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.
17. Enbridge Inc. (NYSE:ENB)
Number of Hedge Fund Holders: 27
Enbridge Inc. (NYSE:ENB) is one of the stocks Jim Cramer looked at recently. When a caller asked about the stock, Cramer stated:
I love Enbridge, but it hit a 52-week high today. It reports next week. I still think they, you know, look, the yield’s great. It’s a really good company. I’m not going to push something at a 52-week high before it reports. There’ll be people who don’t like it, and that’s when you’re going to want buy it, after they sell it.
Enbridge Inc. (NYSE:ENB) operates major energy infrastructure, as the company transports oil and natural gas and manages utility and renewable energy assets. Cramer discussed the stock in detail during the episode aired on November 21, 2025. He commented:
I want to start with one that has long been my favorite. It’s called Enbridge… Best of all, the stock supports a dividend yield of just over 5.6%… I’m not talking much about these energy stocks… but that’s because we have a drill baby drill White House, and that generally leads to lower oil and gas prices… If we produce more oil, which we are doing, that is great for Enbridge and its compadres. Plus, this is an incredibly predictable business with a deep-pocketed customer base…
There’s a reason Enbridge has given you a total return of almost 20% year to date. Given the nearly 6% yield and the resilient business model, I think this one gives you a ton of downside protection. At the same time, though, Enbridge also has a terrific long-term growth story. Our country is desperate to produce more electricity to fuel the data center boom… We’re sitting on almost endless amounts of nat-gas here in America. It doesn’t hurt that we have all these natural gas export terminals being built. They all need pipeline access, too.
Plus, I had Enbridge in my mind this weekend after the company was flagged in a great article by RBN Energy, that’s Rusty Braziel’s firm… RBN put up this fantastic piece highlighting how Enbridge is in the early stages of a major pipeline expansion effort, which will help transport more crude oil from Canada and the Midwest down to the Gulf of Mexico. Sounds good to me, as does the entire Enbridge story, frankly, which makes this one of my top choices for anyone who wants some yield. When you put up more pipe, you can get a better distribution and distribution’s high anyway.
16. Butterfly Network, Inc. (NYSE:BFLY)
Number of Hedge Fund Holders: 21
Butterfly Network, Inc. (NYSE:BFLY) is one of the stocks Jim Cramer looked at recently. A caller inquired about the stock, and in response, Cramer said:
It’s a very competitive market, and I don’t want to be in that part of the medical device group. Even GE Healthcare reported a pretty good number, and it went up for about 10 seconds, and then it went right back down. Too hard for this guy, just too hard.
Butterfly Network, Inc. (NYSE:BFLY) makes and sells handheld ultrasound devices that enable whole-body imaging through a single probe connected to smartphones and computers.
15. BitGo Holdings, Inc. (NYSE:BTGO)
Number of Hedge Fund Holders: N/A
BitGo Holdings, Inc. (NYSE:BTGO) is one of the stocks Jim Cramer looked at recently. Answering a caller’s query about the stock during the lightning round, Cramer said:
Well, you know, I think if you want digital assets, I think you should just go buy Bitcoin. That’s the only thing I’m going to recommend in that whole group anymore. Just go buy, you want Bitcoin? Buy Bitcoin.
BitGo Holdings, Inc. (NYSE:BTGO) provides the technology and security infrastructure that allows professional investors and organizations to store and manage digital assets. The company’s platform provides the wallets, security protocols, and liquidity tools.
14. Toast, Inc. (NYSE:TOST)
Number of Hedge Fund Holders: 56
Toast, Inc. (NYSE:TOST) is one of the stocks Jim Cramer looked at recently. When a club member expressed that they are in pain due to their position in the stock, Cramer commented:
Yeah, you know what, boy, that stock has just really come down. They’ve got a great device, but you know what, that’s not enough. And I’ve always been suspicious of it because I still think you can trade back and forth. It’s got a good device, but a device does not make a great stock.
