Jim Cramer, the host of Mad Money, discussed the latest action in crypto markets on Monday, focusing on Bitcoin.
This very morning, Larry sent me an email saying, hey, you know what? It’s time for Bitcoin to blast off. Just as it was overvalued when we called the top in September, he now thinks it’s undervalued, particularly versus gold, which does matter tremendously. Okay, Larry’s always looking for patterns, cycles that seem to repeat themselves over and over again, and when you look at the weekly chart of the Grayscale Bitcoin Trust ETF… which is a proxy for Bitcoin…. The cycle predicts it as an 85% bias to rally from now until June. I like that. This is the same tool that Larry used to call the top in September.
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Cramer acknowledged that he does not often devote airtime to Bitcoin, though he has supported it for years. He said that at one point, he believed it could function as a digital store of value in an environment where he expects the U.S. currency to lose purchasing power over time. However, after watching its behavior over the past couple of years, he said it has become clear to him that that is not the case. He added that gold remains a more reliable hedge, even if the recent surge in the precious metal has gone too far.
I sense that the disparity between gold and Bitcoin has finally gotten too great. Today’s rally is the real deal. I’m with Larry Williams. The sellers look exhausted. The bottom fishers are back, and the bounce could last. For those of you who are inclined to bet on crypto, I think that it’s time to do some buying.
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For this article, we compiled a list of 11 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on March 2. We listed the stocks in the order that Cramer mentioned them.
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Jim Cramer Looked at These 11 Stocks Recently
11. MP Materials Corp. (NYSE:MP)
MP Materials Corp. (NYSE:MP) is one of the stocks Jim Cramer looked at. A caller asked whether Cramer considers the stock speculative at this point or sees long-term growth potential. In response, he said:
No, I think it does have long-term… in part because the president has pretty much just said, you know what, we’re not going to let this one go away. It’s too important to the country. Let’s not forget that.
MP Materials Corp. (NYSE:MP) produces rare earth materials and magnetic precursor products through its mining and processing operations. During the episode aired on September 11, 2025, a caller highlighted that they were holding 500 shares of the company on margin and wanted to add more. Cramer replied:
Okay, first, I want you to do well. I want you to get off margin. MP Materials, I don’t want you to buy more with margin. I like, I think the stock, the company has convinced me, Litinsky has convinced, the CEO, that it is worth more than it’s selling for. I had been a little bit worried because it had doubled. I think you’re fine, but don’t, please don’t buy anymore. You’re fine with what you have.
10. Forgent Power Solutions, Inc. (NYSE:FPS)
Forgent Power Solutions, Inc. (NYSE:FPS) is one of the stocks Jim Cramer looked at. When a caller mentioned that they bought FPS shares the day the stock began trading publicly, Cramer remarked:
This is another one of those incredible stocks. It’s electrical distribution. It’s components. It’s data center. I gotta do a piece on Fortune, I gotta do a piece, a separate piece on that. That’s how good that stock is. Thank you for bringing it on the show. I needed it front and center for me.
Forgent Power Solutions, Inc. (NYSE:FPS) designs and manufactures electrical distribution equipment, such as switchgear, transformers, and power units. In addition, the company provides maintenance, repair, and commissioning services to companies in the technology, utility, and industrial sectors.
9. Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN)
Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) is one of the stocks Jim Cramer looked at. When a caller inquired about the stock, Cramer said:
Oh man, you know what? I should have pulled the trigger on Regeneron when I sat down with them at the JPMorgan conference. I realized that the Charitable Trust should have owned it. It would’ve a much better, really much better drug stock than the others that we have, with the exception of Eli Lilly.
Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) sells medicines for eye conditions, immune disorders, cancer, cardiovascular issues, infections, and rare diseases. During the December 1, 2025, episode, a caller highlighted that the stock is up significantly from its summer 2025 lows and asked Cramer if it can continue its momentum. In response, the Mad Money host stated:
Yes, down 30 today… Well, it’s a $750 stock. Now, let me just tell you something. Regeneron’s move has been quiet, but Len Schleifer has been telling me, stay focused on what they’re doing. They’re doing a lot of good stuff. I lost sight of it. I shouldn’t have. This one and Amgen bother me. They happened without me, and that was my bad, and I’m glad you brought it to our attention.
8. The Vita Coco Company, Inc. (NASDAQ:COCO)
The Vita Coco Company, Inc. (NASDAQ:COCO) is one of the stocks Jim Cramer looked at. Showing bullishness toward the stock, a caller asked whether they should continue holding it or add more to their position. Cramer commented:
You know, I like that stock. I liked it when it came public. I think if you have a nice position, let’s hold on to it because it is so close to its 52-week high, but it is a winner.
