Jim Cramer, the host of Mad Money, told viewers on Monday that investors should prioritize owning high-quality stocks and holding onto them, instead of constantly jumping in and out of trades where prices can swing wildly based on headlines.
“After 20 years of Mad Money, tonight, let me lay out my 2026 game plan for you. I want you to manage as much of your own money as possible as I lay it out in How to Make Money in Any Market, my new book about how the market really works. Along with an index fund, I want you to own individual stocks, not trade them, own them, and let the power of compounding do its work. Most important, I want you to stick with those great stocks because that’s where most people go wrong. They get shaken out of their long-term winners. Buy, sell, stop it.”
READ ALSO: Jim Cramer Shared His Takes on These 11 Stocks and 7 Stocks That Were on Jim Cramer’s Radar.
Cramer said that instead of spending so much attention on Venezuela’s rapidly evolving political situation, investors should focus on opportunities that may actually generate returns. He said he prefers watching stocks that open flat or move lower early in the session, since those conditions can offer a chance to buy at lower prices. He explained that he actively looks for declines because that is where bargains appear, adding that several drug stocks fell into that category on the day he spoke. He also highlighted the importance of looking at the price-to-earnings multiple. He emphasized that it keeps drawing him back, and said that in 2026, he plans to spend even more time teaching investors why valuation through the P/E ratio matters, as that is where much of the upside is found.
“Bottom line: If you can get the stock of a terrific company at a discount, not a premium, as so many were willing to do, then Venezuelan incursion that I’m telling you I think will be ill advised, then you’re investing well instead of trading badly. And history shows us that’s how big money is made, not theoretical, not endless trading, but actual investing. And that is what 2026 will be all about.”
Our Methodology
For this article, we compiled a list of 21 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on January 5. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the third quarter of 2025, which was taken from Insider Monkey’s database of 978 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 Commented on These 21 S&P 500 and Nasdaq-100 Stocks
21. PayPal Holdings, Inc. (NASDAQ:PYPL)
Number of Hedge Fund Holders: 86
PayPal Holdings, Inc. (NASDAQ:PYPL) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer highlighted the stock’s valuation during the episode, as he commented:
“Finally, the fifth-worst performer in the Nasdaq-100 was a real conundrum, PayPal. It was down more than 31% last year. PayPal’s classic payment offerings have mostly become commoditized, and the company’s been late to new technologies like buy now, pay later or stablecoins. That said, PayPal just keeps growing, and the stock’s gotten very cheap. You know, this thing only sells for 10 times this year’s earnings estimates. So far, that hasn’t mattered much to date, but maybe 2026 is the year when PayPal becomes too cheap to ignore. I am flabbergasted about how poorly the stock has acted under not just one, but two different CEOs for multiple years now.”
PayPal Holdings, Inc. (NASDAQ:PYPL) runs a digital payments platform that lets consumers and merchants pay, send, and receive money online and in person. The company’s services include payments, checkout, credit, and money transfer products. A caller asked about Cramer’s opinion on the company’s CEO during the October 22 2025 episode, and the Mad Money host responded:
“No, no, no, no, no, no. He has gotta start delivering numbers. I mean like I can’t, hey… the guy’s gotta start delivering numbers. That is often the case. It’s kind of like, you know, an NFL team. If they’re not delivering numbers, I’m not going to come here and say, boy, how about them Titans?”
20. Copart, Inc. (NASDAQ:CPRT)
Number of Hedge Fund Holders: 59
Copart, Inc. (NASDAQ:CPRT) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer highlighted the stock while discussing the worst-performing stocks, as he said:
“Fourth worst performing in the Nasdaq-100 was a, really for a long time, very reliable company called Copart, which helps insurance companies, banks, and rental car outfits to process and sell salvaged vehicles mostly via the internet. Copart tumbled roughly 32% last year because they’re losing market share. Is it salvageable? Look, with a stock trading at over 23 times this year’s earnings estimates, no bargain, too soon to stick your neck out.”
