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.”
12. The AES Corporation (NYSE:AES)
Number of Hedge Fund Holders: 52
The AES Corporation (NYSE:AES) is one of the stocks Jim Cramer expressed thoughts on. A caller asked what Cramer thinks of the company given the “huge data center demand,” and he replied:
“It’s always been disliked, and you know what? I’ve taken a liking to it down here. I think you’ve got a buying opportunity in AES.”
The AES Corporation (NYSE:AES) produces and sells electricity as the company operates a large portfolio of energy assets. Sound Shore Management stated the following regarding The AES Corporation (NYSE:AES) in its second quarter 2025 investor letter:
“Conversely, power generator The AES Corporation (NYSE:AES) has been hampered by prospective changes to investment tax credits for renewable energy sources, as policy changes once again froze market participants. This is despite the company having a customer base that continues to place orders for renewable systems to power data centers, regardless of the tax situation. (Post-quarter note – on July 9th, AES was rumored to have also received interest from private equity and infrastructure funds and the stock gained on the possibility of a takeover.)”
11. Carvana Co. (NYSE:CVNA)
Number of Hedge Fund Holders: 109
Carvana Co. (NYSE:CVNA) is one of the stocks Jim Cramer expressed thoughts on. During the lightning round, a caller inquired about Cramer’s thoughts on the stock, and he replied:
“Here’s the answer about Carvana: the stock is going higher. Now, it may not just continue to go higher because it just had a huge run, but I have been behind this stock since it was a teenager, and I’m continuing to do so. I think Ernie Garcia has a better model than anybody else.”
Carvana Co. (NYSE:CVNA) operates an online platform for buying and selling used cars and also runs auction sites. Optimist Fund stated the following regarding Carvana Co. (NYSE:CVNA) in its third quarter 2025 investor letter:
“Carvana Co. (NYSE:CVNA) – Carvana continues to deliver strong performance, posting record highs across nearly every key financial metric. Retail units sold rose 41% year over year to 143,280 vehicles — the highest in company history — while total revenue increased 42% to $4.84 billion.
Adjusted EBITDA reached $601 million, good for a 12.4% margin, more than 2x industry average profitability.
Even after its strong growth, Carvana estimates its U.S. market share is still only about 1.5%, underscoring a large runway for expansion.
Management expects retail unit growth to continue sequentially in the third quarter and raised its full-year 2025 outlook for adjusted EBITDA to between $2.0 billion and $2.2 billion, up from $1.38 billion in 2024. Longer term, the company continues to target 3 million annual retail units with a roughly 13.5% adjusted EBITDA margin.
Overall, recent results continued to demonstrate the structural advantages of Carvana’s business model which enable rapid growth in profitability. After several years of heavy investment and operational fine-tuning, Carvana has entered a more durable, cash-generative phase of growth. We continue to believe Carvana has material runway ahead.”
10. Dow Inc. (NYSE:DOW)
Number of Hedge Fund Holders: 39
Dow Inc. (NYSE:DOW) is one of the stocks Jim Cramer expressed thoughts on. A caller asked if the stock is a buy, sell, or hold. In response, Cramer said:
“No, I’ll tell you why. It had a nice bounce off the cut. It could have another point or two, but that’s all. I don’t want you to play for just a point. I want you to play for the enchilada.”
Dow Inc. (NYSE:DOW) develops chemical and material products used in packaging, construction, transportation, and consumer industries. When a caller asked about the stock during the October 28 episode, Cramer replied:
“Alright, that last quarter was good. That last quarter, Jim Fitterling put up a good quarter. I think that stock can go higher. I also like Solstice, which is a recent spin-off of Honeywell. It’s going to start trading regularly. That one’s a good one, too. It’s going to ring the bell, I think, on Thursday. So I think you’re okay in Dow. I would hold on to that.”
