14 Stocks Jim Cramer Recently Shed Light On

Jim Cramer, the host of Mad Money, helped viewers on Friday make sense of the kind of chaotic trading that can rattle even seasoned investors.

“How did I know to tell you to be ready to buy when the time was right, like I did last night after yesterday’s brutal session?… It’s all about how to spot a bottom. It all starts with something called the S&P Oscillator. It’s a proprietary measure of buying and selling pressure put out each night after the close of the market by a company called MarketEdge.”

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Cramer walked through how he uses it: when the oscillator sits at zero, nothing meaningful can be read from it. He said that a reading of +5 signals that investors have become too excited and that it is time to trim positions. At +10, he said the situation is so overheated that an investor should unload almost everything except a small set of core holdings, though he emphasized that such extremes are unusual. The same idea applies when the market is falling. He explained that a reading of -5 means conditions have become oversold and that it is time to start buying because a rebound is likely.

“Now I know this sounds like hocus pocus, but this is what I did for a living in my hedge fund for years and years and years. I picked bottoms and tops. I even wrote about it in a book called Real Money. So I had the tells, I had the cards, I heard the thunder of the herd, and I nailed it. Maybe it sounds crazy when I say stocks talk to me, but they do. Maybe after all these years, they just like me. I think it’s good to have friends in high places.”

14 Stocks Jim Cramer Recently Shed Light On

Our Methodology

For this article, we compiled a list of 14 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on November 21. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the second quarter of 2025, which was taken from Insider Monkey’s database of over 900 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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).

14 Stocks Jim Cramer Recently Shed Light On

14. Sandisk Corporation (NASDAQ:SNDK)

Number of Hedge Fund Holders: 49

Sandisk Corporation (NASDAQ:SNDK) is one of the stocks Jim Cramer recently shed light on. During the episode, Cramer highlighted Sandisk as one of the stocks that set the tone for the market before NVIDIA moved. He stated:

“Yesterday, everyone thought the only tell was, matter was NVIDIA, right? Well, when it turned down, they thought it was the end. That was wrong. What actually led us down yesterday were the stocks of Micron and Sandisk, two plain vanilla tech storage plays that had been red hot but suddenly turned ice cold. They plummeted, and then and only then did NVIDIA give up the ghost. So I knew to watch the action in those two as a prelude to any rally…

I knew that once Micron and Sandisk, the two that had led us down yesterday, went lower and then reversed, well, then I knew we’d be home free. That’s what led us down yesterday, not NVIDIA. The crescendo was happening right in front of me. Then, when NVIDIA started printing higher highs and higher lows after a horrendous opening, it was a run for the roses.”

Sandisk Corporation (NASDAQ:SNDK) sells NAND flash-based storage solutions, including solid-state drives, embedded storage, removable cards, and USB drives.

13. Biohaven Ltd. (NYSE:BHVN)

Number of Hedge Fund Holders: 39

Biohaven Ltd. (NYSE:BHVN) is one of the stocks Jim Cramer recently shed light on. During the lightning round, when a caller inquired about the stock, Cramer stated:

“Okay, well, I’ll tell you in full disclosure, I have a deal with Biohaven over a drug that I’ve invented with a doctor. So I will tell you the stock seems very low to me. But then again, because I do have that deal, you might just say, well, wait a second, Cramer’s, you know, how can you tell? But boy, is it low.”

Biohaven Ltd. (NYSE:BHVN) develops treatments for neurological, psychiatric, autoimmune, and cancer-related conditions, with several drugs in clinical trials. A caller asked about the stock during the May 29 episode, and Cramer responded:

“Alright, Biohaven had an analyst day the other day, and it was, you know, people didn’t get excited about it. Now, in full disclosure, I do have a personal deal with Biohaven, and I don’t talk about it much because it’s not been disclosed, but I am surprised this stock is all the way down here. Vlad Coric is really good. I think that this is a buy, but you could say, hey Cramer, you’re biased, you got a deal with them. But I’m just telling you that’s how I feel, or else I wouldn’t have a deal with them.”