Copart, Inc. (NASDAQ:CPRT) runs an online vehicle auction and remarketing platform that helps sellers process and sell vehicles through virtual bidding and digital auction tools. Qualivian Investment Partners stated the following regarding Copart, Inc. (NASDAQ:CPRT) in its third quarter 2025 investor letter:
“We sold our position in Copart, Inc. (NASDAQ:CPRT) and initiated a new position in Brookfield Corp. (BN). Copart Inc. (CPRT) provides online auto auctions and vehicle remarketing services. It offers vehicle sellers, mostly comprised of P&C insurance companies, a full range of services to process and sell vehicles (usually autos involved in a crash and deemed a “total loss”) primarily over the internet through proprietary online auction technology. The online auctions sector is a duopoly in which CPRT is the larger and better managed player. The other main player, IAA, was purchased by RB Global (RBA). Armed with RB Global’s deeper pockets, IAA has been more aggressive in the past year with its pricing to gain market share from CPRT and it succeeded with a national insurance carrier switching to IAA. Furthermore, the spike in auto insurance over the past 4–5 years has resulted in an increase in uninsured and under-insured motorists, which has resulted in lower volumes coming through CPRT’s insurance vertical (80% of revs), resulting in CPRT’s revenue and earnings growth decelerating to just below 10% in the past 12 months. With less rational competition and a weakening fundamental backdrop, we decided to exit CPRT and redeploy proceeds into Brookfield Corp.”
19. Atlassian Corporation (NASDAQ:TEAM)
Number of Hedge Fund Holders: 60
Atlassian Corporation (NASDAQ:TEAM) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer highlighted why the stock has been seeing a decline. He stated:
“Third worst performing in the Nasdaq-100 was a company called Atlassian, symbol… TEAM, down over 33%. Now, this collaboration software play is a proxy for enterprise software sector as a whole. The whole industry has been shaken up by AI because these platforms are genuinely great at writing code, making many companies more willing to develop software in-house and not needing assistance from a company like Atlassian. At the same time, many of the cloud software players charge per user, and if AI makes those users more efficient, then customers won’t need to pay for as many people. Atlassian’s really in the crosshairs here because its software exists to help software engineers collaborate. If you want to bet on an enterprise software comeback in 2026, this is not the one to go to. Go to Salesforce, okay? Had a nice bounce today.”
Atlassian Corporation (NASDAQ:TEAM) develops collaboration and productivity software that connects teams and streamlines workflows.
18. Charter Communications, Inc. (NASDAQ:CHTR)
Number of Hedge Fund Holders: 53
Charter Communications, Inc. (NASDAQ:CHTR) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer highlighted the woes of the industry, as he remarked:
“Second worst stock in the Nasdaq-100 was Charter Communications that tumbled 39% last year. Now, this is a secularly challenged cable business. You may know them as Spectrum with a stock that’s been sinking for three years now. Tough to be a cable company in these days.”
Charter Communications, Inc. (NASDAQ:CHTR) provides internet, cable TV, mobile, and voice services and supports customers with WiFi solutions, networking and data services, and advertising. Pzena Investment Management stated the following regarding Charter Communications, Inc. (NASDAQ:CHTR) in its third quarter 2025 investor letter:
“The telecommunications, basic materials, and industrials sectors detracted from performance this quarter. Broadband provider Charter Communications, Inc. (NASDAQ:CHTR) declined after reporting higher-than-expected subscriber losses during the quarter. After conducting further diligence on Charter, we concluded that the competitive pressure in the industry is likely more severe and persistent than we had expected, and we subsequently exited the position.”
17. Strategy Inc (NASDAQ:MSTR)
Number of Hedge Fund Holders: 43
Strategy Inc (NASDAQ:MSTR) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer noted that there are “better ways” for Bitcoin exposure, as he said:
“Alright, how about the worst performers in the Nasdaq-100 last year? At the very bottom of the index was Strategy… formerly known as Micro Strategy, which ended the year down 47.5%. Now, this is the original Bitcoin treasury strategy company, meaning a company that’s just buying crypto for its own account. For all intents and purposes, Strategy has become nothing more than a leveraged bet on Bitcoin. You like Bitcoin? Go buy Bitcoin. See, the leveraged bet worked great when Bitcoin was going higher, but not so great when it started pulling back like it’s been doing for the past three months, although it did have a nice bounce from the bottom at the end of the year. It’s nice today. My view, if you want Bitcoin exposure, avoid this one. There’s better ways, okay?”
