On Wednesday, Mad Money host Jim Cramer pointed out that investors are getting sidetracked by the relentless stream of political headlines and are missing out on significant developments in the corporate world.
“In this business, distractions never stop costing you money, and lately we’ve had a lot of distractions. We’re all mesmerized by the rapid stories coming out of the White House, especially about tariffs.”
READ ALSO: 13 Stocks Recently Discussed By Jim Cramer and 22 Stocks Jim Cramer Recently Talked About.
Cramer described the situation as a “blizzard” of dramatic policy moves and announcements that draw people in and are quite unpredictable and, at times, outrageous. He cited the abrupt imposition of hefty tariffs as examples, including new duties on imports from Laos and Brazil. He specifically mentioned the 50% duty placed on copper, jokingly questioning, “What did copper ever do to deserve that?” He said that such surprise moves, often targeting countries or materials seemingly at random, are unsettling markets and leading investors to focus on headlines rather than fundamentals.
“Look, the President’s real important. I get that, but remember what we do. We try to find ideas that can make us money in the stock market. A copper tariff and duty on Japanese cars, a warning of many more to come, including a 50% tariff on Brazilian goods announced just this very evening. I say keep your eyes on the prize. Too many opportunities are being obscured by the sound and fury in Washington. Look out, it might just be signifying nothing.”
Our Methodology
For this article, we compiled a list of 20 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on July 9. 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).
20 Stocks on Jim Cramer’s Radar
20. The Boeing Company (NYSE:BA)
Number of Hedge Fund Holders: 96
The Boeing Company (NYSE:BA) is one of the stocks on Jim Cramer’s radar. During the episode, Cramer showed bullish sentiment toward the stock, as he commented:
“Let me give you another one many missed. Boeing just announced some huge second-quarter deliveries, and deliveries are the chief determinant of its stock price. The company delivered 150 planes, up from 92 a year ago. Fantastic. They booked 427 orders, up from 241 in just the previous quarter. If you paid attention, I bet that most didn’t, you could have caught a 14-point move that was there for the taking. But who was thinking about Boeing? I think the stock’s going much higher by the way.”
Boeing (NYSE:BA) designs, manufactures, and services commercial aircraft, military systems, satellites, and space technologies. The company also provides logistics, training, and digital solutions to both commercial and defense customers worldwide. On June 5, Cramer mentioned the company and said:
“Here’s a dreamliner of a story: After years of struggling, Boeing’s finally taken off in the last two months… I told you Boeing was ready to make a comeback in March when the stock was at $181 because it started reporting stronger orders and delivery numbers as well as some surprise contract wins… Don’t sell it. I think the stock has a lot more room to run. Why? First and foremost, Boeing’s cleaned up its balance sheet… Second, the numbers coming out of Boeing keep trending in the right direction.
In late April, the company reported a solid quarter with slightly higher than expected sales and operating earnings that trounced the estimates. Boeing’s combined backlog stood at $545 billion at the end of the quarter… So the numbers have been great, but there’s a third thing that’s been happening here. Boeing’s likely to be a big winner from President Trump’s global trade war… Now, we’re already seeing evidence that Boeing’s a trade war winner so far. Trump’s only closed one trade deal since Liberation Day, and that’s that new agreement with the United Kingdom.
Alongside that deal, the parent company of British Airways, no coincidentally, agreed to buy $13 billion worth of jets from Boeing. Plus, during President Trump’s visit to the Middle East, earlier this month, Qatar Airways placed an order for up to 210 wide-body aircraft, including 130 Dreamliners. That’s the largest order for that plane in history… At the end of the day, there’s a whole lot going right for Boeing, and the stock has rightfully reflected its momentum these past couple of months.
But here’s the bottom line: With a cleaned up balance sheet, rapidly improvement results and the prospect of the president of the United States becoming the world’s number one aircraft salesman as part of these trade negotiations, I think Boeing’s got a bright future and knowing how the stock tends to trade historically, I’m betting it could really still soar.
