In this piece, we will look at the stocks Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the recent controversy surrounding government data after President Trump fired the director of the Bureau of Labor Statistics. When his co-host asked him whether he was paying more attention to private data, Cramer replied:
“I have to. I have to. Because I’m now beginning, I’m not saying we’re the PL, we’re not the PLA, where the numbers are all made up. I’m just saying that I don’t trust this. I don’t trust things with BLS. . .they come back and say listen we don’t have enough people, and we’re like really strapped. Well hello, I can not be strapped. I can go to what’s called websites. And calculate.”
The CNBC TV host then took apart inflation figures and explained:
“I’m just saying that when I look at the companies that I do, for each one of these categories, I’ll give you an example. For the food category. Do you see they’ve got the meat and they’ve got chicken and they’ve got whatever. No, meat is up huge because the herd wasn’t big enough. So I’m giving you some granularity that you don’t get from the whatever this is from the BLS. Drop the ‘L’ part. [On whether food was unchanged] It’s clearly untrue. It’s clearly untrue. Beef is up huge. Everybody knows that.”
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 August 11th.
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).
9. Expedia Group, Inc. (NASDAQ:EXPE)
Number of Hedge Fund Holders In Q1 2025: 54
Expedia Group, Inc. (NASDAQ:EXPE) is a travel services provider whose shares have gained 12.9% year-to-date. Over the past month, the shares have gained 14% after rising by 8.9% since the firm’s second-quarter earnings. The results saw Expedia Group, Inc. (NASDAQ:EXPE) beat analyst estimates for revenue, earnings, and bookings. Naturally, when his co-host pointed out that Morgan Stanley had added the firm to a list of stocks that would end up suffering because of AI, Cramer was surprised as he commented:
“Expedia just had a great quarter, what are they talking about?”
Here are Cramer’s previous thoughts about Expedia Group, Inc. (NASDAQ:EXPE):
“Look, travel’s been the biggest engine, okay. It’s been the biggest engine of the economy in the last six months. And you can hurt it. I mean we obviously got, we also had some terrible instances with planes. But you can hurt travel and travel’s really, . . . Someone upgraded Expedia yesterday, saying things were fine. But I do think that when you take the best bull market we have and you put chinks in it, we should then scramble. We scramble. Because we are running out of places that have bull markets.”
8. Oklo Inc. (NYSE:OKLO)
Number of Hedge Fund Holders In Q1 2025: 23
Oklo Inc. (NYSE:OKLO) is a nuclear power company that specializes in small modular reactors (SMR). Its shares have gained a whopping 231% year-to-date, with the strong share price performance also shifting Cramer’s views about the stock. While earlier during the year, Cramer was skeptical about Oklo Inc. (NYSE:OKLO), he now believes it is a good speculative play to have in one’s portfolio, provided other, non-speculative stocks are also present. Here are his recent thoughts about the nuclear company:
“Well, I’ve got to tell you, I actually liked them but they were people who wished that they had more contracts. And they referenced the federal government, and you know, they didn’t, I thought it I was good. I happen to like nuke and they’ve got a very, they have a very coherent nuke thing for people who are into speculation, they’re a good spec. . .yeah it’s a very good spec.”
Previously, Cramer discussed Oklo Inc. (NYSE:OKLO)’s share price performance:
“Until this market, I found it very hard to recommend anything… because historically, parabolic moves tend to explode in your face. But you know what? I violated my rule for this market simply because the moves are too big and the opportunities too frequent to pass on all of them. I don’t want you to miss making some big money because of a view that might no longer be relevant. Let’s take some stocks.
Take Oklo, okay. You might have seen them on TV today. Here’s a company that I’m asked about every couple of weeks, one that’s working on new nuclear technology. I felt that the stock’s parabolic run from $21 to $31 was just too steep for me, even as I’m a huge believer in nuclear. Finally, I switched my view and told people to buy it regardless of the parabola because it has just so much going for it. Today, Oklo announced an integrated power solution for data centers, might be worth billions to shareholders. It’s a turnkey solution no one else has. The stock has now doubled since I waived my parabola ban, doubled.”