Jim Cramer, the host of Mad Money, on Tuesday, explained how investors can use broad market pullbacks to their advantage.
“If you want to put money in the market via an index fund, you can, and you should put money in monthly. But if you get a sell-off like this one, you’ve got my blessing to pull forward some of those future contributions and put them to work right now, perhaps even as early as tomorrow.”
READ ALSO Jim Cramer’s Thoughts on These 17 Stocks and Jim Cramer Laid Out This Week’s Game Plan: 12 Stocks in Focus
Cramer explained that he is spending time talking about taking small steps, spreading purchases out, and leaving a gap between each one, because in his book, he recommends building a starter portfolio of five names. He said one should be speculative and the rest should be high-quality companies.
Cramer added that some diversification helps, though it does not have to be perfect, and suggested avoiding having more than two holdings that are closely alike. He also repeated his long-held view that it is worth keeping some money in an index fund alongside individual stocks. He explained that index funds are good, but he cautioned that they are not everything.
“The bottom line, though: In a market like this, my favorite move is to buy small, something out of favor that’s way down from its highs. Ideally, something that just reported a stellar quarter and is getting zero credit for it. Now, that’s a sale worth attending, if not nibbling outright to get started, as you never know if the market’s done going down and you have to leave room to be able to buy plenty more if we get additional weakness. That’s my method. That’s what I’m sharing with you.”
Our Methodology
For this article, we compiled a list of 15 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on November 18. 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 Put These 15 Stocks Under the Spotlight
15. Rockwell Automation, Inc. (NYSE:ROK)
Number of Hedge Fund Holders: 49
Rockwell Automation, Inc. (NYSE:ROK) is one of the stocks Jim Cramer put under the spotlight. Cramer had some positive things to say about the company, as he commented:
“It doesn’t get as much attention as artificial intelligence, but there’s another big, profitable theme this year, and that’s the reindustrialization of America. It’s about bringing companies… getting their manufacturing back here in the US, probably because it’s cheaper than dealing with some of these tariffs. Of course, if you’re going to manufacture in America, you don’t want to necessarily pay American wages.
So these companies embrace automation, which brings me to Rockwell Automation, the Wisconsin-based company that dominates the US market for what are called programmable logic controllers, basically industrial computers that are the brains of manufacturing operations. They also have a whole suite of software to help factories run more efficiently. Rockwell’s had a great year in 2025. And earlier this month, management gave some strong guidance for 2026, talking about 10% earnings growth at the midpoint of their forecast. No wonder the stock’s up 28% for the year. Can it keep running? I think it can.”
Rockwell Automation, Inc. (NYSE:ROK) provides industrial automation and digital transformation technologies, including devices, control systems, software, engineered solutions, and many other support services.
14. Starwood Property Trust, Inc. (NYSE:STWD)
Number of Hedge Fund Holders: 25
Starwood Property Trust, Inc. (NYSE:STWD) is one of the stocks Jim Cramer put under the spotlight. A caller asked if they should buy, sell, or hold the stock, and Cramer replied:
“You’re dealing with Barry Sternlicht, who’s a very smart person, who has dealt with all sorts of bad markets and has come up fine. I am loath to abandon it because I think I respect him that much.”
Starwood Property Trust, Inc. (NYSE:STWD) provides real estate credit, property investments, and infrastructure lending, including commercial mortgages, residential loans, equity interests, and commercial mortgage-backed securities-related assets. The company maintains a REIT status. It announced its Q3 earnings on November 10, posting a non-GAAP EPS of $0.40, missing estimates by $0.04.
Starwood Property Trust, Inc.’s (NYSE:STWD) revenue beat the estimates by $9.18 million, generating $489 million. Additionally, it deployed investments worth $4.6 billion in the quarter and $10.2 billion in nine months. The company’s major activities include Triple Net Lease Investments worth $2.2 billion, Commercial Lending worth $1.4 billion, and Infrastructure Lending worth a record $0.8 billion.
13. Waste Management, Inc. (NYSE:WM)
Number of Hedge Fund Holders: 75
Waste Management, Inc. (NYSE:WM) is one of the stocks Jim Cramer put under the spotlight. A caller inquired about the stock, and here’s what Mad Money’s host had to say in response:
“Oh my god, you know, when I saw Waste Management, when it dropped precipitously, I said to myself, this thing has to be bought right underneath $200. I’m going to go, and talk to Jeff Marks for the Charitable Trust. And wouldn’t you know it, it lasted for about three days under $200, and then it shot right up. I like the stock.”