Toast, Inc. (NYSE:TOST) provides a cloud-based technology platform that supports restaurant operations through point-of-sale, payroll, supply chain, and accounting solutions. Harbor Capital Appreciation Fund stated the following regarding Toast, Inc. (NYSE:TOST) in its third quarter 2025 investor letter:
We initiated a position in Toast, Inc. (NYSE:TOST), a leader in cloud-based restaurant technology serving a large, under-penetrated market. Toast provides an integrated platform for point-of-sale, payments, operations, and guest engagement, helping restaurants improve efficiency, streamline workflows, and enhance the customer experience. Expansion into enterprise and international markets, along with a strong recurring revenue model, position Toast for profitable growth potential.
13. UiPath Inc. (NYSE:PATH)
Number of Hedge Fund Holders: 48
UiPath Inc. (NYSE:PATH) is one of the stocks Jim Cramer looked at recently. A caller asked for Cramer’s opinion on the stock, and he remarked:
You know, I have not liked UiPath because this whole idea about, you know, that there’s these things that, robotic things that will do, get rid of the humdrum and the prosaic, uh-uh. It just never struck me as something I wanted to be in. It’s finally got, making some money, but it’s still too expensive a stock.
UiPath Inc. (NYSE:PATH) provides an automation platform that uses robotic process automation and AI to help organizations automate repetitive tasks. A caller inquired about the stock in light of “good earnings and a nice pullback” during the January 16 episode and Cramer responded:
Yeah, I think it’s ready now. I think Dines is a very good CEO. I’ve waited and waited. You might have to wait a little bit longer, but I think the upside is what beckons there.
12. TAT Technologies Ltd. (NASDAQ:TATT)
Number of Hedge Fund Holders: 13
TAT Technologies Ltd. (NASDAQ:TATT) is one of the stocks Jim Cramer looked at recently. Noting the presence of an “aging global fleet of aircraft and the backlog of Boeing,” a caller mentioned that the company is benefiting from it. Cramer commented:
Yeah, that is a really interesting stock. I know it’s moved up a lot, and I like Howmet. I think you’re in a good one, though, if you’re in TAT. I think that that is exactly where to be. We want to be, we’re in Honeywell and in Boeing for the Charitable Trust.
TAT Technologies Ltd. (NASDAQ:TATT) designs aerospace parts like heat exchangers, cooling systems, and jet engine components for the military and commercial aviation sectors. Prosper Stars & Stripes stated the following regarding TAT Technologies Ltd. (NASDAQ:TATT) in its third quarter 2025 investor letter:
TAT Technologies Ltd. (NASDAQ:TATT) was the top contributor in the long book during the third quarter of 2025. As an underfollowed aerospace Original Equipment Manufacturer (“OEM”) and Maintenance, Repair, and Operations (“MRO”) service provider, TATT operates in four niche categories: thermal solutions (~41% of revenues), auxiliary power units (~27%), landing gear (~5%) and leasing & trading (~14%). We believe the landing gear segment is entering into a major MRO cycle, and TATT already has two strategic agreements in place with Embraer for their E170 and E175 aircraft and Gulfstream for their G400 and G500 business jets. We believe the most important growth segment is the auxiliary power units (“APUs”), particularly for the B737 and A320 family of aircraft and the B777. According to the company, these “platforms” have a Total Addressable Market (“TAM”) of approximately $2.5 billion, and TAT Technologies has less than 1% share today with a goal of reaching 5 to 10% share. The company’s position in the industry is supported by a license agreement with Honeywell, the OEM for the power units. Although there are a couple non-licensed APU MRO providers, TATT becomes Honeywell’s approved provider of aftermarket service and support. Recent results support our multi-year thesis on the name with Q2 2025 revenues increasing 18% year-on-year, and the backlog increasing $85m to reach $524m or roughly 3x current yearly sales. Gross margins have sequentially improved for four straight quarters and EBITDA margins reached 14% in Q2. We believe the market underestimates TATT’s multi-year growth potential. We think our $39m of FY27 EBITDA is a conservate estimate. At a reasonable 15x multiple, fair value is in the low $50s per share and we expect TATT to leverage its platform for further business wins and acquisitions that will add more value to the stock as it develops.
11. Klarna Group plc (NYSE:KLAR)
Number of Hedge Fund Holders: 50
Klarna Group plc (NYSE:KLAR) is one of the stocks Jim Cramer looked at recently. Starting the lightning round, a caller inquired about the stock, and Cramer said:
I’ll tell you the truth, I would rather see you in Affirm. I interviewed Max Levchin today. I know the stock is going out of favor, but the numbers are good, and that’s the one I would be in.
