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.”
READ ALSO: 15 Stocks Were Recently Put Under the Microscope By Jim Cramer and 13 Stocks Jim Cramer Put Under the Spotlight Recently.
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.”
20. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 235
NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks on Jim Cramer’s radar recently. Cramer mentioned the company during the episode and said:
“And of course, NVIDIA is the most supply-constrained of all. They’re supply-constrained on everything. That’s how you become the biggest company in the world.”
NVIDIA Corporation (NASDAQ:NVDA) develops computing and graphics technologies that power gaming, data centers, AI, and automotive applications. During the October 14 episode, Cramer discussed the stock and stated:
“Now, of course, we don’t want the data center to be down, but we’re seeing some signs of something that represents a change of pace. Look, we love NVIDIA around here, you know that, because it owns the market for accelerated computing and generative AI, or maybe I should say owned because today Lisa Su’s AMD won a big order from Oracle to supply chips for data center build-out, which happens to be the biggest in the room, well, let’s call it the world. Today, the market disagreed. NVIDIA got hit while AMD barely rallied.”
19. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Number of Hedge Fund Holders: 113
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks on Jim Cramer’s radar recently. Cramer highlighted the talk of the company’s quantum work. He commented:
“AMD, similarly, supply-constrained for much of its product line. CEO Lisa Su never abandoned traditional PCs in her zeal for, to be in GPUs. Smart thinking, that, plus talk of AMD’s quantum work with IBM on yesterday’s call, lifted the stock 7.6%, to a new high.”
Advanced Micro Devices, Inc. (NASDAQ:AMD) makes semiconductors such as CPUs, GPUs, and adaptive chips. The company’s brands include AMD Ryzen, Radeon, EPYC, Instinct, and Versal. During the October 6 episode, Cramer called the company’s CEO “one of the toughest execs in the business,” as he stated:
“Look, you either believe or you don’t believe. It is as simple as that. You either accept that OpenAI is going to pay for the billions of dollars of chips they just ordered from AMD, or you refuse to believe it, and you assume AMD will get stiffed because OpenAI doesn’t have the money or won’t need the chips. I prefer to accept the answer I got on Squawk on the Street this very morning from Lisa Su, the brilliant CEO of AMD. She’s not worried, and neither is Greg Brockman, the co-founder and president of OpenAI…
OpenAI’s Greg Brockman told us this morning that he basically needed all the computing power he could get his hands on, and AMD’s product was excellent. OpenAI will be taking a stake in AMD, a slug of warrants which kick in as AMD stock goes higher.
This deal could be worth tens of billions of dollars to AMD and Lisa Su. Now, the stock market lapped it up with AMD rallying $39 from nearly 24% in one session… They (OpenAI) have a no-nonsense CFO in Sarah Friar, a storied fixture at young companies and former managing director at Goldman Sachs, whom I trust through and through, and AMD’s Lisa Su is one of the toughest execs in the business. Both have impeccable credentials, but look, what can I tell you? I trust them.”
18. Micron Technology, Inc. (NASDAQ:MU)
Number of Hedge Fund Holders: 94
Micron Technology, Inc. (NASDAQ:MU) is one of the stocks on Jim Cramer’s radar recently. Cramer mentioned it as one of the companies whose products are in short supply. He said:
“I’m going to add Micron, MU, to the list of companies whose products are in short supply. That allows these stocks to go higher for far longer than most investors expect. Sometimes it can go for years… A fine company like Micron, which I typically interview every three months, told me to lower my expectations of the coming, oh, the coming demand just a few quarters ago. I listened, but how could I know better than they did? Right? But it turns out I was right. Micron was being too conservative. It’s pretty shocking.”
Micron Technology, Inc. (NASDAQ:MU) produces memory and storage solutions such as DRAM, NAND, and SSD products for data center, mobile, automotive, and consumer markets. During the October 21 episode, a caller asked about the stock and Cramer responded:
“I like Micron, but it’s just had a parabolic move, and we can’t buy parabolics. We have to wait for it to come back down. I think it’s not that expensive because the numbers for DRAMs are coming up. But I do believe that you have to let that one have a little bit of a break before you jump in there.”