Strategy Inc (NASDAQ:MSTR) provides investors with exposure to Bitcoin through a mix of equity and fixed-income securities. In addition, the company offers AI tools that help businesses understand their data and make better decisions.
16. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holders: 81
Intel Corporation (NASDAQ:INTC) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer showed a bullish sentiment toward the company in the long term. He remarked:
“Rounding out the Nasdaq-100 top 10 is the 84% gain from Intel. After years of underperformance, Intel’s showing signs of life under this terrific new CEO by the name of Lip-Bu Tan. And the stock’s had a major comeback in the back half of the year after the Trump administration invested almost $9 billion in the business and NVIDIA invested another $5 billion a month later. These cash injections help Intel clean up its balance sheet. It’ll take a long time to truly turn this company around, but I am confident it is indeed headed in the right direction.”
Intel Corporation (NASDAQ:INTC) designs and manufactures processors, chips, memory, and related hardware. Additionally, it provides software, optimization solutions, and AI-enabled platforms. Cramer discussed the company during the October 1, 2025, episode. The Mad Money host commented:
“Then there’s an amazing comeback story in the list, and it’s the story of Intel. Here’s a company where fortunes are changing on the fly, thanks to a phenomenal new CEO, Lip-Bu Tan. He’s a legendary semiconductor investor and the man who turned around the wayward Cadence Design Systems. Under his reign, the stock appreciated some 3,200% over a 13-year period. When he came in, he realized that Intel was even worse off than anyone thought.
So what did he do? He did the right thing. He decided first to fix the balance sheet, managed to wrangle $8.9 billion from the federal government in return for a 10% stake. He also raised $2 billion from SoftBank and $5 billion from NVIDIA, where Jensen Huang is an old friend. He saw real potential despite the fact that at one point, well, Intel tried to put NVIDIA out of business. Even as the fruits of all this money are so elusive, the stock still rallied almost 50% last quarter.”
15. KLA Corporation (NASDAQ:KLAC)
Number of Hedge Fund Holders: 61
KLA Corporation (NASDAQ:KLAC) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer highlighted the company’s enormous rally in the previous year, as he said:
“Next, there’s KLA Corp. There’s a, it’s another semiconductor equipment company just like Lam Research, up 93% last year. This one’s all about the data center’s voracious demand for memory chips. Well, at this point, frankly, in the cycle, you have to expect companies like KLA to keep racking up big orders because there’s simply not enough production capacity to make all the chips we need.”
KLA Corporation (NASDAQ:KLAC) develops tools and software that help chipmakers inspect, measure, and control semiconductor manufacturing to improve quality and yields. Cramer discussed the stock during CNBC’s Squawk on the Street, which aired on October 6 2025. He stated:
“Yeah I don’t want to lose sight that’s buy-now, pay-later, IPO, Klarna. Very good company. Most of the analysts who like it, I think that’s a sense that we can’t lose, we can’t lose sight that there’s these deals that happen. Then they sell off. And then suddenly the analysts really do like it. This is different fro say Circle, where they, the public just took it up. I like the company very much, but it’s a crowded field. Now they have a huge footprint, worldwide footprint, I think it’s a very good, I met with the company years ago and they told me, look this is what’s going to happen. Everything they said happened. Which brings me to a theory. That we have to be careful. We have really smart people who are in business. These are fellows are from overseas, and they make claims. And you can sit there and say, that is pie in the sky. Cause I was one of the early people that they met for the Street.com. Or you can say, you know what, we gotta listen. This guy, is making promises. He may deliver on them. Far exceeded the promises. People do that.”