12. POET Technologies Inc. (NASDAQ:POET)

Number of Hedge Fund Holders: 2

POET Technologies Inc. (NASDAQ:POET) is one of the stocks Jim Cramer recently shed light on. When a caller mentioned that they bought POET as a speculative stock, Cramer remarked:

“It’s losing too much money. It’s losing too much money, and we’re not, remember, the era of magical investing is over, so I can’t recommend the stock.”

POET Technologies Inc. (NASDAQ:POET) creates semiconductor and photonic products that combine electronic and optical devices on one chip. The company reported its Q3 earnings on November 13, posting a GAAP loss per share of -$0.11 and generated a revenue of $298,434 compared to $3,685 in Q3 2024.

11. Opendoor Technologies Inc. (NASDAQ:OPEN)

Number of Hedge Fund Holders: 21

Opendoor Technologies Inc. (NASDAQ:OPEN) is one of the stocks Jim Cramer recently shed light on. Answering a caller’s query about the stock during the lightning round, Cramer said:

“Well, you know what… here’s the problem. The stock is high given the fact that the company makes no money. I’m not a believer until it makes money. That’s just how I am. I love your enthusiasm, but it’s not making money.”

Opendoor Technologies Inc. (NASDAQ:OPEN) runs a digital platform that lets people buy and sell homes directly, list their homes, or connect with buyers through its marketplace. When a caller asked about the company during the lightning round of the August 28 episode, Cramer commented:

“You know, I’ve gotta tell you, this is a meme stock. The person who was, who left the company, the CEO, was a straight shooter. And I don’t really understand what happened, but I’ll tell you this: I am not going to jump on a situation that I thought was heavily, that some would say was manipulative, okay? Some would say. I’m not going to jump on that train.”

10. Mettler-Toledo International Inc. (NYSE:MTD)

Number of Hedge Fund Holders: 40

Mettler-Toledo International Inc. (NYSE:MTD) is one of the stocks Jim Cramer recently shed light on. Noting that Stifel increased the price target on the stock, a caller asked if it is a buy. Here’s what Mad Money’s host had to say in response:

“You know, this is a very, a very poorly covered company that happens to be a very good company. I always have felt that people should be focused on it, but they’re very not promotional. You got a good one there.”

Mettler-Toledo International Inc. (NYSE:MTD) makes precision instruments and software for labs, industrial use, and retail weighing, including tools for measuring, analyzing, and inspecting products. Conestoga Capital Advisors stated the following regarding Mettler-Toledo International Inc. (NYSE:MTD) in its second quarter 2025 investor letter:

“While Mettler-Toledo International Inc. (NYSE:MTD) remains a best-in-class operator with leading market share in precision weighing and analytical instruments, macroeconomic pressures across its end markets continue to constrain its ability to achieve the mid-teens earnings growth it has delivered historically. China represents a high-teens percentage of MTD’s revenue, and ongoing US-China tensions create an additional headwind, limiting visibility into a return to historical growth rates in the region. Given these dynamics, we exited our position and redeployed the proceeds into investments with clearer long-term growth trajectories.”

9. The Trade Desk, Inc. (NASDAQ:TTD)

Number of Hedge Fund Holders: 60

The Trade Desk, Inc. (NASDAQ:TTD) is one of the stocks Jim Cramer recently shed light on. Mentioning that they have a small position in the stock, a caller asked if they should add to it. In response, Cramer said:

“Oh my god, you know, this is a Jeff Green and you know, this is maybe one of the, the worst five stocks in the S&P 500 this year. But you know what? Amazon’s in there. I’m not going against Amazon. They’re like a, they’re like, they’re like flailing. I don’t want to go against them. I really think Jeff’s great, but… it’s just, you can’t go against the hyperscalers, particularly Amazon, which actually is the largest position we have in my Charitable Trust.”

The Trade Desk, Inc. (NASDAQ:TTD) provides a cloud-based platform that helps advertisers plan, manage, and measure digital ad campaigns across different formats and devices. During the September 4 episode, a caller asked about the stock and Cramer responded:

“Look, it’s down 55%. I like Jeff, but they’ve got Amazon as a competitor. And you know, Amazon is one of my absolute favorite companies, and I don’t want to go against Amazon. Can you make some money? Yeah, but there are other ways to make money that are easier and better.”

