In this article, we will discuss: Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play. For more stocks, you can head to Jim Cramer Discussed These 5 Stocks Including A Hidden Oil & Energy Play.
In a recent tweet, Jim Cramer continued to wonder what it would take to move up AI chip giant NVIDIA’s shares. The stock has struggled in 2026 but Cramer hasn’t stopped being a believer. With deals related to the AI buildout aplenty in the market, Cramer remarked that perhaps a shortage of deals could finally inject some much needed momentum into the shares. His comments came after South Korean memory giant SK hynix listed its American Depository Receipts (ADRs) for trading on the NASDAQ exchange as part of a listing that saw the shares gain 13% in their first day of trading. The rise in the stock reflected a shift in investor sentiment, where memory chip stocks are seeing more attention as opposed to GPU stocks such as NVIDIA:
“Remember, supply can kill the bull, but a lack of supply resuscitates it. If we have no more new supply, like a huge Oracle or Meta deal–then we can break out again…hence why an NVDA can finally 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 July 9th 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 first quarter of 2026, 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 599.2% since May 2014, beating its benchmark by 372 percentage points (see more details here).
22. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holdings in Q1 2026: 282
As we enter into the second half of 2026, Jim Cramer’s tone about Microsoft Corporation (NASDAQ:MSFT) has softened. In the first quarter of the year, the CNBC TV host didn’t hold back when criticizing the firm. He discussed Microsoft Corporation (NASDAQ:MSFT)’s Copilot user base and remarked that the firm needed to do more with the software in order to compete in the AI software industry. BMO Capital discussed Microsoft Corporation (NASDAQ:MSFT)’s shares on July 7th as it cut the share price target to $500 from $515 and reiterated an Outperform rating. It discussed the software company’s upcoming second quarter earnings and outlined that Azure could deliver a stale upside. Cramer tweeted about Microsoft Corporation (NASDAQ:MSFT) and commented on the firm’s relationship with OpenAI:
“It is such a shame that Microsoft’s relationship with OpenAI is so strained. The way that MSFT gets its stock up more than 200 points is to merge with them paid for by a giant equity and debt deal. The real price of OpenAI will start to go down if they don’t get a deal done.
“Proud we told club members the change in META model was worth 100 points. It is why it is so hard to leave a Microsoft or an Amazon of a Google. The optionality is insane for these companies even as they take on too much debt. If AI works for them the debt gets paid back very quickly….”
21. SK hynix Inc. (NASDAQ:SKHY)
Number of Hedge Fund Holdings in Q1 2026: N/A
SK hynix Inc. (NASDAQ:SKHY) was the talk of the town last week as it listed its American Depository Receipts (ADRs) on the NASDAQ stock exchange. The firm is one of the hottest companies around, courtesy of the current AI infrastructure buildout. SK hynix Inc. (NASDAQ:SKHY) makes and sells advanced memory chips that are used in AI GPUs. As a result, the stock has rallied, with its Korea listed shares up by 626% over the past year and 222% year-to-date. On the NASDAQ, SK hynix Inc. (NASDAQ:SKHY)’s ADRs closed 12.7% higher on Friday. Ahead of the listing, Cramer simply remarked that the firm was more important than US memory company Micron when it came to its role in the industry. After the listing, he discussed SK hynix Inc. (NASDAQ:SKHY) in a series of tweets:
“SK Hynix, price it in hole. You do it up here hedge funds will buy it there and blast it here.. suboptimal
“The SK Hynix analysts should come out Monday with raised numbers to keep this thing tight.. I still don’t like how the syndicate managers are so granular. But there are some good long only’s in the mix.
“We get this SK Hynix out of the way successfully (underwriters gamed it better) then we have nothing left in terms of big supply unless a hyperscaler shocks us with a secondary”
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