On Friday’s episode of Mad Money, host Jim Cramer discussed this week’s market activity and commented on both recent data and upcoming economic indicators.
“Now, I’m not worried about the industrial portion of the economy, which has been pretty strong, but I’m trying to figure out if the numbers have been distorted by orders pulled through because of the tariffs. That’s why I’m more interested than usual in something called the Chicago PMI. I think it’s the best indicator of the industrial economy, and it could influence interest rates if it is weak, putting even more pressure on the Fed to start cutting again.”
READ ALSO: 11 Stocks That Jim Cramer Recently Commented On and 13 Stocks Jim Cramer Recently Shed Light On
According to Cramer, current market expectations show an 18.6% chance of a rate cut in July, but those odds rise to more than 93% by September. Still, he added, “I don’t know if we can wait that long.” He noted that on Wednesday, mortgage application numbers are due, and he pointed out that they have become a drag on broader economic performance. With interest rates still elevated, weak housing activity has become a given.
“Thursday’s the key day of the week, alright? And that’s when we get the June non-farm payrolls report. It’s an important number… If we get a weak number, the president is most likely, on that day, going to call for Jay Powell’s head again, maybe willing to name Powell’s successor that day, much sooner than expected. If only to push Jay to start cutting rates or quit his job.”
Cramer noted that he does not believe that one weak number, even one as influential as the labor report, would be enough to move the Fed by itself. Still, he mentioned that if job creation comes in low and is paired with stagnant or falling wages, then the possibility of a July rate cut might reenter serious discussion.
“The bottom line: We’re headed for a shortened week after a terrific quarter, one that started horrendously and finished incredibly strong, showing you that staying the course is the only logical way to approach this often mercurial and treacherous market.”
Our Methodology
For this article, we compiled a list of 21 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on June 27. 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).
21 Stocks on Jim Cramer’s Radar
21. Robinhood Markets, Inc. (NASDAQ:HOOD)
Number of Hedge Fund Holders: 76
Robinhood Markets, Inc. (NASDAQ:HOOD) is one of the 21 stocks on Jim Cramer’s radar. Calling the company the “rebellious brokerage,” Cramer remarked:
“Typically, they (new investors coming into the market) liked the high fliers of the year, the dot-coms that were making them a lot of money, even as they rarely took the profits that they should have. This time, things are indeed different. The new money is much more sizable, and the investor is much younger. These buyers tend to be working with Robinhood, the rebellious brokerage that will forever be linked with GameStop, but has become one of the greatest stocks of our era.”
Robinhood (NASDAQ:HOOD) provides a financial platform that enables users to trade stocks, ETFs, options, cryptocurrencies, and more. The company also provides educational content, investing tools, credit and cash products, and a digital currency marketplace. In May, Cramer said that he would be a “buyer” of the stock, as he commented:
“Now here’s what I feel about Coinbase: Another stock that I like, and I’m going to give you a twofer, I think that you should also like Robinhood. I like that more than Coinbase because I wasn’t that crazy obviously about the hacks, but Coinbase is doing very well. But Robinhood is doing exceptionally well, and I would be a buyer of Robinhood.”
20. Texas Roadhouse, Inc. (NASDAQ:TXRH)
Number of Hedge Fund Holders: 47
Texas Roadhouse, Inc. (NASDAQ:TXRH) is one of the 21 stocks on Jim Cramer’s radar. The company received a comment from Cramer during the lightning round as he said, “Don’t forget, I think Texas Roadhouse is terrific, even though beef prices are high.”
Texas Roadhouse (NASDAQ:TXRH) owns, operates, and franchises casual dining restaurants under the Texas Roadhouse, Bubba’s 33, and Jaggers brands. During a March episode of Mad Money, Cramer called it a winner, as he commented:
“Very hard because Julie Masino, we’ve had her on the show, she is just crushing it at Cracker Barrel, crushing it. Texas Roadhouse, Mr. Morgan is doing a good job. Now, I know the stock doesn’t act well and I get that. We’re going to keep building a position as it goes down because they have a long-term history and I can’t believe the price-to-earnings multiple is as low as it is. But you’ve got two winners there.”
