In this article, we will discuss: Jim Cramer Insisted Recent AI Chip Selloff Wasn’t A Bottom & Discussed These 17 Stocks. For more stocks, you can head to Jim Cramer Insisted Recent AI Chip Selloff Wasn’t A Bottom & Discussed These 5 Stocks.
In a recent tweet, CNBC’s Jim Cramer discussed the recent weakness in semiconductor and data center stocks. Between July 2nd and July 8th, the PHLX Semiconductor Sector stock index lost 5.2%. Firms such as Intel, AMD, Applied Materials and Marvell Technology lost as much as 9% amidst the ongoing AI wave that has pushed valuations to record highs. In his tweet, Cramer called the recent movement ‘parabolic’ and wondered when the right time to buy would open up:
“These parabolic move unwinds in the semis and in the data center assisters are playing out like all other parabolic moves, vicious , sudden. Now we are in no man’s land for many, too later to sell but way too early to buy.”
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For this article, we compiled a list of stocks that Jim Cramer discussed during the episode of Squawk on the Street aired on July 2nd and July 6th and tweeted about. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the first quarter of 2026, which was taken from Insider Monkey’s database of 1,000 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 599.2% since May 2014, beating its benchmark by 372 percentage points (see more details here).
17. Honeywell Aerospace Inc. (NASDAQ:HONA)
Number of Hedge Fund Holdings in Q1 2026: N/A
Honeywell Aerospace Inc. (NASDAQ:HONA) is one of the latest listings on the market, as the shares only started trading in June. It is a spinoff of industrial conglomerate Honeywell’s aerospace business. Cramer has discussed the spinoff several times over the past couple of months. For instance, in June, he remarked that “I’ve been pretty darn enthusiastic about Honeywell’s plan to spin off its aerospace business later this month, and today the market got as excited as I am.” Following the spinoff, multiple analysts discussed Honeywell Aerospace Inc. (NASDAQ:HONA). Among these, Morgan Stanley set an Equal Weight rating and a $255 share price target; Jefferies set a Hold rating and a $235 share price target; and Wolfe Research set a Peer Perform rating. Cramer commented on Honeywell Aerospace Inc. (NASDAQ:HONA) in a tweet:
“With Boeing and GE Aerospace taking off it might be worth it to buy some HONA which reversed after a very good run. All three are pure play aero but HONA has the most upside imo
“Impressive catch-up move by Boeing after big run in airlines. Honeywell Aerospace starting its take-off.”
Here is what Cramer had said about the spinoff in June:
“You know, I’ve been pretty darn enthusiastic about Honeywell’s plan to spin off its aerospace business later this month, and today the market got as excited as I am, with the stock jumping 6.4% after a bullish analyst meeting… My Charitable Trust has a big position. We want to be bigger. I think this is the kind of company that is not expensive, that has a great growth path… We’re keeping both pieces because both are terrific.”
16. The Boeing Company (NYSE:BA)
Number of Hedge Fund Holdings in Q1 2026: 99
Aerospace giant The Boeing Company (NYSE:BA)’s shares are up by 4.2% over the past year and are flat year-to-date. Jefferies and Wells Fargo discussed the firm in early June. The former reiterated a $295 share price target and a Buy rating on the stock, while the latter kept an Overweight rating and a $250 share price target. Cramer has been one of The Boeing Company (NYSE:BA)’s strongest supporters and has kept the faith in the firm during its tumultuous times. In 2025, he was one of the first to suggest that the company’s cash flows under CEO Kelly Ortberg might be improving after it had suffered from production slowdowns following the FAA’s orders. The CNBC TV host has praised Ortberg on multiple occasions, and this time, he commented on The Boeing Company (NYSE:BA)’s recent share price performance:
“Impressive catch-up move by Boeing after big run in airlines. Honeywell Aerospace starting its take-off.
“With Boeing and GE Aerospace taking off it might be worth it to buy some HONA which reversed after a very good run. All three are pure play aero but HONA has the most upside imo”
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