Klarna Group plc (NYSE:KLAR) is a technology-driven payments company that provides payment, advertising, and digital banking solutions. Cramer also recommended Affirm over Klarna during the episode aired on September 10, 2025, as he stated:
So, how does Klarna’s valuation look now? Well, when the Klarna deal priced above the range of $40 per share last night, the company was being valued at just over 15 billion. With the stock opening in the 50s today, that was closer to 20 billion. After the pullback, it’s now valued at over 17 billion, slightly higher than what the venture capitalists were paying earlier this year. I gotta tell you, I kinda like Klarna at this price. I really do.
Using some back-of-the-envelope… let me give you these numbers: I’m expecting Klarna to put up $3.23 billion in sales this year, up 15% from last year. That was its growth rate in the first half, and I’m just kind of projecting it forward. I think that’s reasonable. Using that assumption, stock’s now selling for roughly 5.4 times this year’s sales. Okay, remember this… This is sales. The nice thing is that we have some good publicly traded analogs. Affirm, the best-known buy now, pay later outfit, trades at just under seven times sales. Sezzle, which is more of a second-rate player if you don’t mind, is right around the same level at 6.9 times sales.
Unlike Klarna, those two are profitable though, but Klarna is heading in the right direction. The bottom line: While Klarna roared right out of the gate, the stock hasn’t gone to an insane valuation yet. I think the numbers look good. So I think it can be bought at these levels, even as I make no secret about it, I’ve liked competitor Affirm and its creative CEO Max Levchin for ages. And even up here, I prefer Affirm to Klarna.
10. Unity Software Inc. (NYSE:U)
Number of Hedge Fund Holders: 74
Unity Software Inc. (NYSE:U) is one of the stocks Jim Cramer looked at recently. Noting that the stock is down, a caller asked if the company’s management is unable to execute and if AI is “going to take over the business.” Cramer replied:
I think that these guys are a candidate to be hurt by it. But you know what?… We should just have them on, and make the decision like that… Let’s hear them out after the decline that this stock has had.
Unity Software Inc. (NYSE:U) provides a platform for building and managing interactive 2D and 3D content for devices like phones, PCs, and consoles.
9. Oracle Corporation (NYSE:ORCL)
Number of Hedge Fund Holders: 122
Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer looked at recently. When a caller asked if they should sell or hold their position in the stock, Cramer said:
Well, Oracle, I don’t like what they’re doing to their balance sheet, and I always like companies with good balance sheets, and I think that this one is therefore not investible right now. I think it can bounce, and if it does bounce, I think you should sell it.
Oracle Corporation (NYSE:ORCL) provides cloud and on-premise software, databases, and IT infrastructure to help businesses manage operations. During the January 6 episode, a caller asked what was wrong with the company, and Cramer replied:
Okay, well, this is actually involved with the debt side of Oracle. They had to borrow a lot of money to be able to… build-out all these data centers they want to. Then people got increasingly worried that maybe one of its largest clients, OpenAI, won’t be able to pay for that. I now am taking that off the table. I don’t want to buy Oracle because I’m not really sure about their business model, but I am not, I would take off the table that they’re, that the stock, it’s… 26 times earnings. If it got down a little bit more, I would just tell you to buy it.
8. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 234
NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer looked at recently. Cramer highlighted one of the company’s growth catalysts, as he said:
That leaves us with NVIDIA, which hasn’t reported yet, but when you see all these mega-cap tech companies budgeting insane amounts of money for capital expenditures, you know a lot of that’s going to NVIDIA. Sure, some of it will go to Broadcom and Marvell Tech, but you better believe NVIDIA’s getting a big cut of it. Maybe that’s why the stock’s soared nearly 8% today, its best session since April of last year, and many had just begun to give up on it.