The Vita Coco Company, Inc. (NASDAQ:COCO) develops and distributes coconut water and related products under the Vita Coco brand and other beverage brands internationally. Conestoga Capital Advisors stated the following regarding The Vita Coco Company, Inc. (NASDAQ:COCO) in its fourth quarter 2025 investor letter:
The Vita Coco Company, Inc. (NASDAQ:COCO) develops and markets coconut water and better for-you beverage products. Shares advanced as brand momentum remained strong and revenue growth outpaced expectations. Improved pricing discipline and cost efficiencies supported margin expansion, while international and adjacent product growth enhanced the outlook. Investors rewarded the company’s category leadership and its ability to translate brand strength into consistent cash generation.
7. The Goldman Sachs Group, Inc. (NYSE:GS)
The Goldman Sachs Group, Inc. (NYSE:GS) is one of the stocks Jim Cramer looked at. Starting the lightning round, a caller asked Cramer’s recommendation for the stock, and he replied:
Do you know, Jeff Marks and I were both marveling about how ridiculously the stock was down. It’s 15 times earnings. My friend, Lloyd Blankfein, in a very good book, Streetwise, talks about exactly why the company’s valued as it is. I think it’s way too cheap.
The Goldman Sachs Group, Inc. (NYSE:GS) provides financial services, including investment banking, asset and wealth management, and banking solutions. Cramer discussed the stock during the January 15 episode, as he commented:
The banks rebounded because of beautiful pristine blowouts from BlackRock, from Goldman Sachs, my alma mater, and Morgan Stanley… I told you earlier this week that we needed to see the banks reverse, right, remember, because that’s the best leadership group in the world, and then suddenly, it’s been really bad ever since JPMorgan reported. Well, guess what? We saw it happen today. Goldman Sachs, Morgan Stanley, BlackRock broke the downturn precipitated by allegedly weak quarters from Morgan, Citigroup, Bank of America, and Wells Fargo. It takes a lot to get these stocks out of their tailspin, and we got a lot with Goldman Sachs putting up phenomenal numbers across the board, Morgan Stanley continuing to be a juggernaut of corporate finance and asset gathering, and BlackRock taking in just trillions to the point where they now manage an astounding $14 trillion.
6. Capital One Financial Corporation (NYSE:COF)
Capital One Financial Corporation (NYSE:COF) is one of the stocks Jim Cramer looked at. When a caller asked about the stock during the episode, Cramer stated:
Okay, so here’s the problem with Capital One: it was flying, then the president decided, listen, we ought to cap interest rates. Now, I don’t think that’s going to happen. 10% cap, that would be bad for Capital One… That shot the stock down, and then this piece last week that we read about how, you know, look, credit cards aren’t going to do well in the new world with a lot of AI. That made no sense to me.
Capital One is Richard Fairbank. He’s going to integrate Discover, and that’s what matters. It’s the internal aspect of Capital One that I like. I think credit’s much better than we thought at this point last year. I don’t see that there’s anything wrong with this stock other than it is really one wild trader. Stick with it. We bought some back that we sold much higher last week. That’s the right trade.
Capital One Financial Corporation (NYSE:COF) provides banking and financial services, including credit cards, loans, deposit accounts, and commercial banking solutions.
5. Lockheed Martin Corporation (NYSE:LMT)
Lockheed Martin Corporation (NYSE:LMT) is one of the stocks Jim Cramer looked at. Answering a caller’s query regarding the stock, Cramer said:
Okay, we know we have a difficult world. We know that they are a big supplier to the defense department. We know the defense department doesn’t have enough weapons, so the answer is Lockheed Martin is still a winner, even up here.
Lockheed Martin Corporation (NYSE:LMT) designs and maintains aircraft, missile systems, and helicopters for government and military use. The company also produces satellites, naval vessels, and cybersecurity tools. Cramer praised the company’s CEO during the February 2 episode, as he remarked:
Next, the seventh best performer last month was Lockheed Martin, up 31%, defense play. What a difference a year makes. 12 months ago, Lockheed was in free fall with Wall Street terrified that the Trump administration would slash defense spending. A year later, Elon Musk’s DOGE has been disbanded, and the President’s calling for a 50% increase in the defense budget, which is why Lockheed’s on fire. Last Thursday, the company… backed up its gains with an excellent quarter. I really liked their conference call. It featured a top and bottom line beat, and more importantly, a terrific full-year forecast. I wouldn’t be surprised if it’s got more upside already. Jim Taiclet is an awesome CEO. Yeah, I really loved the quarter. You know, spent some time on it, just went page by page. Really good.