My only concern with Boeing is that they do have a not-so-great track record of dropping the ball just when the stock takes off. But I doubt that will be a problem anymore under Kelly Ortberg’s new leadership team. Boeing’s on the way to restore its greatness, and you want a piece of that promise as this one, once it gets going, can exceed any of the price targets that the analysts have ever dreamed of.”
19. The Hershey Company (NYSE:HSY)
Number of Hedge Fund Holders: 40
The Hershey Company (NYSE:HSY) is one of the stocks on Jim Cramer’s radar. During the episode, Cramer discussed the company’s management changes. He commented:
“If you really want overlooked, there’s the other side of the story, Hershey, down big yesterday and today. I get it. They’re losing the steady hand of CEO of Michele Buck and getting Tanner, who only spent about a year and a half at Wendy’s, where he departed. Even though Tanner originally had a consumer packaged goods background, he’d been in PepsiCo for 32 years before Wendy’s, it always raises eyebrows when a CEO flees a struggling company to work somewhere else in a hurry.
Plus, Tanner was the guy who brought dynamic pricing, where they jack up prices in periods of high demand to fast food. Well, that didn’t go down well. The other reason Hershey’s getting hit, if you were hoping for a takeover here, hiring this new CEO seems to take that off the table. It was a clarion call to sell. And if you didn’t get out when it was announced because you were busy paying only attention to the president, you may have caught a 14-point decline, and you want to avoid a 14-point decline all the time. That’s hazardous.”
Hershey (NYSE:HSY) manufactures and sells a wide range of confectionery, snack, and pantry products under brands like Hershey’s, Reese’s, Kit Kat, SkinnyPop, and Dot’s Pretzels.
18. The Wendy’s Company (NASDAQ:WEN)
Number of Hedge Fund Holders: 31
The Wendy’s Company (NASDAQ:WEN) is one of the stocks on Jim Cramer’s radar. Discussing how tariff news has overshadowed corporate news, Cramer mentioned the company and said:
“There are major corporate events that are being completely ignored. Classic example, the big, Wednesday shake up the other day. We came in yesterday and we saw that CEO Kirk Tanner’s leaving his job at Wendy’s, headed to Hershey. The news broke at the same time that Trump was unleashing his next volley of tariffs. Tanner leaving Wendy’s is one of the most significant moves I’ve seen lately in corporate America, yet people didn’t even bother to look at it. Big mistake.
First, it called to light how troubled Wendy’s might be. We know that they cut the dividend not that long ago, 44% slice, 25 cents down to 14 cents. Lots of people had been buying the stock because of its large dividend. Now, with Tanner out all of a sudden, we have a company with almost $2.8 billion in debt and only $2.2 billion in market capitalization. In the uber-competitive fast food market, we have to wonder what the heck is going on. But I’ll tell you, it’s not very comforting.”
Wendy’s (NASDAQ:WEN) operates and franchises quick-service restaurants focused on hamburger sandwiches and manages a portfolio of owned and leased real estate.
17. Tempus AI, Inc. (NASDAQ:TEM)
Number of Hedge Fund Holders: 21
Tempus AI, Inc. (NASDAQ:TEM) is one of the stocks on Jim Cramer’s radar. Answering a caller’s query about the company during the lightning round, Cramer said:
“Okay, another company that’s just losing money hand over fist. I just can’t go there. You know, when it comes to AI, you know what I believe in? I believe in NVIDIA.”
Tempus AI (NASDAQ:TEM) provides advanced healthcare technology solutions, including molecular diagnostics, data analytics platforms, and clinical trial matching services for the medical and life sciences sectors. The company’s solutions support diagnostics, research, and oncology programs through tools like Insights, Lens, and Algos. A couple of months ago, when a caller inquired about the company, Cramer replied:
“Yeah, diagnostics with no money being made. We’re not recommending stocks right now that are losing a lot of money because we think this could be a dicey environment, but [could] turn on a dime, that it’s going to go fine right now, but I don’t like companies that aren’t making any money.”