Waste Management, Inc. (NYSE:WM) provides waste and recycling services, including collection, processing, transfer operations, and renewable energy generation from landfill gas. In addition, the company handles regulated waste, secure document destruction, and several industrial and other cleanup services. During the November 4 episode, a caller asked whether they should add their position in the stock. Cramer replied:
“I think you should. Now, the stock was up three today. Seemed, people seemed to realize, wait a second, this thing’s gotten way out of line. It was down and down and down. So what I want you to do is I don’t want you to buy… all at once, okay? Because it could, it was up three today. It could go back down a little. If you want to buy 15, 20, 20 shares, let’s buy five, okay? Maybe 25, buy five, and then stagger it. Don’t buy it all at once because this is a stock that tends to be very, very volatile. So that’s my advice to you.”
12. Amkor Technology, Inc. (NASDAQ:AMKR)
Number of Hedge Fund Holders: 33
Amkor Technology, Inc. (NASDAQ:AMKR) is one of the stocks Jim Cramer put under the spotlight. Answering a caller’s query about AMKR during the lightning round, Cramer stated:
“Yeah, Amkor is good. But Taiwan Semi is the one that is, you know, rules the roost. And I am concerned that if NVIDIA doesn’t do a good job tomorrow, then Taiwan Semi goes down too, and so does Amkor. So let’s, let’s just wait to see what NVIDIA says. I think it’s worth waiting.”
Amkor Technology, Inc. (NASDAQ:AMKR) provides semiconductor packaging and testing services, including advanced chip, wafer, and system-in-package solutions. On November 12, the company announced a 1% increase in its dividend to $0.08352 per share from $0.0827. Its next dividend is payable by December 23 to the shareholders of record on December 3.
In other news, Amkor Technology, Inc. (NASDAQ:AMKR) provided its fourth-quarter guidance on October 27. The company expects revenues between $1.775 billion and $1.875 billion, 8% below Q3 but representing an increase of 12% year-over-year at the mid-point. The company expects to earn a net income in the range of $95 million to $120 million, which translates to an expected earnings per share of $0.38 to $0.48.
11. Rogers Communications Inc. (NYSE:RCI)
Number of Hedge Fund Holders: 15
Rogers Communications Inc. (NYSE:RCI) is one of the stocks Jim Cramer put under the spotlight. When a caller sought Cramer’s advice on the stock during the lightning round, he said:
“You know, it’s better than just a pure cable company, and I think that’s why people like it. It’s not expensive. It’s a good company. It’s based in Canada, doesn’t share our problems. I like it.”
Rogers Communications Inc. (NYSE:RCI) provides wireless, internet, TV, and media services, along with smart home and business solutions. The company also owns sports teams, media networks, event venues, and provides financial products. On November 10, Barclays increased its price target on the company stock to $36 from $33 while maintaining an Equal Weight rating following Rogers Communications Inc.’s (NYSE:RCI) Q3 report. The firm noted that the company’s recent pricing improvements seem likely to continue.
10. Fiserv, Inc. (NASDAQ:FISV)
Number of Hedge Fund Holders: 94
Fiserv, Inc. (NASDAQ:FISV) is one of the stocks Jim Cramer put under the spotlight. Inquiring about the stock, a caller noted that they have started a speculative position in it. Cramer commented:
“I gotta tell you, I am astonished at the decline of this thing, just astonished. And at the same time, I would not buy a stock like this until it has some sort of bounce. It just acts like something’s wrong. The CEO’s been on there explaining it. It doesn’t stop. I can’t get into that hornet’s nest.”
Fiserv, Inc. (NASDAQ:FISV) provides technology solutions for payments and financial services, including merchant acquiring, digital banking, fraud prevention, and payment processing. During the October 3 episode, a caller asked for Cramer’s advice on the stock and the Mad Money host responded:
“I gotta tell you, that was not a good last quarter, and it was shocking. I think you gotta wait another quarter to see if they can get it together. That was just not that good a quarter. Nothing I could say about it other than that.”
9. Sea Limited (NYSE:SE)
Number of Hedge Fund Holders: 102
Sea Limited (NYSE:SE) is one of the stocks Jim Cramer put under the spotlight. During the lightning round, a caller inquired about Cramer’s thoughts on the stock, and he replied:
“You know, look, it’s information technology of an uncertain way with a… 40 PE. I’m sorry, I do not share your enthusiasm for that stock.”
Sea Limited (NYSE:SE) provides digital platforms for e-commerce, online gaming, and financial services, including mobile wallets, credit, insurance, and payment solutions. Lakehouse Capital stated the following regarding Sea Limited (NYSE:SE) in its second quarter 2025 investor letter:
“Southeast Asia’s leading e-commerce platform, Sea Limited (NYSE:SE), was our largest contributor for the year as the company delivered an impressive combination of accelerating growth and improving profitability. At a group level, revenue rose 30% year-on-year to US$17.9 billion and operating income saw a material turnaround from a US$38.8 million loss to a US$875.2 million profit. Its core e-commerce platform, Shopee, emerged stronger following a period of elevated marketing investment, which drove higher order volumes, improved take rates, and an acceleration in top line growth. Notably, regulatory pressures in Indonesia have abated, and competition across the region has moderated, with peers now taking a more rational approach to take rates, paving the way for a more favourable industry structure going forward.
