
Number of Hedge Fund Holders: 36
CoreWeave, Inc. (NASDAQ:CRWV) is one of the 13 stocks recently discussed by Jim Cramer. Discussing the company’s recent acquisition decision, Cramer said:
“This morning, we got some big news from CoreWeave, the data center operator that we’ve championed. It makes its money by renting out computing power, especially for artificial intelligence. The stock came public with a whimper in March before going on to become one of the best performers of the year. Today, it got hit after CoreWeave announced that it’s buying Core Scientific, another data center infrastructure play, for $9 billion in an all-stock deal.
These two companies are already longstanding partners. CoreWeave has been paying to lease Core Scientific’s infrastructure for years. So now they own it outright, very positive. And hey, given that this stock’s up almost 300% from where it came public, they should be using it to pay for acquisition. That’s smart. Of course, the market didn’t love the transaction.
CoreWeave fell more than 3% today. Core Scientific plunged almost 18% in part because we’ve been hearing rumors of this deal for a week and a half. So Core Scientific shares had already run, and the… price tag was a little lower than expected. When it comes to this company, I’m a believer and you know that…”
CoreWeave (NASDAQ:CRWV) delivers cloud infrastructure designed for high-performance workloads such as AI training, rendering, and compute-heavy processes. It offers GPU and CPU compute resources, storage, networking, and management tools for large-scale enterprise use.
5. Micron Technology, Inc. (NASDAQ:MU)
Number of Hedge Fund Holders: 96
Micron Technology, Inc. (NASDAQ:MU) is one of the 13 stocks recently discussed by Jim Cramer. A caller asked if Cramer thinks the company is in a better position to dominate AI over the next 5-10 years. He replied:
“I can’t tell you how glad I am that you brought up Micron. Micron’s stock ran up huge into the print, so to speak. And then when the print came out, it was excellent. Since then, the stock has been going down. We’ve seen this pattern before, by the way, you know, we saw the same pattern in TJX. It’s rather remarkable. It took far longer to settle down than I thought. Micron, you buy some tomorrow, and then… you wait a 10% interval, I’m not kidding, 10% because I don’t know where the bottom of this thing is, but you can start tomorrow because it’s down that much from the high.”
Micron (NASDAQ:MU) develops and sells high-performance memory and storage solutions. The company serves markets ranging from data centers and mobile devices to automotive and consumer electronics.
4. Tesla, Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holders: 104
Tesla, Inc. (NASDAQ:TSLA) is one of the 13 stocks recently discussed by Jim Cramer. The company was mentioned during the episode, and here is what Mad Money’s host had to say:
“When the only stock that’s down enough to create a real price break is Tesla, largely because Elon Musk’s trying to get back into politics instead of humanoids, it’s tough to pull the trigger.”
Tesla (NASDAQ:TSLA) designs, manufactures, leases, and sells electric vehicles, energy storage systems, and solar energy products. The company provides services that include vehicle maintenance, insurance, charging infrastructure, and various financing options for both automotive and energy customers. Macquarie Asset Management stated the following regarding Tesla, Inc. (NASDAQ:TSLA) in its Q1 2025 investor letter:
“At the individual stock level, the greatest contribution was attributable to not owning Tesla, Inc. (NASDAQ:TSLA), and our positions in Intercontinental Exchange Inc. (ICE) and Visa Inc. Tesla faced well-publicized headwinds last quarter that may bleed into future periods. This has remained a constant stock of debate among the investment community and is volatile as a result. The business has never met our quality standards and we are happy to sit on the sidelines of this battleground stock.”
3. The Boeing Company (NYSE:BA)
Number of Hedge Fund Holders: 96
The Boeing Company (NYSE:BA) is one of the 13 stocks recently discussed by Jim Cramer. Cramer said that due to the tariffs, countries might look toward “big-ticket items”, like the ones the company sells, as a “gesture of good faith.” He commented:
“Now he’s (President Trump) saying these countries don’t buy enough from our country anyway. Maybe when they see these tariffs, maybe they’ll buy something as a gesture of good faith. That means you want to buy the stocks of American companies that make big-ticket items that you can’t get elsewhere. I’m talking about Boeing planes, huge turbines from GE Vernova, machinery from John Deere, Caterpillar, Cummins. That’s what countries will have to do. They’ll have to buy that stuff to get into President Trump’s good graces, and that’s what this is really about.”
Boeing (NYSE:BA) designs, manufactures, and services commercial aircraft, military systems, satellites, and space technologies. Additionally, the company provides logistics, training, and digital solutions for both commercial and defense customers.
2. General Motors Company (NYSE:GM)
Number of Hedge Fund Holders: 79
General Motors Company (NYSE:GM) is one of the 13 stocks recently discussed by Jim Cramer. While Cramer showed bullish sentiment toward the stock in light of the tariffs, he mentioned that the stock went down and acknowledged “not everybody believes.”
“Keep in mind, we have a big, persistent trade deficit with both Japan and South Korea. You tack on a big tariff on imports from those countries, and suddenly, about 17% of vehicles made there and sold here are priced out of the market. In other words, this is great news for domestic automakers. Ford and GM should be able to clean up, yet both their stocks went down today. Hmm, sounds like not everybody believes.”
General Motors(NYSE:GM) manufactures and sells vehicles and parts under multiple brand names. The company also offers software-based services and subscriptions, and provides financing, after-sales support, and fleet solutions.
1. Ford Motor Company (NYSE:F)
Number of Hedge Fund Holders: 39
Ford Motor Company (NYSE:F) is one of the 13 stocks recently discussed by Jim Cramer. During the episode, Cramer discussed the impact of tariffs on the stock, as he said
“Keep in mind, we have a big, persistent trade deficit with both Japan and South Korea. You tack on a big tariff on imports from those countries, and suddenly, about 17% of vehicles made there and sold here are priced out of the market. In other words, this is great news for domestic automakers. Ford and GM should be able to clean up, yet both their stocks went down today. Hmm, sounds like not everybody believes.”
Ford (NYSE:F) designs, manufactures, and sells vehicles under the Ford and Lincoln brands, including combustion, hybrid, and electric models. The company provides financing, leasing, digital services, and dealer support programs. In a March episode of Mad Money, Cramer mentioned the company and said:
“A 50% tariff of Canadian aluminum doesn’t work because there’s no new source to replace it. Wherever we get aluminum it’s going to be a lot more expensive, raising the price of cars and trucks dramatically, really hurting GM’s profits; Ford’s too. I don’t think it’s a mistake to say that the auto companies are in real trouble with a 50% tariff on Canadian steel and aluminum. You certainly can’t own their stocks.”
While we acknowledge the potential of Ford Motor Company (NYSE:F) 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 F and that has 100x upside potential, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires
Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
