In this piece, we’ll look at the stocks that Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer continued to discuss President Trump and his tariffs. The market wiped out $4 trillion in value since its peak following the election on Monday and Cramer commented on the selloff on Tuesday. Throughout the show, he maintained that the President had to fine-tune his messaging for the tariffs. Recalling President Herbert Hoover, Cramer stated:
“I mean look the President said tariffs are going to be the greatest thing we have ever done as a country. Well I mean remember, Smoot-Hawley, 1930, Hoover. Right. Greatest things gonna happen to our country. 32′, election, wishes he hadn’t said that. Wants to walk it back. Lost by a mile.”
One President whose approach Cramer believes that Trump should consider following is Ronald Raegan. Imploring that ‘meanness’ is not an American value, he shared:
“I love Raegan so, Raegan spoke softly. Look when you look back at the 1980s as being a halcyon period in retrospect. Raegan did it with a happy warrior smile. I don’t see any smile here. I see meanness. America don’t like meanness. That’s not our country. Meanness. We’re not meanness. Be more like Steve McQueen. Who was great. He’s like. . .Robert Vaughn. Don’t give me Robert Vaughn. Give me Yul Brynner.”
The conversation then shifted to markets. While the NASDAQ bled 4% during the day, Cramer shared that Trump prefers to refer to the Dow index as his preferred stock market indicator:
“Right I mean obviously the Dow Jones is not down as much as the NASDAQ. And it is the Dow Jones. It’s always been the Dow Jones with the President. Which is fine. Very meaningful. I do wanna point out that he was more constructive about the idea of linking himself to the market than he is now. Because when he said that you can’t really watch the stock market that’s a little bit of a pivot from what we heard.”
The CNBC TV show host also believes that stock market losses and Trump’s tariff narrative could alienate the President’s working-class base. According to him:
“The stock market’s a decent referendum because everybody sees it. And by the way, the people, the base has a 401(k) and the base has a, they have an IRA. And the base doesn’t wanna lose money. The base works really hard for the IRA to get that up. And this is the IRA under attack. There’s absolutely nothing wrong with sending stocks down if companies are doing badly and we’ve heard from a couple, Verizon, we’ve heard some of the airlines. We are in conference season so you’re hearing companies say negative things.
“At the same time, why be part of that? Why tip things? And the answer is this that I think that the President in this moment wants to get something done with the tariffs. But tariffs are really hard for the base to understand. They’re hard for me to understand. I studied economics. I studied with Gailbraith for heaven’s sake. They’re really good people. All Nobel guys. It’s hard. It’s hard. And I think that it’s better to say listen we’re gonna work quietly to get things better for you working people but if you’re opening a factory in our country while you’re causing people to be laid off now, there’s a considerable gap between laid off now and when the factory can open. Particularly when you’re building very, very difficult foundries. They take four, five years to build. So I think that this is a good moment to be able to say look, we’ve established kind of a roadmap here and you’re not going to necessarily hear what we’re gonna do. But we’re doing it for you. . .it’s the message.”
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down all the stocks he mentioned during CNBC’s Squawk on the Street aired on March 11th.
For these stocks, we also mentioned the number of hedge fund investors. 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
10. Netflix, Inc. (NASDAQ:NFLX)
Number of Hedge Fund Holders In Q4 2024: 144
Netflix, Inc. (NASDAQ:NFLX) has been one of the top-performing media stocks over the past year. Its dominance in the global streaming industry has ensured that the stock gained 49.5% over the past year and is up by 3% year-to-date. Netflix, Inc. (NASDAQ:NFLX)’s shares have dipped by 12.5% in March with some of the bearishness fueled by gloomy sentiment surrounding tech. Cramer has been a long-time fan of the stock because of its ability to steal market share away from linear media companies. Here are his latest comments about Netflix, Inc. (NASDAQ:NFLX):
“[On stock losses] And I think that those are wrong. I think the business is very good. Those are subscription businesses, really. The holy grail is subscription. Amazon’s subscription. Netflix is subscription. . .The decline may just be a function of how high it went but they’re doing very well right now. Netflix is doing very well. So I don’t know those are natural places to go if you think there will be a rally.”
