In this article, we will discuss: Jim Cramer Didn’t Hold Back On SpaceX’s IPO & Discussed These 5 Stocks. For more stocks, you can head to Jim Cramer Didn’t Hold Back On SpaceX’s IPO & Discussed These 12 Stocks.
5. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
Number of Hedge Fund Holdings in Q1 2026: 79
Cybersecurity company CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s shares are up by 40% over the past year and by 44% year-to-date. Morgan Stanley discussed the firm on June 4th as it raised the share price target to $690 from $610 and kept an Overweight rating on the shares. The coverage followed CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s fiscal first quarter earnings, which saw it beat analyst revenue and EPS estimates. In its coverage, Morgan Stanley remarked that while the earnings beat was impressive, the bigger story was CrowdStrike Holdings, Inc. (NASDAQ:CRWD) raising its net annual recurring revenue guidance to signal greater demand from artificial intelligence. Cramer has been one of the firm’s biggest proponents on the back of tailwinds created by the surging AI use cases. He discussed CrowdStrike Holdings, Inc. (NASDAQ:CRWD) in a series of tweets made on June 4th and June 5th:
“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
“People are probably wondering why CrowdStrike’s and Broadcom’s stocks seem to stop at these levels. The answer lies in panic and fear. The sellers just want these stocks off their sheets. They are prepared to sell it lower than this. Don’t count on the sellers to stop here. They want the money for SpaceX/Anthropic
“I thought George Kurtz did a pretty darned good job explaining how terrific CrowdStrike is doing and i think he’s getting a lot work from mythos that didn’t yet show up in the quarter”
4. Eli Lilly and Company (NYSE:LLY)
Number of Hedge Fund Holdings in Q1 2026: 132
Healthcare and pharmaceutical giant Eli Lilly and Company (NYSE:LLY) is one of Jim Cramer’s favorite stocks. Throughout 2025, the CNBC TV regularly praised the firm for a multitude of factors. These included its lead in the weight loss drug race, a diverse product portfolio, and efforts to establish a robust manufacturing presence in America. Eli Lilly and Company (NYSE:LLY)’s shares are up by 40% over the past year and by 5% year-to-date. Jefferies discussed the firm on June 9th as it raised the share price target to $1,350 from $1,330 and kept a Buy rating on the stock. The coverage was based on Eli Lilly and Company (NYSE:LLY)’s retatrutide drug, which the bank noted would be difficult to compete against in the obesity market. Cramer discussed the firm in a brief tweet on June 8th:
“Not selling LLY but i understand reluctance to buy it here. My sunday piece is good explainer as CNBC Investing Club members know”
3. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holdings in Q1 2026: 112
Chip manufacturing giant Intel Corporation (NASDAQ:INTC) is one of the hottest stocks on the market in 2026. The shares are up by 168% year-to-date as investors react favorably to its turnaround efforts and the potential to target red-hot AI demand. Cramer has been a long-time believer in Intel Corporation (NASDAQ:INTC)’s CEO, Lip-Bu Tan, who is currently spearheading the turnaround. Wells Fargo discussed the firm on June 1st as it raised the share price target to $110 from $85 and kept an Equal Weight rating on the shares. As part of its coverage, the bank commented on the demand for agentic AI as proving beneficial for Intel Corporation (NASDAQ:INTC)’s CPUs. It added that the chip manufacturer could benefit from economies of scale as well. Mizuho raised the share price target to $128 from $124 and kept a Neutral rating. Like Wells Fargo, it also commented on the benefits of agentic AI for Intel Corporation (NASDAQ:INTC). As for Cramer, he discussed the firm in the context of Taiwan’s TSMC and Broadcom:
“Intel is an alternative to Taiwan semi not Broadcom. I still think Hock has to buy stock. It is a 2028 deal. I am VERY skeptical about this…
“Intel Foundry? ready in 2028? let’s hope so and we own Intel for trust”
2. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holdings in Q1 2026: 275
NVIDIA Corporation (NASDAQ:NVDA)’s shares are up by 40% over the past year and by 7.4% year-to-date. It is one of Cramer’s favorite stocks, as he has continued to defend the company even though the shares have posted lackluster performance lately. The CNBC TV host continues to believe that NVIDIA Corporation (NASDAQ:NVDA) is at the heart of the ongoing industrial revolution and is leading the industry when it comes to AI GPU technology. The firm made another important announcement recently when it revealed the Space-1 Vera Rubin Module to bring AI computing to space. In June, markets are busy anticipating SpaceX’s IPO, and Cramer has been busy commenting on the issuance as well. In a tweet, he asserted that despite investor focus on SpaceX, NVIDIA Corporation (NASDAQ:NVDA) was nevertheless at the center of unlocking the market:
“Nvidia, NOT SpaceX remains the key to this market
“Bitcoin and gold–bad money, being liquidated for SpaceX. Apple and Nvidia –good money–being liquidated”
1. Johnson & Johnson (NYSE:JNJ)
Number of Hedge Fund Holdings in Q1 2026: 113
Johnson & Johnson (NYSE:JNJ)’s shares are up by 53% over the past year and by 15% year-to-date. Leerink Partners discussed the firm on May 13th as it upgraded the shares to Outperform from Market Perform and raised the share price target to $265 from $252. The financial firm commented that Johnson & Johnson (NYSE:JNJ)’s new drugs will inject momentum into the firm’s revenue growth and share price performance. Cramer has also discussed the firm’s drugs on several occasions over the past couple of months. For instance, in his Mad Money appearance on May 29th, the CNBC TV host compared Johnson & Johnson (NYSE:JNJ) to Merck and commented that “Merck’s cancer dominance has been challenged of late by JNJ.” In this tweet, he commented on the firm’s recent share price performance, which has seen Johnson & Johnson (NYSE:JNJ)’s shares gain 7.7% over the past month, in the context of illiquidity in the market:
“illiquidity =insane health care gains like Cardinal and JNJ”
Here is what Cramer said about Johnson & Johnson (NYSE:JNJ) on his April 24th appearance on Mad Money:
“Yeah, David, they’re hitting the pharma again, they’re killing healthcare. JNJ, one of the foremost companies of this country, 19 times earnings, down very badly. I don’t think it ends yet because this is a huge trade, out of healthcare, into semis and it’s really interesting because as you go out of a huge part of the market into a very concentrated area, tends not to act, tends not to be a good idea but people are doing it. I say look at the bargains in healthcare, some of the companies are going to come back and you’re going to regret that you sold them.”
While we acknowledge the potential of JNJ to grow, our conviction lies in the belief that some 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 JNJ and that has 100x upside potential, check out our report about the cheapest AI stock.
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