On Tuesday, Mad Money host Jim Cramer said that Wall Street has become too obsessed with the massive valuations of certain technology and speculative stocks. He said, “Do you mind if we are a little less emotional and a little more clinical here in Cramerica?”
Cramer explained once again that the market is actually divided into three distinct segments: the high-growth, high-tech sector largely driven by data centers; the traditional, real-world economy; and a separate, more speculative segment.
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“The tech/data center economy covers a lot of different areas. The companies that lead this group are at the heart of the fourth industrial revolution. Think everything from the Magnificent Seven to highly valued enterprise software companies to industrial companies that have pivoted to building out AI infrastructure, the data center.”
Cramer noted that stocks in this category often trade at elevated price-to-earnings ratios, with those multiples representing what investors are collectively willing to pay for each dollar of a company’s earnings.
“The bottom line: Some days, it all just seems… a little bit too much to investors. So when Palantir is their north star, their totem, and they see it pulling back hard on a perfect quarter, it calls the whole market into question for them, and it triggers a raft of selling. That’s exactly what happened today. Don’t believe the uber bears, but accept that after the run that we’ve had, some people are going to sell stocks you own… But that’s because they don’t want to give up the gain, or because they simply can’t handle the pain.”
Our Methodology
For this article, we compiled a list of 9 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on November 4. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the second quarter of 2025, which was taken from Insider Monkey’s database of over 900 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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
9 Latest Stocks on Jim Cramer’s Radar
9. Starbucks Corporation (NASDAQ:SBUX)
Number of Hedge Fund Holders: 66
Starbucks Corporation (NASDAQ:SBUX) is one of the latest stocks on Jim Cramer’s radar. Cramer discussed the company’s China business in detail and said:
“How about Starbucks? When Brian Niccol came in to run the coffee chain, we had no idea how low its fortunes had truly sunk. There were so many things wrong, and perhaps the most worrisome, China. After years of tremendous growth, the Chinese coffee market had become hypercompetitive, with Starbucks losing share to lower-priced offerings. Do you know that Starbucks, at one point, had minus 14% same-store sales in China? Since then, Starbucks China has stabilized, but the bleeding around the globe has been tough.
Given the tension between our two countries, Starbucks China, I thought it had become a liability…. So it made a ton of sense to just sell the Chinese business. I had no idea what it’d be worth… I at first thought very little. Then I believed it could be worth somewhere around 10 billion, 50% of it going to a Chinese entity. Then we learned that there were multiple bidders, something that made me hopeful. Last night, though, we learned that Starbucks was selling 60% of Starbucks China to Boyu in a deal that valued the business at $4 billion.
Starbucks did add that it expects the total value of the China retail business to exceed $13 billion. When you add up proceeds from the deal, it retains stake in the business and future licensing payments. But still, the headline number from the deal was regarded as disappointing given that so many buyers have been circling the division. Now, we know that Starbucks reported last week, and Niccol’s talking about a turn. He’s saying things are getting better…
And what happens? Well, the stock gets hit first on the earnings, and then it gets hit again on the sale of the Chinese business. Hit and hit. I’m not saying Starbucks is cheap at 31 times earnings. I am saying that because it’s a turnaround, you should not expect a low price-to-earnings multiple here. Either way, you can’t give away Starbucks right now. We own it for the Charitable Trust. We bought some yesterday, thinking, well, you know what? Maybe we got lucky, China sale. No, it got hammered anyway. Now, do I want to buy any more here? I don’t want to touch it till it hits 75, but unfortunately, I think that’s where it’s headed. It’s so despised, just like so many others in its cohort.”
Starbucks Corporation (NASDAQ:SBUX) sells coffee, tea, and food products. The company operates through brands, including Starbucks Coffee, Teavana, and Seattle’s Best Coffee.
8. Kimberly-Clark Corporation (NASDAQ:KMB)
Number of Hedge Fund Holders: 42
Kimberly-Clark Corporation (NASDAQ:KMB) is one of the latest stocks on Jim Cramer’s radar. Cramer discussed the company’s earnings, acquisition plans, and market reaction after both. He commented:
“How about Kimberly-Clark? Sure, it got hit hard off the announcement of the Kenvue acquisition yesterday, but consider this. This, Kimberly just reported that it earned a $1.82 per share. Street was looking for $1.76. Now, the stock got a quick pop on that, gaining 3% Thursday, but that’s ancient memory as the stock’s now given up all that and more, of course because of the takeover.
