In this piece, we will look at the stocks Jim Cramer discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the recent dip in gold price and silver trying to bounce. The CNBC TV host correlated it with meme, quantum, and nuclear stocks and shared advice on how to avoid losses from the dips:
“But what we’re seeing is, these are, all of these things are very correlated. The memes are correlated. The quantum stocks are correlated. The nuclear stocks are correlated. The rare metals are all correlated. And they all went down at once. You just have to be careful. One of these goes down, particularly gold, then you’re going to get caught in what I regard as a vortex of everything coming down like it did yesterday. What you want to do, when you’re in one of these meme stocks, or when you’re in one of these stocks. . . just check to see insider selling, check to see if there are converts being done, check to see if there’s corporations trying to raise money. And sell that stock yesterday.”
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 October 22nd.
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).
14. Netflix Inc. (NASDAQ:NFLX)
Number of Hedge Fund Holders In Q2 2025: 150
Cramer discussed Netflix Inc. (NASDAQ:NFLX) after the firm’s latest earnings report, which saw third quarter revenue of $11.51 billion beat analyst estimates but earnings per share of $5.87 miss estimates of $6.97. While the stock dipped by 9% in trading after the results, the CNBC TV host took the contrarian view:
“[On earnings] I think one of the problems is, they claimed it was telegraphed but you really had to go through a lot of fine print to be able to realize that. I’m gonna take the other side of the selling. I thought the quarter was excellent. I think that the engagement is really good, I think the advertising is really good. I think what the, the slate that they have is really good. And what happens with something like this? Okay, you say, listen, I want to sell it. And then Friday, Kathryn Bigelow of the House of Dynamite comes on, and then on Monday we all come out, we’re talking about House of Dynamite. I just think that to leave this stock, with their advertising, with the gaming possibly coming, with them having to say, listen, we don’t need any of this stuff with Warner Brothers. Discovery. We can do it on our own.
“They don’t need to buy anything. They can make, they have their own destiny.
“I think people just said, you know what, this is a beat and raise situation. And they didn’t beat and raise. I come back and say, very few companies are as in control of their destiny as this company. And they still have a lot of time. . .and they go around and they talk about all the different places that they’re developing great stuff. You know they make this stuff and it’s very, the South Korean stuff is very inexpensive, the Mexican stuff is very inexpensive. It doesn’t cost them a lot to be able to make really, really good product. Let’s say it was a technology company, they’ve got all these new technologies all over the place and it’s just such a great thing to be able to have a returning slate. Oh look at that, they’ve got the Witcher 4, nobody wants this too, Emily in Paris, which my wife still watches, unbelievable. . .you know all these things are franchised. It’s hard to have this many franchises. Disney does not have that many franchises.
“But I do think that this is an impressive quarter and those who. want to sell it, they should read the conference call which was incredibly done. They should read the shareholder note, which was amazing. And they’ll realize you’re selling a company which has more franchises than any other company that I know. That can just print money.”
13. Warner Bros. Discovery, Inc. (NASDAQ:WBD)
Number of Hedge Fund Holders In Q2 2025: 67
Warner Bros. Discovery, Inc. (NASDAQ:WBD) was back in the news lately after reports suggested that the firm had rejected Paramount Skydance’s reported takeover bid. The reports came courtesy of Reuters and CNBC’s David Faber, with Warner Bros. Discovery, Inc. (NASDAQ:WBD) only confirming that it had received multiple “unsolicited” offers. Cramer commented on the per-share price purportedly being offered to the firm and his beliefs about CEO David Zaslov:
“[On deal rejection] Look my understanding is David Zaslov doesn’t want anything less than 27. That there are other buyers out there who seemingly could be flushed out. We know that there are other companies that overpaid for different cable assets before.
“But I do think that Zaslov is, look he’s firm, he’s firm on this.
“But I think Zaslov is right to hold now, I really do. . .look you just said, maybe Netflix is a buyer, maybe Comcast is a buyer, well why not just say, listen, here’s my price, what’s the worst thing, they ask you [inaudible] and sell us for 24?
“The idea of getting to 27 without Paramount in there, that’s a stretch. Very big stretch, bridge too far so to speak.
“[When asked if this was something he would be playing in right now] Absolutely not. Look because I want growth, and this is about market share and conceivably putting together some sort of like Citizen Kane like product. I’m not there. . .”
