In this piece, we will look at the stocks Jim Cramer discussed. 

In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed froth in the stock market. Cramer’s comments came amidst the AI wave, which has seen investors eager to buy stocks they believe have an exposure to what is described as another ‘industrial revolution’:

“Now there is so much froth, and we’re starting to see companies, I believe that, starting to see companies that are doing the secondaries. I’ve been waiting for that. They’re validating the fact that their price is up, but we can’t handle all the stock, we just don’t want all the stock dumped on the market. But at the same time we have legitimate companies that are, that must be bought.”

Where there are gains, there are short sellers, and the CNBC TV host recalled the market environment in 2000 after co-host Carl Quintanilla asked him whether the shorts would capitulate:

“Well I think that they are lucky. I mean the shorts see that there’s a bunch of deals just this morning. Where stock is offered. They feel like oh good, I know that there’s going to be supply. There’s too much supply, a lot of retail has, they’ve moved these stocks up. That’s what happened in 2000. You saw retail, that’s what happened to TheStreet, we weren’t able to offer, we weren’t as clever as some of the other companies, to offer stock. But once everyone offered stocks between March 15th of 2000 and March 15th of 2001, the number of offerings was extraordinary. And we were overwhelmed with them. And . . .the institutions couldn’t buy them all. The stock came down. That’s froth. That’s what I’m watching.”

Our Methodology

To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on October 8th.

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13. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders In Q2 2025: 235

If there’s one thing that can be said for sure, it’s that NVIDIA Corporation (NASDAQ:NVDA) is one of Jim Cramer’s favorite AI stocks. The CNBC TV host is in full concurrence with NVIDIA CEO Jensen Huang about the firm’s GPUs heralding another industrial revolution. During this appearance, he asserted that Huang believes that NVIDIA Corporation (NASDAQ:NVDA) is not engaged in circular deals:

“Now I thought that this morning was a great contrast, yesterday we had a Club meeting and we were talking, Jensen wanted to meet the millionaires. Who did he make a millionaire. . .Today was all about, I think a total affirmation about the way people are spending, because of the industrial revolution. This is the fourth and how you all we all wish we invested even more. Over and over he talks about how it’s not circular deals. It’s, well I wish I got in, I wish he got in, mentions CoreWeave, on tonight, Michael Entrator, terrific guy. I just felt that his one-two punch made me feel that you have to be involved in this as an investor.”

12. Oracle Corporation (NYSE:ORCL)

Number of Hedge Fund Holders In Q2 2025: 124

Oracle Corporation (NYSE:ORCL) was the talk of the town last month after its shares shot up by a whopping 36% after it announced a $455 billion cloud order backlog. He discussed reports suggesting that the firm was losing money from using NVIDIA’s response and outlined NVIDIA CEO Jensen Huang’s take on the matter:

“[on reports of Oracle losing money from using NVIDIA’s chips and Jensen Huang’s response] Wonderfully profitable. I know, I have to believe that the Oracle people were thrilled that there is an actual explanation about how you buy these things and there is no immediate payoff. Look, when you’re building a hotel it’s true, there’s no payoff until about year five and I just feel like what he’s saying is, when you build these things, it’s, you’re not going to make money instantly. It would be great if you could. But The Information story could be right at the beginning, but at the beginning you’re trying to get a tradeoff like a Boeing plane. I would have used a Boeing plane as an analogy. Because when you first get a Boeing plane, holy cow, you’re losing money. It’s only in the later years that you start amortizing. Year four to year 23, the Boeing plane makes a huge amount of money. Maybe even year 30, because the planes are so good. But we don’t understand this new world yet. So you could have a scoop, that will look like not a foolish scoop, not a scoop at all, in a few years from now. But in the moment, it’s a gotcha. And the gotcha is basically, what is that organization saying? Well that organization is trying to break news as they have the whole way. That NVIDIA is overvalued. That if you’re short NVIDIA, you’d read that and you’d certainly would double down on your short. But you’d be doubling down at 20, at 50, at 80, at a 120 and then you’re done. You’re basically at the card table saying, I’m gonna get a ten and I’m gonna get a Jack and you run out money getting two fives, over and over again. And you split them.”