On Monday’s episode of Mad Money, host Jim Cramer analyzed the market’s bounce back from the prior week and discussed strong performances from the Magnificent Seven.
“At the heart of the market’s resilience as well, what do we think, the Magnificent Seven. Yeah, I know, I know, after all this, they’re still the winners. You know what, we gotta define winners right here. I like to look at growth. You know, I think growth is the most important determiner of higher stock prices. I make that point endlessly here.”
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Looking at the Magnificent Seven as a group, with six of the seven companies having already reported their quarterly results, Cramer highlighted that their earnings are projected to grow by 27.2% this quarter. He contrasted this with the rest of the S&P 500, excluding these seven, which is forecasted to post earnings growth of just 7.5% and noted, “That’s almost 20 percentage points difference, 20, 20.”
Turning to revenue growth, Cramer pointed out that the Magnificent Seven are expected to deliver sales growth of 15.5%, while the remaining 493 companies in the S&P 500 are estimated to see growth of only 4.5%. He said that an 11-point difference is remarkable in statistical terms.
“You rarely ever see any one group of anything beat the S&P 500 so convincingly. How did they do it? Well, if you conclude that the rest of the S&P is just a bunch of losers, something that’s not really true, but it does have a lot of losers in it. The other way is to look at the mostly magnificent quarters we’ve seen from the seven themselves.”
Our Methodology
For this article, we compiled a list of 7 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on August 4. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the first 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Jim Cramer Commented on Magnificent Seven Stocks
7. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 212
NVIDIA Corporation (NASDAQ:NVDA) is one of the Magnificent Seven stocks Jim Cramer commented on. Cramer believes the company is the real winner among hyperscalers, as he remarked:
“Finally, there is NVIDIA. We don’t know how it’s doing. It reports on a different cycle, with its next report coming later this month. But we do know this: When you hear that Amazon’s not doing well enough because it didn’t order enough chips from NVIDIA, like all the other hyperscalers, well, guess who’s really the winner? NVIDIA.”
NVIDIA (NASDAQ:NVDA) provides advanced computing, graphics, and networking solutions for gaming, AI, data centers, and automotive applications. The company’s products include GeForce GPUs, AI platforms, autonomous vehicle systems, and enterprise tools. During the July 9 episode, Cramer advised, “own it, don’t trade it” about the company stock. He said:
“NVIDIA, own it, don’t trade it. That’s been my advice for about $3.7 trillion in market capitalization. Today. NVIDIA became the first $4 trillion company, and it’s hard not to celebrate the success of this business or the man behind it… Now let’s talk about this $4 trillion achievement. Let’s put it in perspective. In the last 25 years, only four companies have earned the title of the biggest public company in America: Microsoft, General Electric, Exxon Mobil, and Apple.
GE wore the crown twice, Microsoft, five times, Exxon Mobil seven, and Apple an astounding 11 times, hallowed ground. Of course, GE imploded not long after, too much leverage. ExxonMobil, oil prices shot up, and Exxon was the biggest company in the industry at that time. But the two that still rival NVIDIA, Microsoft, and Apple… But I don’t see it (Apple) taking that crown back from NVIDIA anytime soon… The fact is, neither Microsoft nor Apple can claim that they’re currently creating a new industrial revolution, like NVIDIA can… Bottom line: NVIDIA, own it, don’t trade it. Oh, and see you at $5 trillion.”
6. Tesla, Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holders: 104
Tesla, Inc. (NASDAQ:TSLA) is one of the Magnificent Seven stocks Jim Cramer commented on. While Cramer does not like the company’s car business, he believes that its tech business is “fantastic.” He commented:
“Tesla, as a car company, it’s a mess. As a tech company, it’s fantastic, especially now that the CEO is being compensated correctly with that $30 billion worth of shares, mazel tov. I’m convinced that Tesla’s worth owning for its autonomous driving and robots. But I accept that the rest of the company’s balanced right now.”
Tesla (NASDAQ:TSLA) develops and sells electric vehicles, solar energy systems, and battery storage products, along with services like charging, insurance, financing, and repairs. The company also provides energy solutions through sales, leasing, and installation for residential and commercial use. Cramer mentioned the company during the July 7 episode and said:
“When the only stock that’s down enough to create a real price break is Tesla, largely because Elon Musk’s trying to get back into politics instead of humanoids, it’s tough to pull the trigger.”