16. FMC Corporation (NYSE:FMC)
Number of Hedge Fund Holders: 38
FMC Corporation (NYSE:FMC) is one of the stocks on Jim Cramer’s radar. A caller inquired if the company is the one to go for or if there is a better option in the sector. Here’s what Mad Money’s host had to say in response:
“Okay, FMC is a really interesting story because tonight, the president put a 50% tariff on Brazil. Brazil is an agricultural competitor to us. FMC is an agricultural, fungicide. They do a lot of different stuff to be able to make it so the harvest comes out. And I’d like to know before I opine on it, what that 50% tariff will mean for their business. So this is a work in progress. I wish I knew, but I don’t want to cuff it after what happened tonight, which was very dramatic.”
FMC (NYSE:FMC) develops and sells crop protection products such as insecticides, herbicides, fungicides, and biologicals that are aimed at improving agricultural yield and quality. In February, Cramer discussed the stock, as he said:
“There’s a company called FMC. And that’s an agricultural company. It’s an old food machinery company, it’s based in Philadelphia. And the stock is down 35% today because they have inventory problems. Too much of the crop chemicals used for . . . corn, potatoes, and sorghum. I just remind that there certain industries that are in this economy that are seemed to just, I don’t know we have to stay close to ag. That’s a very very bad number. And I’m kind of shocked because it’s a pretty reliable company. But the ag business maybe not as great as we think judging from the fact that they have a lot of insecticides, herbicides. So, stay close to ag.”
15. First Majestic Silver Corp. (NYSE:AG)
Number of Hedge Fund Holders: 24
First Majestic Silver Corp. (NYSE:AG) is one of the stocks on Jim Cramer’s radar. When a caller inquired about the company during the lightning round, Cramer stated:
“Okay. I like silver. First Majestic, not familiar with. The one that I’ve always recommended is Pan American because it’s been profitable for a very long time. PAAS, that’s the one you want to be in.”
First Majestic Silver (NYSE:AG) is engaged in the acquisition, exploration, and production of silver and gold, and its operations are focused on several large-scale mining projects. On July 10, H.C. Wainwright increased its price target on the company stock from $11.50 to $12.75. The firm maintained a Buy rating on the stock as it pointed toward adjustments to its internal price outlook as the basis for the revision. Moreover, on June 24, National Bank analyst Don DeMarco raised First Majestic Silver’s (NYSE:AG) price target to C$14 from C$13, but the analyst maintained a Sector Perform rating on its shares.
14. Ouster, Inc. (NASDAQ:OUST)
Number of Hedge Fund Holders: 16
Ouster, Inc. (NASDAQ:OUST) is one of the stocks on Jim Cramer’s radar. During the lightning round, a caller asked what Cramer thinks of the company, and he commented:
“Yeah, you know it’s a LiDAR company… and the LiDAR companies have been losing a fortune. I don’t think that there’s anything investible in, honestly, in autonomous, other than Tesla. Waymo’s not enough, of Alphabet. So I’m going to say no to speculative.”
Ouster (NASDAQ:OUST) designs and supplies high-resolution lidar sensors and software solutions used in automotive, industrial, robotics, and smart infrastructure applications. The company’s products include scanning and solid-state sensors, along with platforms for perception, traffic management, and safety. In May 2024, Cramer showed bearish sentiment toward the stock as he said:
“Oh man, that’s a lidar play. I’ll tell you — I’ve not been recommending any of those EV plays that are losing money. They do a lot of autonomous vehicles, but I can’t go there because I’m not recommending stocks where they just have not been able to even get near a profit.”
13. Insmed Incorporated (NASDAQ:INSM)
Number of Hedge Fund Holders: 64
Insmed Incorporated (NASDAQ:INSM) is one of the stocks on Jim Cramer’s radar. A caller noted that Cramer has not been quick to recommend biotech companies in the past and inquired about Insmed. In response, he remarked:
“Okay, one of the reasons I don’t recommend a lot of them is because they lose so much money, and it’s okay as a spec, but I don’t put any specs in the Charitable Trust. None. That one’s very speculative. It has lost a huge amount of money, so it’s very hard for me to get a handle on it.”
