15 Stocks on Jim Cramer’s Recent Game Plan

10. Eli Lilly and Company (NYSE:LLY)

Number of Hedge Fund Holders: 114

Eli Lilly and Company (NYSE:LLY) is one of the stocks on Jim Cramer’s recent game plan. Cramer highlighted what “drives the stock,” as he remarked:

Wednesday morning, Eli Lilly reports. Its earnings haven’t been the propellant here. What drives the stock are new reports on GLP-1 clinical trials. But Lilly could announce some new data, and that could get the stock rolling.

Eli Lilly and Company (NYSE:LLY) develops and markets medicines for diabetes, obesity, oncology, immunology, neuroscience, and other chronic conditions. During the December 19, 2025, episode, Cramer showed bullish sentiment toward the stock and said:

Really interesting setup here. Okay, so, Taiwan Semi is the actual fab that makes the chips for Broadcom, makes chips for AMD, makes chips for, yes, NVIDIA. Alright, that’s in Taiwan. Very important. Eli Lilly is the company that has GLP-1 Mounjaro, very powerful drug. They’re going to have a pill form next year that’s going to revolutionize everything. I think the stock’s going up another $500 billion, I kid you not. Chevron is my favorite large oil company with a good yield. That’s run by Mike Wirth. SL Green is a company that’s come back from the dead basically, and it’s a REIT… in New York. I’m not really, I don’t really want a REIT in New York, but that’s what they do. And then Microsoft, okay, Mr. Softee, we know it’s business-to-business software with the consumer side of it, too. So I’m going to say, this is semi, this is software, this is drug, this is oil, and this is retail, and I’m going to bless all of them. Now, would I keep SL Green? I do happen to see Federal Realty coming back, and I’d like to see Don Wood in that portfolio instead of SL Green.