14. AppLovin Corporation (NASDAQ:APP)
Number of Hedge Fund Holders: 110
AppLovin Corporation (NASDAQ:APP) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer discussed the company’s valuation, along with current growth and future growth expectations, as he commented:
“The eighth-best stock in the Nasdaq-100 was AppLovin. Now, that’s an advertising software company that helps its customers, like many mobile game developers, grow their reach and monetize their platforms. Now, this is another one with a big retail following. The stock put up huge gains earlier in the year before flattening out over the past few months, but did finish 2025 up 108%. Of course… some people would call these cult stocks. AppLovin’s expensive, trading at 43 times this year’s earnings estimates, which only seems cheap in comparison to Palantir. That said, this company has legitimately great growth and the business is incredibly profitable. Right now, you know what, I can’t name a single competitor to AppLovin. It’s like this company has the whole market to itself. Specifically, AppLovin has seen its revenue roughly triple in the past four years. Meanwhile, the earnings per share have gone from next to nothing to an expected $9.37 for 2025, which would be more than double 2024’s number. The best part, AppLovin’s growth is expected to continue or even accelerate. Wall Street’s looking for 37% revenue growth and 56% earnings growth. And that’s why I’m more comfortable recommending this one because even though AppLovin trades like a speculative stock, the business really isn’t that speculative.”
AppLovin Corporation (NASDAQ:APP) provides a software platform that helps advertisers and app developers market and monetize their content. The company offers advertising solutions, analytics tools, connected TV services, and mobile games.
13. Palantir Technologies Inc. (NASDAQ:PLTR)
Number of Hedge Fund Holders: 81
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer noted that he is a “big believer” in the company, as he remarked:
“Next, how about Palantir, which finished 2025 up just 135%. Good for ninth place in the S&P 500 and seventh place in the Nasdaq-100, it’s still tough to justify, I know, Palantir’s valuation, with the stock trading at around 175 times this year’s earnings estimates, but as usual, the Palantir bulls don’t care about that and it is one of the great fastest growing large cap stocks I’ve ever seen. It just needs, it needs a fresh jolt now. Maybe another stunning earnings quarter could do it or maybe Palantir doesn’t even need that. The stock did jump nearly 4% today on nothing more than a positive tape. You know I am a big believer in this company and the stock. I see no reason to back away from it now.”
Palantir Technologies Inc. (NASDAQ:PLTR) develops data analytics and AI software platforms, including Gotham, Foundry, Apollo, and Palantir Artificial Intelligence Platform, that help organizations integrate, analyze, and act on complex data.
12. Insmed Incorporated (NASDAQ:INSM)
Number of Hedge Fund Holders: 73
Insmed Incorporated (NASDAQ:INSM) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer highlighted the stock’s stellar performance for the year and the reason behind it, as he said:
“First there’s one that, jeez, eluded me, it’s called Insmed. That’s a biopharma company that ended last year up 152% for the fifth best performer in the Nasdaq-100. Now, this company is focused on developing drugs for rare diseases and they got an FDA approval from one of their top drug candidates last year. It was a treatment for a lung condition called non-cystic fibrosis bronchiectasis. Now, Wall Street’s bullish because the drug seems to be a powerful anti-inflammatory. And remember, these are what’s known as orphan drugs and they are protected by Congress… a long time ago and been for a long time. Now, Insmed has come down a bit from its highs. The stock pulled back about 18% from its early December peak largely because the drug that just got approved saw a disappointing clinical trial result in chronic sinusitis. Still, this one is worth keeping an eye on. And I admit, I had not been following it until the review. That’s one of the reasons I like these reviews so much. Insmed, didn’t know it. Now I do.”
Insmed Incorporated (NASDAQ:INSM) develops and commercializes treatments for serious and rare diseases, with an approved therapy for complex lung infections and some late and mid-stage clinical programs.
11. Gartner, Inc. (NYSE:IT)
Number of Hedge Fund Holders: 42
Gartner, Inc. (NYSE:IT) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer mentioned the stock during the episode and stated:
“Finally, the fifth worst performer in the S&P 500 in 2025 was Gartner, oh my god, this was formerly a really hot stock, the tech research firm down almost 48% last year. Gartner produces detailed research reports and offers advisory services for its mostly enterprise customers, helping them choose what technology products are right for their business. Now, this is another company that I think has been hammered by the rise of AI, which makes it easier for businesses to access this kind of information on their own. No need for research middleman like Gartner I guess. I don’t feel compelled to stick my neck out on this one at all.”