Insmed (NASDAQ:INSM) develops and markets therapies for serious and rare diseases, with approved treatment for nontuberculous mycobacterial lung infections and a pipeline targeting conditions like bronchiectasis, pulmonary hypertension, and Duchenne muscular dystrophy.
TimesSquare Capital Management stated the following regarding Insmed Incorporated (NASDAQ:INSM) in its Q1 2025 investor letter:
“New to the strategy was Insmed Incorporated (NASDAQ:INSM), a biopharma developer of treatments for various pulmonary diseases. Insmed has one commercially approved treatment for lung infections, however, we see its developing product Brensocatib as driving future price appreciation. In 2024, Insmed reported positive data for Brensocatib in bronchiectasis, paving the way for a 2025 FDA approval and commercial launch. This February, the FDA announced it was giving Brensocatib’s priority review with an expected action date in August.”
12. International Business Machines Corporation (NYSE:IBM)
Number of Hedge Fund Holders: 57
International Business Machines Corporation (NYSE:IBM) is one of the stocks on Jim Cramer’s radar. A caller inquired after Cramer’s thoughts on the company, and he replied:
“Oh, I like IBM very much. I mentioned Ben Wright earlier. I think that Ben, he’s really turned me on to this stock. We did a very positive piece about it. I think it goes, I’m going to say not much higher but creeping higher over time, and that’s actually a great place to be. So I like IBM.”
International Business Machines (NYSE:IBM) provides integrated technology solutions, including hybrid cloud, AI, consulting, infrastructure, and financing, helping clients modernize operations and accelerate digital transformation. The company also partners with major tech firms to deliver customized enterprise services across industries. In a March episode of Mad Money, when a caller inquired about the stock, Cramer replied:
“Nah, IBM is a winner. You know what? I have not focused on it nearly enough. It is a pure [buy, buy, buy] and I just think right down here, I mean, up, you know, it’s up five, that doesn’t matter. It’s going higher, maybe to 300.”
For context, IBM stock has gained 12.4% since the comment was aired in March.
11. NIKE, Inc. (NYSE:NKE)
Number of Hedge Fund Holders: 81
NIKE, Inc. (NYSE:NKE) is one of the stocks on Jim Cramer’s radar. Answering a caller’s query about the company during the episode, Mad Money’s host remarked:
“I think Nike’s going to be a long-term turn. I think that there was a lot of damage done, and a lot of the competitors came in and really like On, and we know that New Balance got strong and HOKA got strong. So it’s going to, there’s more competition. It’s going to take a little longer than expected, but ultimately, I think that Elliot Hill is making all the right moves, and you will be fine.”
NIKE (NYSE:NKE) designs and sells athletic footwear, apparel, equipment, and accessories under brands like NIKE, Converse, and Jordan. The company also provides licensed products, digital fitness platforms, and branded retail experiences. On July 2, Cramer mentioned the stock while discussing Vietnam tariffs, as he said:
“Today, we found out that the Vietnam tariff would only be 20%, not great, but certainly less than what Trump proposed on Liberation Day. We all knew that Nike moved a lot of stuff to Vietnam, and that was the easy story, hence why it shot up 4% today on top of a lot of other points since it reported.”
