In this article, we will discuss: Jim Cramer Commented On Big Market Confusion & Discussed These 20 Stocks. For more stocks, you can head to Jim Cramer Commented On Big Market Confusion & Discussed These 5 Stocks.
In a recent tweet, CNBC’s Jim Cramer returned to discussing the private credit sector. In his earlier remarks, the TV host described the turmoil in the sector as being overblown, and this time around, he stressed that the troubles were bringing in welcome changes. Media reports have suggested that investors are pulling out of private credit due to fears about the disruption from AI and its impact on software companies owned by the private credit companies. With Aaron Brown, AQR Capital Management‘s former head of financial market research commenting in a Bloomberg opinion piece that “Estimates vary markedly because there’s no systematic or centralized reporting, no consensus definition of ‘private credit,’ and no way to trace various indirect exposures,” Cramer remarked that some assets just had to be sold:
“One thing this private credit “crisis” did is wake up these private equity firms to the fact that they better start selling stuff, even if they aren’t going to get great prices. Flora from KKR, a food group stock! Egads. But you gotta sell something. Right Blue Owl?”
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 30th and 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).
20. Starbucks Corporation (NASDAQ:SBUX)
Number of Hedge Fund Holdings in Q4 2025: 59
Coffee chain Starbucks Corporation (NASDAQ:SBUX)’s shares are up by 25% over the past year and by 26% year-to-date. April 29th was a great day for the shares as they closed 8.5% higher. On the 28th, the firm reported its earnings for the second quarter. The results saw Starbucks Corporation (NASDAQ:SBUX) post $6.9 billion in net revenue and $679 million in operating income. Additionally, the firm also bumped its fiscal year 2026 earnings per share forecast to $2.25 to $2.45 up from the previous $2.15 to $2.40. The results, and the subsequent share price movement, served as a long-overdue vindication for Cramer. Throughout 2025, the CNBC TV host had kept the faith in CEO Brian Niccol and defended him even as sentiment soured. Wolfe Research discussed Starbucks Corporation (NASDAQ:SBUX)’s shares on March 9th as it cut the rating to Peer Perform from Outperform and cited the need to witness sustained execution. In a tweet, Cramer commented that the firm could perform even better:
“SBUX could be a multi-year rocket ship here”
19. Robinhood Markets Inc (NASDAQ:HOOD)
Number of Hedge Fund Holdings in Q4 2025: 83
Financial technology and trading platform Robinhood Markets Inc (NASDAQ:HOOD)’s shares are up by 52% over the past year and are down by 36% year-to-date. Keybanc discussed the firm on April 21st as it kept an Overweight rating on the shares and cut the price target to $110 from $120. As part of its coverage, Keybanc discussed Robinhood Markets Inc (NASDAQ:HOOD)’s cryptocurrency business and the platform’s trading volume. The firm has been one of Cramer’s favorite stocks, as throughout 2025 he praised its technology and its ability to facilitate the transfer of wealth from older to younger generations. Like Keybanc, Cramer also discussed Robinhood Markets Inc (NASDAQ:HOOD) and crypto as he remarked in a tweet:
“HOOD–can’t change the crypto perception just yet and now doing predictions market. Gunslingers all over the place there”
Gator Capital Management discussed Robinhood Markets, Inc. (NASDAQ:HOOD) in its fourth quarter 2025 investor letter:
“During 2025, we had strong performance and outperformed both the broader market and the Financials sector benchmark. The two major drivers were our positions in Robinhood Markets, Inc. (NASDAQ:HOOD) and Anywhere Real Estate.
We entered 2025 with Robinhood as our largest position after it had a strong 2024. The stock had another strong year as the company continued to introduce new products, which drove accelerating growth. We hedged the position throughout the year as the valuation increased and currently have minimal exposure to the stock. One factor in hedging the position is that we are uncomfortable with the regulatory stability of prediction markets. We believe prediction markets have allowed people in non sports gambling states and people 18-20 years old to gamble on sports through their brokerage accounts because prediction markets are considered exchanges and not casinos.”
