On Tuesday’s episode of Mad Money, host Jim Cramer delivered a clear message to investors chasing speculative stocks: stay disciplined, even when your convictions feel strong.
“You can make a lot of money speculating. But remember, you haven’t really made any money until you sell something. It’s all conjecture otherwise… You gotta let discipline trump your conviction, meaning you have to take something off the table.”
READ ALSO: 12 Stocks on Jim Cramer’s Radar Recently and 10 AI Stocks Jim Cramer and Analysts are Watching.
He made it clear that taking profits is not about losing faith. Cramer then emphasized, “You gotta let discipline trump your conviction,” and stressed that responsible investing involves locking in profits along the way rather than waiting for the perfect top. He acknowledged the current wave of enthusiasm surrounding many high-flying stocks, describing the recent action as “sensational.”
Cramer said some of these moves are the result of short squeezes, while others are driven by pure overexuberance. Either way, he emphasized that investors need to stay grounded. He emphasized that he wants his audience to make money and said, “You can’t do that until you sell at least some of your position.”
“I’m not saying sell the entire position. You can keep your favorite stocks. I’m not going against them. But remember, you haven’t made a dime until you ring the register on part of your position. Then and only then can we say you made money in a Hims & Hers or a CoreWeave or a Circle Internet Group.”
Our Methodology
For this article, we compiled a list of 14 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on June 24. 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).
14 Stocks Jim Cramer Recently Shared Insights On
14. Circle Internet Group (NYSE:CRCL)
Number of Hedge Fund Holders: N/A
Circle Internet Group (NYSE:CRCL) is one of the 14 stocks Jim Cramer recently shared insights on. Coming to the company during the episode, Cramer said:
“Finally, there’s Circle Internet Group. Again, I have conviction that this company has a bright future in the red-hot Stablecoin market. But I care about the stock price, not just the company. Less than three weeks ago, Circle Internet came public at $31. It’s now at $222 and change, and that’s after a 15% decline today. You may think you’ve made a fortune in this one. However, you’ve made nothing until you ring the register. I’m not questioning your conviction, I’m questioning your sanity. How can you not at least take your cost basis out? You can let the rest run. That way, you’re playing with the house’s money. That’s the ideal place to be because you’ll never lose.”
Circle Internet (NYSE:CRCL) offers infrastructure for stablecoin and blockchain-based financial applications. Its platform supports tokenized funds, payment solutions, liquidity services, and tools for developers.
13. CoreWeave, Inc. (NASDAQ:CRWV)
Number of Hedge Fund Holders: 36
CoreWeave, Inc. (NASDAQ:CRWV) is one of the 14 stocks Jim Cramer recently shared insights on. Highlighting the short selling in the stock, Cramer commented:
“Take CoreWeave. This is the company that came public at $40 a share, [a] company I recommended and pushed incredibly hard to. People didn’t believe me. Many chose to bet against the stock. 32% of the shares are sold short. On Friday, CoreWeave hit a high of $187. Stock still sits at $172 and change. Sure, it reported a great quarter, but a lot of this move is because so many people were betting against it because the company picked a bad time to come public.
I had tremendous conviction that CoreWeave would make a big move, but not this big. Again, I think discipline must trump conviction, and you gotta do some selling here. Well, I still like the stock. I recognize that much of this move was powered by panicked short sellers. Take something off the table, please.”
CoreWeave (NASDAQ:CRWV) delivers a cloud platform focused on accelerating and scaling compute-intensive workloads, especially for generative AI. The company provides high-performance computing resources, infrastructure management, and services for AI training, inference, rendering, and dataset optimization.