4. Cummins Inc. (NYSE:CMI)
Cummins Inc. (NYSE:CMI) is one of the stocks Jim Cramer looked at. Cramer mentioned the company during the episode and commented:
What do we do with the stock of Cummins, the maker of truck engines and power generators? It’s up 47% in the past six months, nearly 14% year to date. Right now, the story here is the power systems and distribution business because Cummins is seeing incredible demand for diesel backup generators from all these new data centers. Stock spent the past month trading sideways, drifting lower.
Cummins Inc. (NYSE:CMI) provides engines, power systems, and drivetrain solutions, along with aftertreatment technologies and electrified power systems. Moreover, the company offers generators, fuel cells, and hydrogen technologies.
3. Microsoft Corporation (NASDAQ:MSFT)
Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer looked at. When a caller asked if the stock is a hold right now, Cramer remarked:
I’m very worried. I’m very worried about Microsoft… very worried. My Trust owns it. I gave a big talk on Friday… where I explained why I am very concerned about owning Microsoft and thinking that perhaps I should sell some, if not all. It would be a huge change for me, a gigantic change.
Microsoft Corporation (NASDAQ:MSFT) develops software, hardware, and cloud-based solutions. The company provides products like Windows, Azure, Office, LinkedIn, and Xbox. Cramer discussed the company’s stock decline during the February 6 episode and said:
That same night, we heard from Microsoft, and the market was not amused. Mr. Softee’s Azure cloud unit saw a deceleration of its revenue growth in part because they were sending essential NVIDIA chips to other parts of the business, including Copilot, so they couldn’t keep up with the Azure demand. Meanwhile, Copilot doesn’t seem to have much demand. They boasted that their AI platform has 15 million paid users, which sounded pretty pitiful to me, given the way that they cram this thing into every aspect of Microsoft Office.
Now, it didn’t help that Microsoft’s still spending a fortune on AI infrastructure, or that 45% of the remaining performance obligations, meaning bookings, came from OpenAI. I’m not too worried about OpenAI, but to many on Wall Street, it’s no longer seen as a reliable customer. And that’s why Microsoft’s stock fell nearly 10% the next day, and it’s kept falling until today, when it finally got a slight bounce. I think they need to explain their story better. Although with the stock now at 24 times earnings, it certainly seems more enticing. Happy to have them on the show to explain what’s going on here. It would certainly help.
2. Netflix, Inc. (NASDAQ:NFLX)
Netflix, Inc. (NASDAQ:NFLX) is one of the stocks Jim Cramer looked at. A caller asked what Cramer thinks the company’s prospects are now that it has withdrawn its bid for Warner Bros Discovery Inc. He replied:
Okay, I think it’s very simple. Netflix stock was not up enough. It was, it’s moved 10, but you know what? This stock was up dramatically higher before that bid, and when they walked away, I thought it was a terrific thing for their balance sheet. I’m glad they didn’t pay up, and I would be a buyer of Netflix right here.
Netflix, Inc. (NASDAQ:NFLX) provides streaming entertainment, including TV series, films, documentaries, and games. During the January 28 episode, a caller inquired about Cramer’s long-term take on the company’s stock, and he responded:
I think that you gotta pull the trigger on Netflix. I’ll tell you why. I actually like the Warner Bros. Discovery deal. I think that Zaslav’s put together the best movie studio in the world, best TV studio in the world. Netflix wants to have it. Am I going to tell Ted Sarandos that he doesn’t know what he’s doing? That’s been a sucker’s play. A lot of guys have done it. I won’t.
We recently discussed the stock’s rally after dropping the bid to acquire Warner Bros Discovery Inc. You can read it here.
1. Dutch Bros Inc. (NYSE:BROS)
Dutch Bros Inc. (NYSE:BROS) is one of the stocks Jim Cramer looked at. When a caller inquired about the stock during the episode, Cramer said:
Alright, now, this is really important. Dutch Bros has taken a hit, but I saw no substantive reason for the hit, none whatsoever. And I think Christine Barone is doing a fantastic job, and the stock is ultimately a buy, buy, buy.
Dutch Bros Inc. (NYSE:BROS) operates and franchises drive-thru coffee shops under brands including Dutch Bros, Dutch Bros Coffee, Dutch Bros Rebel, and Blue Rebel. Cramer discussed the company during the November 10, 2025, episode, as he stated:
This time, the company just reported a nice top and bottom-line beat. Stock got hit the next day, that was wrong, sold off 4.2%, that was wrong, mainly because Dutch Bros saw its shop level margins come in a little bit light, but that’s ridiculous. After the initial pullback on Thursday, this thing rallied on Friday. And then of course it really roared today as it should have, surging 6%. It’s almost like Wall Street’s revisited the quarter and realized it was a good one upon further review because people just don’t understand the stock or the company or the drink.
While we acknowledge the potential of Dutch Bros Inc. (NYSE:BROS) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than BROS and that has 100x upside potential, check out our report about this cheapest AI stock.
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