Jim Cramer, the host of Mad Money, said on Thursday that several high-flying tech names have recently “stalled.”
“Performance is not in the eye of the beholder, and it’s pretty easy to see that some formerly unstoppable stocks have momentarily lost some of their mojo… Let’s take a hard look at what should be done with beloved stocks that have been stalled, stocks like Apple, Meta, and Tesla, all of which are up about 10% for the year.”
READ ALSO Jim Cramer Highlighted 7 Stocks in Light of the Fed Rate Cut and Jim Cramer Recently Commented on These 10 Stocks
Asking what is actually happening in the market right now, Cramer said that Thursday was a “very logical day” when placed next to Wednesday’s action. The Federal Reserve cut rates the day before, and by Thursday, money managers shifted into names that benefit from lower borrowing costs. He noted that in order to make that move, managers had to sell other positions, especially tech, to free up cash. He then explained that lower rates tend to support consumer spending, so it was no surprise that companies tied to discretionary purchases traded higher.
“I wish that there were more to it than this. I wish I could tell you that there was something good happening with the winners or something bad happening with the losers, but it isn’t. It just happens to be the stock market. Bottom line: You’re ultimately just looking at fund flows. The more trading-oriented hedge funds are doing what I just described. How do I know this? I plead guilty. I was one for 14 years, and I did this exactly… Hedge funds are like pack animals. When they move at once, like they did today, it’s very costly to try to go against them and buy a lot of tech. I know. I have the tire tracks on my back to prove it.”
Our Methodology
For this article, we compiled a list of 10 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on December 11. 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 Discussed 10 Stocks After Fed Rate Cut
10. Tesla, Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holders: 120
Tesla, Inc. (NASDAQ:TSLA) is one of the stocks Jim Cramer discussed after the Fed rate cut. Cramer highlighted the company’s transition during the episode, as he said:
“Finally, Tesla’s transitioning from auto company to tech company, from a company that’s getting its head handed to it in sales to a company that’s a nascent leader in robots and self-driving cars and in energy storage. The auto business benefits from a rate cut, but Tesla no longer trades like an auto stock. Everything else is totally unrelated to the Fed. It doesn’t work. No wind at the back of any of these.”
Tesla, Inc. (NASDAQ:TSLA) designs and sells electric vehicles and also develops and installs solar energy and storage systems for residential, commercial, and industrial customers. In addition, the company is working on autonomous vehicles and robots. Cramer discussed the company during the November 25 episode and commented:
“Tesla was a car company, and its stock rallied as a car company, and then when things got very competitive in electric vehicles, the stock got hammered and hammered and hammered again. But when Tesla fell from the $400s to the $200s at the beginning of this year, an amazing thing happened. The stock, not the company, the stock, was always the same company, morphed into a chit in the great game of self-driving and robots. CEO Elon Musk simply changed the narrative, and the Street bought it. That perception has allowed the stock to regain almost all those lost points, even though it’s pretty much the same company it was before the decline in electric vehicle profits. And that’s what the Magnificent 7 do.”
9. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders: 273
Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer discussed after the Fed rate cut. Cramer noted that the rates do not matter to the company, as he remarked:
“There’s no way to relate Meta to rates either. It simply doesn’t matter to the company. The stock is listless because it’s become a one-day story, the day it reports. I could argue that a Fed cut actually hurts Meta because it calls attention away from what might be happening at the company, which is very quiet but very good. I think the world of this company, and we hear that they’re raising prices for their AI products. They should, they’re too cheap. But it doesn’t matter unless Mark Zuckerberg comes on to tell the story right here.”
Meta Platforms, Inc. (NASDAQ:META) develops social media, messaging, and communication products, including Facebook, Instagram, Messenger, Threads, and WhatsApp. Additionally, the company creates virtual, augmented, and mixed-reality hardware and software. Cramer discussed the company’s CEO’s strategy during the December 4 episode, as he said:
“Third example, there used to be some honor among thieves in Silicon Valley, a sort of no-poach rule that led to a lot of rich executives filled with stock-based compensation. Then along comes Mark Zuckerberg from Meta, and he is poaching like mad, building the best roster in the industry. He’s going after some very talented execs from Apple, including one we just learned who ran Apple’s liquid glass portfolio, which I’m very interested in.
What the heck? I know this is how it’s supposed to be in a free market economy, but in practice, the big boys never really tried to compete on salary. Now, they have free agency without a salary cap. Nightmare. Meanwhile, Zuckerberg’s cutting his Metaverse spend, a black hole that I thought might stay a black hole. Because when you’re making as much money as Meta is, does anyone really need to be laid off? Apparently, yes. You know what I’ve been thinking? Zuckerberg makes Elon Musk look like a real softy.”
