In this article, we will discuss: 9 Stocks Jim Cramer Talked About & Commented On SpaceX’s IPO. For more stocks, you can head to 5 Stocks Jim Cramer Talked About & Commented On SpaceX’s IPO.
In a recent tweet, Jim Cramer discussed JPMorgan’s latest coverage of electric vehicle manufacturer Tesla. Throughout 2025, the CNBC TV host maintained that Tesla is more of a robotics and technology company rather than a car company. In its note, JPMorgan remarked that “we advise investors cautiously approach this expectation within the context of both execution risk and the time value of money.”
Cramer tied the coverage with reports of Elon Musk’s space company, SpaceX, seeking to list its shares on the stock market. Media reports have suggested that the firm can go public at a whopping $1.75 trillion to make it the most valuable stock market listing in history. Cramer wondered whether the JPMorgan report meant that money would flow out of Tesla and into SpaceX as he tweeted:
“Bold …Must mean people are going to sell this one to buy SpaceX”
Our Methodology
For this article, we compiled a list of stocks that Jim Cramer discussed during the episode of Squawk on the Street aired on April 1st, and the stocks he tweeted about. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2025, which was taken from Insider Monkey’s database of 1,000 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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
9. BKV Corporation (NYSE:BKV)
Number of Hedge Fund Holders: 33
BKV Corporation (NYSE:BKV) is a natural gas producer with operations in Texas and Pennsylvania. Its shares are up by 66% over the past year and are flat year-to-date. Mizuho discussed the firm on March 17th as it raised the share price target to $39 from $36 and kept an Outperform rating on the stock. In its coverage, the bank discussed the impact of the conflict in Iran on oil prices and raised its oil price outlook. Mizuho also added that the impact of the conflict could drive structural oil prices higher. BKV Corporation (NYSE:BKV) reported its earnings for the full fiscal year 2025 in late February. The results saw the firm post $173 million in full-year and $70 million in fourth quarter net income. During the year, BKV Corporation (NYSE:BKV) produced 835 million cubic feet of natural gas equivalent per day and generated 7,611 GWh in power through its Power JV Temple plants. Cramer discussed BKV Corporation (NYSE:BKV)’s role in the US natural gas supply chain:
“Look I had a guy named Chris Kalnin on last night, BKV Corp, I didn’t even know the company, the fact that it’s a three billion dollar natural gas company. And he decided listen I’m going to do closed loop, I’m going to have a power plant with my natural gas. These are the creative companies, that are doing things, that are making it so that we are going to continue with what we realize is that we are independent of, natural gas. . .”
8. GE Vernova Inc. (NYSE:GEV)
Number of Hedge Fund Holders: 115
Industrial power generation equipment manufacturer GE Vernova Inc. (NYSE:GEV) is one of Jim Cramer’s favorite stocks in the space. Throughout 2025, the CNBC TV asserted that the firm was the only worthwhile investment in the space due to a predictable timeline of delivering nuclear plants. GE Vernova Inc. (NYSE:GEV)’s shares are up by 214% over the past year and by 32% year-to-date. Morgan Stanley discussed the firm on February 20th as it initiated coverage. The bank set an Overweight rating and a $425 share price target for GE Vernova Inc. (NYSE:GEV). Among some of the factors discussed in its coverage was a deep moat due to the industry having a high barrier to entry. Morgan Stanley added that upward adjustments to earnings and free cash flow could help GE Vernova Inc. (NYSE:GEV) in the future. In this appearance, Cramer maintained that the firm was the only reliable player in its industry after his co-host asked for his opinion on other nuclear stocks:
“Scott [GEV CEO] is the guy who told me, Jim, you gotta get realistic, nuclear. He got realistic, nuclear. They’re going to have a plant, Tennessee Valley. But these guys are, this is a tough term I would use, but they are science projects. That’s what they are, they’re science projects. And GE Vernova is not, they have one that they’re building in Canada. But I don’t want to buy a science project, because there’s no P/E. There may not be a P/E in the next five years.”
7. Oklo Inc. (NYSE:OKLO)
Number of Hedge Fund Holders: 36
Nuclear technology firm Oklo Inc. (NYSE:OKLO)’s shares are up by 119% over the past year and are down by 38% year-to-date. While the shares surged in 2025, Cramer continued to advise caution and pointed viewers towards GE Vernova instead. After trading around the $174 mark in October, Oklo Inc. (NYSE:OKLO)’s shares are down by 72% since then. William Blair discussed the stock on March 18th and kept an Outperform rating. On the other hand, Needham reduced the share price target to $73 from $135 and kept a Buy rating on the shares. The nuclear company’s deployment timelines were on the financial firm’s mind as it commented that it now projected 3 gigawatts of deployment by 2035. In his comments about Oklo Inc. (NYSE:OKLO), Cramer has also discussed the timelines. The CNBC TV host believes that GE Vernova is the only nuclear generation equipment provider with favorable deadlines. In this appearance, he didn’t hold back when asked about Oklo Inc. (NYSE:OKLO) and other nuclear stocks:
“Scott [GEV CEO] is the guy who told me, Jim, you gotta get realistic, nuclear. He got realistic, nuclear. They’re going to have a plant, Tennessee Valley. but these guys are, this is a tough term I would use, but they are science projects. That’s what they are, they’re science projects. And GE Vernova is not, they have one that they’re building in Canada. But I don’t want to buy a science project, because there’s no P/E. There may not be a P/E in the next five years.”
6. NuScale Power Corporation (NYSE:SMR)
Number of Hedge Fund Holders: 32
NuScale Power Corporation (NYSE:SMR) is a small modular reactor technology company based in Oregon. Its shares are down by 28% over the past year and by 37% year-to-date. UBS discussed the firm on March 19th when it reduced the share price target to $13 from $20 and kept a Neutral rating on the stock. Some of the factors that it discussed in its coverage of NuScale Power Corporation (NYSE:SMR) included capital deployment and project delays. The commentary aligns with Cramer’s viewpoint about the firm. For instance, in an appearance in January 2025, the CNBC TV host warned that NuScale Power Corporation (NYSE:SMR) was “years from developing anything meaningful.” In this appearance, he went a step ahead when asked about his opinion on the company:
“Scott [GEV CEO] is the guy who told me, Jim, you gotta get realistic, nuclear. He got realistic, nuclear. They’re going to have a plant, Tennessee Valley. but these guys are, this is a tough term I would use, but they are science projects. That’s what they are, they’re science projects. And GE Vernova is not, they have one that they’re building in Canada. But I don’t want to buy a science project, because there’s no P/E. There may not be a P/E in the next five years.”
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