9. Mastercard Incorporated (NYSE:MA)
Number of Hedge Fund Holders In Q4 2024: 151
Mastercard Incorporated (NYSE:MA) is a financial technology company that offers payment processing products and services. Its fate is tied to economic growth and consumer spending. Mastercard Incorporated (NYSE:MA)’s shares have gained a modest 10% over the past year and are flat year-to-date. The firm posted a net loss for its fiscal second quarter in February. Cramer linked Mastercard Incorporated (NYSE:MA)’s performance to the travel industry and commented:
“Watch fintech. Fintech bottoms before actual fin. Fintech is like the best place to be, you know Mastercard is a travel, travel related company. I would watch that. I would watch Visa. Another travel related company. Because those have been part of the cohort. If they can overcome travel and the Affirms of the world can overcome the buy-now-pay-later, you’re gonna see a rally. You will see a rally.”
8. Broadcom Inc. (NASDAQ:AVGO)
Number of Hedge Fund Holders In Q4 2024: 161
Broadcom Inc. (NASDAQ:AVGO) is a semiconductor and software company. It sells a wide variety of chips for personal computing, data centers, and other use cases. Cramer is a long-time fan of the stock and the firm’s chief Hock Tan. Broadcom Inc. (NASDAQ:AVGO) has benefited in the AI era due to its ability to. design and sell custom AI chips. AI exposure has also hurt the stock as it dipped by double-digit percentages during the DeepSeek selloff. The shares weren’t spared during Monday’s selloff either. Here is what Cramer said:
“Broadcom had the best quarter of all these companies. If that stock doesn’t rally then you know we’re in trouble. Cause it’s down 18%!
“Keep an eye on Broadcom which is bigger than Tesla. Keep an eye on Lilly. Because these have to bounce. If they bounce. . .
“And again, the one that had the best quarter in tech, was one that just occurred on Thursday night which was Hock Tan. He had literally the best quarter. He’s got three clients that he didn’t reveal who are hyperscalers.”
7. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders In Q4 2024: 166
Apple Inc. (NASDAQ:AAPL) is a global consumer technology giant whose shares trade defensively during times of crisis. Cramer has long maintained that viewers should buy the stock and not trade it. He has also outlined that Apple Inc. (NASDAQ:AAPL) benefits from AI hype as the firm is poised to benefit from using AI products offered by others and avoiding multi-billion dollar investments of its own. This time around, he commented on concerns that Apple Inc. (NASDAQ:AAPL) had slipped up with Siri and their impact on the firm’s valuation:
“Apple, they’re leaning on it very very badly particularly because of the Siri stuff that is negative.
“Can Apple defend itself, off of Siri? Yes. Because Siri was, I don’t know anyone who thought it was really going to be ready. And they’re going into staged rollouts. Why don’t people realize that? When I talked to Tim Cook he’s not talking about seventeen, eighteen, nineteen, anymore. He’s just talking about releases of software to go with the phone. It’s a misleading thing.”
6. Visa Inc. (NYSE:V)
Number of Hedge Fund Holders In Q4 2024: 181
Visa Inc. (NYSE:V) is a financial services provider that dominates the US market. As with its smaller rival Mastercard, the firm’s business depends on consumer spending and economic output. It is also facing competition from fintech upstarts and retailer prickliness to transaction fees. Visa Inc. (NYSE:V)’s shares are up by 5% year-to-date and have gained 16.5% over the past year. Some of the tepid performance has been attributed to an antitrust lawsuit that the firm is facing. Here is what Cramer said about Visa Inc. (NYSE:V):
“Watch fintech. Fintech bottoms before actual fin. Fintech is like the best place to be, you know Mastercard is a travel, travel related company. I would watch that. I would watch Visa. Another travel related company. Because those have been part of the cohort. If they can overcome travel and the Affirms of the world can overcome the buy-now-pay-later, you’re gonna see a rally. You will see a rally. “
5. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders In Q4 2024: 223
While NVIDIA Corporation (NASDAQ:NVDA) was one of the top-performing stocks in 2024, the shares have reversed course in 2025. They are down by 16% year-to-date due to the DeepSeek selloff in January and the bearish sentiment surrounding tech on Monday. Cramer believes that NVIDIA Corporation (NASDAQ:NVDA)’s shares are driven by zero-day option trading and that the stock can gain after the upcoming GTC conference. Here is what he said:
“I mean because the Magnificent 7 was about the movie. And that’s NVIDIA, because NVIDIA’s doing well but nobody seems to care. That was Horace Buckles.