But you know, I gotta tell you, it yields 5%, a terrific balance sheet. Doesn’t seem to matter. You gotta wonder, why these guys felt compelled to bid for Kenvue because nothing else is working. It just reported a very, very good quarter and the stock did next to nothing anyway. They have to think bigger if they hope to regain the love of growth investors.”
Kimberly-Clark Corporation (NASDAQ:KMB) sells personal care and household products, including diapers, wipes, feminine and adult care products, tissues, paper towels, and soaps.
7. Pfizer Inc. (NYSE:PFE)
Number of Hedge Fund Holders: 83
Pfizer Inc. (NYSE:PFE) is one of the latest stocks on Jim Cramer’s radar. Cramer noted that the company could not perform as its entire industry is going through a tough time. He remarked:
“…We also have a huge number of stocks that are sinking under their own weight, high-quality companies, real companies that are historically cheap and getting cheaper. Consider Pfizer. Yes, plain old, boring Pfizer.
This morning, this high-quality drug company reported earning 87 cents a share. Wall Street was only looking for 63. Higher than expected revenue, too. Clean numbers, solid numbers, yet it didn’t matter. The entire drug sector is so despised, Pfizer finished the session down 1.5%. Darn thing sells for just eight times earnings.”
Pfizer Inc. (NYSE:PFE) manufactures medicines and vaccines across multiple therapeutic areas, including cardiovascular, infectious diseases, oncology, and immunology. The company’s leading brands include Comirnaty, Paxlovid, Eliquis, Prevnar, Ibrance, and Xeljanz. During the October 31 episode, Cramer mentioned the stock and said:
“Now, will Pfizer break out from the $25 level? Oh, it’s been a dull run for this former growth drug stock as shareholders seem to be satisfied with a 7% yield, not much price appreciation. I like growth, but that dividend seems safe, and it’s backed up by cash flow. On Tuesday morning, we’ll find out if Pfizer’s going to be more of a stock and less of a bond equivalent.”
6. AGCO Corporation (NYSE:AGCO)
Number of Hedge Fund Holders: 27
AGCO Corporation (NYSE:AGCO) is one of the latest stocks on Jim Cramer’s radar. During the episode, Cramer discussed the company in light of the US government’s deal with China, as he commented:
“Last week, our government and China reached a deal that, among other things, has Chinese buying American soybeans again. That’s basically where we were before the trade war. But regardless, it’s a win for the companies that make farm equipment like AGCO. Now, when AGCO reported last Friday, the company delivered a small top-line beat and a healthy bottom-line beat. Management raising their full-year earnings forecast and rolling out a $300 million buyback. Still, it wasn’t enough to get the stock rallying. Shares actually dropped nearly 3% on Friday.”
AGCO Corporation (NYSE:AGCO) designs and sells agricultural equipment and replacement parts, including tractors, combines, seeding and tillage tools, and grain storage systems. Its brands include Fendt, Massey Ferguson, PTx, and Valtra.
5. Simon Property Group, Inc. (NYSE:SPG)
Number of Hedge Fund Holders: 48
Simon Property Group, Inc. (NYSE:SPG) is one of the latest stocks on Jim Cramer’s radar. Cramer called the stock a bargain, as he stated:
“Now, on the conference call, management kept their prepared remarks brief, seemingly happy to let the excellent numbers speak for themselves. I like that when people do that… With the excellent overall numbers, these isolated pockets of softness didn’t seem to be all that alarming to anyone… So here’s where I come down on this one: sure, there’s a lot of concern about the consumer-facing parts of the economy right now. I talk about them every night.
But that weakness just clearly hasn’t started impacting the upscale mall landlord like Cramer fave Simon Property Group. In response to this beat and raise quarter, the stock jumped more than 3% today. Still trades at less than 15 times the midpoint of new full-year funds from operations forecast, a very reasonable multiple, and it supports a bountiful 8.9% yield.
