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 recent trend in Bitcoin prices and how it had led to a shift in the narrative for the cryptocurrency. With Bitcoin’s price down by 46% year-to-date, the CNBC TV host remarked that the idea of the cryptocurrency being a protection against a weaker dollar was being challenged:
“When I talk to people about the end of Bitcoin, it’s that we thought it was going to be a protection against the weaker dollar and it went the wrong way. The story that I’m believing best, and this is one they report next week, and I think you’re going to hear, on the conference call, Ammar Al-Joundi, who’s the CEO of Agnico Eagle, has said that the gold flows, and they actually have, demographic and age, out of crypto into gold, David. Out of crypto into gold. Don’t laugh.”
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 February 6th and tweeted about. 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. The Boeing Company (NYSE:BA)
Number of Hedge Fund Holdings: 106
Aerospace giant The Boeing Company (NYSE:BA)’s shares are up by 35% over the past year and by 7.4% year-to-date. Several analysts have discussed the firm in 2026. For instance, UBS raised the share price target to $285 from $275 and kept a Buy rating in January. The bank outlined that The Boeing Company (NYSE:BA) free cash flow and production processes had improved. Cramer has been positive about the firm for quite some time as the CNBC TV host hinted last year that The Boeing Company (NYSE:BA)’s cash flow could improve. Bernstein reiterated an Outperform rating in late January. The financial firm remarked that the aerospace company’s commercial aircraft production was ramping up smoothly and added that investors were likely to focus on its cash guidance. Cramer tweeted about The Boeing Company (NYSE:BA) on the 5th and discussed the production as well:
“Boeing, one of my favorites in the trust: lotta chatter of big wins out of China and Saudi Arabia. Given that they are getting better and better and quicker at making new planes these could take the stock back to $250”
8. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holdings: 332
Amazon.com, Inc. (NASDAQ:AMZN)’s shares are down by 9.8% over the past year and by 7% year-to-date. DA Davidson cut the stock’s rating to Neutral from Buy and the share price target to $175 from $300 in February. The financial firm outlined that Amazon.com, Inc. (NASDAQ:AMZN)’s cloud computing division, Amazon Web Services, was facing tight competition from rivals Microsoft and Alphabet. DA Davidson pointed out that the AWS growth, while in the double-digit percentages, nevertheless lacked that of its peers by a wide margin. Scotiabank also cut Amazon.com, Inc. (NASDAQ:AMZN)’s share price target in February. The firm reduced the target price to $275 from $300 and kept a Sector Outperform rating on the stock. Like DA Davidson, AWS was also on the bank’s mind as it pointed out that it would have to readjust estimates linked to the cloud business growth. Unsurprisingly, after Amazon.com, Inc. (NASDAQ:AMZN)’s earnings, AWS was also on Cramer’s mind as he deep dived into the stock:
“Well the custom chips was a good discussion because they didn’t necessarily, they didn’t think that they threw NVIDIA under the bus, but, some Marvell chip that they’re using and it’s cheaper. And they do say that the big gating factor in profit is how much they have to pay and that’s a slap at NVIDIA. They may not think so. Look I think the problem is this, the cash flow is not there to do this. So then you go back to the old days, where they had to borrow a lot of money to do what they do. And I just don’t know how much they’re going to totally borrow. I mean, look David, when I spoke to them after, the way I feel about is, do we really have to do this? And they say you’re looking at it wrong, we make money the moment we turn it on. And then I say, well how do you know you’re able to do that? And they say, well listen, if we’re not able to do it, then we won’t spend the money. So in other words, they’re not oblivious to what Wall Street thinks. I basically said, guys, I want to defend you. And they weren’t like, well you can’t, it’s not our time, they’re just saying, it’s going to work, you just have to figure out how long you’re willing to wait.
“Look, I have total faith, Andy Jassy knows how to do this, so I believe and I am not bolting. But I want to buy Alphabet, because they are, they have this, this backlog, you know the performance obligations, they’re catching up, it’s huge. I was surprised, Alphabet’s on fire, for cloud, on fire, it’s terrific.
“Amazon’s gotta layoff a lot of people. . .they still have a lot of people in the administration. They’re finding out who they should eliminate.”
