In this piece, we will look at the stocks Jim Cramer recently discussed.
In a recent appearance on CBNC’s Squawk on the Street, Jim Cramer discussed the constraints the US faces when it comes to rare earth metals. Rare earths have become a key issue in America’s trade discussions with China since China controls most of the world’s supply. These metals are used in defense and electronics manufacturing, which means that any disruption in the supply chain could have serious ramifications. Commenting on the issue, Cramer said:
“But I’m just saying that, why isn’t there a plan to be able to make it so that we have a strategic petroleum, we have one for Bitcoin. . .we have the ability to take em on. We have the ability to take the Chinese on. But we didn’t think about it ahead of time. It wasn’t on the agenda. I mean I don’t like that, okay. I just think that if you’re going to take on the Chinese, you better have something in your back pocket. . .”
The CNBC host also believes that American firms have started to become benign about global trade tensions. According to him:
“But most of our companies do not, most of our companies are not even reacting anymore to. . .I think that there’s a lot of companies that are readjusting. And it turns out that the hit’s not as bad. A lot of it is because they’re sourcing at different places. Almost none of it is because they’re making it here. We can’t make, on July 3rd may I suggest you go Dollar Tree. Go July 2nd actually because it might actually run out of balloons. You have Dollar Tree there, that stuff, that’s not made in Bethlehem, Pennsylvania, okay. You don’t get that, you’re not getting that from, you know, from Michigan.”
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 June 10th.
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. Lincoln Electric Holdings, Inc. (NASDAQ:LECO)
Number of Hedge Fund Holders In Q1 2025: 42
Lincoln Electric Holdings, Inc. (NASDAQ:LECO) is an American industrial equipment company. It makes and sells a wide variety of products that serve the needs of the oil and gas, power, construction, and other industries. As a result, Lincoln Electric Holdings, Inc. (NASDAQ:LECO)’s shares depend on industrial performance and interest rates. The stock is up by a modest 8% year-to-date after having recovered all of its post-Liberation Day losses. Cramer previously discussed the stock in January when he cautiously advised viewers to buy the stock since it had lost a lot of value. In his latest comments, the CNBC host briefly discussed the company after it rang the opening Nasdaq bell:
“Now those are two great companies. They do well. . .”
Previously in January, Cramer discussed Lincoln Electric Holdings, Inc. (NASDAQ:LECO)’s share price performance after the stock fell following the firm’s earnings report:
“It did miss, it missed the revenues, okay, but you know what, this is a company that is so down from where it was, it’s down 80 points. I think you can buy it. I like the company’s got welding and welding is a, there are very few welders around, but that is a, that is a great manufacturer.”
9. Fortive Corporation (NYSE:FTV)
Number of Hedge Fund Holders In Q1 2025: 41
Fortive Corporation (NYSE:FTV) is also an industrial products company. The firm sells testing, compliance, and measurement equipment to the industrial, automotive, healthcare, and other industries. Fortive Corporation (NYSE:FTV)’s shares have lost 6.4% year-to-date, primarily on the back of a 15.8% drop after April’s Liberation Day tariff announcements. Since then, the stock has gained 11.3% but is yet to reclaim its previous high. Over the year, Fortive Corporation (NYSE:FTV)’s shares are also down by 6%. Cramer’s comments about Fortive Corporation (NYSE:FTV) were brief as he mentioned the firm after it rang the opening bell:
“Now those are two great companies. They do well, they have a, remember this Fortive was a spin-off of Danaher.”
Mar Vista Investment Partners, LLC mentioned Fortive Corporation (NYSE:FTV) in its Q3 2024 investor letter. Here is what the fund said:
“Fortive Corporation (NYSE:FTV) was sold during the quarter for violating our investment criteria. The company had been plagued by an inability to forecast their business fundamentals, which lead to chronic under achievement of quarterly revenue and earnings expectations. The second quarter was the final earnings report within our provisional timeline for the company to cure the issues and show progress. After failing to deliver on our financial expectations, we sold the shares.”
8. Danaher Corporation (NYSE:DHR)
Number of Hedge Fund Holders In Q1 2025: 117
Danaher Corporation (NYSE:DHR) is one of the largest industrial and medical research products manufacturers in America. It has been one of the most troubled stocks this year as the shares have lost 14.5% year-to-date. Danaher Corporation (NYSE:DHR)’s shares dipped by 9.7% in January after the firm missed its fourth-quarter analyst earning estimates which was the first miss in years. It reported $2.14 in earnings and $6.5 billion in revenue while analysts had penciled in $2.16 and $6.4 billion. Cramer hasn’t been a fan of Danaher Corporation (NYSE:DHR) for the past year or so. Following its quarterly earnings, he called management “smug” and outlined that he had been following Danaher Corporation (NYSE:DHR) for years. Cramer first bought the shares in 2022 and held on to them as believed Danaher Corporation (NYSE:DHR)’s headwinds were temporary. He stuck with the pessimism this time around as well:
“My charitable trust has owned it initially. It was gold now it’s fool’s gold. I’m irate.”
