On Tuesday’s episode of Mad Money, host Jim Cramer remarked that the market is currently undergoing what he described as a “countertrend” rally, as investors appear to be shifting away from Big Tech and instead putting money into areas that have been overlooked until now.
Cramer noted that some investors are focusing on macro factors like the 10-year Treasury yield, Federal Reserve Chair Jerome Powell’s interest rate decisions, or political developments involving the President. He added, “There, that’s the ticket for them.”
READ ALSO: 14 Stocks Jim Cramer Recently Looked At and 21 Stocks on Jim Cramer’s Radar.
“Or I can say that we have an idea-generated market, and today’s ideas stem from the Senate passing this budget bill that has some good things about housing in it.”
He suggested that it has sparked interest among newer investors who see the policy development as a green light to invest heavily in housing-related stocks. Cramer added, “Yes, that’s how these more novice buyers think, and they’ve got the money.” Pondering whether investors should still be fixated on decoding every signal from Jerome Powell, Cramer brushed off the idea. He explained his position and said the market right now is “pedestrian” and lacks any real depth or sophistication in its behavior.
“Here’s the bottom line: If this countertrend rally continues, so many stocks that sat out the first half will keep running, while this year’s big winners go through a temporary cooling-off period, except for Palantir, which has a three-day cooling-off period.”
Our Methodology
For this article, we compiled a list of 25 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on July 1. 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).
25 Stocks Jim Cramer Recently Shared Insights On
25. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders: 273
Meta Platforms, Inc. (NASDAQ:META) is one of the 25 stocks Jim Cramer recently shared insights on. While discussing the stock, Cramer discussed the stock’s performance in detail as he commented:
“How did Microsoft, NVIDIA, and Meta manage to triumph, especially when all their stocks had hit some pretty hideous darn levels early in the quarter?
… Finally, there’s the toughest one to explain, Meta. This stock started the year at $630 and then got caught up in the rise and fall of everything growth, sinking from $740 in February down to $480 in April. A week later, and only a few points from the bottom, Meta reported a magnificent quarter. They crushed the estimates. On the conference call, we discovered you no longer needed to advertise anywhere else, save Amazon and Google. They didn’t mention that, but that’s me. Now, on that call, you realize that when you go with Meta, your ad will be shown only to the people who want to buy your product, no other medium… and that’s why the stock finished the first half at $738 yesterday. This machine really works… So, what did we discover?… Meta is a ridiculously cheap stock that should never have traded down to $480.”
Meta Platforms, Inc. (NASDAQ:META) creates apps and technologies that help people connect and share through services like Facebook, Instagram, WhatsApp, Messenger, and Threads. The company is also developing virtual and augmented reality products to power immersive digital experiences.
24. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 212
NVIDIA Corporation (NASDAQ:NVDA) is one of the 25 stocks Jim Cramer recently shared insights on. Cramer discussed the company’s story throughout 2025, as he said:
“How did Microsoft, NVIDIA, and Meta manage to triumph, especially when all their stocks had hit some pretty hideous darn levels early in the quarter?
… NVIDIA stock started the year at $134. Little did we know that this stock, after years of being an institutional holding, had switched to become a favorite of individual investors, and even the meme stock guys who were trading it around the clock. They picked a lousy time to get along. First, at the end of January, we found out about some Chinese… AI outfit, DeepSeek…
Everyone acted like this was the end of the whole AI story, including NVIDIA hardware… Eventually, NVIDIA stock had an anemic bounce in March, coinciding with the annual GTC festival… But then at the beginning of April, the stock collapsed on word that the president didn’t want NVIDIA to sell any of its AI chips to the Chinese… That eventually caused NVIDIA to take a $4.5 billion write-off as they lost access to a market Jensen said could be worth as much as $50 billion.
When that happened, the memesters left the building. Stock bottomed at 86 bucks and change in April. Can you believe it? And that was the time to buy as NVIDIA began its unheralded run all the way to $158, where it closed last night. The amazing thing, this rally was based on nothing more than semiconductor superiority and persistent demand from the hyperscalers, the same things that had the stock roaring all last year. I guess you could say that there was nothing wrong with NVIDIA the whole time… So, what did we discover?… NVIDIA’s artificial intelligence chips remain unrivaled…”
NVIDIA (NASDAQ:NVDA) provides advanced computing, graphics, and networking solutions for gaming, data centers, AI, robotics, and automotive applications.
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