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.
12. Hims & Hers Health, Inc. (NYSE:HIMS)
Number of Hedge Fund Holders: 41
Hims & Hers Health, Inc. (NYSE:HIMS) is one of the 14 stocks Jim Cramer recently shared insights on. Discussing the importance of discipline over conviction, Cramer commented:
“No matter how much you love these speculative winners, you don’t have a gain until you actually ring the register. At the end of last week, for example, Hims & Hers Health, the online healthcare company, was trading at $64. But then yesterday, the stock fell 22 bucks for an almost 35% decline… What I care about is that this stock… [has] almost tripled in two months. If you owned Hims & Hers up almost 200% and you hadn’t sold any at that point, you were being a knucklehead.
Why? Because this is one of the most heavily shorted stocks in the market. 35% of the shares sold short. A lot of people have been betting against it. The haters are plentiful. In that situation, the stock can erupt on any good news. And there was a lot of good news when HIMS was making money with the Wegovy deal.
But a lot of those gains came on the backs of the short sellers who were forced to cover or buy back the shares they sold short because they couldn’t take the pain. That’s why when a stock goes up that fast and there’s a big short position, you gotta generate some discipline here.”
Hims & Hers Health (NYSE:HIMS) operates a telehealth platform that delivers prescription and non-prescription health and wellness products. The company’s products include medication, skin care, sexual health, hair care, and wellness items, supported by ongoing care from licensed healthcare professionals.
11. Archer Aviation Inc. (NYSE:ACHR)
Number of Hedge Fund Holders: 33
Archer Aviation Inc. (NYSE:ACHR) is one of the 14 stocks Jim Cramer recently shared insights on. A caller asked if it is a good time to enter the stock. Here’s what Mad Money’s host had to say:
“Okay, Archer and Joby, again, I’m going with them. Why? Because a news headline and it can be up 25%. That’s what I’m looking for these days.”
Archer Aviation (NYSE:ACHR) designs advanced aircraft, including electric vertical takeoff and landing models. The company provides ride services, commercial aircraft, and support services such as maintenance and repair. It is worth noting that on May 16, Cramer commented:
“Oh, that one’s a bridge too far for me to tell you the truth. Electric vertical takeoff, I mean, I’m willing to go with Rocket Lab, but Archer’s just a little bit too far. I mean, someone who’s like 18, 19, 20, 21, you might want to believe in it. I don’t want to have too many of these kinds of stocks on my so-called recommended list.”
10. Jabil Inc. (NYSE:JBL)
Number of Hedge Fund Holders: 55
Jabil Inc. (NYSE:JBL) is one of the 14 stocks Jim Cramer recently shared insights on. Answering a caller’s query about the stock during the lightning round, Cramer stated:
“Jabil is so terrific that even though it’s up on a spike… I am again going to bless it. Why? Because it only sells at 22 times earnings, and it’s the kind of company you need to deal with right now. They’ll understand all the tariff problems and they’ll help you.”
Jabil (NYSE:JBL) delivers comprehensive manufacturing and design services, including electronics and electro-mechanical product development, prototyping, validation, and assembly. Additionally, the company provides testing, production management, and consulting solutions across various manufacturing processes. Back in February, Cramer commented:
“What in the world has gotten into the stock of Jabil? This company has been on fire ever since it reported a tremendous quarter back in December. It’s up more than 25% in the past two months, setting foot into fresh all-time high territory. I’ve always loved this company. […] “They’re not just a manufacturing company, they’re an engineering and supply chain powerhouse. They build semiconductor fab equipment, testing equipment, silicon photonics, servers, and racks. Amazon just did a deal with them, cementing a hugely important relationship.”
9. BWX Technologies, Inc. (NYSE:BWXT)
Number of Hedge Fund Holders: 52
BWX Technologies, Inc. (NYSE:BWXT) is one of the 14 stocks Jim Cramer recently shared insights on. When a caller inquired about the company during the lightning round, Cramer said:
“Alright, that’s nuclear. And again, like you know, nuclear, I’m not going to fight anyone who wants to enter a nuclear stock. I’m going to bless it even though it’s up very, very big.”