17. Sandisk Corporation (NASDAQ:SNDK)
Number of Hedge Fund Holders: 49
Sandisk Corporation (NASDAQ:SNDK) is one of the stocks on Jim Cramer’s radar recently. Cramer called it one of the “strongest stocks” in its industry, as he commented:
“When you’re supply-constrained, you have the ability to raise prices, and that’s the holy grail in any industry. Now, we keep hearing this phrase. Consider three of the strongest stocks in this market: Sandisk, Western Digital, and Seagate. You’ve seen them on the new high list all the time. They make storage devices vital for the data center explosion. All three have pricing power. This is a big deal because these three companies have struggled for pricing for years. They’re textbook commodity tech plays. When there’s too much supply, they can’t make the numbers. But when supply is tight, and demand’s outrageous, holy cow. Boom.”
Sandisk Corporation (NASDAQ:SNDK) designs and manufactures data storage devices and solutions using NAND flash technology. The company’s products include SSDs, embedded storage, memory cards, and USB drives.
16. Vanda Pharmaceuticals Inc. (NASDAQ:VNDA)
Number of Hedge Fund Holders: 17
Vanda Pharmaceuticals Inc. (NASDAQ:VNDA) is one of the stocks on Jim Cramer’s radar recently. When Cramer was asked about the stock toward the end of the lightning round, he said:
“Well, look, here’s the way I feel about Vanda. This is a spec, and it’s absolutely like when I say in How to Make Money in Any Market: you can have a spec. I’m going to bless that one as your spec.”
Vanda Pharmaceuticals Inc. (NASDAQ:VNDA) develops and markets therapies for sleep, neurological, psychiatric, and inflammatory disorders. On August 28, the company announced that the U.S. Food and Drug Administration granted Orphan Drug Designation for VGT-1849B, a selective JAK2 inhibitor developed to treat polycythemia vera. Polycythemia vera is a rare blood disorder in which the bone marrow produces too many red blood cells. VGT-1849B uses OliPass Peptide Nucleic Acid technology to improve cell permeability and RNA targeting.
15. Cameco Corporation (NYSE:CCJ)
Number of Hedge Fund Holders: 77
Cameco Corporation (NYSE:CCJ) is one of the stocks on Jim Cramer’s radar recently. Answering a caller’s question about the stock during the lightning round, Cramer said:
“No, Cameco is not speculative, that’s right. It’s just a business, a very good business, and it’s done quite well. And I’m not putting that in that camp of no earnings. Nothing on the balance sheet, no. They’re a good company, and you’re absolutely right, you can own that stock.”
Cameco Corporation (NYSE:CCJ) supplies uranium and nuclear fuel products used in electricity generation. In addition, the company provides reactor technology, engineering support, maintenance services, and components for nuclear power plants. A caller inquired about the stock during the July 17 episode, and Cramer responded:
“I like CCJ. It’s one of the stocks, it’s one of those, along with Oklo and the small form reactors too. I just think that this is a winner. What am I going to say? I am pro-nuke, and I think people should be in them.”
14. Main Street Capital Corporation (NYSE:MAIN)
Number of Hedge Fund Holders: 13
Main Street Capital Corporation (NYSE:MAIN) is one of the stocks on Jim Cramer’s radar recently. A caller asked if it was a good time to buy more shares of MAIN during the dip or to wait and “line up in pump formation.” Cramer remarked:
“You gotta lineup in pump formation, honestly, because I have no idea. You don’t know what they really own. If we get a real slowdown, the Fed doesn’t react, we’re going to be thinking, wow, we were on… Dead Street, so we’re not going there.”
Main Street Capital Corporation (NYSE:MAIN) is a business development and investment firm that provides private debt and equity financing to lower middle market and middle market companies. On October 15, Truist analyst Arren Cyganovich reduced the price target on the stock from $64 to $60. The analyst maintained a Hold rating after the company’s Q3 pre-announcement. Cyganovich noted that the lower price target reflects reduced peer multiples.
