In this article, we will discuss: Jim Cramer Discussed These 10 Stocks Including A Hidden Gem & An AI Short. For more stocks, you can head to Jim Cramer Discussed These 5 Stocks Including A Hidden Gem & An AI Short.
In a fresh tweet, CNBC’s Jim Cramer discussed the performance of Dell’s shares. The stock is up by 39% over the past month and closed 16.8% on May 22nd. According to media reports, the recent move is attributable to the firm’s first-quarter report and analyst upgrades. Cramer discussed the share price performance and lamented the short positions on the stock:
“When you step back and look at a stock like Dell you find a surprisingly large short position versus what is a very good company with tremendous management.. We keep hearing how much overexuberance there is, we never hear how so many hedge funds are betting against this whole move…”
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 20th 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).
10. Arm Holdings (NASDAQ:ARM)
Number of Hedge Fund Holdings in Q4 2025: 264
British chip design house Arm Holdings (NASDAQ:ARM)’s shares are up by a strong 137% over the past year and by 167% year-to-date. Bernstein discussed the firm earlier this month as it set an Outperform rating and a $300 share price target. The financial firm remarked that Arm Holdings (NASDAQ:ARM) stood to benefit from the growth in CPU demand spurred by the growth in agentic AI computing. Bernstein added that the chip design company’s CPU market could grow by four times over the next four years. TD Cowen also discussed Arm Holdings (NASDAQ:ARM) on May 7th as it raised the share price target to $265 from $165 and kept a Buy rating on the shares. While TD Cowen was also optimistic about the interest that the firm’s CPUs were generating, it added that supply constraints could create hurdles. Cramer discussed Arm Holdings (NASDAQ:ARM) after NVIDIA’s earnings in multiple tweets:
“We have a nice sized position in ARM and while I like it very much, it seems a little silly that it is last night’s BIGGEST winner off of the Nvidia call
“Arm is soaring here… Wow, lots of ARM –burn less hot!!!”
9. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
Number of Hedge Fund Holdings in Q4 2025: 67
Cybersecurity provider CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of Jim Cramer’s top software stocks in today’s era of AI investing. Throughout 2025, the CNBC TV host asserted on multiple occasions that the firm and its peers would benefit from the growth in data usage due to AI and threats to the US cyber infrastructure. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s shares are up by 45% over the past year and 46% year-to-date. Wells Fargo reiterated a $525 share price target and a Buy rating on the stock on May 5th. Earlier, Mizuho had upgraded CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s share price target to $520 from $490 and bumped the rating to Outperform from Neutral. The bank outlined that the cybersecurity company was facing stable demand for its services. Cramer has recently discussed CrowdStrike Holdings, Inc. (NASDAQ:CRWD) in the context of stock ETFs, and this appearance wasn’t an exception:
“The only thing that’s change, is that the cybersecurity was lumped in, because of that stupid ETF. And now it’s finally broken away so now you have CrowdStrike and you have Palo Alto, really moving the way they should. Because the stuff that was coming out of Anthropic, you acquire cyberecurity for. . .George Kurtz, the CEO of CrowdStrike is probably doing the lion’s share of what needs to be done, one of the guardrails, very important.”
8. Palo Alto Networks, Inc. (NASDAQ:PANW)
Number of Hedge Fund Holdings in Q4 2025: 86
Cybersecurity provider Palo Alto Networks, Inc. (NASDAQ:PANW)’s shares are up by 39% over the past year and by 45% year-to-date. Truist discussed the firm on May 19th as it raised the share price target to $275 from $200 and kept a Buy rating on the stock. Truist’s coverage came ahead of the first quarter earnings cycle for the cybersecurity industry. It added that Palo Alto Networks, Inc. (NASDAQ:PANW) and other cybersecurity firms could see additional debate surrounding the impact of AI on their industries. Following the firm’s launch of its Idira idea generation platform, Oppenheimer raised the share price target to $275 from $245 and kept an Outperform rating. The financial firm explained that its coverage came after a survey at Palo Alto Networks, Inc. (NASDAQ:PANW)’s CyberArk IMPACT 2026 conference. Cramer discussed the shift in sentiment for the sector:
“The only thing that’s change, is that the cybersecurity was lumped in, because of that stupid ETF. And now it’s finally broken away so now you have CrowdStrike and you have Palo Alto, really moving the way they should. Because the stuff that was coming out of Anthropic, you acquire cyberecurity for. . .George Kurtz, the CEO of CrowdStrike is probably doing the lion’s share of what needs to be done, one of the guardrails, very important.”
7. International Business Machines Corporation (NYSE:IBM)
Number of Hedge Fund Holdings in Q4 2025: 63
International Business Machines Corporation (NYSE:IBM)’s shares have struggled recently as they are down by 1.9% over the past year and by 12.9% year-to-date. RBC Capital discussed the firm on May 7th as it cut the share price target to $300 from $330 and kept an Outperform rating. The bank remarked that its coverage came after International Business Machines Corporation (NYSE:IBM)’s IBM Think conference and added that its coverage reflected a compression in peer valuation multiples. The software and enterprise computing firm is one of Cramer’s top stocks. Throughout 2025, the CNBC TV host praised International Business Machines Corporation (NYSE:IBM) for its software business and its quantum computing efforts. So, naturally, he isn’t pleased with the recent share price performance:
“IBM is I think overdone because of the downside. people feel it doesn’t have the right, its quantum is not big enough to offset the software it has. You don’t need the consultants, because the stuff’s so easy. You know that. It’s the rap, that’s the Anthropic rap.”
6. V.F. Corporation (NYSE:VFC)
Number of Hedge Fund Holdings in Q4 2025: 37
V.F. Corporation (NYSE:VFC) is one of the largest apparel and accessories companies in America. Its shares are up by 39% over the past year and are down by 8% year-to-date. Several analysts discussed the firm in April. For instance, BWG Global remarked that V.F. Corporation (NYSE:VFC)’s Vans brand showed improved performance in the fourth quarter as it shifted the stock’s rating to Positive from Mixed. Wells Fargo raised the share price target to $20 from $15 on April 15th and reiterated an Equal Weight rating on the stock. The bank remarked that while it had been cautious about V.F. Corporation (NYSE:VFC) in the past, it was shifting its outlook to being cautiously positive. Cramer also noted the shift in the firm’s performance and its Vans brand:
“I think that’s wrong. I have Bracken Darrell on, the main thing that people have to realize is Vans is no longer getting killed. . .I think that VF should be up, not down, but we have to hear. I know, look he fixed the balance sheet, he could play offense.”
Curreen Capital discussed V.F. Corporation (NYSE:VFC) in its fourth quarter 2025 investor letter:
“V.F. Corporation (NYSE:VFC): VF Corp manages apparel brands, including The North Face, Timberland, and Vans. The company has fixed its balance sheet, improved capital allocation, and rebuilt its management team in an effort to return the business to growth. I believe that the company has good brands, the skills to manage them well, and a management team that can handle the challenges that the company faces. VF Corp currently trades at an attractive upside-to-downside ratio.”
While we acknowledge the potential of VFC 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 VFC and that has 100x upside potential, check out our report about the cheapest AI stock.
Click to continue reading and see Jim Cramer Discussed These 5 Stocks Including A Hidden Gem & An AI Short.
Disclosure: None. Follow Insider Monkey on Google News.