BWX Technologies (NYSE:BWXT) manufactures specialized nuclear components, fuels, and equipment for naval, commercial, and medical purposes. The company provides engineering, inspection, and lifecycle services focused on nuclear applications. On June 10, discussing stocks that younger investors are interested in, Cramer commented:
“Then there’s the nuclear cohort…. Every day we see that Oklo and that Cameco, that BWXT, someone asked about that… BWX Technologies, Centrus, Talen Energy, NexGen. These are the ones that have people excited. They can’t put them down. That’s because the data centers use so much electricity that nuclear power’s coming back. In reality, though, there will be no nuclear reactors for at least five years. The stocks that people want are not stocks that I find investible.
… How many analysts are on D-Wave Quantum, BWXT? These companies can say and do whatever the heck they want, and they aren’t going to disappoint anyone because there’s nobody on Wall Street who is watching. You could decry it as the Wild West. You could dismiss these companies as nothing but hype. Or, how about this, you take a company that trades 50 million shares a day, and maybe you just try to shed some light on it.”
8. Trump Media & Technology Group Corp. (NASDAQ:DJT)
Number of Hedge Fund Holders: 11
Trump Media & Technology Group Corp. (NASDAQ:DJT) is one of the 14 stocks Jim Cramer recently shared insights on. Inquiring about DJT, a caller asked if Cramer sees a short squeeze, given its position in Bitcoin. In response, Cramer said:
“Well, I can’t really anticipate a short squeeze because I don’t know, you’ve got 12% short position, could be, maybe. The real short squeezes have occurred… when it gets to about 25, 30. I think below that, then you’re kind of on your own with the fundamentals.”
Trump Media & Technology (NASDAQ:DJT) provides social media, streaming, and financial services through platforms like Truth Social, Truth+, and Truth.Fi. In March 2024, when the company stock was near its highest levels, Cramer said:
“I am not sure where Mr. Trump’s head is, but this is a moment where he could say, look, the stock’s up 286%. No one would mind if I sold stock, so please let me do it.”
7. MP Materials Corp. (NYSE:MP)
Number of Hedge Fund Holders: 29
MP Materials Corp. (NYSE:MP) is one of the 14 stocks Jim Cramer recently shared insights on. During the lightning round, a caller asked for Cramer’s outlook on the company. Cramer commented:
“Okay, I’ve always liked MP. It’s just very recently [that] people realized that it’s got great rare earth potential. Litinsky’s done a good job. It keeps losing money, that’s unacceptable, but you can own the stock.”
MP Materials (NYSE:MP) specializes in the production of rare earth materials and magnetic products, managing mining and processing operations. The company also manufactures magnetic precursors. During the April 9 episode of Mad Money, a caller inquired about the company, and Cramer replied:
“Okay… used to come on our program all the time, James Litinsky, and it’s had a good run. It’s moved up all the way from the bottom, but it used to be much, much higher. My take is this: I think that the rare earth specialty materials are going to do well under Trump and I like Litinsky. I think he’s the real deal, but boy, they keep losing money. This is the year that they either make money or I go against them. Period. End of story.”
6. Six Flags Entertainment Corporation (NYSE:FUN)
Number of Hedge Fund Holders: 48
Six Flags Entertainment Corporation (NYSE:FUN) is one of the 14 stocks Jim Cramer recently shared insights on. Expressing their interest, when a caller asked if they should buy FUN shares, Cramer remarked, “Don’t be interested in it. I don’t like the theme parks other than Disney.”
Six Flags Entertainment (NYSE:FUN) owns and operates amusement parks, water parks, and resort properties, and it provides recreational experiences across multiple locations. Broyhill Asset Management stated the following regarding Six Flags Entertainment Corporation (NYSE:FUN) in its Q1 2025 investor letter:
“Shares of Six Flags Entertainment Corporation (NYSE:FUN) declined 26% during the quarter, as investors became increasingly concerned about the potential for reduced discretionary spending amidst slowing economic growth. We think these fears are misplaced, as regional theme park attendance has historically proven remarkably resilient throughout previous recessions. And following its recent combination with Cedar Fair, the combined company has several levers at its disposal to drive operational improvements and optimize its balance sheet.”
5. TMC the metals company Inc. (NASDAQ:TMC)
Number of Hedge Fund Holders: 9
TMC the metals company Inc. (NASDAQ:TMC) is one of the 14 stocks Jim Cramer recently shared insights on. A caller asked for Cramer’s opinion of the company. Here’s what he had to say in response:
“Okay, heavily speculative stock, and as I said a couple of months ago, I’ve changed my view on this. If I think that a stock can go up on a headline, I’m no longer going to prevent people from doing, you can be what, you can be that, you can keep that speculative stock. I’m fine.”