13. MongoDB, Inc. (NASDAQ:MDB)
Number of Hedge Fund Holders: 75
MongoDB, Inc. (NASDAQ:MDB) is one of the stocks on Jim Cramer’s radar recently. A caller asked if Cramer is still a proponent of the stock, and he commented:
“Oh, I am, but I gotta tell you, after this run, I’m thinking about ServiceNow. That’s my favorite right now… not MongoDB.”
MongoDB, Inc. (NASDAQ:MDB) builds and supports a database platform used for managing and deploying data across cloud and on-premises environments. A caller asked about the company as an AI investment during the September 18 episode, and Cramer did not show much optimism. He said:
“There are others that are much better. You know what? And I don’t like to fool around on the AI plays. We got the best AI company in the world, which is NVIDIA, and I know it’s moved a lot, but you know what? It’s the best and I like to buy the best.”
12. National Fuel Gas Company (NYSE:NFG)
Number of Hedge Fund Holders: 35
National Fuel Gas Company (NYSE:NFG) is one of the stocks on Jim Cramer’s radar recently. When a caller mentioned that they own shares of Devon Energy but are thinking of switching to NFG, Cramer stated:
“Well, okay, one’s very stable, National Fuel Gas and one’s a little more high risk. You have to make up your mind yourself. Do you want more risk and more reward or you want consistency? NFG has got consistency.”
National Fuel Gas Company (NYSE:NFG) is an energy company that focuses on natural gas exploration, production, transportation, storage, and distribution. On October 21, the company announced a definitive agreement to acquire CenterPoint Energy’s Ohio natural gas utility business for $2.62 billion, equal to about 1.6 times the estimated 2026 rate base of $1.6 billion. The deal includes 5,900 miles of pipelines and about 335,000 customers using roughly 60 Bcf of natural gas each year. The deal’s closing is expected in late 2026.
11. Apollo Global Management, Inc. (NYSE:APO)
Number of Hedge Fund Holders: 86
Apollo Global Management, Inc. (NYSE:APO) is one of the stocks on Jim Cramer’s radar recently. During the lightning round, a caller mentioned that they are looking for stocks to hold long-term and inquired about APO. Cramer replied:
“Oh, I think you’re right. I mean, I think that they’re very tough negotiators. This guy, Marc Rowan, welcome on the show anytime. I watched him, only with David Faber. But boy, he seems like a smart fellow, and they’ve made a lot of good deals.”
Apollo Global Management, Inc. (NYSE:APO) is a private equity firm that invests in credit, private equity, infrastructure, real estate, and alternative markets. During the September 30 episode, Cramer mentioned the company and said:
“Finally, there’s Apollo Global Management. This is the toughest one for me to swallow. It’s been hit much harder than the others. It’s been a much worse performer year to date. Apollo’s now trading below its 50 and below its 200-day moving averages at 133. Lang says it faces stiff resistance in the mid-140s and again at 155.
Meanwhile, it’s sitting right on top of the floor support at 130. I don’t want to see it go through that. Lang points out that the on-balance volume down at the bottom started heading in the right direction again a few weeks ago. Well, that would be good. Apollo can get some momentum here, he thinks the stock could perform much better, possibly rallying back to its February highs around 175. With interest rates coming down, he expects this one to improve, maybe dramatically.”
10. D-Wave Quantum Inc. (NYSE:QBTS)
Number of Hedge Fund Holders: 24
D-Wave Quantum Inc. (NYSE:QBTS) is one of the stocks on Jim Cramer’s radar recently. With Apple, Palantir, Arthur J. Gallagher, Agnico Eagle Mines, and D-Wave Quantum as their top five holdings, a caller sought Cramer’s opinion on the diversification of their portfolio. He replied:
“… As I said, I don’t mind having a spec among my five. Let D-Wave do it. People want to go quantum. We’ve studied all these. That’s the best of the quantums. That doesn’t mean I think we should embrace quantum because the two real quantum kings are IBM and Google. But I think that Will has every right to put, to maybe get a little extra something that could change his life. That’s what we’re about here. Apple, you know, I think it’s going to be terrific. Palantir, is it the same? No, software, hardware.