Earlier this year, Cramer shared his discussions with Danaher Corporation (NYSE:DHR)’s management. Here is what he said:
“I think those guys are great—the Rales brothers are amazing. Even when I’m moody, you know, they have Rales stake there and the commander, so I love them even more. But here’s what I mean by that: I want them to show me they understand there’s been some serious underperformance here. They could come back and say, “We’ve outperformed for so many years, Jim, give us patience.” I just want something that shows me they understand we’re getting restless. I think that’s a reasonable thing to say, and I do like them very much.”
7. Simon Property Group, Inc. (NYSE:SPG)
Number of Hedge Fund Holders In Q1 2025: 108
Simon Property Group, Inc. (NYSE:SPG) is a real estate investment trust (REIT) that invests in retail properties. Its shares have bled 9.3% year-to-date after suffering from massive drops in March and April. Then, in May, Simon Property Group, Inc. (NYSE:SPG)’s shares lost another 6% after the firm’s first-quarter earnings. The report saw the firm’s net income of $413.7 million and earnings of $1.27 mark a significant drop over the year-ago figures of $731.7 million and $2.25. In his previous comments about the stock, Cramer called Simon Property Group, Inc. (NYSE:SPG) a “terrific” company and advised viewers to buy at a 5.7% yield. This time around, he commented on the link between consumer spending and the firm’s financials:
“Look there’s no department stores anymore that people are really going to. Although Simon Property Group had its numbers raised pretty big.
“But to me, I don’t know, these numbers, how could people expect to spend more if we’re supposed to be so down and glum. But maybe there’s a huge disconnect. That’s what Rob was saying to me. Jim you know you read the headlines about LA and then you go and you spend a fortune at a good restaurant. Says this doesn’t [inaudible] work like that Jim.”
Earlier this year, Cramer discussed Simon Property Group, Inc. (NYSE:SPG) ahead of its earnings:
“One of my absolute favorite, Simon Property Group might be- it’s going to report and this may put up some just terrific set of numbers, with that 5.5% yield the risk seems low while the reward May simply be to be just I think sensational. Remember this is the highest quality mall real estate in the world. Simon properties was on last time; I thought they told a fantastic story frankly.”
6. GE Vernova Inc. (NYSE:GEV)
Number of Hedge Fund Holders In Q1 2025: 111
GE Vernova Inc. (NYSE:GEV) is a frequent appearance on Cramer’s morning show. The CNBC host has discussed the firm in the context of the hype surrounding nuclear stocks due to AI infrastructure investment. Cramer believes that nuclear stocks are a long-term play since it takes years for projects to finish and generate revenue. Amidst the hype, he believes that GE Vernova Inc. (NYSE:GEV) is the only nuclear stock that is worth investing in. The firm’s shares are up by 44% year-to-date and have gained 55% since late April. This time around, Cramer stressed the need to discuss stocks that younger people could buy and GE Vernova Inc. (NYSE:GEV) appeared to be one of them:
“Now, there’s only one of them GE Vernova they actively, you speak to Scott Strazik, he’ll say listen, we’re the only guy that can, well Westinghouse can, that’s involving Westinghouse.
“Well do you understand what I’m saying? I’m saying that we can sit here and talk about stocks that go up incrementally, or we can focus on what the younger people are buying and offer some advice. Create some friction with their buys.”
Cramer’s earlier comments about GE Vernova Inc. (NYSE:GEV) discussed the firm in the context of America’s trade negotiations with China:
“So, how could the president turn around these negotiations with the Chinese? Okay, so I’ve been thinking about this. I always like to be constructive. I’m a constructive fella… Hey, how about turbines from power players? GE Vernova has installed 240 gas turbines in China, there you go, for about 50 million a pop. Just servicing these turbines gives us some cards to play.
China needs these, especially if anyone maybe just realizes that they’re making all these coal plants and does something to try to stop it. Now, those aren’t low cards. They’re kind of, I don’t know, maybe 8s and 9s. You can split them if the dealer has a 4, but I don’t think Xi’s got a 4. He’s got a king showing. Now there are some other things that could work out… GE Vernova might have room to expand its capacity, but there’s so much demand from the American hyperscalers that they might not have time for China.”