19. McDonald’s Corporation (NYSE:MCD)
Number of Hedge Fund Holders: 75
McDonald’s Corporation (NYSE:MCD) is one of the 21 stocks on Jim Cramer’s radar. During the lightning round, when a caller asked about the company, Cramer stated:
“McDonald’s… you know, I’ve been saying that you must own McDonald’s here. You must. The stock has never been down for longer than like… a couple of months. It’s the time to buy McDonald’s. Let me throw in Yum.”
McDonald’s Corporation (NYSE:MCD) operates and franchises restaurants that provide a variety of food and beverages, including burgers, fries, chicken items, desserts, and breakfast options. On June 9, Cramer said that the company offers “good value and it’s incredibly well run.” He remarked:
“It amazes me that analysts refuse to learn from their mistakes that some stocks should not be taken off the buy list. Today, Morgan Stanley downgraded the stock of McDonald’s, saying it’s arguably too expensive and that it will probably not be insulated from some structural pressures on fast food. Now, with the stock at 25 times earnings, consensus estimate’s too high. Morgan Stanley moved [it] to Equal Weight or Hold. [The] stock dropped $2 and 58 cents or 0.84% on that.
Now, it would not have made much of an impact on me if McDonald’s hadn’t also been downgraded by Loop Capital on Friday, again, concerned that it won’t beat the consensus numbers. Look, I understand the downgrades. Stock’s up 5%. It’s holding its own, but I think that in the long run, it has never paid to downgrade Mickey D’s. It’s the king. It offers good value and it’s incredibly well run…
The main thing Loop cites for what they think will be a shortfall is negative reaction to the new chicken strips launch… I say, wait a second, this is McDonald’s. Do you think this company is stupid? Do you think that CEO Chris Kempczinski doesn’t pay attention to these things? Do you think he ignores the franchises? Do you think he doesn’t know the product’s ugly? Do you think that he’ll bet everything on a product that people don’t like?
Listen, McDonald’s is an amazing company. It didn’t become amazing because it stuck with bad ideas… The strength of McDonald’s is that they don’t fight battles they can’t win. When something doesn’t work, they just dump it and they move on. Which is why I say you downgrade a stock like McDonald’s at your own peril.”
18. Okta, Inc. (NASDAQ:OKTA)
Number of Hedge Fund Holders: 65
Okta, Inc. (NASDAQ:OKTA) is one of the 21 stocks on Jim Cramer’s radar. A caller asked if they should buy, sell, or hold the stock. Cramer commented:
“You buy Okta. Todd McKinnon is unbelievable. He came on the show. He said a lot of good things. I think that he’s being conservative. I want to own more Okta, but to be sure, I like CrowdStrike and I like Palo Alto. I think both of them have a little more game than Okta.”
Okta(NASDAQ:OKTA) provides a suite of identity and access management solutions that help organizations securely manage user authentication, access, and governance across applications, devices, and cloud environments. In April, Cramer called it “terrific,” as he said:
“I think Okta is terrific. It’s one of the greatest companies. I tell you, anybody who works there has a great time, and they have done remarkable things. And Todd McKinnon is terrific, and so is cybersecurity…. This one is a winner. I’m going to give you a twofer… CrowdStrike and Palo Alto Networks, they’re all terrific.”
17. Monster Beverage Corporation (NASDAQ:MNST)
Number of Hedge Fund Holders: 54
Monster Beverage Corporation (NASDAQ:MNST) is one of the 21 stocks on Jim Cramer’s radar. Mentioning that they have offloaded their cost bases, a caller asked what they should do with the rest of their position in the stock. Here’s what Cramer had to say:
“The answer is you own it. Do you know that Monster, since 1990s, has actually been the best performing stock. I mean, it’s unbelievable how good… Of course, NVIDIA… but Monster since 1990[s]. If you look at that timeframe, I gotta tell you something, that is just one smoking hot stock, and I would not walk away from that to save my life.”
Monster Beverage Corporation (NASDAQ:MNST) develops and sells energy drinks, flavored beverages, and alcoholic drinks under multiple brand names, and distributes its products through retailers, distributors, and e-commerce platforms. In April, while discussing the best-performing stocks of the last 20 years, Cramer mentioned the company and said:
“In seventh place, with a more than 10,300% gain, is a fun one, Monster Beverage, the energy drink company that was originally known as Hansen Natural before its big rebrand in 2012. Even though the stock’s lost some juice in recent years, the long-term gains here have been staggering, and I pounded the table on this one constantly in the early years.”
