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 some stocks that were consistently performing well. After co-host Carl Quintanilla shared Cramer’s tweet outlining that he would love to see a pause in speculation surrounding gold, crypto, and profitless companies, Cramer commented:
“We need to see it stop. We need to see it stop. We can’t have these stocks go up everyday. Because they are what I call the Robinhood stocks, and they need to be able to, we need to have a coalesces of markets. We can’t just constantly have these ten companies plus Palantir, and it’s starting to rankle me because you’ll have like a company like Rigetti, and Rigetti was like a dollar a year and a half ago. . .”
The CNBC TV host also commented on speculative plays:
“I also think if we see a decline in the speculative juices of what we got going here. And that means the Oklos going down, maybe the D-Wave’s coming, we might revert to the elite 8 and this is the one that’s fallen behind now that Apple finally has the leverage.”
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 September 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
14. Oracle Corporation (NYSE:ORCL)
Number of Hedge Fund Holders In Q2 2025: 124
Cramer discussed the recent leadership change at Oracle Corporation (NYSE:ORCL) in detail, which saw the firm’s former CEO, Safra Catz, shift to a board leadership role and two co-CEOs take her place. The CNBC TV host discussed the former CEO, her successors, and the culture at Oracle:
“Well I’ve got to tell you, there’s some very exciting ones. . .these are people who are successful. This is not the kind of thing, I mean we’re going to have to leave this, I’m not talking about Molson Coors, but Safra Catz is amazing. She did an incredible job. Take a look at performance. I don’t even know David, what’s the kind of total shareholder return there. I mean I checked in with her, she’s just said, all she says is, it’s a great day.
“[On why now] It’s time to have someone who’s directly related to the cloud infrastructure and someone directly related to AI. That’d be good. Safra’s from the other side of the equation, but Safra’s a winner. One of the most remarkable CEOs. Just incredibly intense. By the way, I worked with one the toughest founders there is. What an achievement. And I just want to say, congratulations to her. She’s just fabulous.
“Still Crushing it. You know Carl, when we look back at people during this era, we should be thinking about him as number one. We have a lot of people who we think have done a great job. And you know what I think of Jensen Huang and what I think of Tim Cook. But this man reinvented a company on the fly with Safra Catz at the age of 79. . .he is the GOAT. He’s the GOAT.
“People don’t understand, Catz is, these people are so competitive. Okay, when you speak to them, they’re relentless. Relentless about being number one. And now, I think there are a lot of people feel there was, this thing which was a bridge too far, this gigantic move into the cloud, the data center. But if AI is real, and we can extend the period where people are trying to figure out whether they’re winners in AI or whether they can win in AI, they’re gonna come back and look at this visionary team that just said, you know what, everyone needs power. Everyone needs a data center. We’re going to deliver it. Just turnkey. . .I think that they had vision, and their vision was we don’t want to grow two to four percent for the rest of our lives. We wanna accelerate our growth. And these two people did it. My hat’s off to it. . .it’s almost as if they spotted the other team, 26 points in the first, it was like that, you know what I mean, and then they came back.
I want to circle back to the Oracle deal, because it is so important. Mr. Magouryk, who is the CEO, he’s from the hyperscale public cloud data centers business. And he will be a perfect liaison. And then Mike Sicilia, who will also be a co-CEO, he’s done unbelievable work in terms of trying to figure. out how to use AI to not have the cost of coding. And I’m sure he will offer you a value proposition, and Mr. Magouryk will offer you, because he was a founding member of Oracle’s cloud engineering team, he’ll offer you what needs to be done for the data center and be able to build out all the data centers. And Safra Catz, just a remarkable run. I salute her. She’s one of the great CEOs, not women CEO, none of that nonsense, she’s tough as nails. Great CEOs ever. Congratulations. She’s still staying. Executive vice chair of the board of directors. But I don’t think she gets the credit that she deserves for just being, really understanding vision of what to do here. Along with Larry Elisson, congratulations.
“Look it’s a different outfit, the culture out there. It’s a culture of winning. I mean you have to just, they’re very NFL like, which is that look, it’s W, they wanna get Ws and they get them. Because they are fantastic. We gotta get these people on. These two CEOs, I am sure they will show you why they’ll be able to pull this off. It’s a big thing to pull off what they’re doing, building those data centers.”
13. Seagate Technology Holdings plc (NASDAQ:STX)
Number of Hedge Fund Holders In Q2 2025: 71
Seagate Technology Holdings plc (NASDAQ:STX) has been on Cramer’s radar recently as the shares have gained a cool 36% over the past month. The share price gains have left him double-minded, as while he’s appreciative of the performance, the firm’s business model of selling computer storage devices has left Cramer wondering whether a multiple of 20 might be too high. Cramer explained the reason behind his belief that storage companies should trade at a lower multiple in July as he outlined that they operate in a “cutthroat industry.” In this appearance, he discussed Bank of America’s Wamsi Mohan and his comments about the strong performance of traditional technology stocks in today’s AI-driven markets:
“You know Wamsi was on and he talked about the idea that old tech renaissance, you’ve got, you have Seagate. David, SanDisk, David I mean this is unbelievable. These are companies that, you have Western Digital, you said we’ll be safe in hardware. No you did not. No one thought we’d be safe in hardware. Because hardware always had a low multiple, by the way.”
In his Mad Money appearance in July, Cramer discussed Seagate Technology Holdings plc (NASDAQ:STX) in detail:
“In fourth place… this is an amazing one, Seagate Technology of all things, up 67% in the first half after more than doubling from its lows in April. Seagate makes hard drives and flash-based solid state drives, basically storage hardware, the textbook commodity tech product. But right now, the hard drive business is booming, and the company announced a $5 billion buyback a little over a month ago while projecting mid-teens revenue growth through 2028. That’s not bad.
“This one’s a reflection of the AI data center bull market. As long as people are building these big warehouses full of servers, they need everything that goes into a server, including storage, even if the lineage is ancient. We had a big scare earlier this year with all that DeepSeek nonsense. But once companies began reporting in April, it became clear that DeepSeek had no impact on anything, and stocks like Seagate have been making up for lost time ever since. Can it keep running? Look, if data center demand stays strong, it wouldn’t surprise me, even as this one’s just made a new all-time high today.”