9. Root, Inc. (NASDAQ:ROOT)
Number of Hedge Fund Holders: 22
Root, Inc. (NASDAQ:ROOT) is one of the stocks Jim Cramer expressed thoughts on. When a caller asked for Cramer’s thoughts on the stock, he commented:
“No, you got to keep looking at something else. It’s not going to do it for you. It’s actually an expensive stock, even though it doesn’t look like it, because I don’t think all the earnings are going to come through. But you know what? You got to think about Lemonade. I’m not kidding.”
Root, Inc. (NASDAQ:ROOT) offers auto and renters insurance through its app, website, and other digital channels. During the lightning round of August 11 episode, a caller inquired about the company and the Mad Money host responded:
“I know Root… And by the way, Lemonade is the one that I’m looking at for, when it comes to insurance. Lemonade is your play. And by the way, I think Lemonade is disrupting the industry to the point where we’re seeing lower rates, possibly. I know that because we’re seeing a lot of insurance companies talk about lower rates, including Berkshire Hathaway.”
8. SoundHound AI, Inc. (NASDAQ:SOUN)
Number of Hedge Fund Holders: 22
SoundHound AI, Inc. (NASDAQ:SOUN) is one of the stocks Jim Cramer expressed thoughts on. A caller sought Cramer’s advice on the stock, and here’s what Mad Money’s host had to say in response:
“No, see, SoundHound doesn’t make any money. It’s one of those year of magical investing stocks, and that year is over.”
SoundHound AI, Inc. (NASDAQ:SOUN) develops voice AI technologies that enable businesses to create conversational and intelligent voice experiences. Cramer called the stock a “pure spec” when a caller asked about it during the October 31 episode. He remarked:
“Alright, now, it’s a pure spec. I like the fact that it’s come back down from its high, but you need to know it does not make money. It’s gotta make money before I can get seriously behind it.”
In addition, when a caller asked about the stock during the October 8 episode, Cramer replied:
“Yeah, you see, SoundHound is a company that got, what happened is it got NVIDIA’s endorsement, and ever since then it’s been on fire. I say this, I say, it’s up a great deal. It’s not making money. I would take a little bit off tomorrow and then let the rest run.”
7. Hexcel Corporation (NYSE:HXL)
Number of Hedge Fund Holders: 28
Hexcel Corporation (NYSE:HXL) is one of the stocks Jim Cramer expressed thoughts on. During the lightning round, when a caller inquired about the stock, Cramer said:
“Hexcel’s a very good company, sir. The only reason I said to buy Boeing is both Hexcel and Howmet had gone up too high. Boeing is still lagging.”
Hexcel Corporation (NYSE:HXL) makes advanced carbon fibers, reinforcements, honeycomb materials, and composite parts used in aerospace, defense, and other industrial applications. Madison Investments stated the following regarding Hexcel Corporation (NYSE:HXL) in its third quarter 2025 investor letter:
“The small cap team initiated a new investment position in Hexcel Corporation (NYSE:HXL). Hexcel is a global leader in advanced composite materials, specializing in the production of carbon fiber reinforcements, resin systems, and honeycomb structures. These materials are critical for lightweight, high-performance applications, particularly in the commercial aerospace, space, and defense sectors. Hexcel’s products are used in aircraft frames, wings, engines, and other structural components, offering strength and durability while significantly reducing weight. Major clients include aerospace giants like Airbus and Boeing. We like the duopoly market structure and deep moats of Hexcel’s business. The cycle has been in a prolonged downtrend due to the COVID supply chain shocks, creating bottlenecks in engines and the struggles of Boeing and Spirit Aerosystems. We believe these headwinds are now largely behind us. The competitive moats in this business are significant. Capital intensity is relatively high, while incumbency and vertical integration provide a huge competitive advantage. Certification in wing and fuselage requires massive regulatory approval, which leads to even higher switching costs. Furthermore, the industry has a benign competitive structure, with Japanese firm Toray being the only other direct, scaled composite material competitor, having a combined share in wing and fuselage that approaches 90% and holding sole-sourced positions with original equipment manufacturers (OEMs). We believe the intrinsic value for this franchise is $85.”