Gartner, Inc. (NYSE:IT) is a research and advisory company that provides subscription-based insights, expert access, consulting services, and executive conferences. A caller inquired about the stock during the September 4, 2025, episode, and Cramer responded:
“Okay, I have always loved this stock, but you know what? That last quarter… [left] a lot to be desired, and it has made me feel that you have to wait for one, you have to wait to see the next one because… Could it really just be one bad quarter? That was a nasty one. So I’m going to have to say, let’s wait and see.”
10. Deckers Outdoor Corporation (NYSE:DECK)
Number of Hedge Fund Holders: 62
Deckers Outdoor Corporation (NYSE:DECK) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer highlighted the challenges faced by the company, as he remarked:
“Fourth worst, really amazing, Deckers Brands, the footwear and parent company behind UGGs, Teva, and HOKA, that hot shoe, it fell 49% in 2025. Deckers got poleaxed earlier in the year on tariff worries and the stock never really recovered, basically trading sideways since early April. A lot of people tried to bottom fish in this one. The company’s growth engine, HOKA, has seen a slowdown for the past couple of quarters. And if you believe that Nike can turn itself around, which we do, or we would not have bought it for the Charitable Trust, well, then it’s very bad news for the sneaker competitor. Honestly, I think most of the pain in Deckers and HOKA is already baked in, with the stock trading at about 16 times this year’s earnings estimates. But I feel very alone on this one. Every time people have tried to come in, they just had their head cut off.”
Deckers Outdoor Corporation (NYSE:DECK) sells footwear, apparel, and accessories for casual and high-performance use under brands such as UGG, HOKA, Teva, Koolaburra, and AHNU.
9. Alexandria Real Estate Equities, Inc. (NYSE:ARE)
Number of Hedge Fund Holders: 31
Alexandria Real Estate Equities, Inc. (NYSE:ARE) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer noted what the company’s high dividend yield could mean, as he said:
“The third worst performer, very interesting, it’s a REIT, Alexandria Real Estate Equities, down almost 50%. This real estate investment trust focuses on office space for the life sciences industry, including laboratories, and it’s been suffering from muted tenant demand for a while. That’s somewhat the result of a weaker IPO market in the past few years, which made it harder for small biotechs to raise money and therefore take down real estate. Last month, after a couple of years of bleeding, Alexandria Real Estate, they bit the bullet and slashed the dividend by 45%, becoming another cautionary tale about the illusory high yield so many people seek. And before the cut, the dividend yield was sitting just under 10%. It’s still pretty high at almost 6%. Let’s hope they can get their act together. Remember, a high yield is often a sign of real problems, not just a juicy opportunity.”
Alexandria Real Estate Equities, Inc. (NYSE:ARE) is a life science REIT that builds and manages collaborative innovation campuses to support research and biotech growth.
8. Fiserv, Inc. (NASDAQ:FISV)
Number of Hedge Fund Holders: 83
Fiserv, Inc. (NASDAQ:FISV) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer noted his displeasure with the stock as he commented:
“Now, the second biggest loser, holy cow, was a company called Fiserv, and this was down 67%. This payment processor and fintech stock got hammered in late October, down 44% in a single session after a putrid quarter, which came with a slashed full-year forecast and a management shakeup. Relatively new CEO Mike Lyons called out previous management for prioritizing short-term large targets, at the expense of early investments in the business. long-term. That sounds like a quagmire. I got to say no thank you to that one.”
Fiserv, Inc. (NASDAQ:FISV) provides technology solutions for payments and financial services, including merchant acquiring, digital banking, fraud prevention, and payment processing. A caller inquired about the stock after highlighting their position in it during the November 18, 2025, episode. Cramer replied:
“I gotta tell you, I am astonished at the decline of this thing, just astonished. And at the same time, I would not buy a stock like this until it has some sort of bounce. It just acts like something’s wrong. The CEO’s been on there explaining it. It doesn’t stop. I can’t get into that hornet’s nest.”