16. Sweetgreen, Inc. (NYSE:SG)
Number of Hedge Fund Holders: 27
Sweetgreen, Inc. (NYSE:SG) is one of the 21 stocks on Jim Cramer’s radar. When a caller inquired about the company during the lightning round, Cramer remarked:
“You know what? The stock’s down 57% and they’re not making money, and I’ve gone over and over and over it. You got to, at a certain point, make money. It’s just that simple, and if you don’t make money, then people are not going to be attracted to your stock. They have to have a surprise quarter. That’s the only way they can do it.”
Sweetgreen, Inc. (NYSE:SG) operates fast food restaurants focused on healthy meals and beverages in the US. In August 2024, Cramer discussed the stock in detail, as he said:
“Quick—what’s the best-performing restaurant stock in the Russell 3000 this year? It’s not Wingstop, which is having another great year, up 46%. It’s not Brinker International, the parent of Chili’s, up 54%. It’s not even Cramer favorite Cava Group, the standout IPO of 2023, up 129% year-to-date. No, the best-performing restaurant stock this year is Sweetgreen, the salad chain, which has nearly tripled in value. That’s impressive, especially considering this has been a tough year for restaurants and Sweetgreen looked like a dud not long ago.
Sweetgreen went public in November 2021, right near the peak of the growth stock boom, at $28 per share. The stock doubled in the first two days of trading, reaching the mid-50s, but then, like many 2021 IPOs, it collapsed, hitting a low of around $6 in March of last year, down nearly 90% from its highs. Although I’ve been critical of Sweetgreen since its IPO and advised caution regarding unprofitable companies, this year’s rally took me by surprise.
So, what changed to make this stock such a winner? First, Sweetgreen has been consistently generating earnings before interest, taxes, depreciation, and amortization (EBITDA) positively in four of the past five quarters, which is unusual and indicates the company is moving in the right direction on the profitability front. Second, same-store sales growth, a key measure of performance, has improved significantly. After slowing to 13% in 2022 and 4% last year, same-store sales growth re-accelerated to 9% in the last quarter, with projections of 5-7% growth for the full year.
Sweetgreen has achieved these results by focusing on healthier meals and a more affluent customer base, giving them an advantage in a broader quick-service industry facing pricing pushback from lower-income consumers. They’ve also improved their loyalty program and digital ordering system. Previously, Sweetgreen was overly focused on salads, but last year they began offering more varied options. They introduced new protein dishes, like a chicken burrito bowl with no leafy greens, and a miso salmon plate. Their recent spring menu included a caramelized garlic steak.
These changes have attracted new customers and increased traffic, especially during dinner hours and weekends. Sweetgreen’s innovation in menu offerings and efficiency improvements, including investments in automation and the “infinite kitchen” concept, have boosted their margins significantly. Their restaurant margins are now 10 percentage points higher than the fleet average, which is substantial.”
15. Nebius Group N.V. (NASDAQ:NBIS)
Number of Hedge Fund Holders: 51
Nebius Group N.V. (NASDAQ:NBIS) is one of the 21 stocks on Jim Cramer’s radar. A caller asked if it is a good time to enter the stock, and Cramer replied:
“Oh geez. My chief scientist, Ben Stoto, has over and over and over again said Nebius is the one to own, not CoreWeave. Oh no, he says, just right now, he’s just saying it’s a second-rate CoreWeave. We’re not going to own either, though. CoreWeave has moved up too much, and Nebius, we are not going to trust.”
Nebius (NASDAQ:NBIS) builds full-stack infrastructure for AI and offers cloud platforms, GPU clusters, and developer tools. Additionally, the company operates businesses in generative AI data services, tech education, and autonomous driving technology. On June 10, a caller asked about the stock, and Cramer replied:
“Okay, I went to their booth when I was out at the conference, the Nvidia GTC conference. I was very impressed. I think they do good things. I didn’t, wasn’t prepared to be impressed frankly, because I like CoreWeave. But let me just tell you how I feel about this Nebius, this stock has… it has an allure. People like it so much. It doesn’t have a lot of people writing about it. It’s very hard for it to disappoint. I’m actually going to say that I think Nebius is going higher. There we go.”