Gallagher, I don’t mind the insurance business, but I’m a Chubb guy. I think Chubb’s going to $300. And Agnico Eagle, when they report next week, I think they’re going to be much, much better than Newmont. They have much lower finding costs. I got a gold company, I got a spec, I got a great tech. I’ve got software, cybersecurity. I have insurance. I think Will’s portfolio is excellent, and he doubts himself, but I don’t doubt him.”
D-Wave Quantum Inc. (NYSE:QBTS) develops quantum computing systems, software, and cloud services for businesses.
9. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders: 260
Meta Platforms, Inc. (NASDAQ:META) is one of the stocks on Jim Cramer’s radar recently. A caller’s top five holdings were Meta, Microsoft, Walmart, Valero, and AbbVie, and they asked if their portfolio is diversified or not. In response, Cramer said:
“Okay, so Valero, the margins are really good right now with oil versus gasoline. So I think Valero’s going to work big. That’s next week. AbbVie has made every single quarter in the last two years. It’s been remarkable. I think it goes to 250. Walmart goes back to 110 when they report. They don’t report next week. I think it’s fantastic. We got drug, we have retailer, we have gasoline. Okay, now, Microsoft and Meta, are they together? They absolutely are. They’re two techs.
I’m trying to figure out how to do this in my own head…. I think Microsoft has a great quarter, and I think Meta has a terrific quarter. I’m willing to bless that to be able to own the quarters because I’ve been trying, since my book came out, to deal with the fact that so many people have two mega caps, and I can’t just tell them, sell a mega cap because you have too much tech. It’s not going to work like that anymore. 30% of the stock market… is mega. We have to deal with that.”
Meta Platforms, Inc. (NASDAQ:META) develops products that help people connect and communicate through social media, messaging apps, and virtual, augmented, and mixed reality devices.
8. Palantir Technologies Inc. (NASDAQ:PLTR)
Number of Hedge Fund Holders: 78
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks on Jim Cramer’s radar recently. Mentioning that they have a penchant for risk, a caller asked whether their portfolio is diversified, if their top five holdings are Tesla, MP Materials, Palantir, CrowdStrike, and GE Vernova. Cramer commented:
“Man, I’ll tell you… Palantir… When it was 50, I said it was going to 100. When it was 100, I said it was going to 150. When it hit the 150, I said it’s going to 200. Yes, sold. Let’s keep Palantir. Tesla, they were selling it yesterday because they didn’t, hadn’t read the conference call. It was the thing of beauty. GE Vernova, well, we know I like that. The stock’s not doing that well right now. What an opportunity. CrowdStrike, had George Kurtz on the other day. Cybersecurity, it’s got its own category. He’s doing terrifically.
MP Materials, yes, we need rare earth. Let’s not just go into the bad rare earth. This is the only one because this has Mountain Pass, where we have a rare earth, and it’s already been discovered. So, I’m going to put this under defense now. Get that, defense. And I’m going to put Palantir, software. Tesla as robots, no longer thinking cars. GE Vernova as turbines. CrowdStrike as cybersecurity. My God. Now, he may eat risk for breakfast, but I’ll tell you, he’s going to be eating money for lunch.”
Palantir Technologies Inc. (NASDAQ:PLTR) develops software platforms that help organizations analyze complex data and make operational decisions.
7. International Business Machines Corporation (NYSE:IBM)
Number of Hedge Fund Holders: 63
International Business Machines Corporation (NYSE:IBM) is one of the stocks on Jim Cramer’s radar recently. Starting the round of “Am I diversified?”, a caller noted that their top five holdings are Apple, IBM, Chevron, Eli Lilly, and Verizon, and asked if their portfolio is diversified enough. Cramer replied:
“You can tell Leslie’s watched a lot because this is the kind of thing I’m looking for. We got a drug company, we’ve got a high-yielding telco, we’ve got a high-yielding oil company. We have IBM, which I think had a good quarter. People misinterpreted it. The stock was down. I told them to buy. The quantum came up and boom. And then, I’m going to say, I know people say, well, listen, Jim, you can’t have Apple and IBM, but Apple is own, don’t trade. I have to make this exception because I’m doing it myself for the trust. I am blessing what Leslie’s given us.”