7. The Trade Desk, Inc. (NASDAQ:TTD)
Number of Hedge Fund Holders: 42
The Trade Desk, Inc. (NASDAQ:TTD) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer highlighted that the stock had a “brutal year,” as he stated:
“Now, who’s on the losing side of the ledger? Actually, some very famous companies that we used to talk about all the time. The worst-performing stock in the S&P 500 last year was The Trade Desk, jeez, that was the formerly beloved digital advertising play struggling to adapt to the AI era, with its stock down almost 68% in 2025. The Trade Desk had a brutal year. This was a tough period for what’s known as programmatic advertising generally, and it’s where they… there’s a lot of buying and selling by machines, frankly. They’re seeing more competition from players with deep pockets like Amazon, and the company dropped the ball more than once. They had a pretty bad rollout for their own AI offering. At the end of the day, advertising is one industry that has genuinely been turned upside down by AI, and The Trade Desk still needs to figure out where it fits in the world. Look, when they do that, it could make a difference, but right now, they haven’t.”
The Trade Desk, Inc. (NASDAQ:TTD) provides a cloud-based platform that helps advertisers plan, manage, and measure digital ad campaigns across different formats and devices.
6. Lam Research Corporation (NASDAQ:LRCX)
Number of Hedge Fund Holders: 93
Lam Research Corporation (NASDAQ:LRCX) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer showed optimism around the company, as he commented:
“Finally, at eighth place is another one I like so much, Lam Research, up 137%. That’s a semiconductor capital equipment maker. That is who the memory companies call when they need to have more capacity because prices are going up. And this one had a huge move today, by the way, up more than 5%.”
Lam Research Corporation (NASDAQ:LRCX) develops equipment for depositing, etching, and cleaning semiconductor materials. It includes systems for tungsten and copper metallization, plasma and atomic-layer deposition, dielectric and conductor etch, and wafer cleaning. A caller asked about the company’s stock during the September 15, 2025, episode and Cramer responded:
“Yeah, someone downgraded Lam Research the other day, and I said, are you out of your mind? That’s the chief intellectual property of semiconductor capital equipment. I think it is still a buy even though it just had this parabolic move, up 65%. Do not sell it. Be a buyer.”
5. Newmont Corporation (NYSE:NEM)
Number of Hedge Fund Holders: 74
Newmont Corporation (NYSE:NEM) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer highlighted the company in light of performance of gold over the last year, as he said:
“In seventh place, there’s Newmont, yeah, the gold miner that gained 168% in 2025, reflecting the surge in gold prices last year. Now, I prefer Agnico Eagle Mines, which has also more than doubled in 2025, but you can’t really go wrong in that space when gold has had such a terrific year.”
Newmont Corporation (NYSE:NEM) is a mining company that produces and explores gold, while also seeking copper, silver, zinc, lead, and other metals. During the December 1, 2025, episode, a caller sought Cramer’s advice on the stock in light of analysts raising their price targets. The Mad Money host replied, “I like Newmont. Now, I do like Agnico better, but Newmont is real, real good.”
4. Warner Bros. Discovery, Inc. (NASDAQ:WBD)
Number of Hedge Fund Holders: 70
Warner Bros. Discovery, Inc. (NASDAQ:WBD) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer highlighted the bidding war that took place for the acquisition of the company, as he commented:
“Alright, let’s do just a couple more quick ones because the top four were all so similar. In sixth place, Warner Brothers Discovery. It was up almost 173% last year, thanks to the bidding war that many feel has ended with Netflix’s preemptive $83 billion bid. The funny part of the story is that the other major bidder that moved these things up is Paramount Skydance. That’s backed by Oracle’s Larry Ellison. He actually made a higher offer, but with some caveats, and doesn’t appear to be going away. Warner Brothers said that it’s sticking with the Netflix bid, but who knows? This whole bidding war was like getting a new season of Succession. Look, if someone comes in with a $34 bid, I think they get it.”
Warner Bros. Discovery, Inc. (NASDAQ:WBD) is a media and entertainment company that creates and distributes movies, TV shows, and streaming content.
