On Tuesday’s episode of Mad Money, host Jim Cramer, with the help of commodity broker and futures analyst Carley Garner’s interpretation of charts, raised caution over potential warning signs developing in the S&P 500.
“Now, I know there’s a professional cadre of bears who we never stop hearing from, and they also seep into all of journalism, but stocks have been steadily roaring since April, and there are a lot of bulls out there. Sometimes, when there are too many bulls, you run out of potential buyers… Here’s the thing: we can forget this after a big run, but stocks are inherently risky. They are called risk assets.”
READ ALSO: Jim Cramer Discussed These 11 Stocks and 11 Stocks Jim Cramer Was Focused On.
Cramer highlighted Garner’s analysis, which observed that heading into Tuesday, S&P futures were pressing against a key monthly uptrend resistance level. Garner also drew attention to the Relative Strength Index, or RSI, which she noted is forming a double top in overbought territory. In practical terms, it means the market may have surged too far, too quickly.
According to Garner, that technical setup points to fading momentum, making a pullback increasingly probable. Cramer also addressed seasonal trends and aligned himself with Garner’s view. He reminded viewers that September has historically been one of the most difficult months, referring to it as “a real bad month for stocks.”
“Here’s the bottom line: The charts interpreted by Carley Garner suggest maybe it’s time to pull in your horns. We’ve had a huge run here, and those don’t go on forever, especially when we reach the toughest month of the year. But remember what I say, which is I need you to stay the course. I’ve seen too many people get blown out right here and never get back in.”
Our Methodology
For this article, we compiled a list of 10 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on September 2. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the second quarter of 2025, which was taken from Insider Monkey’s database of over 900 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Jim Cramer Answered Questions About These 10 Stocks Recently
10. Lamar Advertising Company (NASDAQ:LAMR)
Number of Hedge Fund Holders: 34
Lamar Advertising Company (NASDAQ:LAMR) is one of the stocks Jim Cramer answered questions about recently. Highlighting that the company generates consistent income and may be immune to tariffs, a caller asked Cramer for his thoughts on the stock. He said:
“Typically, I would not recommend an advertising stock. This does have a 5% yield. They’re very clever guys, and it’s not a high multiple stock. It’s not my favorite. I think advertising is not a good business, but that is the best of the lot, so there you go.”
Lamar Advertising Company (NASDAQ:LAMR) provides outdoor advertising solutions, as it offers space on billboards, digital displays, and transit platforms. The company’s services include highway signage, transit ads, and placements in high-traffic public areas. On August 27, the company declared a $1.55 dividend per share, payable on September 30 to the shareholders of record on September 19. The company has a dividend yield of 4.95% as of September 2.
9. D.R. Horton, Inc. (NYSE:DHI)
Number of Hedge Fund Holders: 64
D.R. Horton, Inc. (NYSE:DHI) is one of the stocks Jim Cramer answered questions about recently. During the lightning round, a caller asked about the stock, and he replied, “I like D. R. Horton. I see your D.R. Horton, and I raise you with Toll Brothers.”
D.R. Horton, Inc. (NYSE:DHI) is a homebuilder that develops land, constructs, and sells single-family and multi-family homes, and provides mortgage, title, and rental property services. In addition, the company engages in residential lot development and owns non-residential real estate. Cramer mentioned the company in a July episode and stated:
“After struggling for the better part of a year, the home builders came roaring back today, led by D.R. Horton, the largest home builder in America… At the end of the day, this is a space most investors have been down on very long time. And you know, may still be true despite the group’s modest recovery from the lows over the past few months.
But these results tell us that home building business just isn’t that bad right now, especially when these builders are proactive, reading the market realistically, and offering incentives where needed to keep up their sales volume. So I think that the nascent comeback for the builders can continue, at least for the time being. Although eventually, this will come down to whether or not the Federal Reserve decides to start cutting interest rates again.
But the bottom line: The housing market, while not perfect, is a little more solid than we thought. Expectations are so low for the builders, solid results are enough to allow these stocks to soar like they did today. Wall Street simply got too negative on this group, which is how you get these explosive rallies in D.R. Horton… that spill over into… the rest of the industry. And hey, if you believe we’ve got tariff-induced inflation under control and the Fed will feel comfortable cutting rates sometime relatively soon, then the home builders could have a lot more room to run.”
8. SiTime Corporation (NASDAQ:SITM)
Number of Hedge Fund Holders: 37
SiTime Corporation (NASDAQ:SITM) is one of the stocks Jim Cramer answered questions about recently. A caller asked if the stock is a buy, sell, or hold during the lightning round, and Cramer stated:
“You know, this is just a very good company, and it’s going to have a big earnings, it’s going to have a big earnings turn. It’s just, now is it cats and dogs? It’s all the stuff that goes into just the regular mobile phones, which I think are making a comeback. Okay, I know I’m alone on that, but maybe I should say you’re with me.”