10. Flutter Entertainment plc (NYSE:FLUT)
Number of Hedge Fund Holders: 100
Flutter Entertainment plc (NYSE:FLUT) is one of the stocks on Jim Cramer’s radar. Cramer mentioned the company during the episode and commented:
“Take the sports betting space, one of the fastest-growing industries in America over the past few years, dominated by DraftKings and Flutter Entertainment, the parent of FanDuel. There was an obscure provision in the Big Beautiful Bill added late in the process that seems like it could impact these companies significantly… Once the bill was signed into law by President Trump on the 4th of July, people finally started asking what this new rule means for the gaming industry, especially the popular online sportsbooks like DraftKings and FanDuel that dominate the business… But you know what? Since the Senate unveiled its version of the budget bill in mid-June, the version that included the change to the gambling taxes, the stocks of DraftKings and Flutter have been roaring…
Flutter was up 13% and they’re both basically flat in July when people started focusing on this issue. So what the heck is happening here with this taxation thing?… Basically, the new taxation is very bad for professional gamblers or anyone who knows how to win reliably. But those are the last people FanDuel or DraftKings want. In fact, if the budget bill puts these people out of business, it might actually be a good thing for the online sportsbooks… Of course, there’s another reason why Wall Street doesn’t seem to be worried about this change in taxation for gambling winnings. There’s a very good chance it might be reversed…
DraftKings and Flutter haven’t even bothered to push back against the new provision. And historically, these companies are very, very vocal about any legislation that hurts their business. I don’t think they’re shedding any tears over this tax provision that drives away gamblers who win too often. We reached out to both DraftKings and Flutter Entertainment for a comment here… So far, Flutter hasn’t gotten back to us…
Ultimately, I think this is something we need to watch, but it doesn’t change my bullish attitude toward DraftKings and Flutter. The thesis here is very simple: These two companies have emerged as an effective duopoly in online sports betting… This law just makes the moat even bigger for them. There’s building growth to these stories because of the gradual state-by-state rollout of legal sports betting…
Also, because the industry is a lot less competitive than it used to be, DraftKings and Flutter no longer need to offer big incentives to draw new customers, making them more profitable… Here’s the bottom line: I still like DraftKings and Flutter, but more important, this is just one tiny example of the work that’s being done all across Wall Street to figure out the impact of this massive new budget bill. Some of it’s straightforward, but like we saw with sports betting, sometimes these new rules might do the opposite of what you’d expect.”
Flutter Entertainment plc (NYSE:FLUT) operates a portfolio of global brands that provide sports betting, online gaming, fantasy sports, poker, and lottery services across digital platforms. The company also hosts live gaming events and provides B2B risk management and pricing solutions.
9. DraftKings Inc. (NASDAQ:DKNG)
Number of Hedge Fund Holders: 70
DraftKings Inc. (NASDAQ:DKNG) is one of the stocks on Jim Cramer’s radar. Cramer mentioned that the “Big Beautiful Bill” could impact the company significantly, as he commented:
“Take the sports betting space, one of the fastest-growing industries in America over the past few years, dominated by DraftKings and Flutter Entertainment, the parent of FanDuel. There was an obscure provision in the Big Beautiful Bill added late in the process that seems like it could impact these companies significantly… Since the Senate unveiled its version of the budget bill in mid-June, the version that included the change to the gambling taxes, the stocks of DraftKings and Flutter have been roaring.
DraftKings rallied nearly 20% in June… and they’re both basically flat in July when people started focusing on this issue. So what the heck is happening here with this taxation thing?… Basically, the new taxation is very bad for professional gamblers or anyone who knows how to win reliably. But those are the last people FanDuel or DraftKings want. In fact, if the budget bill puts these people out of business, it might actually be a good thing for the online sportsbooks.
The truth is, most gamblers on these sports betting platforms lose money. There’s a reason why this is a great business to be in, and anyone with substantial losses really won’t be impacted anyway. Of course, there’s another reason why Wall Street doesn’t seem to be worried about this change in taxation for gambling winnings. There’s a very good chance it might be reversed…
DraftKings and Flutter haven’t even bothered to push back against the new provision. And historically, these companies are very, very vocal about any legislation that hurts their business. I don’t think they’re shedding any tears over this tax provision that drives away gamblers who win too often. We reached out to both DraftKings and Flutter Entertainment for a comment here. DraftKings said they support the new bill to restore the hundred percent deduction for gambling losses… DraftKings sounds like they don’t like the new rules, even if they’re clearly not fighting tooth and nail to reverse them. Ultimately, I think this is something we need to watch, but it doesn’t change my bullish attitude toward DraftKings and Flutter. The thesis here is very simple: These two companies have emerged as an effective duopoly in online sports betting…
Also, because the industry is a lot less competitive than it used to be, DraftKings and Flutter no longer need to offer big incentives to draw new customers, making them more profitable. The gambling tax change is clearly not ideal, but there’s a very good chance it won’t have much impact on either of these companies, and it could even help them. Here’s the bottom line: I still like DraftKings and Flutter, but more important, this is just one tiny example of the work that’s being done all across Wall Street to figure out the impact of this massive new budget bill. Some of it’s straightforward, but like we saw with sports betting, sometimes these new rules might do the opposite of what you’d expect.”