3. Robinhood Markets, Inc. (NASDAQ:HOOD)
Number of Hedge Fund Holders: 77
Robinhood Markets, Inc. (NASDAQ:HOOD) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer noted that he expects good things from the company in the long term, as he remarked:
“In fifth place, we have the best performing non-memory stock in the S&P, and that’s Robinhood Markets, which was up just over 200% in one year. Despite the fact that it’s pulled back about 20% from its early October all-time high, as did many speculative stocks when there was a big peak, 2025 was a great year for the type of speculative assets that Robinhood’s younger clientele can’t get enough of until it wasn’t. That late-year pullback for crypto and speculative stocks is why this one cooled off. Now, look, I have to tell you, I really like Robinhood for a long-term story. For better or worse, a generation of investors is learning to invest on Robinhood, and that’s a generation that’s set to inherit more than a hundred trillion dollars from their baby boomer parents over the next couple of decades. Short-term, though, the stock might keep trading with crypto and the super speculative plays.”
Robinhood Markets, Inc. (NASDAQ:HOOD) operates a financial platform that allows users to trade stocks, ETFs, options, cryptocurrencies, and other assets.
2. Micron Technology, Inc. (NASDAQ:MU)
Number of Hedge Fund Holders: 105
Micron Technology, Inc. (NASDAQ:MU) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer highlighted the company’s significant runs over the past years during the episode, as he said:
“In second place, there’s Western Digital, Sandisk’s former parent, up 282%. In third, it’s Micron, a favorite of the show, up 239%. In fourth, it’s Seagate, another disk drive company, up 219%. These are all called storage companies. Each of these companies is a play on the data center’s insatiable demand for memory chips and hard drives, which are essential if you’re trying to develop complex AI models. So, can these memory stocks keep running?
On the one hand, historically, this is a boom and then bust industry, okay, when memory chips are hot. Eventually, companies buy more semiconductor capital equipment in order to make more memory chips and flood the market with new supply, and that’s the end. On the other hand, this time might be different. The voracious demand from data centers is immense, and while new supply might come on at some point, these companies have been pretty darn cautious about expanding their capacity so far.
Plus, when you look at Micron’s annual gains for the past 30 years, there were plenty of times when the stock managed to rally hard for multiple years in a row. The last time the stock rallied more than 200% in a single year was 2013, and in 2014, Micron rallied more than 60%. So, it wouldn’t shock me if these memory stocks keep running, but if you own them, please, I’m begging you, why don’t you schnitzel? That means take a little bit off the table so that you’re playing maybe with the house’s money.”
Micron Technology, Inc. (NASDAQ:MU) develops memory and storage solutions, including DRAM, NAND, and SSD products, under the Micron and Crucial brands.
1. Sandisk Corporation (NASDAQ:SNDK)
Number of Hedge Fund Holders: 61
Sandisk Corporation (NASDAQ:SNDK) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer mentioned the company during the episode as he said:
“When it comes to the top five performers, do you know that four of them all came from the same business? These are all data storage and memory companies. Well, they belong in the data center. In first place, there’s Sandisk, which was spun off by its old parent company in February and then went on to rally 371% after the spin was completed.”
Sandisk Corporation (NASDAQ:SNDK) sells NAND flash-based storage solutions, including solid-state drives, embedded storage, removable cards, and USB drives. BlackRock Science and Technology Term Trust stated the following regarding Sandisk Corporation (NASDAQ:SNDK) in its third quarter 2025 investor letter:
“As macroeconomic factors, particularly related to trade tensions and tariffs, impacted the technology sector broadly, it had a notably adverse effect on large global hardware companies with complex supply chains and multinational product pipelines. As such, sector allocation to the semiconductors subsector and security selection within the hardware subsector were the largest detractors to relative performance over the period.
Lastly, an underweight position in Sandisk Corporation (NASDAQ:SNDK) (%) detracted from performance, the memory manufacturer rallied due to surging demand for their flash memory products from AI and cloud infrastructure, improved margins following Western Digital’s flash division spin-off, and bullish analyst upgrades amid tight supply and rising flash prices.”
While we acknowledge the potential of Sandisk Corporation (NASDAQ:SNDK) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than SNDK and that has 100x upside potential, check out our report about this cheapest AI stock.
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