6. ServiceTitan, Inc. (NASDAQ:TTAN)
Number of Hedge Fund Holders: 48
ServiceTitan, Inc. (NASDAQ:TTAN) is one of the stocks Jim Cramer expressed thoughts on. Cramer highlighted the company’s recent quarter during the episode, as he stated:
“Last week, we got earnings from a company called ServiceTitan. It’s a software provider to all sorts of tradespeople, especially the building trades. This is a company that came public roughly a year ago. It was trading around $100 a share. At that time, I told you that I liked this story, but I thought you should wait for a pullback before you did any buying. Sure enough, ServiceTitan pulled back to around $80 in March before surging to $131 and change at its peak in May, then pulling back to the mid-80s again about three weeks ago. But since those lows, the stock has rallied more than 20 bucks. Doesn’t hurt that ServiceTitan reported last week, it delivered a healthy revenue beat with a better-than-expected operating income number, and that breathed new life into the stock as it should.”
ServiceTitan, Inc. (NASDAQ:TTAN) provides a cloud platform that helps contractors run their businesses by handling scheduling, dispatching, estimates, invoicing, payments, and other daily workflows. Moreover, the company offers specialized software for trades like pest control and landscaping, along with fintech tools.
5. The Procter & Gamble Company (NYSE:PG)
Number of Hedge Fund Holders: 87
The Procter & Gamble Company (NYSE:PG) is one of the stocks Jim Cramer expressed thoughts on. Answering a caller’s query about the stock during the episode, Cramer remarked:
“I’m very glad you asked about Procter & Gamble. Okay, so they disappointed the Street. I’m going to spend a lot of my time on my Friday conference call with Jeff Marks with the investing club, talking about why you should buy Procter & Gamble and how you are going to make a lot of money doing so, but you must have patience. Patience is going to pay off with PG.”
The Procter & Gamble Company (NYSE:PG) provides branded consumer goods across beauty, grooming, health care, home care, and family care. The company sells its products through renowned names such as Tide, Pampers, Gillette, Crest, Olay, and Febreze. During the November 20 episode, a caller asked whether it was too late to get into the stock, and Cramer responded:
“No, it’s not. You know, we just initiated the position for the trust. Why? Because it sells at 21 times earnings. Got about a 3% yield, that’s about as low as you ever get Procter, which of course is a dividend aristocrat. I think it’s a fine level.”
4. Deckers Outdoor Corporation (NYSE:DECK)
Number of Hedge Fund Holders: 62
Deckers Outdoor Corporation (NYSE:DECK) is one of the stocks Jim Cramer expressed thoughts on. A caller asked whether the stock’s recent rebound is likely to last during the episode, and Cramer replied:
“Okay, I am going to take the other side of the trade here and say that I think that the company’s momentum is still not that good. And I would think that if you want a company that I think is on the upswing, I would rather see you in Nike. You can buy some here at $65, and then if it drops down to say $60, because it could happen when they report on December 18, you buy more, and then just let that run because that’s going to be the one that I think is, for the next five years, the best in show. Elliott Hill’s doing a good job.”
Deckers Outdoor Corporation (NYSE:DECK) sells footwear, apparel, and accessories for casual and high-performance use under brands such as UGG, HOKA, Teva, Koolaburra, and AHNU.
3. Deere & Company (NYSE:DE)
Number of Hedge Fund Holders: 67
Deere & Company (NYSE:DE) is one of the stocks Jim Cramer expressed thoughts on. Cramer called it a “high-quality company” during the episode, as he remarked:
“Deere rolled out some new long-term financial forecasts that I thought were very, very bullish. Management said they expect net sales to rise at a 10% compound annual growth rate from this year through 2030. Very strong… For perspective, from 2000 to 2009, Deere’s revenue compounded at just a 7% clip. From 2010 to 2019, it was more like a 5% clip. From 2020 to 2025, it was just a 4% clip. In other words, management predicting that they’ll be able to deliver their best long-term revenue growth in a couple decades over the next five years, I think that’s huge.