International Business Machines Corporation (NYSE:IBM) provides software, consulting, infrastructure, and financing solutions to help clients with digital and AI transformations.
6. Circle Internet Group (NYSE:CRCL)
Number of Hedge Fund Holders: 39
Circle Internet Group (NYSE:CRCL) is one of the stocks on Jim Cramer’s radar recently. A caller checked back with Cramer, noting that about two months ago, he had suggested waiting for a meaningful pullback before buying the stock, and asked what he thinks of the stock now. He replied:
“You know what, I’ve come around to the idea that Circle is going to be a big company. It’s a fintech company for the next generation. One of the reasons is because I am a huge believer in digital assets, and I’m trying to find something else besides Bitcoin that I can tell people to buy. In other words, you know, you can buy Coinbase, you can buy the actual Solana if you want. You can buy any crypto. I think Circle Internet may be the right way to go, and that’s hard fought for me because I wasn’t going to go there, but I’m going to bless it right here, right now.”
Circle Internet Group (NYSE:CRCL) provides stablecoins and blockchain-based financial products, including a U.S. dollar-denominated stablecoin.
5. CoreWeave, Inc. (NASDAQ:CRWV)
Number of Hedge Fund Holders: 29
CoreWeave, Inc. (NASDAQ:CRWV) is one of the stocks on Jim Cramer’s radar recently. Noting that the stock is nowhere near its high, a caller asked what Cramer thinks of the company. Here’s what Mad Money’s host had to say in response:
“Okay, I’m on the fence on CoreWeave right here. I’ll tell you why. They’re trying to do this acquisition. I want to get this thing out of the way. I do think that the acquisition would be better than not. I hope they get it. If they get it… and the stock goes down, that would be the exquisite time to buy. So I’m on hold right now, but I do like the company very much. I like the CEO, Michael Intrator. Terrific guy.”
CoreWeave, Inc. (NASDAQ:CRWV) is a technology company provides cloud infrastructure and services to support AI and enterprise compute workloads. The company’s solutions include GPU and CPU compute, storage, networking, servers, and tools for AI model training, rendering, and dataset optimization.
4. Globant S.A. (NYSE:GLOB)
Number of Hedge Fund Holders: 26
Globant S.A. (NYSE:GLOB) is one of the stocks on Jim Cramer’s radar recently. Cramer showed some pessimism around the company, as he remarked:
“There are very few things that current AI can do better than a well-trained human, but the one thing it’s terrific at is writing software code, which is real bad news for software development companies like Globant that make custom software for its enterprise clients. As their customer base got more comfortable with AI… Globant found it harder to grow, and as AI gets smarter and starts reasoning, I think it’s only going to be more difficult, really competitive for these guys…
Frankly, things are looking pretty darn grim this year, too. At the midpoint of Globant’s current revenue guidance, we’re talking about just 1% revenue growth this year, and that’s assuming they don’t miss and cut numbers again. Plus, their current earnings forecast represents a 4% decline from last year. In short, this has become a no-growth company. At this point, the best thing you can say about Globant is that the stock is cheap, trading at less than 10 times this year’s earnings forecast. But I never recommend solely because they’re cheap. Often, they’re cheap for a reason. If Globant cuts its forecast again, suddenly it’s going to look a lot more expensive on an earnings basis. And given their recent track record, I wouldn’t be surprised if that’s exactly what happens now…
… The weakness here has nothing to do with Argentina and everything to do with the fact that generative AI is eating these guys alive. So, no, I can’t bring myself to recommend this one, even though it seems cheap at less than 10 times earnings. Often, stocks that seem cheap turn out to be value traps. Here’s the bottom line: Maybe Globant can turn things around…. Maybe the AI effort takes hold, but I gotta tell you something, I’m not going to stick my neck out on this one. There are a lot easier ways to try to make some money. Sorry.”
