Jim Cramer, the host of Mad Money, said on Thursday that the market is moving through a familiar rotation in which stocks that led gains previously are now being sold to raise cash, while names that lagged are starting to attract interest again.
“Sometimes things just get out of whack with stocks at the beginning of the year. No worries. The market has an astounding ability correct itself, right in front of you. It can look inconsistent, even crazy, when it all happens, but it’s all part of a natural order of rationalization you need to embrace if you want to be a successful investor.”
READ ALSO: 15 Stocks Jim Cramer Talked About and Jim Cramer Recently Reviewed the Magnificent Seven Stocks.
Cramer added that some of the recent rebounds are driven by renewed hope rather than fresh capital. He said optimism often shows up early in the year, but it does not arrive with new money attached. Instead, the buying power has to come from somewhere else. He said that on Thursday, investors paid for beaten-down stocks by taking profits from last year’s winners, especially technology stocks. He added that those former leaders are now being used as funding sources for the new trades.
“I don’t know how long this rotation from high-performing stocks to low-performing stocks will last. The valuations are shifting rapidly. I’ve seen this kind of early-year action time and time again in my 44 years of trading and investing. Can you believe that? Sometimes, they last about five days. Other times, I’ve seen it go for two weeks. Equilibrium tends to be reached by week three. But the bottom line: For now, brace yourself… So keep your eyes open because the wheel’s still in spin for the loser now will be later to win because the times, they are changing.”
Our Methodology
For this article, we compiled a list of 11 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on January 8. 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 These 11 Stocks and Recent Market Rotation
11. Starfighters Space, Inc. (NYSE:FJET)
Number of Hedge Fund Holders: N/A
Starfighters Space, Inc. (NYSE:FJET) is one of the stocks Jim Cramer discussed, along with recent market rotation. Highlighting its IPO in December 2025, a caller inquired about the stock, and Cramer stated:
“Here’s what I want you to do. This is, as I say in my book, How to Make Money in Any Market, you have a spot for a spec. FJET is what I call an uber spec, and there is room for an uber spec.”
Starfighters Space, Inc. (NYSE:FJET) operates a fleet of flight-ready F-104 supersonic aircraft and delivers pilot, astronaut, and in-flight testing services. In addition, the company provides launch and access-to-space solutions and supports aerospace, defense, and hypersonic research. On January 5, the company completed a supersonic flight test campaign for GE Aerospace under the ATLAS program. It completed three captive-carry flights using an F-104 aircraft that flew an advanced propulsion test vehicle at supersonic speed above Mach 2, or more than 1,500 miles per hour. CEO of Starfighters Space, Rick Svetkoff, said:
“These missions not only validate our business model, but also demonstrate the advanced capabilities of our aircraft, our flight operations team, and our ability to support complex test campaigns through contracted flight services.”
10. Viking Therapeutics, Inc. (NASDAQ:VKTX)
Number of Hedge Fund Holders: 37
Viking Therapeutics, Inc. (NASDAQ:VKTX) is one of the stocks Jim Cramer discussed, along with recent market rotation. When a caller asked about the stock, here’s what Cramer had to say in response:
“Okay, no, look, I’m a Eli Lilly guy, okay? I’m going to stick with it. If I’m going to do Viking, I’m going to do Viking Cruises, right? VIK. That’s the one you want to own, I mean, of the Vikings.”
Viking Therapeutics, Inc. (NASDAQ:VKTX) is a clinical-stage biopharmaceutical company developing therapies for metabolic and endocrine disorders. A caller made a note of their long-term position in the stock during the episode aired on November 4, 2025, and mentioned that the caller has been observing Novo Nordisk and Pfizer’s bidding war for Metsera. Cramer responded:
“Yeah, I know, and I’ve watched that, and I don’t, I think that Viking would’ve gotten a bid if it didn’t get it yet. I know people are expecting whoever loses in that war that you just mentioned is going to buy Viking. I tell you what, you should buy. You own Eli Lilly. That’s been the winner. The trust owns it. I really like it a lot.”
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