Jim Cramer, the host of Mad Money, said on Friday that with earnings now in from most of the large technology companies, it was time to walk through the numbers and explain how he views the group.
Over the last two weeks, we’ve heard from six of the seven mega-cap tech stocks that we formerly called the Magnificent Seven. We don’t do that anymore here. We don’t because they no longer feel like a coherent group, and they certainly don’t trade that way. Some of them are just terrible. Some of them are okay, and a couple are good.
READ ALSO: Jim Cramer Commented on These 14 Stocks and Jim Cramer Looked At These 7 Stocks Recently.
Cramer emphasized that the shift in quality does not make the group irrelevant. He pointed out that the former Magnificent Seven still make up roughly one-third of the S&P 500, which keeps the companies highly influential for the broader market. He said that because of that weight, it was important to review the earnings reports that are already out, covering every company in the group except NVIDIA.
Here’s the bottom line: If you’re in… six of the formerly Magnificent Seven, I reiterate that the group is no longer a monolith. Some are doing a lot better than others… Based on what we’ve heard so far, I’m more sanguine about Alphabet, I like Meta, and I reiterate that you should own, not trade, the stocks of both Apple and NVIDIA.
Our Methodology
For this article, we compiled a list of 19 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on February 6. 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 Looked at These 19 Stocks Recently
19. Dow Inc. (NYSE:DOW)
Number of Hedge Fund Holders: 39
Dow Inc. (NYSE:DOW) is one of the stocks Jim Cramer looked at recently. Toward the end of the lightning round, a caller inquired about the stock, and Cramer said:
Okay, look, Dow still needs the Chinese buyers to come back. It’s had a really nice bounce because people wanted to buy the cyclicals. I’d actually be a trimmer of Dow right here after a very brutal run, not a buyer.
Dow Inc. (NYSE:DOW) develops chemical and material products used in packaging, construction, transportation, and consumer industries. During the episode aired on December 10, 2025, a caller asked whether the company’s stock was a buy, sell, or hold. In response, Cramer remarked:
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.
18. Harmony Gold Mining Company Limited (NYSE:HMY)
Number of Hedge Fund Holders: 23
Harmony Gold Mining Company Limited (NYSE:HMY) is one of the stocks Jim Cramer looked at recently. During the lightning round, when a caller asked about the stock, Cramer remarked:
Harmony’s good. Look, I’m an Agnico guy, and you see… We have Agnico Eagle, what a solid stock that is. What a great story that is. That’s the one I want you to be in.
Harmony Gold Mining Company Limited (NYSE:HMY) explores, extracts, and processes different kinds of mineral deposits, primarily gold, silver, copper, and uranium. On February 3, the company announced that it expects “solid financial performance” for the six months ending December 31, 2025, due to high gold prices and strong free-cash-flow. During Q2 FY2026, operations at Hidden Valley faced challenges from a mill motor failure in addition to a deferred gold shipment, and while mining grades met expectations, recovered grades suffered from lower metallurgical recoveries and a cyanide shortage in South Africa.
Nevertheless, Harmony Gold Mining Company Limited (NYSE:HMY) expects to meet its full-year production guidance of 1.4 million to 1.5 million ounces at an all-in-sustaining cost (AISC) of between R 1,150,000/kg to R 1,220,000/kg (1 South African Rand = $0.063), with underground recovered grades above 5.8g/t.
