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 share his thoughts about the massive stock market crash on Monday. The tumble saw the flagship S&P index lose $4 trillion from its February peak to end up lower since President Trump’s election win. Naturally, Cramer was full of thoughts about the President and how he might help markets. He started by outlining that the narrative surrounding tariffs could hurt President Trump, despite the fact that the US might very well need tariffs to balance the scales of global trade in its favor.
Cramer started out by sharing:
“But, look let’s just, we gotta come back to the President. You can’t really watch the stock market when he said that tariffs are going to be the greatest thing we have ever done as a country. I call everyone’s attention to the Washington Post piece this morning. Which says the base doesn’t like tariffs. They’re giving it thirty to thirty five percent people of the base who like tariffs. They have not been explained well.”
In fact, despite the fact that the narrative surrounding tariffs has generated concerns about a recession, Cramer believes that the President is actually being too soft.
“So I’m looking at this and I’m saying, and you know I support these tariffs, I’m much harder on tariffs than he is,” he remarked. “I think he [Trump] is being soft on tariffs. Because these, our partners, so-called partners have been ripping us up for ages. He’s right about that,” Cramer added.
However, while the President might be right about tariffs, Cramer disagrees with him on the messaging. He believes that Trump’s “gotta be a little more like TR [Theodore Roosevelt]. You gotta speak softly and carry a big stick.” On the flip side, the President’s approach, which according to Cramer resembles “speak loud with no stick” is “what the bullies do.”
The CNBC TV host also criticized Canada’s approach in taking on Trump when it came to tariffs. “[Y]ou don’t want to do that. Now I wouldn’t have done what Canada did, which is you know, fight back. You have to do it like Scheinbaum. But I just think that we’re courting with a manufactured recession,” he outlined.
Cramer cited former US Presidents and their approach to tariffs in his comments. President Trump repeatedly stated that he was a fan of President William McKinley, who held office from 1897 to 1901. However, Cramer believes that Trump should also consider Theodore Roosevelt’s approach:
“If the President were to be a little more like Theodore Roosevelt, little less like McKinley, by the way, who was really anti-working man, praising McKinley. . . I like these . But the President has to recognize that, maybe he should read the Washington Post, he probably doesn’t like it. Or Citi [on] the pause in US exceptionalism today which thank you for doing nothing. But [inaudible] manufacturing recession, I guess it’s the right time to do it. I think it’s wrong. And when you come out and say there will be no recession, that’s like 29, 30, when they were talking about don’t worry about the. . .no, get away from that.”
As to why Cramer wants President Trump to amplify his tariff strategy, here are the reasons:
“Beat these so called partners, by talking quietly and saying look, here’s what awaits you if you don’t lower. And then tell us. Like he doesn’t explain why we’re doing this. These countries have horrendous, I tried to buy a Deere tractor in Italy, like the tariff was like 50% on the. . .thing. There are thousands of tariffs against us. Have Peter Navarro, unemotionally, like he was when I was at Harvard, unemotionally, just explain what’s really going on. There’s nothing wrong with that. He wrote Trump Time, that’s a very good book. And it’s very unemotional. I liked it a lot. But it’s time for the President to be TR. A great president. Forget McKinley. Forget McKinley. That was like against William Jennings Brian, and he was like the cross of gold versus silver.”
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).
11. Verizon Communications Inc. (NYSE:VZ)
Number of Hedge Fund Holders In Q4 2024: 74
Verizon Communications Inc. (NYSE:VZ) is an American telecommunications carrier that has struggled amidst lower consumer spending that has slowed the smartphone upgrade cycle. Its shares are up by a modest 8% over the past year and lost 6.6% in March. Verizon Communications Inc. (NYSE:VZ)’s shares dipped after, during a telecommunications conference, its chief revenue officer warned of slow subscriber growth in Q1. The comments led to shares of Verizon Communications Inc. (NYSE:VZ)’s peers also losing value. Here is what Cramer said:
“Well they had a decent quarter last time. So I think that’s interesting. I think that it’s probably an over reaction because people don’t like that dividend versus where bonds are. But interest rates yesterday were terrific for the market but no one really wanted to care. Because people say well that’s just flight to safety. I don’t give a. . .I’m sorry, darn, you know what’s going on. .”
“Verizon’s not. Verizon was more competitive last quarter.”
10. Robinhood Markets, Inc. (NASDAQ:HOOD)
Number of Hedge Fund Holders In Q4 2024: 79
Robinhood Markets, Inc. (NASDAQ:HOOD) is a financial technology company that operates one of the largest retail stock trading platforms in America. Cramer’s previous remarks for the firm have stressed that it has an enduring competitive advantage. Robinhood Markets, Inc. (NASDAQ:HOOD) benefits from an engineering-drive approach that has allowed it to build a great site that helps traders. He also believes that the firm has proven key to inter-generational wealth transfer in the United States. Here are Cramer’s latest remarks about Robinhood Markets, Inc. (NASDAQ:HOOD):
“In there Vlad Tenev had a terrific quarter. That needs to make a stand. That stock has gone from 66 down to 36. That must make a stand. Cause Vlad Tenev came here, and said, he was on two different shows, and said that the quarters are terrific. Let’s see that make a stand. You need to see companies make a stand that had great quarters.”