SiTime Corporation (NASDAQ:SITM) designs and manufactures silicon-based timing solutions, including resonators, clock ICs, and oscillators. The company serves industries such as communications, data centers, automotive, IoT, and aerospace. Cramer asked investors to hold the stock in October 2024, as he said, “Just hold it…Let’s hold on to it, it’s a good story.” Since the comment was aired back in 2024, the stock has gained over 37%.
7. 4D Molecular Therapeutics, Inc. (NASDAQ:FDMT)
Number of Hedge Fund Holders: 19
4D Molecular Therapeutics, Inc. (NASDAQ:FDMT) is one of the stocks Jim Cramer answered questions about recently. A caller asked Cramer for his opinion on the stock, and noted that it was rated a moderate buy by analysts and outperformed the S&P 500 by 60%. He replied:
“Okay, here’s the way we’re going to approach this: This is a pure spec, okay? I mean, total spec, $300 million company… I say you own it, but count it as part of your speculative part of your portfolio, and no more than that.”
4D Molecular Therapeutics, Inc. (NASDAQ:FDMT) is a biotechnology company developing gene therapies using its proprietary vector platform, with programs targeting retinal diseases, cystic fibrosis, geographic atrophy, alpha-1 antitrypsin deficiency, and Fabry disease. At the end of July, the company reported strong interim results from its Phase 2a SPECTRA trial of 4D-150 in diabetic macular edema, showing durable vision gains, improved retinal thickness, and a major reduction in supplemental injections compared to standard aflibercept treatment, with no cases of inflammation or serious safety concerns through 60 weeks.
6. Ameris Bancorp (NYSE:ABCB)
Number of Hedge Fund Holders: 23
Ameris Bancorp (NYSE:ABCB) is one of the stocks Jim Cramer answered questions about recently. During the lightning round, a caller asked what Cramer thought of the stock, noting that regional banks are doing well. In response, he remarked:
“It’s a very good regional. I think you’re absolutely, you read the market very well, and I’m not going to recommend anything other than owning bank stocks.”
Ameris Bancorp (NYSE:ABCB) provides banking services, including deposit accounts, commercial and consumer loans, mortgage and small business lending, and premium finance solutions.
5. AppLovin Corporation (NASDAQ:APP)
Number of Hedge Fund Holders: 109
AppLovin Corporation (NASDAQ:APP) is one of the stocks Jim Cramer answered questions about recently. A caller asked if they should add more to their position in the stock or just hold. Cramer replied:
“No, I don’t want you to buy more. As a matter of fact, it’s up 50%. Let’s take a little off the table just to be prudent. It’s a monstrous stock, and it’s very well run, but a little off the table would certainly make me feel better.”
AppLovin Corporation (NASDAQ:APP) develops a software platform that improves advertising, analytics, and monetization for apps and connected TV. Additionally, it operates and publishes free-to-play mobile games through its own and partner studios. Cramer discussed the stock in a July episode, as he commented:
“PARC exhausts me. I’m talking about my handy acronym for Palantir, AppLovin, Robinhood, and Coinbase. These are four of the many stocks that seem to have no quit in them, even if they all pulled back hard into the close today, giving us a rare moment to evaluate them on relative weakness. It’s better for me to talk about these stocks on a down day so you can get a discount if you were so inclined…
Now, even though I say PARC, these four stocks are just representatives of what’s been going on in this market. They’re actually the best of the lot. They have earnings. They have analysts following them who come up with estimates. Although judging by the way people have been buying these names, neither of them, those things like estimates and analysts, seems to matter at all…
While flying cars and experimental batteries don’t yet make money, PARC does, lots of it, oodles. Palantir, AppLovin and Robinhood, and Coinbase, they’re all pretty darn profitable. By comparison, during the dot-com era, most of these red-hot companies had little to no revenues and were actually running out of money, constantly tapping the public markets, at the same time that insiders were furiously [sell, sell, sell] their own stock because they knew there was no justification for these sky-high valuations. They got out.”
4. Reddit, Inc. (NYSE:RDDT)
Number of Hedge Fund Holders: 74
Reddit, Inc. (NYSE:RDDT) is one of the stocks Jim Cramer answered questions about recently. Having already profited from the stock, a caller asked Cramer for advice on a potential re-entry point. He remarked:
“Okay, Steve Huffman is the most self-effacing of great CEOs of this generation. I like the stock so much. I thought it would come in, so I could buy it for the Charitable Trust… It hasn’t, it’s down five today. I do believe, I thought I could get it at 180, 170… Hold on to the stock. It’s a winner.”