NVIDIA Corporation (NASDAQ:NVDA) develops accelerated computing and AI platforms, GPUs for gaming and professional use, cloud services, robotics and embedded systems, and automotive technologies. Cramer discussed the stock during the February 2 episode and commented:
There’s nothing magnificent about them. There’s nothing even special. My trust owns a bunch of these, I’m very conscious of this, six of the seven. And we respect them. We know that they can take off. Some are just resting. I think NVIDIA’s taking a breather, which is usually what you see before it makes a gigantic move. The darn stock now trades at just 24 times earnings. I call it a coiled spring. Still up over 55% from the past year, well in excess of the S&P 500. I think you need to buy some here, maybe tomorrow. I don’t know if you don’t own it already. NVIDIA’s still magnificent to me. It does, the stock acts terribly. I know that.
7. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders: 332
Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks Jim Cramer looked at recently. Cramer highlighted the company’s CapEx forecast, as he stated:
This week, two members of the Mag Seven reported, Alphabet on Wednesday night, and Amazon last night. And with both of these, Wall Street focused on their massive CapEx forecast. That’s what they said… Amazon said, hold my beer and projected $200 billion in CapEx this year when Wall Street was only looking for $146.6 billion… As for Amazon, I believe in management’s ability to deliver, but you need a certain level of faith if you’re planning to own this one. That $200 billion CapEx number was shocking as the company… invested in everything from AI infrastructure to its retail operations to the low Earth orbit satellites that it can use to compete against Starlink. It totally overshadowed positives from the quarter, including strong growth from Amazon Web Services.
But away from that $200 billion CapEx burden, the stock also sold off because their operating income guidance for the current quarter came in substantially worse than expected. I think their investments will pay off eventually, but in the meantime, it’s obviously going to hurt. So again, do you trust Amazon to come out of the other side of this investment cycle in a better position with more earnings power? I do, which is why we own it for the CNBC Investing Club, but not everyone agrees.
So I wasn’t shocked to see the stock down more than 5% today. As a matter of fact, I thought it’d be down more than that. I’m not going to pound the table for the stock of Amazon here. It’s too hard. I am saying that I’m willing to hold on to it because I trust CEO Andy Jassy to execute here. But I know that’s a leap of faith that’s too hard for many of you to take. It’s a big change to go from a solid growth company to one that may have to take on a lot of debt to grow faster. Not what many of you signed one for. Hard stock to own.
Amazon.com, Inc. (NASDAQ:AMZN) sells consumer goods and digital content through online and physical stores, provides advertising and subscription services, operates Amazon Web Services for cloud computing, develops electronic devices, produces media content, and offers programs supporting third-party sellers and content creators.
6. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders: 243
Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer looked at recently. Cramer noted that the stock was “due for a breather,” as he remarked:
This week, two members of the Mag Seven reported, Alphabet on Wednesday night, and Amazon last night. And with both of these, Wall Street focused on their massive CapEx forecast. That’s what they said. Alphabet plans to spend $175 to $185 billion, when the analysts expected just $116.5 billion… Initially, it looked like Alphabet might get away with this huge CapEx forecast as they blew away the numbers, and they’re winning the AI race on the consumer side.
But eventually, the stock faced some selling pressure, falling almost 3% over the past couple of days. Keep in mind, though, Alphabet came in hot. This was the best-performing Mag Seven stock last year. I think it was simply due for a breather. Frankly, this is a house of great businesses: Google, Google Cloud, Gemini, YouTube, Waymo. They’re the best at everything they do.
Alphabet Inc. (NASDAQ:GOOGL) provides tech-related products and services, including search, advertising, cloud computing, AI tools, and digital content platforms like YouTube and Google Play.
5. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders: 166
Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer looked at recently. Cramer highlighted how the company avoided spending too much on AI, as he commented:
Last Thursday, Apple reported a magnificent quarter with blowout iPhone sales and staggeringly good numbers from China, which had previously been one of their worst regions. Apple also offered strong gross margin guidance for the current quarter, which suggested that they aren’t getting killed by high memory prices, at least not yet.
While there was some initial handwringing about what might happen beyond this quarter, buyers eventually shook off that concern and were able to send the stock higher. After barely moving last Friday, Apple’s rallied nicely… You know, it’s now up almost 8% since the quarter. Doesn’t hurt that they’ve avoided spending hundreds of billions of dollars on data centers by simply partnering with Google’s Gemini on AI. As I always said, own Apple, don’t trade it. That’s what we do for the Charitable Trust.