14. CoreWeave, Inc. (NASDAQ:CRWV)
Number of Hedge Fund Holders: 36
CoreWeave, Inc. (NASDAQ:CRWV) is one of the 21 stocks on Jim Cramer’s radar. A caller asked for Cramer’s insight into the company’s relationship with NVIDIA, and asked if it is overbought. He said:
“I think it is overbought. I think it’s up on a short squeeze. I think the stock is just way too high. I mean, look at this. I mean, prices at $40, it should have never priced there when it did its IPO. People didn’t like it. They didn’t understand the balance sheet. Lots of hedge funds got shorted here, thinking that this thing really was not worth anything at all. I recommended buy it the whole darn time. The whole darn time.
… What I need to tell you is that if you bought it here, you can take off half of your position, half of it, and then you’re playing with the house’s money. Who doesn’t want to play with the house’s money? That’s the goal. The goal if you want to be a great investor is the house’s money. And that’s what you have if you bought CoreWeave when we said that we liked it. The relationship with NVIDIA is very solid, and NVIDIA owns a big chunk of CoreWeave.”
CoreWeave, Inc. (NASDAQ:CRWV) provides cloud infrastructure tailored for high-performance workloads like AI training, rendering, and compute-intensive tasks. The company offers GPU and CPU compute, storage, networking, and management tools to support enterprise-scale applications.
13. Dutch Bros Inc. (NYSE:BROS)
Number of Hedge Fund Holders: 47
Dutch Bros Inc. (NYSE:BROS) is one of the 21 stocks on Jim Cramer’s radar.
A caller asked if the company would be a better long-term investment over Starbucks, and Cramer replied:
“No, I’ll tell you why. Dutch Bros had a very big move. I like the stock very much, and everybody knows that, okay, but Starbucks has Brian Niccol, and Brian Niccol was the man who turned around Chipotle when people felt that Chipotle was going to be an also-ran, never really make it. He turned it. I think that he’s done a remarkable job where he was before, and he’s already doing a remarkable job at Starbucks because he’s cut the throughput down, 4 minute time to be able to get a Starbucks.
That’s what he wanted to do. He’s onto the next. He can sell China if he wants to. There’s lots of buyers. I think he’s got a better hand than Christine right now at Dutch Bros. Even though I think Dutch Bros is terrific, and you’re not going to go wrong buying it here.”
Dutch Bros (NYSE:BROS) operates and franchises drive-thru coffee shops and sells beverages under multiple Dutch Bros brands in the US.
12. Energy Transfer LP (NYSE:ET)
Number of Hedge Fund Holders: 36
Energy Transfer LP (NYSE:ET) is one of the 21 stocks on Jim Cramer’s radar. A caller asked for Cramer’s take on the company and his outlook on natural gas. Here’s what he had to say in response:
“Natural gas is very hard to tell. I think that 3 to 4 is probably where it belongs. ET had a problem. They’ve got some ethane issues. The government’s holding up the ethane from China because we’re trying to say, listen, you won’t give us rare earth materials, we won’t give you ethane.
Now I think that’s a little misjudgment on… [the] part of our government because ethane is actually kind of a broad commodity that anybody can get anywhere. That has hurt ET. It will make it so the numbers may not be as good, but the fact is, it’s got a great yield, and I think it’s a pretty well-run company. I like Enterprise Products Partners, too, but they, too, have the same ethanol problem.”
Energy Transfer LP (NYSE:ET) provides energy services, including transportation, storage, processing, and marketing of natural gas, crude oil, and natural gas liquids. Moreover, the company engages in fuel distribution, power trading, and resource management.
11. American Express Company (NYSE:AXP)
Number of Hedge Fund Holders: 75
American Express Company (NYSE:AXP) is one of the 21 stocks on Jim Cramer’s radar. Expressing his bullishness on the company, Cramer remarked:
“Okay, this is a very hard question because Visa and MasterCard are valued much more highly, I think, than American Express in terms of PE multiple. I want American Express of these three, and I’ll tell you why. I think America’s Express has got this younger demographic that is really exciting and not really built into the price-to-earnings multiple. That said, look, these are all great companies… I met with Mastercard’s management this week. I talked with Visa’s management. You’re not going to go wrong owning any one of these companies. They’re three of the best companies in America.”
American Express (NYSE:AXP) offers a wide range of credit, payment, and financial services, including cards, banking, travel, and expense management, along with loyalty programs and fraud prevention. On April 1, Cramer called it one of “America’s great companies.” He commented:
“Yes, you do [buy more American Express] because Steve Squeri is incredible. I think it’s one of the great franchises of all time and I’ve studied it for 150 years. I think these guys… this is one of America’s great companies.”
