Jim Cramer, the host of Mad Money, said on Thursday that cryptocurrency-related stocks, especially those tied to Bitcoin, have been sliding, and he warned that it can possibly pull the tech sector down with them.
“Earlier this week, a Morgan Stanley analyst used the dreaded term supercycle, which almost invariably leads to a top when you hear it, as was the case with the last two supercycles that were called the fracking sand supercycle and the coal supercycle. Both turned out to be long-term tops, heights that were never ever seen again, and then a crash.”
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Cramer noted that the pattern seems to be repeating as he noted that storage-linked names have been sinking over the past few days, almost right on schedule with what he called the “ill-fated, ill-advised” supercycle call. He said they are currently in short supply only because producers cannot keep up with demand.
He added that he fully expects the shortage to be resolved, possibly due to an uptick in semiconductor capital equipment, at which point prices would move back toward equilibrium, which he said simply means lower prices. Cramer also said he remains concerned that the world’s largest-capitalization stock could be contributing to the day’s downturn. He pointed out that one of the tightest trading correlations to NVIDIA, surprisingly, is crypto, especially Bitcoin.
“Bottom line: I want to see what holds tomorrow. Stocks that have come down too far too fast, where the expectations are too low and the opportunity’s too great, those are the ones I’m looking to buy on weakness, especially the high-quality techs that are now being thrown away with the Bitcoin bathwater.”
Our Methodology
For this article, we compiled a list of 7 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on November 20. 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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
Jim Cramer Answered Questions About These 7 Stocks
7. Flutter Entertainment plc (NYSE:FLUT)
Number of Hedge Fund Holders: 87
Flutter Entertainment plc (NYSE:FLUT) is one of the stocks Jim Cramer answered questions about. A caller inquired what Cramer thinks of the stock during the lightning round, and in response, he said:
“Flutter, there is just, there is an incredible war to open accounts, I guess right now, because oh my God, Flutter keeps going down, and it’s a really good company. Gotta wait till that war ends, I think.”
Flutter Entertainment plc (NYSE:FLUT) runs sports betting and online gaming services across well-known brands like FanDuel, PokerStars, Betfair, Paddy Power, Sisal, and others. During the November 12 episode, Cramer discussed the company’s earnings, as he stated:
“What do we make of these numbers from Flutter Entertainment, the parent company of FanDuel? After the close, this online sports book reported what I call a mixed quarter with soft revenue, thanks to some adverse gambling outcomes, but also higher than expected earnings. At the same time, Flutter announced that it’s moving into the predictions market, much like we heard from DraftKings last week. Their platform, FanDuel Predicts, is launching next month in partnership with the CME Group.”
6. fuboTV Inc. (NYSE:FUBO)
Number of Hedge Fund Holders: 13
fuboTV Inc. (NYSE:FUBO) is one of the stocks Jim Cramer answered questions about. A caller asked if the stock is too speculative, and Cramer remarked, “I don’t know. Let’s do Netflix instead of Fubo. I just, I like Netflix more, just saying.”
fuboTV Inc. (NYSE:FUBO) provides a live TV streaming service focused on sports, news, and entertainment. The service is accessible through streaming devices, SmartTVs, and mobile platforms. The company reported its Q3 earnings on November 3, posting a non-GAAP EPS of $0.02, compared to loss of $0.08 per share in the same quarter last year and outperforming estimates by $0.06. While fuboTV Inc.’s (NYSE:FUBO) revenue was down 2.3% year-over-year at $377.2 million, it beat estimates by $15.87 million. Co-founder and CEO of the company, David Gandler commented:
“We delivered record third quarter subscriber growth in North America and our second consecutive quarter of positive Adjusted EBITDA—clear proof our model is working. New offerings like our Fubo Sports skinny service and Pay-Per-View platform are giving consumers more choice and control than ever. And, as we combine with the Hulu + Live TV business, we’re poised to create a next-gen Pay TV company – built for scale, personalization and profitability. We’re energized by what’s ahead and remain focused on delivering value for viewers, shareholders and our programming partners.”
5. Super Group (SGHC) Limited (NYSE:SGHC)
Number of Hedge Fund Holders: 22
Super Group (SGHC) Limited (NYSE:SGHC) is one of the stocks Jim Cramer answered questions about. A caller sought Cramer’s thoughts on the stock during the lightning round, and here’s what he had to say in response:
“Well, Super Group Eric Grubman is money. He’s been a friend of mine for I don’t know how many years, and he came on the show… when they launched that company. And… guess what, you got more than double. It’s fantastic. I like it still.”
Super Group (SGHC) Limited (NYSE:SGHC) runs global online sports betting and gaming services through its Betway sportsbook and casino platform, along with its Spin multi-brand online casino business. The company reported its earnings on November 3, posting a profit of $95.8 million and generating revenue of $556.9 million, up 38% year-over-year and outperforming estimates by $46.51 million.
Super Group (SGHC) Limited (NYSE:SGHC) raised its full-year revenue guidance to $2.17 billion – $2.27 billion from the previous $2.125 billion – $2.20 billion. The company now expects adjusted EBITDA between $555 million – $565 million, up from the previous guidance of $550 million to $560 million.
4. Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN)
Number of Hedge Fund Holders: 73
Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) is one of the stocks Jim Cramer answered questions about. Answering a caller’s query about the stock, Cramer stated:
“I should have been recommending Regeneron. That Len Schleifer pulled the rabbit out of a hat. It’s coming right back right now. By the way, I’ll give you a twofer, so is Amgen.”
Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) sells medicines for eye conditions, immune disorders, cancer, cardiovascular issues, infections, and rare diseases. During the last week of April, Cramer mentioned the stock while discussing the best-performing stocks of the last 2 decades. He remarked:
“Rearrange Repligen’s ticker just a bit and you’ll get the ninth best stock of the Mad Money era, Regeneron Pharma, that’s up more than 9,400%. Now this one’s special to me because Regeneron’s co-founder and CEO, Dr. Len Schleifer, he was one of the first guests who ever came on the show back in April 12th, 2005. The stock was trading at less than five bucks a share. Now it’s at $568, and that’s after 6.87% beating today.
Regeneron is arguably the most innovative biopharma company I’ve seen in the last two decades. But the stock’s come in significantly over the past eight months or so, falling more than 50% from its highs. Wall Street’s trying to game the impact of Regeneron first big patent cliff as they lost protection for their EYLEA, that’s a blockbuster treatment for wet age-related macular degeneration. In fact, when Regeneron reported this morning, numbers came up a little short because of an EYLEA miss, which is why the stock got clobbered today.”
3. Rocket Companies, Inc. (NYSE:RKT)
Number of Hedge Fund Holders: 56
Rocket Companies, Inc. (NYSE:RKT) is one of the stocks Jim Cramer answered questions about. During the lightning round, a caller asked about the stock, and Cramer commented:
“I got enough problems, I don’t need no Rocket Companies. Like, I can’t get… No one’s buying homes here.”
Rocket Companies, Inc. (NYSE:RKT) provides mortgage, real estate, and personal finance services. The company delivers its services through Rocket Mortgage, Rocket Homes, Rocket Loans, and Rocket Money. During the September 19 episode, a caller inquired about the stock in light of rate cuts, and Cramer responded:
“Man, everyone’s kind of, here’s the problem, sir: Everyone’s kind of done that trade. I would much rather see you be in Wells, which is resting here at 80. Divide it by four and call it a $20 stock. I just think what matters is that Wells is the one at this point, that is, it’s spring-loaded. This one has already gone off.”
2. The Procter & Gamble Company (NYSE:PG)
Number of Hedge Fund Holders: 88
The Procter & Gamble Company (NYSE:PG) is one of the stocks Jim Cramer answered questions about. During the episode, a caller asked if it was too late for them to get into the stock, and Cramer replied:
“No, it’s not. You know, we just initiated the position for the trust. Why? Because it sells at 21 times earnings. Got about a 3% yield, that’s about as low as you ever get Procter, which of course is a dividend aristocrat. I think it’s a fine level.”
The Procter & Gamble Company (NYSE:PG) provides branded consumer goods across beauty, grooming, health care, home care, and family care. The company sells its products through renowned names such as Tide, Pampers, Gillette, Crest, Olay, and Febreze. Cramer mentioned the company during the November 11 episode and commented:
“Sometimes when stocks are doing badly, I get worried, not because I want to get out, but because I wonder if I might be missing a once-in-a-generational bottom. Those don’t come around all that often, of course. And right now, I’m concerned that we might be missing a bottom in a group of stocks that I haven’t particularly cared for at all, especially in a long time… The group that I’m talking about, the consumer packaged good stocks, too much inflation, not enough growth, growth being the magic elixir that makes your investment winners and it doesn’t have it. When you take a stock like Kimberly-Clark or Procter & Gamble, you’re pretty much bracing yourself for the house of pain, and the pain doesn’t seem to end until the stocks fall to the point where their dividend yields become competitive with the bond market… Well, what’s a good example? I use Procter & Gamble in How to Make Money in Any Market because the company’s so rigorous and inventive. Right now, Procter yields 2.85% and you know it has the scale and the science to make things cheaper.”
1. Axon Enterprise, Inc. (NASDAQ:AXON)
Number of Hedge Fund Holders: 62
Axon Enterprise, Inc. (NASDAQ:AXON) is one of the stocks Jim Cramer answered questions about. A caller mentioned that they have been buying AXON shares as the stock goes down and asked if they should continue doing that. Cramer replied:
“Okay, so Rick Smith was on, he comported himself as usual excellently. But remember, Motorola is in this business now, and Motorola is a powerful competitor, and they could be a trouble down the line. They weren’t, according to Rick now, but I think when you have a big dog that comes in and wants that business, they can afford to give some of the business away. That’s what’s changed the complexion of the stock, and that’s what makes me less convinced.”
Axon Enterprise, Inc. (NASDAQ:AXON) develops and sells TASER devices, body and fleet cameras, and software solutions that help law enforcement capture, store, and manage digital evidence. On October 31, Cramer showed a bullish sentiment toward the company, as he remarked:
“After the close, we have two huge winners so far this year, well, one for many, many years, well, actually both of them really, AMD and Axon. Now, we’ve had their CEOs on repeatedly. These are the kinds of long-term outperformers that you simply have to consider owning… Axon’s upending the entire law enforcement paradigm with its tasers, its body cameras, its drones, and its automatic artificial intelligence… police reports. You know what, I actually own them both. Not for the screamers, though.”
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