On Wednesday’s episode of Mad Money, host Jim Cramer laid out a few themes he believes are influencing the market right now.
“We can… focus on some stories that can make us some money. That’s not crass. That’s our ultimate goal, not the prediction of when the Fed will move or a new Fed governor gets appointed. Let’s not mince words. We’re trying to make money here.”
READ ALSO: 25 Stocks Jim Cramer Recently Shared Insights On and Jim Cramer Recently Discussed These 10 S&P 500 Stocks
Cramer highlighted a recent development involving Vietnam. He referenced an earlier statement made by the President on Liberation Day, announcing what sounded like a severe move, a 46% tariff on exports from Vietnam. He noted that hardliners in the White House were convinced that China had deeply entrenched itself in Vietnam’s economy and had taken over much of the country’s commercial activity. However, in a significant turn of events, the actual tariff announced turned out to be much lower, just 20%.
“Here’s the bottom line: Just like you couldn’t ignore the choice of Exxon 38 years ago and all the metaphorical power of a good solid story with a solid dividend, you can’t avoid today’s new stories either. And I promise you, I will keep telling them. Why? Because that’s where the money is.”
Our Methodology
For this article, we compiled a list of 22 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on July 2. 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).
22 Stocks Jim Cramer Recently Talked About
22. Joby Aviation, Inc. (NYSE:JOBY)
Number of Hedge Fund Holders: 23
Joby Aviation, Inc. (NYSE:JOBY) is one of the 22 stocks Jim Cramer recently talked about. During the lightning round, a caller inquired about the company, and Cramer commented:
“I’m going to do a twofer because I’m in the mood for the $9, $10 stocks. Archer and Joby, what can I say? I’m not going to fight them. Boeing has a flying car. Why can’t they?”
Joby Aviation (NYSE:JOBY) designs electric vertical takeoff and landing aircraft for use in air mobility services. The company plans to introduce an app-based platform to provide aerial ridesharing for passenger transportation. Over the past year, JOBY stock gained more than 104%. Additionally, in early June, when Cramer was asked about the company, he said:
“You know what, remember a couple of weeks ago I said I was done with the knocking on the ones that don’t make money. Joby is real. I think Archer is real… But Joby is good and I’m going with it and I am with you… Joby is okay. I’m even playing some Joby music.”
21. Titan International, Inc. (NYSE:TWI)
Number of Hedge Fund Holders: 25
Titan International, Inc. (NYSE:TWI) is one of the 22 stocks Jim Cramer recently talked about. A caller asked for Cramer’s thoughts on the company, and he replied:
“Yeah, no, I’ve been following this company for a long time, and frankly, I mean, it just went up so huge. I can’t go for it. I mean, I’ve been waiting for this thing, it’s like done nothing for ages, and then suddenly, you know, it went from, you know, here’s a $9 stock, a $10 stock, that’s very interesting to me, but I don’t know how it got there. It just happened like that. So I can’t recommend it after this big move.”
Titan International (NYSE:TWI) manufactures and sells wheels, tires, and undercarriage systems for off-highway vehicles. The company’s products serve a wide range of equipment used in agriculture, construction, mining, forestry, and recreational applications.
For the second quarter of 2025, Titan International (NYSE:TWI) expects revenue between $450 million and $500 million and adjusted EBITDA of $25 million to $35 million. Chief Financial Officer David Martin noted that the outlook is in line with first-quarter results and that less than 10% of total revenue is affected by current retaliatory tariffs from China.
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