DraftKings (NASDAQ:DKNG) provides online sports betting, daily fantasy sports, iGaming, and retail sportsbooks, and develops software for sports betting and casino gaming. The company also operates a curated NFT marketplace.
8. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders: 159
Apple Inc. (NASDAQ:AAPL) is one of the stocks on Jim Cramer’s radar. Cramer discussed the company in detail while calling its online sales growth “staggering.” He said:
“Apple’s online sales growth has been staggering, more than doubling between 2019 and 2021, thanks to COVID, before seeing it decline in 2023 as the pandemic ended. Last year saw a recovery for Apple’s digital sales, though, and I’m never willing to count this company out because it has such a tremendous long-term track record. Looking at the daily chart, Lang (Bob Lang, founder of explosiveoptions.net and the author of Know Your Options) points out that Apple’s now broken out from its recent price range on higher volume. Most people don’t think it has, but it has, and that’s breathing new life…
While the stock’s still below its 200-day moving average, not through that yet, it’s getting closer and closer to that level, and it’s also closer to filling in the big gap down from early April. That would be monumental. Lang… said Apple has started climbing again because when it makes a move higher, that move tends to last a long time… Apple’s consistent. It’s constantly being plagued by doubters, right? But when it starts running, it really matters.
… And Lang has good reason to believe that this is just beginning… In his view, Apple moves slowly, and if its stock can sustain its newfound positive trajectory, the big money will follow. Apple’s currently a $211 stock, and he sees it will go to $225 before it runs into any resistance. And he wouldn’t be surprised if it can eventually work its way back to its February highs of $250 by the end of the year, which would give you a nice 18% gain from here.
Now, that’s a contrary view as you know. Most people I know think that the wrath of Trump will keep this one down. We still say own it, don’t trade it as it has the best cell phone there is, and as long as customer satisfaction is the most important issue, we will keep our position for the trust.”
Apple Inc. (NASDAQ:AAPL) makes smartphones, computers, tablets, and wearables, and also provides services like music, video, games, fitness, news, and payments.
7. Walmart Inc. (NYSE:WMT)
Number of Hedge Fund Holders: 100
Walmart Inc. (NYSE:WMT) is one of the stocks on Jim Cramer’s radar. Cramer called the company the “number one brick-and-mortar retailer” during the episode. He remarked:
“Now, the next one, the number two online retailer, the number one brick and mortar retailer, is Walmart… This is a slow time for Walmart stock, but Lang (Bob Lang, founder of explosiveoptions.net and the author of Know Your Options) says that makes it the ideal time to buy the stock. The price action here has been sideways, with the stock stuck in the range of $93 to $100 for the last few months. Lang thinks that Walmart’s simply digesting its big move up from the April lows. That makes some sense to me. It was a gigantic gain. He’d be a buyer on weakness.
Why? First off, now you go to the bottom, the Chaikin Money Flow, it remains positive, although weaker than it was in May. Still, the big institutional buyers clearly haven’t finished loading up the truck. More important, the MACD line has made a bullish crossover… It’s the crossover that you really want to see, and this one has it…
And again, that’s possibly the most reliable positive signal in the book. Now, Walmart reports next month, and Lang thinks it might be a good time to start buying the stock ahead of the next quarter. Right now, this thing trades at $96 and change. Lang thinks it can make a run at its February highs of $105 for the end of the year, perhaps going all the way to $110. I agree with him. I think Walmart is at a great level to buy. Charitable Trust already owns Costco, and we already own Amazon. Don’t feel we need a third, but I do like Walmart very much.”