8. e.l.f. Beauty, Inc. (NYSE:ELF)

Number of Hedge Fund Holders: 43

e.l.f. Beauty, Inc. (NYSE:ELF) is one of the stocks Jim Cramer recently shed light on. When a caller asked for his opinion on ELF, Cramer commented:

“Okay, you know, someone asked me about this last night, and they said, what do you think? I’m out there talking to a lot of people, and I said, you know what? This one’s gotten too hard for me. Look, I know I like Tarang Amin. I backed him the whole way, but it’s just become one of those stocks that’s [got] a tariff problem, and the short interest is really big. And right now, I think it’s low, but I’m afraid literally that I will get my head blown off if I say this is the level to buy it.”

e.l.f. Beauty, Inc. (NYSE:ELF) sells cosmetics and skincare products under its brands, like e.l.f. Cosmetics, e.l.f. Skin, Well People, Naturium, and Keys Soulcare. A caller asked for Cramer’s thoughts on the stock during the November 11 episode, and he replied:

“Boy, you know, I was shocked at that. I’m such a big believer in ELF, and it just keeps getting hit and hit and hit, and I don’t know, it’s only $4.6 billion now. That seems very, very low. I know that it did make some mistakes in terms of cost structure, but I’m willing to say that I think, I think it’s a buy. I know that’s contrary to, I think it’s a buy.”

7. Oddity Tech Ltd. (NASDAQ:ODD)

Number of Hedge Fund Holders: 36

Oddity Tech Ltd. (NASDAQ:ODD) is one of the stocks Jim Cramer recently shed light on. Cramer said that the company’s “fundamentals remain incredible,” as he said:

“Earlier this week, a beaten-down direct-to-consumer cosmetic stock, Oddity Tech, reported a great quarter, and the stock shot up 21% in its highs yesterday before the entire market, of course, rolled over and gave back those gains. It only finished up just 6.5%. Today, it got hit for another 4.7% and at this point, I think you’re almost getting that terrific quarter for free. I think this is one of those babies that got thrown out with the proverbial bathwater, and right now, it’s a compelling buying opportunity. Of course, to be fair, I don’t have the best track record in this stock…

To me, this seems like the real opportunity here. This spring, I told you that I really liked the Oddity story, but I told you not to chase it. Right now, the story is the same. In fact, I’d argue it’s much better with a series of beat and raise quarters coupled with this new telehealth brand on the way that really I found very intriguing. And this time, you’re doing the opposite of chasing; you’re buying into weakness. In May, I said the stock was expensive around 30 times earnings. Well, it’s now selling for less than 18 times this year, or just 17 times, really… 17 times next year’s numbers.

I regard that as cheap. In fact, I’d even go so far as to say that next year’s estimates look pretty low to me, implying just 4% year-over-year earnings growth. Here’s the bottom line:… Now I have liked this Oddity Tech for a long time. I haven’t gotten it right, but the stock’s big rally earlier this year turned out to be a false start. The good news, though, the fundamentals remain incredible, and the stock’s a heck of a lot cheaper than it was six or seven months ago. At these levels, I think it represents a very compelling value.”

Oddity Tech Ltd. (NASDAQ:ODD) develops digital-first beauty and wellness brands using AI-driven technology to create personalized products.

6. Realty Income Corporation (NYSE:O)

Number of Hedge Fund Holders: 27

Realty Income Corporation (NYSE:O) is one of the stocks Jim Cramer recently shed light on. Cramer made some optimistic comments around the stock, as he remarked:

“Finally, we’ve got a real estate investment trust, Realty Income… with its 5.7% yield… Of course, Realty Income is best known for paying its dividend monthly rather than quarterly. By the way, they’ve also raised that dividend four separate times this year alone. Now, the stock hasn’t exactly been on fire lately, it’s up just over 6% for the year, though the total return is closer to 12%, not far behind the S&P 500… Look, when Wall Street started worrying about corporate credit last month, some investors just dumped Realty Income because they were worried about its tenant base.

You know what, I’m more sanguine. First, Realty Income’s occupancy rate stood at 98.7% at the end of the third quarter, and the company had a rent recapture rate of 103.5% across almost 300 leases signed in the quarter. This is clearly not a landlord struggling to find paying tenants. Plus, most of their tenants are grocery stores or convenience stores or dollar stores, or home improvement stores. Alright, you can quibble about the home improvement business… But the other three groups sell necessities. They’ll do just fine, even in an economy where many consumers are struggling.

