In this piece, we will look at the stocks Jim Cramer recently discussed.
As markets opened on Tuesday, growth stocks trended lower and investors piled into value stocks, Jim Cramer asserted that growth was still the way to go. “I don’t like value. I think that growth is working well here,” said Cramer. He added that the dips in growth stocks are normal, as they have periods where they underperform, and these periods are “where you buy” these stocks. “That’s been traditional since 1984. It’s not going to change now,” according to him.
When further pressed about what it would take for him to buy value stocks, Cramer outlined that he would need to calculate the premiums for the stocks. He said:
“Look if I have to do value I have to figure out, well what would Kraft-Heinz do if it could buy Campbell’s and how much of a, a premium that would be? And the answer is, I don’t know how much premium you could have to make it so these things works.”
The CNBC TV host also briefly commented on the controversy Federal Reserve governor Lisa Cook has found herself embroiled in, as she is currently facing the heat for mortgage application irregularities. According to Cramer:
“Yeah I do think that it is just a gambit to try to get control. Why not? Now look, it is hard to buy a house unless you say, look, this is my primary residence, and they like that. But if you have, if you’re like my wife who has like ten, she has a portfolio houses. And the one thing we know not to do is call our primary, we got a primary, and you know we live in Brooklyn in summer and we’ve had to clear, some it’s like our primary but the other is like a beach house.”
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on September 2nd.
For these stocks, we also mentioned the number of hedge fund investors. 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).
8. Deere & Company (NYSE:DE)
Number of Hedge Fund Holders In Q2 2025: 59
Deere & Company (NYSE:DE)’s shares have gained 12.8% year-to-date primarily on the back of strong earnings reports. For instance, the shares jumped by 6.8% in May after the firm’s fiscal second-quarter earnings report beat revenue and EPS estimates by a wide margin. During the quarter, Deere & Company (NYSE:DE) posted $12.76 billion in revenue and $6.64 in EPS while analysts were expecting $12.37 billion and $5.60. However, the shares dipped by 6.8% in August after the firm warned that it could take a $600 million hit from tariffs. Cramer praised the quality of Deere & Company (NYSE:DE)’s products:
“[On not being able to break the 200-day average since April] Well Deere misses the quarter and goes up. I mean, as someone who has a Deere, you know, your 40 year old Deere is almost as good as a 30 year old Deere and your 50 year old Deere is, I mean it is a remarkable company. I think until you have, you buy their stuff, you don’t really get an idea of how amazing they really are. They’re just, somethings are about quality. And Deere’s the best in the world.”
Previously, Cramer commented on Deere & Company (NYSE:DE)’s performance in the context of AgCo:
“I do think that Deere, I thought that might be a bounce back. Because we had AgCo on last night. And AgCo was being very, very positive. . .but AgCo’s not as US-centric. It is a mystery to me that Deere’s down this much given the fact that inventories don’t seem to be a problem. And given the fact that AgCo, its principle competitor, just is crushing it, crushing.
“Deere has lost you more money by listening to Deere than almost any company I know. I mean, I once wrote up that I thought that Deere, if. they could just for once be proud of themselves and happy, but no they can’t. And I may suggest that the CFO, there are a couple of things that could really help. Xanax, I would take two, maybe three, don’t go for the Klonopin you’ll fall asleep in the middle of the call.”
7. GE Vernova Inc. (NYSE:GEV)
Number of Hedge Fund Holders In Q2 2025: 106
GE Vernova Inc. (NYSE:GEV)’s shares have gained 70% year-to-date, which makes Cramer’s optimism in the stock justified. The firm is one of Cramer’s top nuclear stocks as he has continually advised viewers in 2025 to buy the shares if they were interested in nuclear power. The CNBC TV host has regularly cited GE Vernova Inc. (NYSE:GEV)’s belief that nuclear power projects can become functional in 2030 as a timeline for nuclear power development. He continued to advise viewers to buy the shares this time as well:
“But this GE Vernova is the one you want to buy. I think that, this is one where i has just been crushed. It’s been crushed and I think that this is a natural gas play. It’s got wind, but don’t make, everyone’s said anything that’s wind is bad, it’s a natural gas and nuclear stock and I think that therefore you can overlook the wind. It’s not something you make a lot of money off, obviously the President doesn’t like wind.”
Here’s what Cramer said about GE Vernova Inc. (NYSE:GEV) in August:
“When you look at this incredible run in GE Vernova… The quarter was so good that this thing’s trading like it caught a takeover bid, up 14.5% today, which is a crazy move for a large capitalization stock. More importantly, GE Vernova’s monster rally makes me look like a genius… because it’s a holding in my Charitable Trust… We bought it back in May, and so far, we got a 45% gain. My only real regret is we didn’t buy more… Still, it’s been an amazing winner. The fact that it can work today after already being up 91% for the year and more than 280% since it began trading independently 15 months ago, that tells you just how stunning these results really were…
Maybe we shouldn’t be surprised that this company reported a fabulous beat and raise quarter this morning, and make no mistake, these were phenomenal numbers… I cannot believe they are everywhere in the electrification chain… So I want you to put it all together, and I can tell you I’m still a big believer in this one, but given how much it has run, including today’s 14.5% gain, it’s hard for me to tell you to buy more at these levels. I’m reluctant to do so for my trust….
Here’s the bottom line: GE Vernova, one of the greatest quarters I’ve seen in a long time. They shot the lights out, and as we told the club, we think the stock’s headed to 700. But I feel like you’re chasing if you buy it here. Be a little patient. You know what, here’s a good example. I bet you’re going to get a buying opportunity like we have with D.R. Horton, up nearly 17% yesterday. Good analog, right? Today it’s down 3.5%. I expect a similar pullback for this one, maybe even more since it’s rallied so much. So when it comes to Vernova, keep your bat on the shoulder right now, and I want you to wait for a better pitch if you don’t already own some.”
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