In this article, we will discuss: Jim Cramer Didn’t Hold Back On SpaceX’s IPO & Discussed These 12 Stocks. For more stocks, you can head to Jim Cramer Didn’t Hold Back On SpaceX’s IPO & Discussed These 5 Stocks.
With SpaceX gearing up for its historic IPO, CNBC’s Jim Cramer hasn’t held back on discussing the upcoming listing. One of the biggest reports surrounding the IPO have discussed how the shares are oversubscribed, meaning that there is more demand than supply for the stock. According to sources quoted by Reuters and Bloomberg, the demand has outstripped the supply by as much as four times. Cramer has also repeatedly wondered where the money to buy all these shares will come from. For instance, he tweeted on the 10th:
“Predictable: traders/gunners/speculators selling anything tech to make room for SpaceX. Club members know this was what i was most worried about…. Revisit some of yesterday’s prices…”
The CNBC TV host then commented that the market was in liquidation mode to fund SpaceX purchases:
“Not so hot set-up. market in major liquidation mode for SpaceX including all speculative assets . Iran doesn’t help..”
Naturally, with all the reports of an over-subscription, Cramer’s attention also shifted toward it. He discussed the over-subscription in the context of the recent IPO of AI chip developer Cerebras Systems. The Cerebras IPO saw the firm close trading the first day with a market value just shy of $100 billion. With the shares down by 23% since May 14th, Cramer remarked:
“SpaceX –4 times over subscribed. lots of money… But Cerebras was 20 times oversubscribed.. But much less money needed… Cerebras deal was a bust…remember…”
Finally, Cramer hoped that the share allocations for those involved would be cut back:
“Hoping that everyone gets cut back in their SpaceX allocations!”
Our Methodology
For this article, we compiled a list of stocks that Jim Cramer 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 first quarter of 2026, 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).
12. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holdings in Q1 2026: 282
Technology giant Microsoft Corporation (NASDAQ:MSFT)’s shares are down by 14.6% over the past year and by 15% year-to-date. UBS discussed the firm on June 7th, as it kept a Buy rating on the stock as part of coverage of the broader cloud computing industry. Piper Sandler discussed Microsoft Corporation (NASDAQ:MSFT) on May 26th. It reiterated an Overweight rating and a $540 share price target. The financial firm outlined that the software firm’s Copilot AI platform is improving through the addition of new features such as Copilot Cowork and WorkIQ. Piper Sandler believes that the new additions can enable Microsoft Corporation (NASDAQ:MSFT) to add more than five million Copilot seats. Cramer has also discussed Copilot several times in 2026. Most of his remarks were made before the new upgrades, as the CNBC TV host remained skeptical about the software’s ability to compete in the cutthroat AI software industry. This time, he tweeted about Microsoft Corporation (NASDAQ:MSFT) in the context of the ongoing capital raises:
“I am betting that Microsoft doesn’t need $100 b. I could be too bullish. This market does not have $600b”
11. Starbucks Corporation (NASDAQ:SBUX)
Number of Hedge Fund Holdings in Q1 2026: 65
Coffee chain Starbucks Corporation (NASDAQ:SBUX) is a frequent feature on Jim Cramer’s radar. For a year, the CNBC TV host has discussed the firm’s turnaround effort being led by CEO Brian Niccol. Even though market sentiment has often fluctuated for Starbucks Corporation (NASDAQ:SBUX), Cramer has kept the faith in the firm. Stifel discussed the firm on May 7th, as it raised the share price target to $117 from $115 and kept a Buy rating on the stock. Earlier in the year, on March 9th, Wolfe Research cut the rating to Peer Perform from Outperform and pointed towards the need for sustained execution. This time, in a tweet, Cramer wondered why Starbucks Corporation (NASDAQ:SBUX) wasn’t performing well even though coffee prices had started to ease:
“With the collapse of coffee and a real good game plan, surprised SBUX has fallen this hard–club name”
In his appearance on Squawk on the Street on April 30th, the CNBC TV host made a big prediction for Starbucks Corporation (NASDAQ:SBUX):
“SBUX could be a multi-year rocket ship here”
10. Cisco Systems, Inc. (NASDAQ:CSCO)
Number of Hedge Fund Holdings in Q1 2026: 97
Communications equipment manufacturer Cisco Systems, Inc. (NASDAQ:CSCO)’s shares are up by 85% over the past year and by 58% year-to-date. Bank of America discussed the firm on June 8th as it raised the share price target to $150 from $138 and kept a Buy rating on the stock. BofA’s coverage of Cisco Systems, Inc. (NASDAQ:CSCO) came after it conducted networking conferences to gauge the state of the market. Earlier, HSBC had raised the share price target to $137 from $77 and bumped the rating to Buy. At the center of its coverage was AI infrastructure demand, which the bank believes came out stronger than expected. Cramer regularly discussed Cisco Systems, Inc. (NASDAQ:CSCO), and in May, following the firm’s earnings, he remarked that it was the best quarter that he had ever seen. In a tweet on June 3rd, the CNBC TV host remained optimistic and claimed that the stock could go higher:
“Both Cisco and Palo Alto came in hot but i think they can run further. Mythos is such a game changer for these companies…”
9. Palo Alto Networks, Inc. (NASDAQ:PANW)
Number of Hedge Fund Holdings in Q1 2026: 87
Cybersecurity firm Palo Alto Networks, Inc. (NASDAQ:PANW) is one of Jim Cramer’s favorite stocks. For more than a year, the CNBC TV host has remained upbeat about the cybersecurity industry. He believes that the growth in data usage stemming from AI and the broader threat landscape to the United States creates new opportunities for firms operating in the sector. Wedbush discussed Palo Alto Networks, Inc. (NASDAQ:PANW) on June 3rd as it raised the share price target to $340 from $300 and kept an Outperform rating on the stock. Webush’s coverage came after the firm had reported its fiscal third-quarter earnings. The results saw Palo Alto Networks, Inc. (NASDAQ:PANW) ‘s revenue of $3 billion and earnings per share of $0.85 beat analyst estimates of $2.94 billion and $0.80. On May 29th, Jefferies raised the share price target to $300 from $265 and kept a Buy rating on the back of expected strong fiscal third quarter earnings. Cramer discussed Palo Alto Networks, Inc. (NASDAQ:PANW) in a series of tweets:
“Both Cisco and Palo Alto came in hot but i think they can run further. Mythos is such a game changer for these companies…
“Just to clear the record: Palo Alto did NOT miss the high expectations. Stock up tremendously ahead of the report, was up huge then gave it. Usual pattern for this one…
“Four times out of Five Palo Alto goes down after it reports. IT tends to bottom soon after and then 70 days later is up 10% from where it reported.”
