In this piece, we will look at the stocks Jim Cramer discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer continued his hard-hitting discussions of quantum computing. He mentioned a paper in the Nature journal covered by The Harvard Gazette, which revealed that Harvard and MIT researchers had managed to demonstrate that it was possible to add further quantum qubits to a system and reduce errors. Cramer wondered what the development meant for quantum computing stocks:
“I am so glad that you mentioned quantum. Because I found something that is incredible for quantum in the Harvard Gazette. Three professors doing much better work than any of the quantum companies. Now David, the three professors, I don’t know how they charge. But their stuff is better than any of the quantum companies that I looked at, with the exception of IBM. I was reading it and I said wow, that’s everything we need from, but then I looked at and it was like they were doing it what for free, David. What does it say about the other quantum plays? If these three Harvard guys got together? I don’t know. It could be bad. They had the answer to all the problems, that all these companies are desperate to find. And they did it. Like in the lab.”
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 November 13th.
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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
8. The Walt Disney Company (NYSE:DIS)
Number of Hedge Fund Holders In Q2 2025: 111
The day this show was aired, The Walt Disney Company (NYSE:DIS) had just reported its earnings. The results saw the firm’s fiscal fourth-quarter earnings of $22.46 billion miss analyst estimates of $22.75 billion, while its $1.11 in adjusted EPS beat $1.05 in estimates. The day ended with the stock closing 7% lower, and here’s what Cramer said in the morning:
“[On earnings and share price movement] That’s an overreaction. You got a dividend boost, you got a buyback, it’s an overreaction. . . .linear, linear’s just, if they could spinoff linear, they could call it ‘distaant,’ like distant. .
“David, and you want to do experiences, which I think is the greatest division, but David, $120 million in dry dock expenses. . .all I’m saying is, is you’ve got to get those ships in the water and it’s going to change people’s perception. I think the buyback, I’ve asked them to do accelerated buyback, I think that would be terrific. That’s what DuPont did, a brilliant buyback. But I think the problem is, again, they’re just people who keep, expect something from Disney that Disney can’t give them yet.
“I will point out just to go back, because it’s rather shocking, the decline in Disney. It’s down ten dollars. Now, when I read over everything, I wasn’t happy with it but I can’t get down ten dollars. I was only unhappy with the linear. Ten dollars is a violent overreaction to a company that is generating a lot of cash flow, has a big buyback, gave you a bigger dividend, that’s just plain violent.
“[After Carl pointed out that the pricing backdrop in streaming industry didn’t lend itself to subscription hikes in previous weeks] Well I think that, no it doesn’t. You’re right, no it doesn’t. . .I look at it as a work-in-progress, it’s just that maybe people feel David we’re done with the work-in-progress, we expected the work.”
7. Cisco Systems Inc. (NASDAQ:CSCO)
Number of Hedge Fund Holders In Q2 2025: 81
Cisco Systems Inc. (NASDAQ:CSCO) also reported earnings the day this show was aired. Ahead of the release, Cramer had asserted that the stock was cheap and its valuation was dissimilar to the trends in the year 2000. The earnings saw Cisco Systems Inc. (NASDAQ:CSCO)’s revenue and EPS beat analyst estimates. During the show, Cramer interviewed CEO Chuck Robbins and made the following comments before and after his interview:
“A feel good story. Shares of Cisco are rallying after an AI-fueled beat and raise and another quarter of double digit order growth. This was a super quarter and it made me feel like, don’t give up this shift. . .Chuck, I’m going to go right into it, congratulations, this was a monster quarter.
“[After the interview] Well played, Chuck Robbins. The chairman and CEO of Cisco. I love it when you come on both in good and bad times, and boy is this a great one. . .now I’ve got to tell you Carl, you want a cheap, inexpensive data center play? We just talked to one.”