Walmart (NYSE:WMT) operates retail, wholesale, and eCommerce platforms that provide groceries, health and wellness products, household goods, apparel, electronics, and financial services. Additionally, the company runs digital payment systems and provides pharmacy, optical, and hearing services.
6. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders: 328
Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks on Jim Cramer’s radar. During the episode, Cramer discussed the company in detail, as he said:
“We’re going to start with the daily chart of Amazon, which is Lang’s (Bob Lang, founder of explosiveoptions.net and the author of Know Your Options) favorite right now after its remarkable run over the past couple of months. Even after this move, Amazon’s trading at $222 and change, down about 20 bucks from its all-time highs…
Lang also points out that volume trends have been bullish with Amazon, often rallying on very high volume, which indicates that big institutional money managers keep loading up on this one. Finally, let’s not forget that Prime Day’s in full swing, although this year it’s four days and… not just two… I want to explain this for a second. There’s a lot of chatter this very evening that so far, Wall Street will be disappointed with the numbers from Prime and… that would obviate a lot of stuff we see. I beg to differ. I think because we’re on day two, and there’s four days, you cannot make a judgment yet.
I’m willing to go with Lang’s judgment on the chart more than the so-called chatter about how Prime’s doing in this sacred four days of buying. As Lang sees it, Amazon’s worth buying here, and he’d recommend [it] even on a pullback because he could see this stock at $222 going, I know this sounds like hyperbole, but to $260 or $270 by the end of the year. As for me, I wouldn’t bet against it. The Charitable Trust has a very big position, and I do believe that it can go higher, I don’t know, 260, 270.”
Amazon (NASDAQ:AMZN) operates a global platform for retail, digital content, cloud computing, and advertising, and offers products through both first-party sales and third-party sellers. Moreover, the company provides devices, media, and services like Prime, AWS, and tools for creators, developers, and advertisers.
5. Uber Technologies, Inc. (NYSE:UBER)
Number of Hedge Fund Holders: 145
Uber Technologies, Inc. (NYSE:UBER) is one of the stocks on Jim Cramer’s radar. Noting that the stock is getting close to $100, a caller inquired if Cramer sees it going beyond that. In response, Cramer commented:
“I think that Uber, we’re going to look at the fundamentals, and the fundamentals are excellent. I don’t think it’s going to be contained by $100. I have great ambitions for Uber in my head and think it’ll be up for multiple years, and you should own the stock.”
Uber (NYSE:UBER) builds technology platforms that connect users to transportation, delivery, and freight services. The company provides everything from ridesharing and rentals to food delivery and logistics solutions. On June 6, a caller stated that people are unnecessarily concerned about Uber’s (NYSE: UBER) autonomous driving. Cramer responded:
“I agree with you, especially with the setback of Elon. Look, I gotta tell you, I’m so with you… You and I, we are so simpatico…. I think your question and answer on Uber is yes, it goes higher…”
4. Berkshire Hathaway Inc. (NYSE:BRK-B)
Number of Hedge Fund Holders: 125
Berkshire Hathaway Inc. (NYSE:BRK-B) is one of the stocks on Jim Cramer’s radar. A caller asked for insight into the stock and its future, and in response, Cramer said:
“Well, look, Warren Buffett is tremendous, and I have to believe that he’s also tremendous in picking a successor, so I’m not nearly as concerned as the sellers. I would encourage you to hold on to this great company, and it’s not just because I love the man, it’s because I think the man is excellent, and he would pick someone who’s great, and I think he has them. So let’s hold on to Berkshire.”