10. Mastercard Incorporated (NYSE:MA)
Number of Hedge Fund Holders: 155
Mastercard Incorporated (NYSE:MA) is one of the 21 stocks on Jim Cramer’s radar. During the episode, Cramer noted that the company has a younger demographic, as he said:
“Okay, this is a very hard question because Visa and MasterCard are valued much more highly, I think, than American Express in terms of PE multiple. I want American Express of these three, and I’ll tell you why. I think America’s Express has got this younger demographic that is really exciting and not really built into the price-to-earnings multiple. That said, look, these are all great companies… I met with Mastercard’s management this week. I talked with Visa’s management. You’re not going to go wrong owning any one of these companies. They’re three of the best companies in America.”
Mastercard (NYSE:MA) provides payment and transaction processing solutions, including credit, debit, prepaid services, and digital tools for individuals, businesses, and governments. The company also offers analytics, security, and consulting services to support secure and efficient global payment flows.
9. Visa Inc. (NYSE:V)
Number of Hedge Fund Holders: 165
Visa Inc. (NYSE:V) is one of the 21 stocks on Jim Cramer’s radar. A caller asked which company Cramer thinks will lead over the next few years out of American Express, Visa, and Mastercard. He replied:
“Okay, this is a very hard question because Visa and MasterCard are valued much more highly, I think, than American Express in terms of PE multiple. I want American Express of these three, and I’ll tell you why. I think America’s Express has got this younger demographic that is really exciting and not really built into the price-to-earnings multiple. That said, look, these are all great companies… I met with Mastercard’s management this week. I talked with Visa’s management. You’re not going to go wrong owning any one of these companies. They’re three of the best companies in America.”
Visa Inc. (NYSE:V) is a payment technology company that facilitates digital transactions through its global network. The company provides a range of card products, real-time payment solutions, fraud prevention tools, and consulting services. In a May episode of Mad Money, Cramer showed bullish sentiment toward the stock, as he commented:
“Absolutely, I think Visa’s sensational. By the way, just so we know, I don’t want to slight Michael Miebach, Visa, and MasterCard are both great. MasterCard’s actually growing a little bit faster, but they are both fabulous companies. We own that one for the Charitable Trust. It made us so much money, we got greedy, we fell, and then all it did was go up further. They’re both terrific stocks.”
8. GE Vernova Inc. (NYSE:GEV)
Number of Hedge Fund Holders: 111
GE Vernova Inc. (NYSE:GEV) is one of the 21 stocks on Jim Cramer’s radar. A caller asked if they should wait for a pullback or if current conditions support a buying opportunity. In response, Cramer stated:
“I thought we should be waiting for a pullback… and the reason I did say that was because if they’re not going to put up more capacity, how are we going to raise numbers? Now, obviously, they can, I guess, charge more, but the fact is that this industry’s been burned so many times… that these guys are unwilling to do it. I think that they have to open up their pocketbook and start building more plant[s] so that they can have more turbines. And I think you’re absolutely right.”
GE Vernova (NYSE:GEV) provides technologies and services for generating, converting, storing, and managing electricity, including gas, nuclear, wind, solar, and grid solutions. The company supports the full energy cycle from production to consumption with advanced hardware and software.
7. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders: 159
Apple Inc. (NASDAQ:AAPL) is one of the 21 stocks on Jim Cramer’s radar. Cramer showed optimism toward the stock as he believes that the company’s CEO and the team deserve the “benefit of the doubt.” He commented:
“We’ve had an incredible run over the past few months, but somehow it doesn’t feel complete with Apple lagging far behind the averages… As I’ve said before, I’m inclined to stick with Apple despite all the uncertainty. Tim Cook and his team have earned the benefit of the doubt. I’ve been around long enough to remember all the times when things have looked very bad for Apple, and in hindsight, they’ve all proven to be great buying opportunities, all of them.
… So Apple stock deserves a premium, and that’s what it’s getting. It trades at 28 times earnings while the S&P now sells for 23 times earnings. But how much of a premium does Apple deserve?… The S&P 500 has a PEG ratio of just under 2.5 right now. Apple’s PEG ratio is just under 2. So you could argue that Apple’s already undervalued here… So let’s put this all together now. When we look at the past couple of years of Apple’s price to earnings ratio, its, the multiple has repeatedly bottomed at 25 times earnings.