Reddit, Inc. (NYSE:RDDT) runs an online platform that hosts interest-based communities where users share content, engage in discussions, and connect over shared topics. In an August episode, Cramer made some positive comments on the company, as he said:
“Let me start with Reddit. I use Reddit pretty aggressively. It’s a terrific product. My wife uses it to sell… her mezcal brand because Reddit has an entire mezcal forum. So I like it. The advertiser likes it. That’s where I start. I then try to find out what other people… whether they feel like I do. Rob (Rob Pace, founder and CEO of HundredX) has told me that Reddit customers are planning to increase future use because people love crowdsourced information, seems to be able to be independent… Reddit demonstrates the increasing value of human intelligence, increasing value of human intelligence, I like that. In fact, he’s betting that as the future of search evolves from finding things to figuring things out, Reddit could be a major winner. Now you take your own use as I have… You then take data from HundredX to see if your experience lines up with reality. Only then you go to the web, you look up articles, check out websites to see things like the piece we ran on Reddit a couple of days ago, which said it was great to buy. Wow, that’s been terrific. To me, that produced a terrific, really special reason to buy the stock, and I’m sticking with it. I just wish I had bought it for my Charitable Trust when I first got the hunch, but I hadn’t done the homework. Can’t jump that.”
3. Micron Technology, Inc. (NASDAQ:MU)
Number of Hedge Fund Holders: 94
Micron Technology, Inc. (NASDAQ:MU) is one of the stocks Jim Cramer answered questions about recently. During the episode, a caller asked if the stock is a buy, and Cramer commented:
“I happen to like Micron. But remember, Micron has this DRAM, which is a commodity business, and they have this high bandwidth business that is really terrific. And I think, right now, you’d be driven by what DRAMs are doing, so, therefore, I prefer other stocks. We do have, and if you’re willing to stay tuned, we do have Broadcom reporting this week, and I like them more than Micron. But I feel awful because I like Sanjay Mehrotra so much, but he does have a hostage to some… of what I regard as commodity businesses.”
Micron Technology, Inc. (NASDAQ:MU) develops and sells advanced memory and storage solutions, including DRAM and NAND products, for data centers, mobile devices, automotive, and consumer markets under the Micron and Crucial brands. The company’s products support high-speed, high-performance computing and storage applications worldwide.
2. Citigroup Inc. (NYSE:C)
Number of Hedge Fund Holders: 102
Citigroup Inc. (NYSE:C) is one of the stocks Jim Cramer answered questions about recently. Noting its breakout above previous resistance around $80, a caller inquired about Cramer’s outlook on the stock, and he replied:
“I think Citi’s fine. I think Citi’s fine. It’s a good buy here. I do like Wells Fargo more, but Citi’s been just a gigantic winner.”
Citigroup Inc. (NYSE:C) provides financial services, including consumer banking, credit cards, wealth management, and institutional solutions for corporations, governments, and institutions. Upon inquiry by a caller about the stock in an April episode, Cramer suggested buying the stock, as he said:
“I want you to buy Citi. It’s not my favorite. You’re absolutely right. I sold Wells, just one more consent decree knocked down. Capital One is my absolute favorite. I think you should buy that aggressively, but I like your idea.”
Since the above comment, the company’s stock is up nearly 39%.
1. Dutch Bros Inc. (NYSE:BROS)
Number of Hedge Fund Holders: 44
Dutch Bros Inc. (NYSE:BROS) is one of the stocks Jim Cramer answered questions about recently. A caller asked if it is a good entry point in the stock in light of the tariffs. In response, Cramer said:
“I’m going to say that because I like this stock so much, the answer is yes. But as good as it is, I think people are losing track of a note that I talked about this morning about pumpkin latte and Starbucks. Yes, we’ve all had some problems with Starbucks being late, blah blah, blah, but imagine this: we’re still going there, and this pumpkin latte is very strong, SBUX.”
Dutch Bros Inc. (NYSE:BROS) operates and franchises drive-thru coffee shops and provides coffee, beverages, and related products under its Dutch Bros and Blue Rebel brands. A caller asked for Cramer’s advice on the stock in a July episode and he responded:
“Let’s do this, let’s hold. It’s a very small part of whatever cost they have. Dutch Bros is in major expansion mode. You know, I think it’s terrific. I’ve had Christine Barone on the show many, many times… and I feel like the stock at $63, not necessarily a great level. I would wait till it comes down a little. Perhaps when it reports, there might be some sellers. They don’t report till August. Don’t be in a hurry, you have a nice gain. No need to add more stock right here.”
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