And look, no single tenant accounts for more than 3.3% of Realty Income’s rent base, so even if they lose a couple, it’s not a big deal. Even during the global financial crisis, their annual occupancy rate never dipped below 96.6%. If that’s the worst-case scenario, I’d say, well, we’ve got nothing to worry about here. This is a sleep at night stock that pays you a nearly 6% yield in monthly installments. I think the stock’s recent pullback is, yes, a buying opportunity.”

Realty Income Corporation (NYSE:O) provides real estate capital to major companies and manages a large portfolio of commercial properties.

5. Pfizer Inc. (NYSE:PFE)

Number of Hedge Fund Holders: 83

Pfizer Inc. (NYSE:PFE) is one of the stocks Jim Cramer recently shed light on. Cramer highlighted some of the stock’s possible catalysts, as he commented:

“All right, next up, controversial, it’s Pfizer. It’s the big pharma titan, 6.9% yield. Now, I gotta tell you, these days I see Pfizer’s basically as a bond equivalent… It hasn’t given you much in the way of share price appreciation, hence its controversial nature. But since it yields nearly 7%, you can still get a decent return even if the stock does nothing. Although I obviously want it to do something… I think that Pfizer has the ability to use some of the businesses it’s acquired in recent years to build up a powerful pipeline, one that’s bountiful enough to offset the wave of patent expirations that everybody seems to be so worried about when it comes to Pfizer.

Pfizer used COVID cash to acquire Seagen, that’s a cancer specialist, and NURTEC, which is a revolutionary migraine treatment that they picked up from Biohaven Pharmaceuticals. Most recently, the company paid about $7 billion plus some milestone payment down to buy this company called Metsera, and that’s working on one of these GLP-1 weight loss drugs… Of course, pulling all this off, it’s going to be a tall order.

Many are betting that Pfizer can’t do it, which is why the stock sells for less than eight times earnings and nearly 7% yield. But I think they can easily cover the dividend with their $15 billion in free cash flow. And longer term, Pfizer has enough shots on gold that it can get through this tricky period and come out the other side as it gets more growth. Now, it’s controversial only because it’s done nothing, I think, and I think it can be near a breakout.”

Pfizer Inc. (NYSE:PFE) develops and sells medicines and vaccines, including treatments for heart disease, infections, cancer, immune disorders, and COVID-19.

4. Enbridge Inc. (NYSE:ENB)

Number of Hedge Fund Holders: 30

Enbridge Inc. (NYSE:ENB) is one of the stocks Jim Cramer recently shed light on. Cramer noted that it has been one of his long-time favorites. The Mad Money host said:

“I want to start with one that has long been my favorite. It’s called Enbridge… Best of all, the stock supports a dividend yield of just over 5.6%… I’m not talking much about these energy stocks… but that’s because we have a drill baby drill White House, and that generally leads to lower oil and gas prices… If we produce more oil, which we are doing, that is great for Enbridge and its compadres. Plus, this is an incredibly predictable business with a deep-pocketed customer base…

There’s a reason Enbridge has given you a total return of almost 20% year to date. Given the nearly 6% yield and the resilient business model, I think this one gives you a ton of downside protection. At the same time, though, Enbridge also has a terrific long-term growth story. Our country is desperate to produce more electricity to fuel the data center boom… We’re sitting on almost endless amounts of nat-gas here in America. It doesn’t hurt that we have all these natural gas export terminals being built. They all need pipeline access, too.

Plus, I had Enbridge in my mind this weekend after the company was flagged in a great article by RBN Energy, that’s Rusty Braziel’s firm… RBN put up this fantastic piece highlighting how Enbridge is in the early stages of a major pipeline expansion effort, which will help transport more crude oil from Canada and the Midwest down to the Gulf of Mexico. Sounds good to me, as does the entire Enbridge story, frankly, which makes this one of my top choices for anyone who wants some yield. When you put up more pipe, you can get a better distribution and distribution’s high anyway.”