5. Circle Internet Group (NYSE:CRCL)
Number of Hedge Fund Holders In Q1 2025: N/A
Circle Internet Group (NYSE:CRCL) is a new-age internet company that allows businesses to conduct cryptocurrency transactions. The firm is one of the latest IPOs of 2025, and since the shares started trading earlier this month, they have gained 189%. As per Cramer, Circle Internet Group (NYSE:CRCL) is particularly favored by young people. Cramer outlined that people he’s talked to are selling NVIDIA shares and buying Circle’s stock instead. According to him:
“Carl when I talk to younger people, after they mention NVIDIA, they say took the NVIDIA money and . . .they’re buying Circle.”
The CNBC host discussed Circle Internet Group (NYSE:CRCL) in detail after its IPO. Here’s what he said:
“Last week, we saw one of the flashiest deals of the year when Circle Internet Group came public… Speaking of the financials, Circle’s numbers, they’re pretty impressive. In the first quarter of the year, they posted 59% revenue growth, 75% net income growth. So, at the end of the day, where do I come down on Circle? Look, this is actually a pretty darn good business. USDC’s popular.
The financials look pretty good for an IPO name, but the stock, okay, look, very hard to recommend after watching the company’s valuation jump from $5.5 billion at the beginning of the IPO process to over $25 billion in just a matter of weeks. I mean, if we divide Circle’s 2024 net income by the number of shares outstanding after this offering, then last year, it earned about 70 cents per share at its current price. That means Circle’s selling for roughly 165 times last year’s earnings…
… Okay, long story short, I like Circle. I’m having trouble getting to this price. I’m not willing to pay through the nose for it. It doesn’t help that more than half of the shares sold in Circle’s IPO came from early investors and… company insiders, including the CEO, rather than the company itself. In part, that’s because the company didn’t really need to raise money, which is good, but if the insiders would ring the register at 31, do you really want to be a buyer at 115? Or maybe the insiders were dead wrong? I don’t know.
Plus, Circle’s joined at the hip with the crypto ecosystem, and crypto… it’s inherently volatile. I think you’ll get a better opportunity simply by being patient. Honestly, the IPO market’s starting to get a little crazy here… Here’s the bottom line: Circle Internet Group’s a solid company, but the stock right now has gotten too hot for me. I can’t recommend it up here. Why don’t you let it cool off before you even think about pulling the trigger?”
4. Nebius Group N.V. (NASDAQ:NBIS)
Number of Hedge Fund Holders In Q1 2025: 51
Nebius Group N.V. (NASDAQ:NBIS) is an artificial intelligence company that provides businesses with hardware and software to develop and run AI applications. It was previously the holding company for the Russian search engine platform Nebius Group N.V. (NASDAQ:NBIS) but sold Yandex after US sanctions on Russia after the Ukraine invasion. Nebius Group N.V. (NASDAQ:NBIS)’s shares are up 57% year-to-date and have gained 35% in June so far. The stock has gained on the back of several tailwinds such as a $1 billion capital raise which allows Nebius Group N.V. (NASDAQ:NBIS) to expand its presence in the AI infrastructure market. Cramer discussed the firm in the context of its popularity among younger investors:
“Carl when I talk to younger people, after they mention NVIDIA, they say took the NVIDIA money and they’re buying Nebius. . .”
Later during the day, he discussed Nebius Group N.V. (NASDAQ:NBIS) in Mad Money:
“Okay, I went to their booth when I was out at the conference, the Nvidia GTC conference. I was very impressed. I think they do good things. I didn’t, wasn’t prepared to be impressed frankly, because I like CoreWeave. But let me just tell you how I feel about this Nebius, this stock has… it has an allure. People like it so much. It doesn’t have a lot of people writing about it. It’s very hard for it to disappoint. I’m actually going to say that I think Nebius is going higher. There we go.”
3. eToro Group Ltd. (NASDAQ:ETOR)
Number of Hedge Fund Holders In Q1 2025: N/A
eToro Group Ltd. (NASDAQ:ETOR) is an Israeli company that owns and operates a trading platform. It is part of a handful of stocks that belong to companies that allow retail traders to invest in stocks and other assets. The shares have lost 11% year-to-date after they gained 21% in June only to lose 17% over the next couple of days. Cramer has discussed eToro Group Ltd. (NASDAQ:ETOR) several times this year. The shares were listed for trading in mid-May, and in his previous comments, Cramer shared that eToro Group Ltd. (NASDAQ:ETOR) is the only trading platform stock he’d consider apart from Robinhood. Of course, Robinhood remains his top trading stock pick. This time around, the CNBC TV host remarked on younger people buying the stock:
“Carl when I talk to younger people, after they mention NVIDIA, they say took the NVIDIA money. . .And did you see eToro?”