8. ConocoPhillips (NYSE:COP)
Number of Hedge Fund Holdings in Q1 2026: 74
ConocoPhillips (NYSE:COP) is an oil and gas exploration and production company. The shares are up by 32% over the past year and 24% year-to-date. Mizuho discussed ConocoPhillips (NYSE:COP) on May 27th as it raised the share price target to $150 from $136 and kept an Outperform rating on the stock. The bank outlined that the oil company could benefit from the ongoing conflict in Iran, which it believes can create a long term impact on global oil prices. Earlier, Barclays had raised ConocoPhillips (NYSE:COP)’s share price target to $155 from $136 and kept an Overweight rating on the shares. Like Mizuho, it also discussed the Iran war’s impact and commented on depleting global inventories. Like the banks, Cramer has also discussed ConocoPhillips (NYSE:COP) in the context of the Middle East conflict and recommended the stock to those looking to invest in oil stocks. In a tweet, the CNBC TV host discussed ConocoPhillips (NYSE:COP) in the context of oil prices:
“With oil back to $96 here we go back to Conoco and Diamondback And, of course, higher yields….relentless but now there is more supply coming and it will be a much tougher slog”
7. Diamondback Energy, Inc. (NASDAQ:FANG)
Number of Hedge Fund Holdings in Q1 2026: 52
Diamondback Energy, Inc. (NASDAQ:FANG) is another oil and gas exploration and production company that Jim Cramer has recently started commenting on. The shares are up by 36% over the past year and 30% year-to-date. Like ConocoPhillips, Cramer has also recommended the stock for those who want exposure to the sector in the current environment. Specifically, the CNBC TV host believes Diamondback Energy, Inc. (NASDAQ:FANG) is for the growth-seeking investor. Most of the debate surrounding oil stocks is in the context of the Iran war and the resulting tightness in supply. In his tweet, Cramer commented on oil prices and wondered whether easing supply could make investing in these stocks difficult:
“With oil back to $96 here we go back to Conoco and Diamondback And, of course, higher yields….relentless but now there is more supply coming and it will be a much tougher slog”
Here are his earlier remarks about Diamondback Energy, Inc. (NASDAQ:FANG):
“Look if you have to buy the oil stocks, it’s Conoco [inaudible] Oxy’s second. If you want growth, you still do Diamond. And if you want natural gas, [inaudible] Devon. And I like natural gas a lot. I think that EQT is really [inaudible]. EQT is really good because it is the data center natural gas. And we want anything data center.”
6. Broadcom Inc. (NASDAQ:AVGO)
Number of Hedge Fund Holdings in Q1 2026: 173
AI chip company Broadcom Inc. (NASDAQ:AVGO)’s shares have experienced a lot of volatility recently. They are down by 12.9% over the past month, with the turmoil having started after it reported its second-quarter earnings. The results saw Broadcom Inc. (NASDAQ:AVGO) post $22.19 billion in revenue, which missed analyst estimates of $22.27 billion. Additionally, the firm did not raise its revenue guidance for custom AI chips. On June 4th, Benchmark discussed Broadcom Inc. (NASDAQ:AVGO)’s shares as it raised the share price target to $545 from $485 and kept a Buy rating on the stock. The coverage followed the earnings report, with Benchmark blaming the market for comparing the firm to an overelevated AI semiconductor sector as opposed to published estimates. On the same day, DA Davidson also increased its share price target for Broadcom Inc. (NASDAQ:AVGO). It bumped the target to $400 from $375 and kept a Neutral rating on the shares. Here’s what Cramer tweeted about the firm on the same day:
“Rough day, rough evening. Batten down the hatches.. Broadcom and Crowdstrike are two very popular stocks and they are getting hammered. We are writing about them as i type this–for club members only
“CNBC Investing Club members we have terrific notes out on Broadcom and CrowdStrike. I think people thought they were going to get a Dell or a Marvell. They got a Broadcom and a CrowdStrike
“I’m not going to tell you the selling isn’t exaggerated tonight in Broadcom and CrowdStrike. I will say that they were parabolic and the parabola stocks will be hurt as all of these deals get priced. Please watch the top of Mad Money tonight for more
“Before you decide that you never want to hear of Broadcom or CrowdStrike again remember that they have run so much that things had to be perfect. When we sold some Broadcom two says ago we did so reluctantly because it is so good. CrowdStrike’s quarter was actually amazing and so was the outlook. They wont reverse even down double % today but they are very good companies”
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