On Friday’s episode of Mad Money, host Jim Cramer commented on the ongoing imbalance between supply and demand and how it is playing out in the market.
“Supply constrained, those are the two most important words I’ve heard so far in this earnings season, other than, of course, quantum of course.”
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Cramer discussed that a number of major companies are struggling with limited supply, including Sandisk, Micron, and Boeing. Questioning why these companies are unable to keep up with product demand, he explained that part of the problem lies in the unprecedented storage requirements driven by artificial intelligence. He said that the data storage demand from AI systems has skyrocketed to levels that are difficult for producers to match.
Cramer said that another reason is that semiconductor equipment manufacturers did not produce enough machinery for themselves, largely because they failed to expect such a massive surge in orders. He noted that gold is another example and remarked that it has always been difficult to find and extract gold, but with prices reaching around $4,100 an ounce, one might expect more of it to flow into the market. However, Cramer pointed out that it has not happened. Instead, international gold supplies have become increasingly difficult to bring to market because many of the countries that host these resources are now demanding tougher terms.
“Not surprisingly, they want a bigger cut now. And a lot of these countries aren’t exactly enthusiastic about contract enforcement… or even the rule of law. In the end, we have more demand than supply in a host of industries, and that’s the ticket for good stock performance. I don’t see that changing anytime soon.”
Our Methodology
For this article, we compiled a list of 22 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on October 24. 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).
22 Stocks on Jim Cramer’s Radar Recently
22. GE Vernova Inc. (NYSE:GEV)
Number of Hedge Fund Holders: 106
GE Vernova Inc. (NYSE:GEV) is one of the stocks on Jim Cramer’s radar recently. Cramer believes that the company will be one of the winners, as he commented:
“Now, here’s one that’s… kind of fallen off, that people are a little down on right now, I think it’s wrong, GE Vernova. It’s supply-constrained with its power equipment. They make giant turbines that burn natural gas, the principal energy source powering the data center. I think both GE Vernova and Boeing will be winners. One of the reasons is because they can make machines that cost up to a hundred million dollars a piece. Ordering these big-ticket items is the easiest way for our trading partners to ingratiate themselves with President Trump, short of, you know, like some sort of like bribery or something. Those orders go a long way toward closing any trade deficit.”
GE Vernova Inc. (NYSE:GEV) provides products and services that generate, convert, and store electricity. The company’s products include gas and nuclear systems, wind turbines, solar solutions, and grid software.
21. The Boeing Company (NYSE:BA)
Number of Hedge Fund Holders: 101
The Boeing Company (NYSE:BA) is one of the stocks on Jim Cramer’s radar recently. Cramer expects the management to discuss supply constraints after its report. He said:
“Who else is supply-constrained outside of tech? Well, how about Boeing? Oh boy. Next week, Boeing reports, and I think they’re going to talk about supply constraints for all their planes, not just the narrow-body 737s that are heavily regulated by the FAA after Boeing’s series of horrendous mishaps. General Electric, RTX, and Honeywell, all big Boeing suppliers and aircraft suppliers in general, are reaping the benefits of the outsized demand for planes in the attendant maintenance boom.”
The Boeing Company (NYSE:BA) designs, manufactures, and services commercial aircraft, defense systems, satellites, and space exploration technologies. In addition, the company provides maintenance, training, and digital solutions. During the September 22 episode, Cramer called it “too good to ignore,” as he remarked:
“If you bought Boeing on weakness during the strike last fall, you’d now have a nearly 36% gain. These guys have been running circles around the unions for decades. I don’t see that changing anytime soon… Long story short, Boeing’s now officially a Charitable Trust holding thanks to the stock’s recent pullback. So you should know the core case for owning the stock. The company’s gradually ramping up production for its key aircraft models, the 7377… and remains mostly on track with these efforts. Boeing’s balance sheet is much, much better than it was after the huge recapitalization effort late last year.
And now there’s a line of sight to positive free cash flow in the near-term future with the promise of $10 billion worth of free cash flow or more per year once the company gets its production levels up to its previously stated targets. Meanwhile, regardless of how you feel about the President’s trade agenda, it’s been phenomenal for Boeing with some huge aircraft orders coming from the Middle East, Korea, and the UK. Potential of a massive deal still to come from China, assuming those trade talks don’t fall apart. On top of everything else, we’re getting, finally getting reasons to be cautiously positive on Boeing’s defense business.
The bottom line: Put it all together and I think Boeing’s simply become too good to ignore, especially after the stock’s recent hard pullback… and why you’ve got my blessing to begin a position tomorrow.”