Apple Inc. (NASDAQ:AAPL) manufactures and sells devices such as the iPhone, Mac, iPad, along with its line-up of wearables and accessories. The devices are supported by the company’s app ecosystem, AppleCare, and cloud tools.
4. Tesla, Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holders: 120
Tesla, Inc. (NASDAQ:TSLA) is one of the stocks Jim Cramer looked at recently. Cramer highlighted the market reaction after the company’s earnings, as he said:
That same night, we got results from Tesla, which actually beat numbers, but nobody cares about the numbers here, as electric vehicles are the past. And according to CEO Elon Musk, the future of this company comes down to Cybercabs and humanoid robots. Stock fell more than 3% the next day. That may be because their capital expenditures budget was higher than expected, or maybe people wanted more details from the new businesses. At this point, I think Musk acolytes might be more excited about SpaceX, which is planning to come public later this year.
Tesla, Inc. (NASDAQ:TSLA) designs and sells electric vehicles and also develops and installs solar energy and storage systems for residential, commercial, and industrial customers. In addition, the company is working on autonomous vehicles and robots. Cramer showed bullish sentiment toward the stock during the January 29 episode, as he commented:
I know it’s hard to believe how quickly this market can change its attitude. Last night, I heard a disastrous car company speak. Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session. I didn’t like it as a car company. Boy, I love it as a Cybercab and humanoid robot juggernaut. Call me a buyer and give me five robots while I’m at it.
3. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders: 312
Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer looked at recently. Cramer explained why the company’s stock declined recently, as he remarked:
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.
Microsoft Corporation (NASDAQ:MSFT) develops software, hardware, and cloud-based solutions. The company provides products like Windows, Azure, Office, LinkedIn, and Xbox.
2. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders: 273
Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer looked at recently. Cramer mentioned that the stock “mystifies” him, as he said:
On Wednesday of last week, we got results from Meta, Microsoft, and Tesla… Let’s take them on one by one. Start with Meta, which initially got a lot of love, rallying 10% the next day. Makes sense. Mark Zuckerberg delivered a huge top and bottom-line beat. More importantly, he explained exactly how Meta’s AI investments are already helping to make their core advertising business more profitable. I like that. Of course, he still projected $115 to $135 billion of capital expenditures for 2026, but that goes down easier with an explanation, and the guidance for the current quarter was excellent. Basically, Meta gave us enough reason to believe that its investments are worth it, so it got a positive reaction at first. Now, since then, the stock has slid lower in five out of six sessions, including a 1.3% decline in today’s otherwise positive tape. That was surprising to me. At this point, Meta has now erased all of its gains from last Thursday and then some. But as I see it, that just means you’re getting the quarter for free. Remember, we enthusiastically own this one for the Charitable Trust. It actually mystifies me. I just think this one’s a buy.
Meta Platforms, Inc. (NASDAQ:META) develops technologies and applications that connect people through social networking and messaging. The company’s portfolio includes Facebook, Instagram, WhatsApp, Messenger, Threads, and products in virtual and augmented reality.
1. Tempus AI, Inc. (NASDAQ:TEM)
Number of Hedge Fund Holders: 32
Tempus AI, Inc. (NASDAQ:TEM) is one of the stocks Jim Cramer looked at recently. When a caller asked if the stock is a buy, sell, or hold, Cramer said:
Well, you know we’re not recommending stocks that are losing a lot of money here just because the year of magical investing made a return, and I think that you got a little reprieve, and it’s going to go back down again.
Tempus AI, Inc. (NASDAQ:TEM) develops technology that organizes and analyzes large amounts of clinical and molecular data to help doctors personalize patient care. The company’s platform uses AI to run diagnostic tests, match patients with clinical trials, and assist pharmaceutical companies in discovering new cancer treatments in strategic partnerships with companies like AstraZeneca and Pathos AI. A caller asked about the stock during the July 9, 2025, episode and Cramer replied:
Okay, another company that’s just losing money hand over fist. I just can’t go there. You know, when it comes to AI, you know what I believe in? I believe in NVIDIA.
It is worth noting that the company’s stock is down nearly 6% from the day the above comment was aired.
While we acknowledge the potential of Tempus AI, Inc. (NASDAQ:TEM) 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 TEM and that has 100x upside potential, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.