On the same day, Cramer discussed eToro Group Ltd. (NASDAQ:ETOR) in detail in Mad Money:
“Alright, about a month later… another really popular trading platform, this one’s called eToro, debuted on the Nasdaq with a traditional IPO, and the market lapped it up… So, how do these three brokerages, the platforms, stack up against each other? First, let’s take scale because scale is often what dictates what’s going to win in a brokerage area. At the end of the first quarter… eToro had just 3.58 million funded accounts with 14.8 billion in assets under administration… Webull and eToro are roughly the same size… Now, what about the financials? We just want to look at revenue growth and some measures of profitability. But comparing the three companies… is surprisingly challenging because they all use different key metrics… But for eToro, we have to use the company’s net contribution, which is similar to the net revenue numbers from the other two… eToro has slower growth but much better profitability than Webull…
And for eToro, what we see is a big improvement in the financial results last year, especially on the profitability front, which makes sense as the company has said outright that it’s changed the strategy after its failed deal to come public a few years ago. In the first quarter of this year, though revenue growth slowed significantly and the company’s profitability even regressed…
Now this, eToro, the obvious number two, profitability is nearly as good as Robinhood’s, even if the growth is slower… So Robin and eToro are the only two I’d even consider. Robin has a better business, but eToro has a much cheaper stock, selling for 27 times this year’s earnings estimates, basically half of Robinhood’s valuation of 55 times earnings… On the other hand, eToro got pulverized today after it reported what I thought was a good quarter, in part because the stock had already run up dramatically from where it came public.”
2. Oklo Inc. (NYSE:OKLO)
Number of Hedge Fund Holders In Q1 2025: 23
Oklo Inc. (NYSE:OKLO) is an American nuclear power company that designs nuclear power plants. Its shares have been one of the best performers in 2025 as they have gained 165% year-to-date. Oklo Inc. (NYSE:OKLO)’s stock jumped by a whopping 29% in June after the firm received an upgrade from Seaport Research which upgraded the stock to Buy from Neutral and set a $71 price target for the company. The upgrade came after the research firm revealed that Oklo Inc. (NYSE:OKLO) is making progress in securing approvals for its products. Cramer discussed Oklo Inc. (NYSE:OKLO) in the context of younger investors buying the shares:
“Carl when I talk to younger people. . .I got stopped this week by a bunch of Israeli guys who said thank you very much, uh, for suggesting that we might want to do nuclear. We went all into Oklo. I mean OKLO is, they’re not doing well. They’re not doing well. But it doesn’t matter.”
The next day, in Mad Money, Cramer discussed some of the reasons behind Oklo Inc. (NYSE:OKLO)’s share price performance:
“Others here should be thinking of the same thing when they have good news, like Oklo. The income statements simply don’t matter in the year of magical thinking because we just learned that Oklo was selected as the intended award winner to power Eielson Air Force Base in Alaska with a nuclear power plant. When it rains, it pours. The NRC, the Nuclear Regulatory Commission, has started reviewing a report that says Oklo could streamline the whole process, which we know is cumbersome… Maybe these guys can build, make it easier to build nukes. I don’t know. Oklo has the whole group jumping, which is exactly what you’d expect in this year of magical thinking.”
1. Philip Morris International Inc. (NYSE:PM)
Number of Hedge Fund Holders In Q1 2025: 104
Philip Morris International Inc. (NYSE:PM) is one of the biggest tobacco companies in the world. Its shares have gained 51% year-to-date on the back of several catalysts such as a strong 2025 outlook and the defensive nature of the stock. Cramer has discussed Philip Morris International Inc. (NYSE:PM) several times in his show. He has commented on the firm’s revenue growth rate and its efforts to rebrand itself away from being a cigarette company. Cramer is also torn about investing in Philip Morris International Inc. (NYSE:PM). While on the one hand, he believes that the firm can continue to perform well in the future, he is unwilling to invest in the stock due to the firm’s products. This time around, he remarked on the split within Philip Morris International Inc. (NYSE:PM):
“Best performing stock of the last hundred years is Phillip Morris. . .But PMI has been amazing. I mean they’ve got half the company, house divided stands, half the company killing people, half the company trying to save people. Interesting dynamic.”
Earlier this year, Cramer commented on the defensive nature of Philip Morris International Inc. (NYSE:PM)’s shares:
“Now, the consumer staples, long considered safety stocks, well, let’s just say they, they aren’t all that safe these days because of a host of challenges, everything from GLP-1 drugs weighing down the food business to higher prices for all sorts of commodity inputs.
But there’s a frequent winner here among the consumer staples. It’s one I won’t recommend because it’s got tobacco in it and that’s Philip Morris, the international tobacco company. It’s one of the greatest stocks of all time though.”
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