The bottom line: Everyone thinks everything’s so expensive, there’s no bargains here. Wait a second, you’re looking for a safe way to play retail [in an] increasingly tricky environment? We came up with it here. Forget the retailers and park your money in the best landlord in the business, Simon Property Group. After all, Simon’s paying you to wait with that terrific… high yield and a portfolio of properties that cannot be duplicated. Then stop complaining there’s no bargains. SPG is one.”
Simon Property Group, Inc. (NYSE:SPG) is a real estate investment trust that owns, develops, and manages shopping, dining, entertainment, and mixed-use destinations, including malls and outlets.
4. Uber Technologies, Inc. (NYSE:UBER)
Number of Hedge Fund Holders: 152
Uber Technologies, Inc. (NYSE:UBER) is one of the latest stocks on Jim Cramer’s radar. Cramer had a lot of positive things to say about the company’s earnings, as he commented:
“What the heck just happened to the stock of Uber Technologies?… Even though I thought the quarter looked pretty darn good, Wall Street clearly disagrees with me… So let’s step back a second and think about Uber’s overall goals. They want to grow their market share, both ride-sharing and delivery. They want to grow engagement with their customers, encouraging cross-selling. And as part of their goal, they want to grow their Uber One Membership program, which comes with great benefits, and they want to do it all profitably.
They’re clearly making progress on each of these fronts. Uber’s growth is accelerating across both ride-sharing and food delivery, and management said customer engagement’s improving too, up 4% in the quarter. Better engagement is a huge positive for Uber because people who use both ride sharing and food delivery spend three times as much more with Uber and retain 35% better than users who only use one product. I think that’s pretty terrific… Management also seems pleased with the progression of Uber One, with those members much more likely to use both ride sharing and Eats.
As for the company’s profitability, sure, margins were a teeny tiny bit light this quarter, but Uber’s still making tons of money at this point. Adjusted earnings before interest, taxes, depreciation, and amortization still grew at a 33% clip year over year. So who really cares that it came in with a slight miss? I’ve gotta tell you, I usually don’t like to overlook that, but in this case I’m fine with it. Here’s the bottom line: As far as I’m concerned, Uber, which I was very concerned about… I wrote about it in the book; I didn’t want to be wrong for heaven’s sake. Uber’s doing better than I thought it was doing, and I think I gotta tell you, I think there’s not much to worry about, really.
The stock reacted negatively because Uber happened to report on a day with a tough tape and because of some slight misses for profit margins. But I love the revenue growth here, which is accelerating, I love the improved engagement, and I think the company’s focused on a clear strategy that it’s executing quite well. That’s why I don’t think there’s anything to worry about from the Uber quarter, and it’s why I’d be a buyer into weakness after today’s pullback and tomorrow’s uncertainty.”
Uber Technologies, Inc. (NYSE:UBER) operates technology platforms that connect users for mobility, delivery, and freight services. The company provides ridesharing, food and retail delivery, and digital freight logistics.
3. Tesla, Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holders: 115
Tesla, Inc. (NASDAQ:TSLA) is one of the latest stocks on Jim Cramer’s radar. During the episode, Cramer highlighted the company’s robotics and self-driving business, as he said:
“For a while now, I’ve been telling you that we have three separate markets. There’s the high-growth, high-tech market that’s mostly about the data center. There’s the real economy and then there’s the speculative market… The most intriguing part of the stock market, though, is at the intersection between the highest growth stocks and the speculative stocks… Tesla comes to mind. We know it as a car company, nothing all that speculative there, but it’s also a play on robotics and self-driving, two of the most cutting-edge technologies out there. Tesla Square in the first camp, and the third one. That’s the magic of Elon Musk.”
Tesla, Inc. (NASDAQ:TSLA) sells electric vehicles and energy generation and storage products. The company’s products include sedans, SUVs, solar energy systems, and battery storage solutions. Cramer discussed the company CEO’s AI ambitions during the September 23 episode, as he commented:
“… Then there’s Musk. He’s using AI to make the best full self-driving car. He’s using it to dominate the Robotaxi game, or at least try. There’s no doubt that he’s got the best self-driving alternative on a price basis. He thinks there’ll be relentless demand for the cyber cab. When you read the conference call, he makes an incredibly compelling case to buy the stock of Tesla, but not because of cars. We’ve heard endlessly about how the hyperscalers are desperate for more energy.
