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9 Stocks Jim Cramer Talked About

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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 a key report from Bank of America’s analyst Michael Hartnett. The report outlined that the bank’s Bull & Bear indicator had risen to 8.5 from 7.9. BofA outlined that a reading above 8.0 has often led to equities dropping. Hartnett’s indicator is based on a hedge fund manager survey of risk appetite, and it has predicted market movement 16 times since 2002, according to the analyst. Discussing the current scenario, the analyst also remarked that the current market scenario was defined by the impact of the bond market on AI data center investment, worries about unemployment, and the potential of an upside surprise from China.

Cramer discussed the report and commented that “we’re searching for leadership, it’s hard to find the leadership.” The CNBC TV host added that when analyzing the market, he looked at “the consumer growth” and shared his opinion about trends in consumer spending:

“I think the consumer’s going to much stronger. Look at those Carnival numbers today, that’s discretionary, money discretionary. And people going on to, American Express, Booking, United, Delta, Marriott. The consumer, believe it or not, is going to bail us out. And I think that Michael, I don’t think he [inaudible] consumer [inaudible]. But he’s really good. I really like him.”

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 December 19th. We also provided hedge fund sentiment for each stock as of the third quarter of 2025, which was taken from Insider Monkey’s database of 978 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. Micron Technology, Inc. (NASDAQ:MU)

Number of Hedge Fund Holdings: 105

Micron Technology, Inc. (NASDAQ:MU) is one of the most important firms in the AI ecosystem. It makes and sells memory chips that are used in NVIDIA’s and other AI GPUs. As a result, Micron Technology, Inc. (NASDAQ:MU)’s products form a link at the back end of the AI supply chain. The firm recently reported its fiscal first quarter earnings report and posted $13.64 billion in revenue and $4.78 in earnings per share. The figures beat analyst estimates of $12.84 billion and $3.95. Micron Technology, Inc. (NASDAQ:MU)’s shares are up by a whopping 227% year-to-date, and since the earnings report, they have added 26.90%. The earnings report was followed by optimism from several analysts. For instance, Morgan Stanley bumped the share price target to a hefty $350 from $338 on December 18th and maintained an Overweight rating on the stock and called it a top AI stock pick. Cramer was excited after Micron Technology, Inc. (NASDAQ:MU)’s earnings as well, as he remarked that the firm “has a high bandwidth memory component, that is perfect for the data center.” In this appearance, he wondered what NVIDIA’s CEO. Jensen Huang thinks about the latest earnings:

‘That Micron quarter, I really want to know what Jensen felt about that Micron quarter. I know he’s not in town right now. But holy cow, that Micron quarter was such a thing of beauty. And Mehrotra was so self effacing. I got to tell you, it was a beautiful call.”

8. Lululemon Athletica Inc. (NASDAQ:LULU)

Number of Hedge Fund Holdings: 55

Lululemon Athletica Inc. (NASDAQ:LULU) is a Canadian apparel retailer whose shares are down by 43% year-to-date. The firm has been the focus of several analysts’ attention in December. For instance, on December 12th, Stifel raised the share price target to $210 from $205 and kept a Hold rating on the shares. In its note, the financial firm discussed that Lululemon Athletica Inc. (NASDAQ:LULU)’s sales in America dipped by 5% in its third fiscal quarter, which marked a two percentage point acceleration over the previous quarter. Stifel added that the retailer was facing trouble with customer loyalty and overall competition. Stifel was joined by BofA, which raised Lululemon Athletica Inc. (NASDAQ:LULU)’s price target to $220 from $185 and kept a Neutral rating on the shares. The bank pointed out that the retailer was spending slightly more than expected to drive traffic during the fourth quarter. Another price target bump for Lululemon Athletica Inc. (NASDAQ:LULU) came on the 12th as Truist increased the target to $200 from $170 and kept a Hold rating. Like Stifel, Truist also pointed towards weak sales in the American region and added that revenue growth came through China sales. Cramer briefly discussed Lululemon Athletica Inc. (NASDAQ:LULU) and called it challenged:

“LULU is challenged, challenged.”

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

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Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

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AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

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As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

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AI needs energy. Energy needs infrastructure.

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Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

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This company is completely debt-free.

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The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

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Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

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  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

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1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

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No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!