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.”
6. Dollar Tree, Inc. (NASDAQ:DLTR)
Number of Hedge Fund Holders In Q2 2025: 59
The day marked nearly a month after Cramer had previously discussed discount retailer Dollar Tree, Inc. (NASDAQ:DLTR)’s shares. In this appearance, he commented on a Goldman Sachs note which had downgraded the shares to Sell from Buy, as it cited concerns about lower-income consumers and other discount retailers such as Ollie’s:
“A rare downgrade to Sell by Goldman. Talking about lower income concerns. Basically saying that, lower income people aren’t even buying. . .now Dollar Tree is very inexpensive, but they have raised the prices. You know they have a lot of 3 to 5 stuff, 35 dollars. But they also rely, and this is really important, it’s an empirical analysis, it’s an outfit called 100x that I use. Mission based data. What they do is they ask for customer intent. Customer intent is not in favor of Dollar Tree right now. So, I thought it was a compelling sell, to be honest. . .the Dollar Trees, these places, when you go to them, it’s no longer a dollar. In the candy aisle, yes, I mean you get the Smarties for a dollar. . .it’s not like the old days, and tariffs did them in.
“Well look, I just think that everybody’s got to recognize, Mr. President hold your ears, but, if Justice Roberts sides with the, let’s get rid of the tariffs, then there are companies, I could give you, I just mentioned Dollar Tree, Dollar Tree goes up 15% the moment that Chief Justice Roberts strikes it down, if he does.”
5. Flutter Entertainment plc (NYSE:FLUT)
Number of Hedge Fund Holders In Q2 2025: 87
Flutter Entertainment plc (NYSE:FLUT) is one of the largest sports betting companies in the US. Cramer discussed the firm after Polymarket rang the NYSE’s opening bell. The event saw the online prediction market team up with mixed martial arts (MMA) organization UFC and entertainment firm TKO. In his previous comments about Flutter Entertainment plc (NYSE:FLUT), Cramer called the sports betting market one of the fastest-growing markets in America and maintained that he was bullish despite the firm’s tepid response to a new law. In this appearance, he commented that Flutter Entertainment plc (NYSE:FLUT) was operating in a competitive market:
“We had Flutter on last night, and don’t forget, that’s FanDuel. It’s a crowded market but it’s going to be jump ball I think. David, I think what matters is, who’s the most exciting? When you go Polymarket, it’s kind of like, when I look at daily fantasy, I go back and forth. I see who’s got, what does FanDuel have, what does Draftkings have? It’s a competitive market.”
4. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders In Q2 2025: 219
Jim Cramer has turned increasingly bullish on Google’s parent Alphabet Inc. (NASDAQ:GOOGL). Over the course of several appearances, he has discussed the firm’s cloud business, the dominance of its YouTube platform, and its quantum computing business. Along with IBM, Cramer believes that Alphabet Inc. (NASDAQ:GOOGL) is a great stock when it comes to quantum computing. In this appearance, he discussed how he had sold the shares earlier on worries about the Justice Department’s actions against the firm and the court ruling in Alphabet Inc. (NASDAQ:GOOGL)’s favor:
“Well, look, I, what a great company. And I did sell it because of the Justice Department, because the Justice Department said they were so dominant. I should have realized, why not buy the dominant company? But I mistakenly thought that the, judge who was so against and called them a monopolist, in the end, said you know what, I’m glad that Apple’s getting the check for 20 billion for them because then they can compete!”
3. Comcast Corporation (NASDAQ:CMCSA)
Number of Hedge Fund Holders In Q2 2025: 82
During the show, CNBC’s parent Comcast Corporation (NASDAQ:CMCSA) also came on Jim Cramer’s radar. He has mentioned the firm several times over the past couple of months. For instance, on October 30th, Cramer remarked that Comcast Corporation (NASDAQ:CMCSA) had dropped significantly ever since it announced the decision to spin off its cable networks. In this appearance, he discussed the firm’s valuation:
“Look, my advice to Comcast, not that that matters, has ever mattered, but the stock has bottomed ever since you started talking about this. Now most of the stocks in the S&P have bottomed at 4.75, that’s exactly where it bottomed. No one else has come under five for P/E, but that stock has, since you started talking about them, doing something. People are beginning to take a look at it and I think that’s important to point out, and I do have a lot of stock, whatever.”
2. Amgen Inc. (NASDAQ:AMGN)
Number of Hedge Fund Holders In Q2 2025: 62
Cramer has recently started to discuss pharmaceutical giant Amgen Inc. (NASDAQ:AMGN) more frequently. Most of his discussions surround the firm’s Repatha drug that aims to reduce cholesterol and prevent adverse cardiovascular events. In a November 11th appearance, the CNBC TV host commented that Amgen Inc. (NASDAQ:AMGN), along with JNJ, could be a stock worth owning. He added that the firm might also be working on a novel approach for the weight loss drug market. In this appearance, he commented that money was finally flowing into healthcare stocks such as Amgen Inc. (NASDAQ:AMGN):
“If you take a look at a stock like Amgen, Rob Bradway, the CEO, they’ve got a new, really good data about lowering cholesterol, much lower with Repatha and it’s going to be part of the TrumpRx. And this is what they’re going to. Now do I buy the parabolic move? No. But you need to realize that the money staying in the market, it’s just going to places it hasn’t been to in a long time.”
1. Eli Lilly and Company (NYSE:LLY)
Number of Hedge Fund Holders In Q2 2025: 119
As he discussed Amgen, it was unsurprising that weight loss drug giant Eli Lilly and Company (NYSE:LLY) also caught Cramer’s attention. Throughout 2025, the CNBC TV host has remained an ardent believer in the stock. Some of the reasons he’s cited for being optimistic about Eli Lilly and Company (NYSE:LLY) include the firm’s manufacturing investments in the US, a weight loss pill that it’s developing, and its drug portfolio excluding weight loss drugs. In this appearance, Cramer commented on Eli Lilly and Company (NYSE:LLY)’s CEO, David Ricks, and the weight loss pill:
“Look the pill is going to be, Dr. Bourla was here and he was talking about something that in three years could challenge them. All that did was make the stock go up another hundred points. Three years, Dave Ricks, I don’t think people realize, by the way, Lilly, incredibly charitable when it comes to any ailments, but, Dave Ricks is a great spokesperson for the industry.”
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