Jim Cramer Discussed These 11 Stocks and Recent Market Rotation

7. Best Buy Co., Inc. (NYSE:BBY)

Number of Hedge Fund Holders: 49

Best Buy Co., Inc. (NYSE:BBY) is one of the stocks Jim Cramer discussed, along with recent market rotation. A caller asked whether BBY’s historically moderate-to-high short-selling volume should be considered, in light of the stock’s recent upward price movement. Cramer replied:

“If I think the company is crummy, I don’t regard it as an issue. It’s going to go, they’re right to short it. If I think it has got a good dividend and has some high quality management and I see a big short position like this one with 8%, I do take a look at it and I think it’s valuable to look at because you might have a coiled spring here… Best Buy does have a 5% yield, but you need lower rates for that one to work.”

Best Buy Co., Inc. (NYSE:BBY) sells technology products, electronics, appliances, and entertainment items, along with related services like delivery, installation, and technical support. Cramer discussed the company during the November 25, 2025, episode and said:

“This morning, we had a bunch of surprisingly good retailers… with Abercrombie & Fitch and Kohl’s flying to the stratosphere. But you know what? We also got a great quarter from Best Buy. That’s the world’s largest specialty consumer electronics retailer. They posted a 9-cent earnings beat off a $1.31 basis, higher than expected revenue, strong same-store sales. At the same time, management raised their full-year forecast pretty much across the board, which is why the stock jumped over 5% today.”