When we briefly breached that level after Liberation Day, the stock quickly bounced back, even though the headlines read terribly at the time. If Apple were to revisit that level, meaning if the stock falls below $180, then I think you have to buy it. But if the company can shake off the negativity that currently surrounds the story, I’d argue that the stock deserves to trade at something more than 35 times earnings… roughly where it peaked last year.
Bottom line though: There’s clearly a point where Apple’s stock becomes too cheap to ignore, and recent history says that’s around 25 times earnings. Now write this down, that means down about 20 points from here. I certainly don’t want to see it revisit that level… That’s the level. But if for some reason the stock gets clobbered, you know what? Let’s back up the truck at $180. But if Apple can shake off its current shroud of negativity, they make nice with President Trump somehow, I could justify paying 35 times earnings for the stock, which is why I’m simply not ready to give up on this one. $180, that’s the level.”
Apple Inc. (NASDAQ:AAPL) designs and sells devices like iPhones, Macs, iPads, and accessories. The company also provides cloud services, digital content, and subscription-based platforms such as Apple Music, Apple TV+, and Apple Pay.
6. Micron Technology, Inc. (NASDAQ:MU)
Number of Hedge Fund Holders: 96
Micron Technology, Inc. (NASDAQ:MU) is one of the 21 stocks on Jim Cramer’s radar. A caller asked why MU stock declined after the company reported its quarterly earnings recently, and Cramer replied:
“Alright, well, this is not unusual for Micron. I’ve seen this happen many times at Micron. This stock went literally from $60 to $126, and they did a fantastic quarter. But there’s no way that a stock that goes from $60 to $126 can go higher, no matter how good it is. This is a momentary pullback, and then you’re going to have to start buying the stock all over again. I like the stock at $120.”
Micron Technology, Inc. (NASDAQ:MU) produces and sells memory and storage products used in devices like computers, smartphones, and cars. The company provides data solutions under multiple brands and different sales channels worldwide. In April, Cramer showed bearish sentiment toward the company, as he commented:
“Alright, Micron’s just okay. The last couple quarters, not great. I think you’d be doing it at the low end, there’s no doubt about that. But my problem is, I don’t know a catalyst to get it to go higher.”
5. Axon Enterprise, Inc. (NASDAQ:AXON)
Number of Hedge Fund Holders: 61
Axon Enterprise, Inc. (NASDAQ:AXON) is one of the 21 stocks on Jim Cramer’s radar. When a caller asked about the stock during the episode, Cramer commented:
“Look, I think Rick Smith is great. I have often thought about putting this on my, in the bullpen for this, for the Charitable Trust, but it just won’t quit. I think you have to buy. Look, if you want to buy a 100 shares, buy 25 [on] Monday, and then you gotta wait for it to come down. You can’t just buy it all right here because then I feel like that could be just… It would be just terrible if the stock came in, once again, all-time high today.”
Axon Enterprise, Inc. (NASDAQ:AXON) makes TASER devices and provides tools like body cameras, software, and apps to help public safety workers record, manage, and share digital evidence. The company supports police, security, and other safety services. In the first week of June, Cramer mentioned the stock and said:
“Now, each day has its own Mosaic. We have Axon tonight, the law enforcement technology company that has so much business, they can barely handle it. It’s a new high natural. By the way, they have great software business growing at more than 30%.”
4. Thermo Fisher Scientific Inc. (NYSE:TMO)
Number of Hedge Fund Holders: 101
Thermo Fisher Scientific Inc. (NYSE:TMO) is one of the 21 stocks on Jim Cramer’s radar.
Expressing that they believe that the stock has significant potential for growth, a caller inquired about TMO. In response, Cramer said:
“This stock is unbelievable. It was a, it’s a great company. Marc Casper does a terrific job, but we own Danaher for the Charitable Trust, and it’s as bad as Thermo Fisher. I am urging you to not buy it till we see a pickup in Chinese orders. I know that seems strange, but this stock has crushed a lot of people. It does seem like it’s bottoming, but I am not going to push it because it’s related to China, and anything related to China is bearish.”
