On Monday, Mad Money host Jim Cramer said that stocks, especially tech stocks, managed to rebound after last week’s slump as investors expect an end to the government shutdown.
“So it was the government shutdown and some insane comments from OpenAI about a government backstop because of gigantic spending that caused the sell-off. I think so… I’m not surprised at this turnabout. Why? Because I’ve learned to trust the market and not start betting against it, because we had a tough week.”
READ ALSO: Jim Cramer’s Recent Thoughts on These 8 Stocks and Jim Cramer Answered Harvard Business School Students’ Questions: 9 Stocks in Focus.
Cramer said that while the stock market may often seem irrational, it tends to move for reasons that make sense upon closer look. Questioning why everything tied to data centers had surged, Cramer said that companies cannot afford to slow down construction of data centers without risking being left behind by competitors.
“The bottom line: With the government potentially about to reopen, it’s back to business as usual, and that means the data center stocks come roaring back as they should. Even if you have zero faith in Silicon Valley, you should recognize that the Chinese are doing the same thing and respect that all we are trying to do is keep up with them. And they’re our number one competitor, and man, are they hard to beat.”
Our Methodology
For this article, we compiled a list of 16 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on November 10. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the second quarter of 2025, which was taken from Insider Monkey’s database of over 900 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 Offered Insights on These 16 Stocks
16. Eli Lilly and Company (NYSE:LLY)
Number of Hedge Fund Holders: 119
Eli Lilly and Company (NYSE:LLY) is one of the stocks Jim Cramer offered insights on. Cramer discussed the future possibilities of the company’s weight loss drug, as he said:
“… Eli Lilly, which I think has beaten back Danish Novo Nordisk, maybe even into submission. After all, Lilly’s on the market with a very effective once-a-week shot, but more important, it’s soon going to have a pill version. It could be gigantic. People hate shots. No wonder Lilly’s stock vaulted nearly 5% today, on the verge of becoming… the first non-tech stock to cross into the $1 trillion circle besides Berkshire Hathaway. But I say not so fast. As much as I like Lilly for the Charitable Trust, where it’s a very big position and we’re not a seller, I’m mindful that you can’t take anything for granted in this business… Lilly’s spending a fortune to develop a pill form of the drug that you can take every day like any other medication, and that could be more popular than any shot. You’re much more likely to stick with a pill than an injection. Plus, one of the biggest drawbacks of the current GLP-1s is that they cause you to lose fat and muscle in equal measure. These drugs make you thin, but they make you weaker. However, Lilly’s working on a shot that’s more targeted. It will attack fat to muscle at a 3:1 ratio.”
Eli Lilly and Company (NYSE:LLY) develops pharmaceuticals for areas such as diabetes, obesity, oncology, immunology, and neuroscience.
15. Pfizer Inc. (NYSE:PFE)
Number of Hedge Fund Holders: 83
Pfizer Inc. (NYSE:PFE) is one of the stocks Jim Cramer offered insights on. Cramer discussed the company’s acquisition of Metsera during the episode. He commented:
“There’s room for more than one winner in this race for GLP-1 weight loss supremacy, but some of these winners are going to be bigger than others. This morning, the gang on the Squawk on the Street grilled Pfizer CEO, Dr. Albert Bourla, about his company’s $10 billion acquisition of Metsera, a drug company that’s working on a monthly GLP-1 shot. Pfizer’s paying $65 and 60 cents per share upfront, plus contingent payments of $20 and 65 cents per share tied to specific milestones… Can Pfizer win… in the GLP-1 space? Look, the company it just bought, Metsera, has a shot that only needs to be taken once a month instead of once a week like Lilly. But it doesn’t have the efficacy of Lilly’s shot yet. Given that people historically hate to take shots and many eventually stop taking the injections, a once-a-month dosage seems like a terrific idea to me… Still, I think Pfizer’s very smart to buy Metsera in order to get a piece of the GLP-1 pie, even if it takes three years to be approved, and who knows how much time to scale the needed factories. But it could have another Lipitor on its hands. And even if this isn’t Lipitor part two, it’s definitely worth $10 billion to get into what may be the biggest class of drugs ever sold.”
Pfizer Inc. (NYSE:PFE) develops biopharmaceutical products and vaccines across many areas, including cardiovascular, infectious diseases, oncology, and immunology.
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