Globant S.A. (NYSE:GLOB) provides technology services and platforms that integrate AI, software development, and digital transformation solutions.
3. The Procter & Gamble Company (NYSE:PG)
Number of Hedge Fund Holders: 88
The Procter & Gamble Company (NYSE:PG) is one of the stocks on Jim Cramer’s radar recently. Discussing how the Fed’s rate cutting will make high dividend stocks attractive, Cramer said:
“Which brings me to the best of the best, Procter & Gamble. Yes, this is the best… consumer packaged goods company in the world… Procter is the one to buy. I know that because the company reported a robust quarter just this morning… More important, on the conference call, CFO Andre Schulten, whom I really respect, told a pretty good story of Procter’s resilient performance in a still pretty challenging environment…
Basically, this company’s very well-run, and as usual, their execution was impeccable. One of the things I like the most about Procter is the fact that even when one of their categories is under pressure, the company’s able to set its products apart, taking market share by investing in innovation and advertising at a time when its competitors are typically just hunkering down… If, like me, you believe the consumer packaged goods plays can make a comeback, then Procter & Gamble might be the best way to go, especially with the stock trading at less than 22 times this year’s earnings estimates.
That is near the low end of its five-year valuation range. I’m used to 24, 25 for this one. By the way, again, doesn’t hurt that it’s got a 2.8% yield. Let me give you the bottom line here: In recent weeks, the consumer packaged goods stocks have been showing signs of life. And if you think this group’s done going down, then Procter is the one to buy, given that they just reported a strong quarter in the midst of a fairly tough environment.”
The Procter & Gamble Company (NYSE:PG) produces branded consumer goods, including personal care, health care, grooming, home care, and baby and family products.
2. AppLovin Corporation (NASDAQ:APP)
Number of Hedge Fund Holders: 109
AppLovin Corporation (NASDAQ:APP) is one of the stocks on Jim Cramer’s radar recently. A caller asked if Cramer sees the stock returning to its high, and he replied:
“Yes, I do. AppLovin is loved apping, that’s the way I feel about it. AppLovin and Palantir, they almost trade together. You can’t miss them. AppLovin is a winner.”
AppLovin Corporation (NASDAQ:APP) provides a software platform that helps advertisers optimize marketing and monetization of digital content. While discussing noteworthy stocks of Q3 during the October 1 episode, Cramer mentioned the company and commented:
“The best performing S&P 500 stock from the third quarter is one that seems unstoppable, and that stock is AppLovin. This stock’s a quandary because it’s far from a household name. AppLovin’s a mobile technology company that helps app developers make money by selling advertising space within their apps.
The stock rallied 105% in the third quarter alone. It’s been an extraordinary performer that remains relatively unknown because it’s not consumer-facing. We just don’t see it. I would not bet against this AppLovin stock, even as it’s been the target of short sellers who have been run over by the buyers, and I think it’s going to stay that way.”
1. Berkshire Hathaway Inc. (NYSE:BRK-B)
Number of Hedge Fund Holders: 133
Berkshire Hathaway Inc. (NYSE:BRK-B) is one of the stocks on Jim Cramer’s radar recently. When a caller inquired about the stock during the episode, Cramer commented:
“One of the things I mentioned in, I didn’t mean to be critical, in How to Make Money in Any Market, but you know, Warren says, why not just own the S&P? Well, how about if someone said, why not just own Berkshire Hathaway? They did a heck of a lot better. Hey, you know what, I mean, sometimes there’s a Purloined Letter in this business.”
Berkshire Hathaway Inc. (NYSE:BRK-B) is a diversified conglomerate with businesses in insurance, rail transportation, utilities, manufacturing, and consumer products. During the August 11 episode, a caller inquired about the stock, and Cramer replied:
“Buy more, buy more. I’m just, I’m not buying this idea that this thing is Warren Buffett and nothing else. That doesn’t make sense. There have been a lot of people working at that company for the last couple decades who’ve been… involved, and it has done quite well. So I think the answer is [buy, buy, buy].”
While we acknowledge the potential of Berkshire Hathaway Inc. (NYSE:BRK-B) 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 BRK-B 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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