During the most recent episode of Mad Money, which aired on Tuesday the 27th of May, Jim Cramer opened with a passionate defense of the artificial intelligence boom, warning viewers not to dismiss the biggest force currently driving the market:
“We can’t afford to get sick of the artificial intelligence story. It’s driving so many big moves from major players. Yet, I see the yawns. I hear the cat calls as if it’s all over and done. As if it’s all unimportant. And that, my friends, is dead wrong.”
READ ALSO: Was Jim Cramer Right About These 11 Stocks? and Jim Cramer Nailed These 11 Stock Predictions.
He doubled down on his long-standing bullish stance on Nvidia, calling out Wall Street’s narrow obsession with hyperscaler demand and emphasizing the company’s overlooked industrial and sovereign partnerships:
“We’re thinking way too small about this amazing company somehow being trapped by the possibility of weaker revenue numbers. […] This is a new industrial revolution, people. Selling Nvidia here, it’s like selling the steam engine 200 years ago before it really got rolling. All aboard.”
Finally, he concluded the segment by spotlighting four tech giants—Jensen Huang of Nvidia, Tim Cook of Apple, Elon Musk of Tesla, and Marc Benioff of Salesforce—calling them the key visionaries of this new era:
“The bottom line. The four biggest names in tech and all business honestly are wrestling with AI every day. Oh, and you want to be bored with it? You want your eyes to roll? Oh, be my guest. But I think you’ll miss on a lot of games that will be taken by the those who refuse to write off this technology is some sort of scam, including the big four that I just tapped tonight.”
Our Methodology
For this article, we compiled a list of 11 stocks that were discussed by Jim Cramer during the Mad Money episodes that aired between the 21st and 24th of May 2024. We then calculated their performance for the past 12 months, until May 23rd, 2025, market close. We have also included the hedge fund sentiment for the stocks, which we sourced from Insider Monkey’s Q1 2025 database of over 900 hedge funds. The stocks are listed in the order that Cramer mentioned them.
Please note that this article mentions Jim Cramer’s previous opinions and may not account for any changes to his opinions regarding the stocks that are mentioned. It is primarily an examination of how his previously provided opinions have panned out.
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11. Arm Holdings plc (NASDAQ:ARM)
Number of Hedge Fund Holders: 42
In that older episode, a caller asked about the future of Arm Holdings plc (NASDAQ:ARM), particularly after a mixed earnings report at the time. Cramer responded:
“You’re right, the last earnings report wasn’t the best. But the stock is up since René [Haas] gave you that. He gave a good price for that underwriting. It went all the way up and then gave back some, but they are here to stay. That is maybe one of the highest-growth companies. I think it’s a lot better than Qualcomm. Everybody’s crazy about Qualcomm — I’m backing René, I think he’s real good.”
Cramer’s belief in ARM was right as the stock has climbed 10.94%. Arm Holdings plc (NASDAQ:ARM) continues to dominate the chip licensing space, especially in mobile and AI edge computing, following its blockbuster IPO.
Cramer remains a big fan of the stock and thinks it should even trade higher. Here’s what he said on the 2nd of May this year:
“What else? Can Arm Holdings mount a comeback without strong cell phone sales? I think the year when we realized, this is it, this is the year we realize that Arm’s in everything. It deserves a higher price-to-earnings multiple.”
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