If you believe they can hit the number, then Deere’s going from a 4% grower to a 10% grower. And typically, Wall Street’s willing to pay a lot more for stocks with faster revenue growth, yet for some reason, again, the stock didn’t rally. Man, this thing is hated. It actually went lower. Why? Because we’re only a few weeks away from the end of the year, and this is when money managers tend to buy winners, not stocks that have been languishing for seven months, like Deere. I do believe Deere can hit its targets, though. And sooner or later, that’s going to matter…
Now, how about that farm subsidy package the president announced on Monday?… Look, it doesn’t matter why this is happening. It only matters that US farmers are Deere’s primary customer base and that industry’s about to get $12 billion from the federal government. Sure, we’d love it to be from crops going up… you got to take it where you can get here. You better believe a decent chunk of this bail is going to tractors and other kinds of ag equipment. So let me give you the bottom line on what’s a very simple, clean story: Deere stock has spent most of the past seven months cooling off after a big run in late 2024 and early 2025. But I think the stock’s ready to start running again. If not now, then soon.
This is a high-quality company that’s finally returned to strong revenue growth after a couple of years lost in the wilderness, and management sounds very confident about the future through 2030. So if you don’t own any Deere already or if you bought some when I said, and you probably want to buy some more down here, I gotta tell you, you’re right. I feel like you’re getting a great opportunity to buy some shares in a really high-quality industrial when all the others are flying, while Wall Street’s still ignoring this one, I think most likely at its own peril.”
Deere & Company (NYSE:DE) manufactures farming, turf, construction, and forestry equipment, along with the parts and tools that support those machines.
2. Chewy, Inc. (NYSE:CHWY)
Number of Hedge Fund Holders: 57
Chewy, Inc. (NYSE:CHWY) is one of the stocks Jim Cramer expressed thoughts on. Cramer commented on the company’s earnings during the episode, as he said:
“Well, here’s a confusing one. This morning, we got this set of numbers from Chewy, the online store for pet food and pet supplies that I have told you I like very much. [The] company reported a modest top and bottom line beat, also raising the low end of their full-year forecast. At the same time, though, the guidance for the current quarter seemed to be a little light. Wall Street seemed to have a hard time figuring out what to make of these results. Stock initially dropped in pre-market trading. Then it came roaring back and opened almost up 7%. Then immediately pulled back from its high, spending the rest of the day fluctuating between positive and negative territory, with the stock… finishing up about 1.5%. It was just crazy.”
Chewy, Inc. (NYSE:CHWY) runs an online marketplace for pet food, supplies, medications, and health products, along with a range of pet services.
1. Visa Inc. (NYSE:V)
Number of Hedge Fund Holders: 179
Visa Inc. (NYSE:V) is one of the stocks Jim Cramer expressed thoughts on. When a caller expressed worry about the stock, Cramer commented:
“I just had a really nice update with Visa just the other day, and it was really quite amazing. They’re doing incredibly well. Look, if you want to get into the business of credit cards that don’t charge as much, I want you to go buy the stock of Capital One, which has been one of my big recommendations for this year. Club members know I think it’s terrific… It did hit a new high today, but that doesn’t mean anything because it sells at 12 times earnings, COF, Capital One.”
Visa Inc. (NYSE:V) is a payment technology company that processes digital transactions and provides credit, debit, and prepaid cards. During the October 27 episode, Cramer mentioned the company and commented:
“Fifth, there’s Visa, another long shot that’s in the same boat, although I give it 40:1 odds because look, it’s got a market cap of already about almost $700 billion. Same story as MasterCard, though, 16% compound annual earnings growth over the past decade. 14% growth expected this year. No matter how much Wall Street worries about the new payments platforms, they never seem to make a dent in the big credit card networks.
Like Mastercard, though, Visa doesn’t really have the juice to leapfrog its more richly valued competitors in the trillion-dollar race. But man, this stock’s given shareholders an annual equivalent gain of about 17% for the past decade. If they keep it up, Visa should be a trillionaire within three years, and I bet Visa gets there. I just doubt they’ll get there first.”
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