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 discussed the dip in futures and pointed out that even though the fall was worrying, trends in futures do not influence the market. He added that people who were commenting that the dip was due did not raise similar concerns a few days back when the markets were performing well. The CNBC TV host concluded by expressing enthusiasm about the IPO market:
“The futures, what happens is, that they go down. And then we need to have enough stocks that are bad, so we need more Zoetises, we need more Wingstops, we need fewer Spotifies and we need fewer YUMs. And I think that in the end the futures do not control this market. But David, there’s a lot of people who say that we were due, where were they two days ago when they didn’t think we were due?. . .Maybe they had to have alpha, I don’t know. But I’m thrilled, I want everyone to go public who can go public.”
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 4th.
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. Tesla, Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holders In Q2 2025: 115
The central debate surrounding electric vehicle manufacturer Tesla, Inc. (NASDAQ:TSLA) is whether it’s a car company or whether CEO Elon Musk’s insistence that his firm is a technology company focused on humanoid robots and machine learning. Cramer’s a member of the latter camp and has insisted that investors need to focus on Tesla, Inc. (NASDAQ:TSLA)’s technology aspects instead of its car sales. However, the sales appear to be affecting the shares as they dipped after media reports suggested that the firm was struggling in Europe. According to Reuters and Bloomberg, not only did Tesla, Inc. (NASDAQ:TSLA)’s European sales drop 28.5% in Europe, but Sweden was particularly painful as it experienced a shocking 89% dip. Cramer discussed the effect on the stock price and his opinion about Tesla, Inc. (NASDAQ:TSLA)’s business model:
“I’m surprised the stock is only down 18 given the fact that the numbers aren’t that good. But remember it’s also not really trading on being a car company. Although you have Uber out there talking. . .”
7. Ferrari N.V. (NYSE:RACE)
Number of Hedge Fund Holders In Q2 2025: 43
Luxury car manufacturer Ferrari N.V. (NYSE:RACE) took a breather on Tuesday after it announced its third-quarter profit. The firm reported €382 million in profit to beat analyst estimates of €367 million. Ferrari N.V. (NYSE:RACE)’s latest figures came after a stinging Capital Markets Day in October, after which the shares were down by 15% in Milan. As part of its earnings report, Ferrari N.V. (NYSE:RACE) reaffirmed the €7.1 billion full-year net guidance figure provided in October and added that product differentiation through customization helped with its strong financial performance. Investors were also pleased by the firm’s €670 million EBITDA that beat the €649 million consensus in a Reuters poll. Despite the fact that Ferrari N.V. (NYSE:RACE)’s shares had dipped in October, Cramer commented that the firm had been a winner for a while:
“I think it’s been a winner for so long I think it’s okay that it. takes a breather.”
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