Jim Cramer, host of Mad Money, said on Thursday that bullish investors tend to prevail over time and explained why he believes staying in the market continues to make sense.
“Bulls waste a huge amount of time shadowboxing the bears. Yeah, the bulls are always on the defensive, even when they have the history, the data, and the numbers on their side. How is that possible? I think people just refuse to trust the market. They want to find reasons not to like stocks, and they’re willing to go to great lengths to find them.”
READ ALSO 13 Stocks Jim Cramer Put Under the Spotlight Recently and Jim Cramer Was Recently Asked About These 8 Stocks
Cramer went through a list of common objections that make reasonable investors doubt themselves. He pointed out that skeptics initially warned that the government shutdown under President Trump would harm the stock market. Yet, he said, that prediction did not pan out, saying, “The market’s been fine.” He then noted that nearly every day brings a new statement from the president expressing frustration with China or threatening new trade actions, which often sparks concern among investors.
Cramer highlighted that numerous hedge fund managers have used the tensions to emphasize that “it’s a perilous time”. However, he said he has reached the point where, when the market dips after the president’s comments about China, he wants to say, “just to go buy because it’s been a winning strategy the whole way.” Pointing out another major concern, Cramer discussed tariffs during recent earnings seasons. He noted that after a couple of weeks of earnings season, the data show that tariffs have not had as significant an impact as many feared.
“The bottom line: This market is not a bunch of coins to be flipped. It’s a collection of companies to be invested in. So do this for me: if you’re going to think of the market as a tug of war between the bulls and the bears, would you at least think of the bulls as the favorite and give them the benefit of the doubt? Because if history’s any guide, the bull deserves it.”
Our Methodology
For this article, we compiled a list of 15 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on October 23. 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).
15 Stocks Were Recently Put Under the Microscope By Jim Cramer
15. Tesla, Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holders: 115
Tesla, Inc. (NASDAQ:TSLA) is one of the stocks that was recently put under the microscope by Jim Cramer. Cramer discussed the company’s CEO’s AI ambitions and pay package, as he commented:
“… Then there’s Musk. He’s using AI to make the best full self-driving car. He’s using it to dominate the Robotaxi game, or at least try. There’s no doubt that he’s got the best self-driving alternative on a price basis. He thinks there’ll be relentless demand for the cyber cab. When you read the conference call, he makes an incredibly compelling case to buy the stock of Tesla, but not because of cars. We’ve heard endlessly about how the hyperscalers are desperate for more energy.
Musk has put AI to the test, and he recognized that if you could develop better and bigger, and stronger batteries, that might be the answer for our energy-starved country. Storage may be the way to go… The most exciting part of Musk’s investible empire, though, is Optimus, the robot operation. There are so many obstacles to mass-producing robots that Musk says he’s putting himself in the position of a startup to get it right…
Hate him or like him, man, this guy’s real smart. Now, other than allegedly weak car sales, the most talked about part of the Tesla call was when Musk called proxy advisors, Glass Lewis and ISS, terrible recommenders for the upcoming proxy that, he’s got his contract requests. He calls their musings corporate terrorism. I think that Musk, who says he needs to be in control so the robots don’t take over, clearly wishes he had two classes of stock so he could be like Mark Zuckerberg, who can do whatever he wants with Meta. I say, even though he didn’t start the company and therefore doesn’t have the two classes, give the man the pay package he wants. Unlike so many other CEOs, he’s actually worth it.”
Tesla, Inc. (NASDAQ:TSLA) designs, manufactures, and sells electric vehicles and energy systems. The company also provides charging infrastructure, insurance, and after-sales services.
14. GSI Technology, Inc. (NASDAQ:GSIT)
Number of Hedge Fund Holders: 6
GSI Technology, Inc. (NASDAQ:GSIT) is one of the stocks that was recently put under the microscope by Jim Cramer. Answering a caller’s query about the stock during the lightning round, Cramer stated:
“Yeah, that thing is a rocket ship, man. I don’t know. I gotta find… What I’m going to have to do is I’m going to have to go, I may have to go right to Ben Stoto on this because they just did an equity offering, but it’s straight up, and I think Stoto is going to know the answer because that’s who Stoto is.”
GSI Technology, Inc. (NASDAQ:GSIT) develops semiconductor memory and processing solutions, including SRAM and associative processing units used in networking, defense, aerospace, medical, and industrial applications. On October 20, the company reported that Cornell University research confirmed its APU Compute-in-Memory architecture achieves GPU-level performance for large-scale AI workloads with significantly lower energy use. The Gemini-I APU matched NVIDIA’s A6000 GPU on retrieval-augmented generation tasks, consumed over 98% less energy, and completed retrieval operations up to 80% faster than standard CPUs.
Hedge Fund Resource Center