TMC the metals company (NASDAQ:TMC) explores, collects, and processes polymetallic nodules from the seafloor, targeting resources such as nickel, cobalt, copper, and manganese. It holds rights to two contract areas for nodule extraction in the Clarion Clipperton Zone.
On June 25, Wedbush upgraded TMC from Neutral to Outperform and raised its price target from $6 to $11. The firm cited “significantly increased confidence” in the company’s long-term growth following an executive order signed by President Trump in late April. The upgrade also reflected recent industry checks focused on expanding domestic critical mineral supply through deep-sea mining.
4. Visa Inc. (NYSE:V)
Number of Hedge Fund Holders: 165
Visa Inc. (NYSE:V) is one of the 14 stocks Jim Cramer recently shared insights on. The company was mentioned during the episode when Cramer said:
“Over the past couple of weeks, Visa and MasterCard, two of my favorite companies, have pulled back sharply from their all-time highs. Wall Street’s suddenly worried about the whole payments industry, might be threatened by advances in crypto, especially now that Congress looks like it’ll pass its GENIUS Act, which establishes a framework for regulating Stablecoins. Visa fell over 10% from its high, set on June 11, to its low last Friday… This morning I spoke with Visa CEO, Ryan McInerney, and Ryan told me, I think, a story which made me feel like that, that you’d be nuts to be in this, frankly.”
Visa (NYSE:V) is a payment technology company that provides transaction processing, credit, debit, and prepaid card products. The company provides offerings like cross-border payment solutions, fraud prevention tools, digital services, and payment integration for e-commerce platforms.
3. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
Number of Hedge Fund Holders: 64
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the 14 stocks Jim Cramer recently shared insights on. During the episode, a caller, up 649% on a 2020 CrowdStrike purchase, mentioned that they sold one-third after it reached 10% of their portfolio, recovered principal and profit, and asked whether to hold or take additional gains now that it represents 8%. Cramer replied:
“Many disciplines involved here. Obviously, you exercised the first discipline, that was terrific. Next discipline: You’re a little bit too overweight in CrowdStrike, but I do like CrowdStrike very much. Why don’t you take it down a percent, just take it down to 7, and then I think you let it go. It’s a little bit more like what we do with the Chaitable Trust… You know, I think CrowdStrike’s terrific.”
CrowdStrike (NASDAQ:CRWD) delivers a cybersecurity platform that provides cloud-based protection across endpoints, cloud workloads, identity, and data. The company’s services include threat intelligence, AI-driven automation, and security operations.
2. Lockheed Martin Corporation (NYSE:LMT)
Number of Hedge Fund Holders: 68
Lockheed Martin Corporation (NYSE:LMT) is one of the 14 stocks Jim Cramer recently shared insights on. During the episode, a caller asked whether to reposition their holding in the stock, and in response, Cramer said:
“I like Lockheed Martin too much to tell you to do that. Every time I see Jim Taiclet, I say to myself, why does anyone want to sell that stock with a 3% yield and a great book of business and a terrific CEO? No, you stay long, Lockheed Martin.”
Lockheed Martin (NYSE:LMT) focuses on designing, developing, and producing advanced technology systems, products, and services for the defense and space industries. On May 14, when Cramer was asked about the company, he remarked:
“Okay, so Jim Taiclet runs this company, and he’s a terrific, honorable, good guy. It now yields almost 3%. You can say, well, that doesn’t compensate, but it only sells for 16 times earnings. I think Lockheed Martin, you start a position right here. I would have no problem buying a stock that Jim Taiclet is in charge of and that… sells for only 16 times earnings.”
1. Chime Financial, Inc. (NASDAQ:CHYM)
Number of Hedge Fund Holders: N/A
Chime Financial, Inc. (NASDAQ:CHYM) is one of the 14 stocks Jim Cramer recently shared insights on. Highlighting its recent IPO, which was originally priced at $27 but opened at $43, a caller inquired after Cramer’s thoughts on the company. He replied:
“Okay… Look, I think Chime was part of this, there… [were] a couple of days where no matter what anybody did, the things were going up, and then this one happened and it cost too much and people got nervous about it. $10 billion, Chime, I want to buy it. I think it’s going to be good. I think every analyst is going to come out and recommend it. I think you get a good price here, buy the next… at $25.”
Chime Financial (NASDAQ:CHYM) is a fintech company that provides a mobile banking app that helps users manage spending, savings, credit building, and access to funds, while emphasizing security and community support.
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