Musk has put AI to the test, and he recognized that if you could develop better and bigger, and stronger batteries, that might be the answer for our energy-starved country. Storage may be the way to go… The most exciting part of Musk’s investible empire, though, is Optimus, the robot operation. There are so many obstacles to mass-producing robots that Musk says he’s putting himself in the position of a startup to get it right…
Hate him or like him, man, this guy’s real smart. Now, other than allegedly weak car sales, the most talked about part of the Tesla call was when Musk called proxy advisors, Glass Lewis and ISS, terrible recommenders for the upcoming proxy that, he’s got his contract requests. He calls their musings corporate terrorism. I think that Musk, who says he needs to be in control so the robots don’t take over, clearly wishes he had two classes of stock so he could be like Mark Zuckerberg, who can do whatever he wants with Meta. I say, even though he didn’t start the company and therefore doesn’t have the two classes, give the man the pay package he wants. Unlike so many other CEOs, he’s actually worth it.”
2. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 235
NVIDIA Corporation (NASDAQ:NVDA) is one of the latest stocks on Jim Cramer’s radar. Cramer explained why the stock deserves a premium. He stated:
“The average stock in the S&P 500 currently trades at 23 times next year’s earnings. These data center stocks tend to trade at a premium to that level… NVIDIA’s at around 30 times next year’s numbers… But remember, some stocks deserve to get a higher premium. I mean, come on, companies aren’t equal. Some are better than others. The ones that I just mentioned are better than others.
Now, if these companies keep growing faster than expected, then we might look back and realize that they were cheap in retrospect. And that’s what happens when you beat the estimates. And I lay all this out in How to Make Money in Any Market with regard to Nvidia, as the stock of Nvidia always looks expensive on the earnings estimates. But then they beat those estimates, they clobber those estimates, and we all realize that the stock turned out to be much more of a bargain than we thought time and again.”
NVIDIA Corporation (NASDAQ:NVDA) provides computing, graphics, and networking solutions, including AI, data centers, gaming, professional visualization, and automotive technologies.
1. Palantir Technologies Inc. (NASDAQ:PLTR)
Number of Hedge Fund Holders: 78
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the latest stocks on Jim Cramer’s radar. Cramer explained why the stock pulled back after earnings, as he commented:
“No stock in the entire world epitomizes the straddle between the first world of technology and the third world of speculation more than Palantir, which reported earnings last night, only have to see its stock plunge almost 8% today. It was a truly bruising session, but after a magnificent run… It’s an incredibly lucrative, amazingly fast-growing business as measured by gross margins, which are huge, and the revenue growth, which is insanely fast… Wall Street professionals use something called the Rule of 40…
But Palantir, last night, Palantir reported 63% revenue growth and 51% adjusted operating margin. That is an unheard-of combination, people. Magnificent. Forget the Rule of 40. These guys passed the Rule of 100. I’ve never seen anything like it. And the company’s right to be really proud of these numbers… Palantir last night was selling at well over 300 times earnings, even higher than Tesla. That’s a little nosebleed…
Palantir is nearly 4 billion in revenue, yet it was valued at almost 500 billion heading into the quarter. That’s right, a company of 4 billion in profitable revenues is worth 500 billion… Last night, when Palantir reported, the stock looked like it could go either way. But upon further review, the market decided it was all too much, and Palantir’s stock had to go lower. Alex Karp, the fiery CEO of Palantir, was miffed about the direction of the stock. Suggested that the same people who have been betting against him will prove to be wrong again. That might be, but I think it’s reasonable to consider that there could be nothing wrong here at all. The stock just needs to cool off in order to grow into its market capitalization. That’s how I look at it.”
Palantir Technologies Inc. (NASDAQ:PLTR) develops data analytics and AI software platforms, including Gotham, Foundry, Apollo, and Palantir Artificial Intelligence Platform, that help organizations integrate, analyze, and act on complex data.
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