9. Reddit Inc. (NYSE:RDDT)
Number of Hedge Fund Holders In Q4 2024: 87
Reddit Inc. (NYSE:RDDT) is one of the youngest publicly traded social media companies. Its shares have benefited in today’s AI era as investors are excited about the firm’s ability to partner with AI companies to help them use its data to train their models. Reddit Inc. (NYSE:RDDT)’s shares are up by 142% over the past year but bled 36% in March amidst a broader decline in technology companies. Cramer believes that Reddit Inc. (NYSE:RDDT) is a “goldmine” that could be “gobbled” by big tech players. His latest comments surrounded investor sentiment around technology stocks:
“We do wanna watch Reddit, big company. . .Because these have to bounce. If they bounce. . .”
8. The Charles Schwab Corporation (NYSE:SCHW)
Number of Hedge Fund Holders In Q4 2024: 91
The Charles Schwab Corporation (NYSE:SCHW) is one of the biggest financial services companies in America. Its shares are up by a modest 9% over the past year as they navigated a tumultuous period. For instance, The Charles Schwab Corporation (NYSE:SCHW)’s stock sank by 17% in July’s third week after it disclosed that it would have to shrink operations. However, the shares jumped by 5.9% in January when The Charles Schwab Corporation (NYSE:SCHW)’s fourth-quarter results revealed that profit jumped by 44%. Cramer commented on The Charles Schwab Corporation (NYSE:SCHW) in the context of the broader financial sector:
“I’m watching things like Schwab, I’m watching things like, because I wanna see fintech and I wanna see Robinhood.”
7. AppLovin Corporation (NASDAQ:APP)
Number of Hedge Fund Holders In Q4 2024: 95
AppLovin Corporation (NASDAQ:APP) is a software company that allows businesses to run their advertisements in video games. Cramer has remained upbeat about the stock in his previous remarks. He dismissed reports of fraud at the firm, which sent its shares down by 3% in February. This time around, Cramer shared that AppLovin Corporation (NASDAQ:APP)’s shares have to perform well to indicate to him that investors who had fled the market during Monday’s selloff are returning to technology stocks. Here is what he said:
“Now we wanna watch AppLovin. . . Because these have to bounce. If they bounce. . .”
6. Costco Wholesale Corporation (NASDAQ:COST)
Number of Hedge Fund Holders In Q4 2024: 96
Costco Wholesale Corporation (NASDAQ:COST) is a discount retailer that is a frequent part of Cramer’s morning show. The CNBC host has been nothing but full of praise for the firm. Cramer often laments high prices in America and believes that firms got too greedy to raise them. As a result, as Costco Wholesale Corporation (NASDAQ:COST) has actively provided consumers with lower prices, Cramer believes that the firm is a winner. His latest remarks are also reflective of his optimism in Costco Wholesale Corporation (NASDAQ:COST)’s business and shares:
“I would rather be in tech than I would say, you know except for Walmart and Costco, those are the ones that you buy at this moment.”
“Well, you know, by there should be no boycott of Costco because they stuck by DEI. And one of the reasons when I did some work on why they stuck by DEI, they said, we’re the greatest retailer in the world and the most profitable like so why scrap it? Now I mean, yeah, yeah, Millerchip’s the CFO, he’s from Kroger, and he’s not gonna ever top with the elocution and brilliance of Richard Galanti.”
“But this is the age of Walmart and Costco. And there isn’t anything I get at Kohl’s that I can’t get at those two.”
5. Johnson & Johnson (NYSE:JNJ)
Number of Hedge Fund Holders In Q4 2024: 98
Johnson & Johnson (NYSE:JNJ) is one of the largest pharmaceutical companies in the world. It spent 2024 battling several headwinds, including a massive cancer lawsuit and regulations that targeted its products for Medicare benefits. In 2025, Johnson & Johnson (NYSE:JNJ)’s shares have gained 15% as the firm has benefited from market volatility. Investors prefer stocks like JNJ when they are uncertain about the future, as a stable and sizable business offers relief. Cramer’s comments about Johnson & Johnson (NYSE:JNJ) surrounded this theme:
“David Faber often asks me, what’s the key to this market? I’m gonna have to give three keys, I’m sorry, lot of doers. SJ Smucker, SJM, Colgate, and JNJ. . . .JNJ has moved up mightily and it’s right at the level where it can either break out or be repelled. Not sure about this. And, what I’m saying is this these three have been bid up unnaturally by this program, which is out of the really good stocks of companies that are doing really well. And then to the companies, and I don’t mean to slight JNJ, but it’s been suboptimal. Well anyway, this is the breakout level for JNJ. If this market is going to bottom, JNJ has to be thrown back to the 160 level. . .Where they began these ascents. These companies are not doing well enough to be able to support the rallies that they’ve had. It’s entirely done by traders who don’t seem to know how to trade by putting things on immediately. I wish I had worked these orders, you wouldn’t see this action.”