Thermo Fisher (NYSE:TMO) provides a vast portfolio of products and services for scientific research, diagnostics, and biopharma, including instruments, reagents, laboratory supplies, and clinical research support. Parnassus Investments stated the following regarding Thermo Fisher Scientific Inc. (NYSE:TMO) in its Q4 2024 investor letter:
“Thermo Fisher Scientific Inc. (NYSE:TMO), a manufacturer of lab equipment and analytical tools, reported in-line quarterly numbers. However, expectations for a demand recovery in 2025 continue to moderate, particularly given uncertainty regarding the new administration.”
3. Constellation Brands, Inc. (NYSE:STZ)
Number of Hedge Fund Holders: 44
Constellation Brands, Inc. (NYSE:STZ) is one of the 21 stocks on Jim Cramer’s radar. During the episode, Cramer called the company a “fallen idol” and said:
“On Tuesday, we get results from former market darling, Constellation Brands. What a fallen idol. There’s so much to unpack here because this consumer packaged goods company is a microcosm of what’s gone wrong with this now pathetic group that used to be the place to go when there’s a slowdown. First: Constellation is an alcohol company, so all their products are being hurt by the GLP-1 drugs, which can blunt your craving for booze. That’s especially true for the big beers, which are Modelo [and] Corona, and then a new popular favorite, Pacifico.
Second: Increasingly, surveys show that there’s a switch from beer to cannabis because smoking weed is theoretically less fattening. I say theoretically because while alcohol has way more calories, it doesn’t give you the munchies. This younger generation cares more about their health than previous ones. Sounds fanciful, but it is true. Third: Constellation said its sales have been hurt by concerns in the Hispanic community about mass deportations. The stock’s been steadily declining all quarter.
It’s been downgraded by analysts jumping ship from the company that used to beat and raise and beat and raise over and over and over again. Used to be a big position for my trust. That was then. Now, we expect Constellation to miss. We’ll get the results Tuesday night, and the conference call will start on Wednesday morning. You’ll probably see the stock jump up when it reports. That’s what it typically does, and then it declines through the rest of the day. So let’s be careful.”
Constellation Brands (NYSE:STZ) produces and markets a wide range of well-known beer, wine, and spirits brands. The company distributes its products through wholesalers, retailers, and licensed venues.
2. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders: 328
Amazon.com, Inc. (NASDAQ:AMZN) is one of the 21 stocks on Jim Cramer’s radar. While discussing the stock, Cramer noted that the company has a “great read on the consumer,” as he remarked:
“Alright, now on Monday, we have a very special interview with Andy Jassy. He’s the CEO of Amazon. It’s a huge position for my Charitable Trust. We’ll talk about everything from investments in rural delivery to new and improved Alexa to the growth of Amazon Web Services, the juicy gross margins of Amazon advertising, and why we love being Prime members. Given its retail presence, Amazon’s got a great read on the consumer. Its international business seems to have turned the corner.
We need to talk AI and whether its own chips are a threat to NVIDIA’s best semiconductors or just something that can be made to augment them. And of course, we’re going to talk about China. Right now, I’m concerned about the consumer after we got some weak consumer spending data today. I hope Amazon’s Jassy can give us some color about how consumers are really spending. They seem stalled right now, something that should make the Federal Reserve think twice about whether they can really afford to wait before they start cutting interest rates again, which is really something that’s very much on the table.”
Amazon.com, Inc. (NASDAQ:AMZN) provides a broad range of retail, digital, and cloud services, including product sales, subscriptions, advertising, and media content.
1. Capital One Financial Corporation (NYSE:COF)
Number of Hedge Fund Holders: 93
Capital One Financial Corporation (NYSE:COF) is one of the 21 stocks on Jim Cramer’s radar. During the episode, Jim Cramer mentioned the stock while discussing the latest Federal Reserve stress test results. He said:
“Now… after the close, we got stress test results for the banks. It’s an annual affair which gives the banks that, they get good grades, a chance to buy back a lot more stock. All 22 banks passed their stress test tonight. Not unusual. So maybe we can see a bunch of buybacks announced next week based on these good grades. I know that I have been very upfront about how Capital One, COF… has an opportunity here. That would be the one that I think could do the best in terms of what people are thinking about going forward.”
Capital One (NYSE:COF) provides a wide range of financial products and services, including banking, lending, and advisory solutions. The company serves individuals, small businesses, and commercial clients through both digital and physical channels.
While we acknowledge the potential of Capital One Financial Corporation (NYSE:COF) 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 COF and that has 100x upside potential, check out our report about this cheapest AI stock.
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