Berkshire Hathaway Inc. (NYSE:BRK-B) is a multinational conglomerate, and its businesses span insurance, energy, transportation, manufacturing, retail, and services. The company subsidiaries produce goods from chocolates to industrial components, offer utilities and logistics, and provide financial, aviation, and consumer services. During a June episode, while discussing the company after news of Warren Buffett’s retirement announcement, Cramer commented:
“Alright, so Berkshire B. Yeah, look, I like it. I know that Warren’s retiring. I get that. But you know what? He has a big bench. He has terrific people, and I know that we should all love and appreciate Warren, but I am also going to appreciate him for what I think is going to be a consistent way to have a new CEO. And that’s how I’m gonna leave it.”
3. Core Scientific, Inc. (NASDAQ:CORZ)
Number of Hedge Fund Holders: 67
Core Scientific, Inc. (NASDAQ:CORZ) is one of the stocks on Jim Cramer’s radar. When a caller asked about the company, Cramer replied:
“Well, but you know… remember, they’re selling themselves to CoreWeave, so you can just sell it tomorrow and ring the register. Why not ring the register? You’re not an arbitrageur and neither am I.”
Core Scientific, Inc. (NASDAQ:CORZ) provides digital asset mining and hosting services, managing its mining operations and supporting customers with infrastructure, equipment, and maintenance. The company offers power, software, and facility solutions to optimize blockchain transaction processing. In December 2024, Cramer said:
“Yeah, I’ll tell you… if you think that today was a seminal market, in other words, that the Fed did something that is gonna make people very nervous, this stock will go down for maybe a couple [of] days. It is very intriguing, but remember, it’s losing money. Losing money stocks will not do well in this newer environment. So let’s be careful before we buy more of that stock.”
2. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders: 284
Microsoft Corporation (NASDAQ:MSFT) is one of the stocks on Jim Cramer’s radar. Cramer called the company the “top cloud services play.” He commented:
“In the last 25 years, only four companies have earned the title of the biggest public company in America: Microsoft, General Electric, Exxon Mobil, and Apple… How about Microsoft? It’s doing incredibly well. Microsoft’s the software king. It’s the top cloud services play. It’s the number one gaming company. It’s embraced AI with abundance. According to a Bloomberg article today, Microsoft claims to have saved $500 million in its call centers while increasing customer and employee satisfaction.”
Microsoft (NASDAQ:MSFT) builds software, cloud services, devices, and business tools used across personal and enterprise settings. The company’s products include its proprietary operating systems along with Microsoft 365, Azure, LinkedIn, GitHub, Xbox, and a range of AI-powered and productivity-improving platforms.
1. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 212
NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks on Jim Cramer’s radar. During the episode, Cramer reiterated his “own it, don’t trade it” advice on the company stock, as he said:
“NVIDIA, own it, don’t trade it. That’s been my advice for about $3.7 trillion in market capitalization. Today. NVIDIA became the first $4 trillion company, and it’s hard not to celebrate the success of this business or the man behind it… Now let’s talk about this $4 trillion achievement. Let’s put it in perspective. In the last 25 years, only four companies have earned the title of the biggest public company in America: Microsoft, General Electric, Exxon Mobil, and Apple.
GE wore the crown twice, Microsoft, five times, Exxon Mobil seven, and Apple an astounding 11 times, hallowed ground. Of course, GE imploded not long after, too much leverage. ExxonMobil, oil prices shot up, and Exxon was the biggest company in the industry at that time. But the two that still rival NVIDIA, Microsoft, and Apple… But I don’t see it (Apple) taking that crown back from NVIDIA anytime soon… The fact is, neither Microsoft nor Apple can claim that they’re currently creating a new industrial revolution, like NVIDIA can… Bottom line: NVIDIA, own it, don’t trade it. Oh, and see you at $5 trillion.”
NVIDIA (NASDAQ:NVDA) provides advanced graphics, computing, and networking solutions across AI, gaming, data centers, and automotive sectors. The company offers a wide range of platforms, software, and services to support high-performance computing and enterprise AI adoption.
While we acknowledge the potential of NVIDIA Corporation (NASDAQ:NVDA) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
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