Jim Cramer Discussed These 11 Stocks and Recent Market Rotation

9. QXO, Inc. (NYSE:QXO)

Number of Hedge Fund Holders: 65

QXO, Inc. (NYSE:QXO) is one of the stocks Jim Cramer discussed, along with recent market rotation. During the lightning round, a caller asked if the stock is a buy, and in response, Cramer said:

“I think it’s a buy because it’s Brad Jacobs. You can’t bet against Brad Jacobs. They do have a 10% short position. I tell you, while I’m not just pounding the table because it’s all the way up, I think it’s a buy.”

QXO, Inc. (NYSE:QXO) supplies roofing, waterproofing, and building materials, including siding, insulation, and construction accessories. On November 12, 2025, a caller sought Cramer’s advice on whether they should buy the stock or wait for a better entry point. The Mad Money host replied:

“All right, that’s Brad Jacobs. Brad Jacobs is going to find a way to make money. Now, I personally do not think the roofing business is that good. He’ll consolidate. He’ll do something special. He’ll come on the network. He’ll look really smart because that’s who he is and what he does.”