“And I have to tell you the one that has to, remember you need to see JNJ down, you need to see Smucker down, because that’s where all the money went to. And that was ridiculous. That’s just a program done, again, by incredibly sloppy traders who don’t know how to trade.”
4. Booking Holdings Inc. (NASDAQ:BKNG)
Number of Hedge Fund Holders In Q4 2024: 99
Booking Holdings Inc. (NASDAQ:BKNG) is a travel services provider that has benefited from a recovery in its industry. Its shares have gained 24% over the past year but performance has been disappointing in 2025 as the stock is down by 11.6% year-to-date. Booking Holdings Inc. (NASDAQ:BKNG)’s shares fell by 11% after its Q4 results warned investors of tepid growth. The stock shed another 11.5% in March in what Cramer called in his program as the end of a bull travel market. Here is what he said about Booking Holdings Inc. (NASDAQ:BKNG):
“[About how the sentiment surveys distilling into corporate guidance] Absolutely. . .I’m looking at the action of UAL. I do think that historically when you have two incidents in a row of airline, let’s call them disturbances. There has always been a decline. Ed Bastion didn’t say that. The last bull market’s been in travel. And that’s been in Bookings.com, it’s been the airlines, it’s been Marriot. So this is the end of that bull market if you want to say it.”
3. Oracle Corporation (NYSE:ORCL)
Number of Hedge Fund Holders In Q4 2024: 105
Oracle Corporation (NYSE:ORCL) is a technology company that provides business operations management software. It has also positioned itself as a key player in the AI market by providing computing resources to AI companies. Cramer was full of praise for Oracle Corporation (NYSE:ORCL) after President Trump’s massive $500 billion Stargate AI announcement earlier this year. The CNBC host wondered whether the firm had pulled a coup by outmaneuvering Microsoft and teaming up with OpenAI. He kept his upbeat tone about Oracle Corporation (NYSE:ORCL) in his latest remarks:
“I don’t understand why people didn’t listen to Safra Katz and to Larry Ellison. Happens to have his own island. I’ve been there. . .the guy’s got game. It was a good, it was the best [inaudible] I’ve heard from a tech company. Go listen to the call and stop being so negative!”
“Okay Oracle’s down eight. Look I get that. They missed the numbers but they have a hundred and thirty billion in backlog. 15% increase in overall rev. Now they’ve got the remaining performance obligations are just a hundred and thirty billion! I happen to, and I know the analyst cut, but they are part of the zeitgeist. I happen to respect Larry Ellison a great deal. I wish it were, I wish there was a similar respect. It’s an unrequited lover there. But not with Safra! And I think that Safra Katz made a really good case about how next year’s gonna be just blowout. Maybe even the second half. They got more than a hundred data centers. I wish people would listen to their call rather than watch the headlines.”
“They want hundreds of data centers at Oracle because they want to capture things.”
2. Marvell Technology, Inc. (NASDAQ:MRVL)
Number of Hedge Fund Holders In Q4 2024: 105
Marvell Technology, Inc. (NASDAQ:MRVL) is a chip company that has benefited in the AI era due to its ability to provide custom AI chips. These chips are believed to offer a cost-friendly alternative to NVIDIA’s expensive GPUs. However, 2025 hasn’t been kind to Marvell Technology, Inc. (NASDAQ:MRVL)’s shares as the firm’s stock is down by a whopping 41% due to growing investor concerns about the demand for AI chips. Cramer’s previous remarks have praised the firm’s CEO. Here are his latest thoughts on Marvell Technology, Inc. (NASDAQ:MRVL):
“And here I’d like to highlight Marvell Technologies, MRVL. They did have a great quarter. They do have a great relationship with Amazon which includes, investment, and the stock has gone, it’s very interesting. This company, right here [points at graph] right here they had no AI. They had less than two hundred million AI. . .Now they have 1.5 billion in AI, and it is below where they had 200 million. Now you tell me under what construct that can be right. I don’t see it. . . ., Marvell’s doing much better than people think. I don’t know.”
“Watch Broadcom and then see if Marvell can possibly rally. That’s a stock that’s almost been cut in half and below where Matt Murphy bought a million dollars worth of stock. You can take a look.”
1. Walt Disney Co (NYSE:DIS)
Number of Hedge Fund Holders In Q4 2024: 108
Walt Disney Co (NYSE:DIS) is an American media and entertainment giant that is one of Cramer’s more frequently discussed stocks. The CNBC host believes that the firm has managed to turn around its streaming business and performed well with its linear business when compared to rivals. Walt Disney Co (NYSE:DIS) also benefits from travel and holiday spending, and during the show, Cramer cautioned viewers that the ‘bullish’ travel market might have taken its last breath. Naturally, he discussed Walt Disney Co (NYSE:DIS) in this context as well:
“Do you give up on Disney here? I don’t know, I think you know really cause travel’s bad for a couple of weeks. I think that Disney is more oil and gas related than it is. . .but I see the stock going down.”
DIS is a stock Jim Cramer recently discussed. While we acknowledge the potential of DIS 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 DIS but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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