“Typically this morning we had everything up. 4 am things were up it was like ridiculous. NVIDIA was up like a dollar and a half. Now I don’t know, those people, in the old days I would have called them clowns . . .the zero guys, by the way, the zero, these day traders, they’ve captured even NVIDIA. It’s the number one name that trades everyday with these 2x things which are ridiculous. Those are T.N.T., they have captured the day trading of NVIDIA which is why NVIDIA’s become such a bad stock versus how it’s doing. They have separated the stock from the company.
“NVIDIA does have GTC next week. . .This is a big conference. The stock has an amazing record after GTC. And I’m saying, who would think that maybe Jensen Huang says something good.”
4. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders In Q4 2024: 234
Alphabet Inc. (NASDAQ:GOOGL) is one of the weakest mega-cap stocks on Wall Street. While NVIDIA has enjoyed catalysts from AI GPUs, Tesla has benefited from Musk’s role in the Trump administration, and Amazon has benefited from a stable ship, Alphabet Inc. (NASDAQ:GOOGL) has struggled from regulatory action and AI competition. Cramer commented about the firm’s second-quarter earnings as he believes that it might be losing its edge in the search engine industry:
“Alphabet I think is going to miss the quarter because I no longer think that Google is as effective versus Grok versus ChatGPT.”
3. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders In Q4 2024: 262
Meta Platforms, Inc. (NASDAQ:META)’s shares have performed well in 2025. The gains have been driven by its cost-cutting initiatives and the ability to use AI to improve services for advertisers. The firm also remained relatively unscathed during the DeepSeek selloff in January due to its lack of exposure to data center spending. In his previous comments about Meta Platforms, Inc. (NASDAQ:META), Cramer has stressed that the firm needs NVIDIA’s products to maintain its AI edge. Here are his latest thoughts:
“That Meta, they’re reliant on advertising but it’s good.
“There’s nothing wrong with Meta other than perhaps advertising which is economically sensitive.”
2. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders In Q4 2024: 317
Microsoft Corporation (NASDAQ:MSFT) is the software giant whose shares are down by 8.3% year-to-date. AI is mostly to blame for the losses as the firm’s stock dipped by 6% in January after its latest earnings report disappointed investors with revenue for the Azure cloud computing platform. In his previous shows, Cramer has wondered whether the relationship between Microsoft Corporation (NASDAQ:MSFT) and OpenAI is as strong as it was before. Here are his recent remarks:
“Then after that Microsoft, they missed quarter three times.
“So the question is, Microsoft can they say anything since they missed last time? I don’t know.”
1. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders In Q4 2024: 339
Amazon.com, Inc. (NASDAQ:AMZN) is one of the more stable mega-cap stocks as it benefits from a high volume eCommerce business and high-margin SaaS operation. Its shares have dipped by 9% year-to-date to lead some peers in losses. Cramer’s previous remarks about Amazon.com, Inc. (NASDAQ:AMZN) focused on the firm’s Alexa voice assistant. The CNBC host believes that the firm has its work cut out with Alexa, but management has assured him that the product will improve soon. He has also listed Amazon.com, Inc. (NASDAQ:AMZN)’s AI chip spending as a catalyst for semiconductor stocks. Here are his latest thoughts:
“Uh, we could call it the ‘Okay 10’ and we could have Yul Brynner, Chris Adams, that could be Amazon, cause the Amazon’s strong.
“Amazon’s doing great, okay. . . Um, and then I really don’t know what to do about, I don’t know what to do about Amazon, they’re quiet. I don’t know it’s discouraging because these are the ones, they have to rally but they’re no longer the top ten.”
AMZN is a stock Jim Cramer recently discussed. While we acknowledge the potential of AMZN as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than AMZN but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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