On Wednesday, Jim Cramer, host of Mad Money, noted a clear turn in market sentiment following what he called a “year of magical investing.”
“Will the year of magical investing come back now that the Fed has cut rates? I don’t think so. When I went negative on the high fliers, the neo-cloud stocks, the ambiguous artificial intelligence plays, the nukes, the crypto derivatives, the quantum computing stocks, and the flying car names, I warned that people were about to get crushed in this stuff.”
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Cramer mentioned that CNBC’s Carl Quintanilla asked him if those same stocks might surge again into the year-end, and he replied that there was “no chance,” pointing to “faux data-center names, especially in light of the latest earnings miss from data-center builder Oracle. He recalled that he turned against these trades on September 24, and explained that his call came after a run of viewer questions in the lightning rounds, where an overwhelming number of people were pitching speculative names. He noted that, at that time, the year of magical investing had become wildly overheated, and he worried that people would end up losing serious amounts of money if they kept chasing that kind of action.
“They aren’t worthy of your money or your time, even down here, because the year of magical investing came to a close at the end of September, and it’s not coming back anytime soon.”
Our Methodology
For this article, we compiled a list of 14 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on December 10. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the third quarter of 2025, which was taken from Insider Monkey’s database of 978 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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
Jim Cramer Expressed Thoughts on These 14 Stocks
14. Palantir Technologies Inc. (NASDAQ:PLTR)
Number of Hedge Fund Holders: 81
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks Jim Cramer expressed thoughts on. Cramer highlighted the company’s contracts during the episode, as he said:
“Now, there’s a way to speculate responsibly. You buy stocks of companies with real earnings, real revenues that can get a much higher price-to-earnings multiple expansion on that news flow. It’s not the perfect way, but it’s a way… Palantir continued to surge higher as it won tons of contracts, both from the private sector and the federal government. It went up $6 today to $188.… Neither stock is done going higher. These kinds of stocks with the ability to turn into high-powered, high-earning stories could absolutely last through the end of the year of magical investing because their sales and earnings are still growing like weeds.”
Palantir Technologies Inc. (NASDAQ:PLTR) develops data analytics and AI software platforms, including Gotham, Foundry, Apollo, and Palantir Artificial Intelligence Platform, that help organizations integrate, analyze, and act on complex data. During the December 3 episode, a caller asked about the stock and Cramer said that the company’s stock is “going higher.” The Mad Money host replied:
“Alright, I don’t want you to sell Palantir. Palantir is a great… high-quality name. Alex Karp is a bit of a wild man. I don’t mind that. I think that they’re doing incredible work. Now, I know there was an article in the Washington Post today about them working with ICE. You have to keep your politics out if you want to make a lot of money. Not that I’m like crazy about… some of the things they do and they don’t. But if you’re asking me whether I think the stock’s going higher, which is what I think you are… I think Palantir is going higher.”
13. GE Vernova Inc. (NYSE:GEV)
Number of Hedge Fund Holders: 108
GE Vernova Inc. (NYSE:GEV) is one of the stocks Jim Cramer expressed thoughts on. Cramer highlighted the stock’s recent massive rally, as he remarked:
“Now, there’s a way to speculate responsibly. You buy stocks of companies with real earnings, real revenues that can get a much higher price to earnings multiple expansion on that news flow. It’s not the perfect way, but it’s a way. GE Vernova soared during this period as it got order after order from companies that needed power to build out data centers. It closed today at $723. That was up $97, one session… Neither stock is done going higher. These kinds of stocks with the ability to turn into high-powered, high-earning stories could absolutely last through the end of the year of magical investing because their sales and earnings are still growing like weeds.”
GE Vernova Inc. (NYSE:GEV) provides products and services for generating, converting, storing, and managing electricity, including gas, nuclear, hydro, and wind technologies. During the December 3 episode, a caller asked Cramer what he thought of the company’s stock long-term and Cramer responded:
“Alright, GE Vernova, my Charitable Trust owns it… Let me make this really straight. This whole uranium thing, the whole nuke thing, you know, if it happens, it’s going to be GE Vernova. But more importantly, if it’s nat-gas, it’s GE Vernova, which means it is the only real company in that whole power segment that everyone’s so crazy about to speculate on. Don’t speculate, invest GE Vernova.”
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