In this article, we will discuss: Jim Cramer Discussed A Mysterious Yellow Light & These 9 Stocks. For more stocks, you can head to Jim Cramer Discussed A Mysterious Yellow Light & These 5 Stocks.
As President Trump concludes his trip to China, CNBC’s Jim Cramer discussed the visit’s broader insights rather than focusing on tech, even though big-ticket technology executives, including Elon Musk and Jensen Huang, accompanied Trump to the East Asian country. One major impact of the war has been on the oil market, and Cramer wondered whether the market performance after the visit meant that Chinese Premier Xi Jinping had reached a tacit understanding with the US President. Cramer tweeted:
“Markets acting like Xi will look the other way and accept oil issues from Trump… no trade commitments…”
He also wondered whether the reaction meant there was a “yellow light” from China. Whether that was presumably an ‘at your risk’ signal for the Middle East conflict is as good a guess for anyone.
Our Methodology
For this article, we compiled a list of stocks that Jim Cramer discussed during the episode of Squawk on the Street aired on May 14th and 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 fourth 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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
9. Tesla, Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holdings in Q4 2025: 137
Electric vehicle manufacturer Tesla, Inc. (NASDAQ:TSLA)’s shares are up by 20.7% over the past year and are down by 3.6% year-to-date. Roth Capital discussed the firm’s shares in late April. It kept a $505 share price target and a Buy rating after Tesla, Inc. (NASDAQ:TSLA) reported its first quarter earnings report. Among the factors that the firm discussed included the company’s capital expenditure guidance for growth initiatives. However, RBC Capital reduced Tesla, Inc. (NASDAQ:TSLA)’s share price target following the earnings. It cut the target to $475 from $480 and kept an Outperform rating on the stock. The bank commented that the company’s gross margins were healthy and added that it expected FSD subscriptions to grow. In his previous remarks about Tesla, Inc. (NASDAQ:TSLA), Cramer has asserted that CEO Elon Musk’s approach of defining the firm as a technology company is the correct one. In this appearance, he praised the firm for its battery expertise:
“If you think Ford’s great with batteries, which was the flavor de jure the other day, oh my god just go buy Tesla. Because they are batteries.”
8. Broadcom Inc. (NASDAQ:AVGO)
Number of Hedge Fund Holdings in Q4 2025: 202
Broadcom Inc. (NASDAQ:AVGO) is one of the largest semiconductor design companies in the world. Its shares are up by 85% over the past year and by 22% year-to-date. Citi discussed the firm on May 12th as it raised the share price target to $500 from $475 and kept a Buy rating on the stock. The bank remarked that Broadcom Inc. (NASDAQ:AVGO)’s April quarter could post a strong set of results due to tailwinds from AI demand. The AI demand covers chips, with Citi adding that the switch to chips from rack shipments carries the potential of boosting the firm’s gross margins. Cramer often discusses Broadcom Inc. (NASDAQ:AVGO) in his morning appearance and several of his remarks have focused on the prowess of the firm’s CEO, Hock Tan. In this appearance, like Citi, he also discussed the firm’s exposure to AI chips:
“Now Broadcom is interesting, because, the company that Chuck doesn’t want to be hostage to is Broadcom. Broadcom is really powerful and they’ve got all the silicon people want. And I think that stock again is cheap. Now when I say cheap, cheap versus what everybody wants in Cerebrus!”
7. Palo Alto Networks, Inc. (NASDAQ:PANW)
Number of Hedge Fund Holdings in Q4 2025: 86
Cybersecurity services provider Palo Alto Networks, Inc. (NASDAQ:PANW)’s stock is up by 25.8% over the past year and by 35% year-to-date. Freedom Capital reduced its share price target from $230 to $210 and kept a Buy rating following the fiscal second quarter earnings report. The financial firm remarked that Palo Alto Networks, Inc. (NASDAQ:PANW) was successfully executing its acquisitions and integrating its platform. Cramer has been optimistic about the prospects of the cybersecurity industry for more than a year now, as he believes that the growth in computing consumption due to AI use creates more avenues for the sector. In this appearance, he discussed how earlier pessimism about Palo Alto Networks, Inc. (NASDAQ:PANW) was unwarranted:
“In the winter, when you thought that Anthropic was going to somehow take care of its own security, George Kurtz has said over and over again, CEO of CrowdStrike, you’re not even allowed to take [inaudible], the insurance won’t let them do that. So these two companies, Palo Alto and CrowdStrike, the world’s their oyester, and when CrowdStrike just collapsed because of Anthropic, was one of the great buys ever. But no one was listening to Kurtz. . . we couldn’t find anyone who cared!”
Mairs & Power Growth Fund discussed Palo Alto Networks, Inc. (NASDAQ:PANW) in its third quarter 2025 investor letter:
“During the third quarter, we added two new positions to the portfolio: Cognex Corporation and Palo Alto Networks, Inc. (NASDAQ:PANW). Palo Alto Networks is one of the world’s leading cybersecurity companies, helping organizations protect themselves from an ever-expanding array of digital threats. The company offers a comprehensive suite of solutions spanning network security, cloud security, and security operations, with each well-positioned to benefit from the rising frequency and severity of cyberattacks. The growing cost of cybersecurity lapses, including punitive regulatory fines and reputational damage, has made digital defense a top corporate priority. As enterprises have migrated to the cloud, they have inadvertently created new attack vectors that demand more integrated protection. In this evolving landscape, IT security teams are increasingly seeking platforms that deliver holistic, end-to-end coverage like Palo Alto provides. At the same time, AI has empowered bad actors to automate and personalize attacks, further intensifying the threat environment and underscoring the critical role that Palo Alto Networks plays in safeguarding the modern digital economy.”
6. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
Number of Hedge Fund Holdings in Q4 2025: 67
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is another cybersecurity firm whose shares have performed well lately. They are up by 35% over the past year and by 31% year-to-date. Wells Fargo discussed the firm on May 5th as it kept a Buy rating and a $525 share price target. Mizuho upgraded CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s shares to Outperform from Neutral and bumped the share price target to $520 from $490 on April 27th. The bank remarked that the cybersecurity company was experiencing healthy demand, as evidenced by channel checks. Cramer discussed how the sentiment about CrowdStrike Holdings, Inc. (NASDAQ:CRWD) has changed over the past couple of months:
“In the winter, when you thought that Anthropic was going to somehow take care of its own security, George Kurtz has said over and over again, CEO of CrowdStrike, you’re not even allowed to take [inaudible], the insurance won’t let them do that. So these two companies, Palo Alto and CrowdStrike, the world’s their oyester, and when CrowdStrike just collapsed because of Anthropic, was one of the great buys ever. But no one was listening to Kurtz. . . we couldn’t find anyone who cared!”
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