Enbridge Inc. (NYSE:ENB) operates major energy infrastructure, as the company transports oil and natural gas and manages utility and renewable energy assets.

3. Costco Wholesale Corporation (NASDAQ:COST)

Number of Hedge Fund Holders: 91

Costco Wholesale Corporation (NASDAQ:COST) is one of the stocks Jim Cramer recently shed light on. During the episode, a caller asked the reason behind the stock’s “lackluster” performance despite the fact that the company seems to be executing well. In response, Cramer said:

“Okay, well, first of all, let’s remember, long term, it’s been one of the greatest performers of all time. Second, what happens is, at 44 times earnings, the rest of the market sells at a much cheaper price. Periodically, it has these fits, but Walmart’s now at 40. I think that what you want to do is buy some here as we’ve been telling people for the, I’ve gotta tell you, I’ve been saying it for the club that under this price, jeez, it’s just, I know it’s never cheap, but you know what? It is cheaper. I say Costco under 900 is a [buy, buy, buy].”

Costco Wholesale Corporation (NASDAQ:COST) operates membership warehouses and provides groceries, fresh food, household goods, electronics, and more. In addition, the company provides services like pharmacies, gas stations, optical centers, and e-commerce options.

2. The Goldman Sachs Group, Inc. (NYSE:GS)

Number of Hedge Fund Holders: 73

The Goldman Sachs Group, Inc. (NYSE:GS) is one of the stocks Jim Cramer recently shed light on. When a caller inquired as to why the company is acquiring a majority stake in talent agency Excel Sports Management, Cramer commented:

“You know, I wasn’t crazy about that. It’s funny you mentioned that because someone asked me about it the other day…. Why are they buying it? I said, you know what, I gotta tell you, it didn’t make a lot of sense to me. The stock reversed horribly today. It was up really nice at one point. It’s a big position in my Charitable Trust, and then just came down hard. I hope it’s nothing to do with that. You know… you and I are, we’re, we’re plain thinkers, and Goldman shouldn’t do something that isn’t exactly what is right in their sweet spot, and this one isn’t.”

The Goldman Sachs Group, Inc. (NYSE:GS) provides financial services, including investment banking, asset and wealth management, and banking solutions.

1. Palantir Technologies Inc. (NASDAQ:PLTR)

Number of Hedge Fund Holders: 78

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks Jim Cramer recently shed light on. A caller asked for Cramer’s opinion on the company, and he replied:

“Alright, I’m a buyer of Palantir. I know it’s come off, but it’s a wild trader. This is Alex Karp. He’s not a close friend of mine, but I think he knows what he’s doing.”

Palantir Technologies Inc. (NASDAQ:PLTR) develops data analytics and AI software platforms, including Gotham, Foundry, Apollo, and Palantir Artificial Intelligence Platform, that help organizations integrate, analyze, and act on complex data. Cramer discussed the company during the November 10 episode and said:

“Palantir’s harder. Alex Karp seems like a renegade, but he really isn’t. He’s constantly trying to explain why his company’s worth what it is, and he never stops crushing the expectations. I believe in Karp’s leadership because you know what? I’ve been around… My hat’s off to Palantir. I wouldn’t short that thing even after this run… When it was at $50, I said, it would go to $100. When it was at $100, I said it would go to $150, and when it was $150, I said it was going to go to $200. And now I think it’s going to $250 after this pit stop, 178 up to 193.

Hedge fund managers I meet almost all want to tell me, you know what, you’re dead wrong, Cramer. I don’t feel very wrong, especially after talking to multiple clients who actually swear by Palantir… Now I know that Palantir’s richly valued at almost 300 times earnings. As Karp says, and I quote, ‘This ascent has confounded many financial analysts and the chattering class,’ he goes on to say, ‘whose frame of reference did not quite anticipate a company of this size and scale growing at such a ferocious and unrelenting rate.’

… In the end, he points out, ‘Palantir has made it possible for retail investors to achieve the rates of return previously limited to the most successful venture capitalists in Palo Alto.’ To which I say, amen. What do you want me to do here? Palantir and NVIDIA are two of the biggest winners I’ve ever seen, and individual investors have indeed made fortunes in both of them, while money managers sat on the sidelines for the most part or shorted them.”

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