Beyond e-commerce, Sea’s digital financial services business (Monee) and digital gaming platform (Garena) also performed well. Monee saw its loan book grow 77% year-on-year while simultaneously improving the proportion of non-performing loans, which contributed to revenue growth of 44% to US$2.7 billion. For Garena, although reported revenue declined slightly, it was encouraging to see bookings increase 51% year-on-year, supported by stabilising engagement and improved monetisation. Overall, it was a very positive year, and we remain patient holders. Whilst not as well-known as some global peers, Sea continues to benefit from the steady shift toward online retail and digital services across a region where e-commerce penetration remains in its early stages and below global averages.”
8. Oracle Corporation (NYSE:ORCL)
Number of Hedge Fund Holders: 124
Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer put under the spotlight. Cramer highlighted the company borrowing money to build data centers, as he remarked:
“Now, co-founder, chairman, and CTO, Larry Ellison, who is brilliant and tough, is back in the driver’s seat. He’s going full tilt. He’s pushing all of his chips, putting, everything’s going to be on AI here… and Wall Street clearly feels a lot worse about that idea than it did just a couple of months ago.
Of course, by the time we got, we get here, we’d already started seeing other cracks in the AI data center story. But the bottom line here, I think the Oracle case is instructive. They’re borrowing a fortune to build data centers for OpenAI, which has about $1.4 trillion in spending commitments that it may or may not be able to afford. That’s why I call it the Achilles heel of this whole thing. No wonder people are worried.”
Oracle Corporation (NYSE:ORCL) provides enterprise technology solutions, including cloud software, databases, infrastructure, hardware, and development tools, alongside consulting and support services. The company’s solutions cover business applications, AI, IoT, machine learning, and blockchain.
7. Pinterest, Inc. (NYSE:PINS)
Number of Hedge Fund Holders: 93
Pinterest, Inc. (NYSE:PINS) is one of the stocks Jim Cramer put under the spotlight. A caller asked if they are wrong to start a position in the stock, given that the year of magical investing is over and tech is out of favor. In response, Cramer said:
“No… you read my mind. I’ve been telling people that they have so much that’s great in Pinterest… by the way, that they could… I think these large language models should be just combing right through it. I think this is a tremendous level to start buying Pinterest.”
Pinterest, Inc. (NYSE:PINS) provides a platform where users can discover, save, and shop for ideas like recipes and home or style inspiration. The company also offers tools for businesses to advertise. Cramer discussed the company during the August 7 episode, after the company posted its earnings. He commented:
“What do we make these numbers from Pinterest, the social media platform/virtual pinboard site? Here’s a stock doing pretty well, but when the company reported after the close, stock got slammed in after-hours trading. Even though Pinterest delivered a solid set of numbers, healthy revenue forecast for the current quarter, their earnings per share came in a tad light. At the same time, their user growth and revenue results were softer than expected in the US and Canada. Most of the outperformance came from Europe. Look, I thought there was much more good than bad here… The expectations were too high.”
6. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders: 156
Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer put under the spotlight. Cramer discussed the stock’s price movement after the company posted its earnings, as he stated:
“Then there’s one more household name we’ll give you, Apple. This stock traded up to $277 after it blew away the quarterly estimate at the end of last month. Today, in the teeth of the sell-off, the stock hit $265. I think that’s a terrific price to start a position in the company that initially, it’s, you know, I think is starting to show signs that its AI business is a really good idea because it’s, someone I think is going to pay them to give them what we’re doing with the different chats.”
Apple Inc. (NASDAQ:AAPL) designs and sells smartphones, computers, tablets, wearables, and accessories, along with cloud services and support. Moreover, the company provides subscription services, digital content platforms, and payment solutions. Cramer discussed the company during the November 5 episode and said:
“Apple, I think, is going to have a great quarter. So I think that their PE is probably going to be roughly just a little bit above the market multiple. All these companies are actually very big conglomerates… I like the companies for what they have, which is different businesses that are firing all cylinders… In the end, these are the best companies in the world. They’re nation-states with good balance sheets. They’re not momentum plays.”
5. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders: 219
Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer put under the spotlight. Cramer showed a bullish sentiment toward the stock, as he commented:
“Alphabet, parent of the red-hot Google-Gemini complex, traded up to a new all-time high of $293, and today it briefly fell to $278 before finishing just… under $285. You’re buying a Buffett-endorsed company with a thriving YouTube business that’s spewing cash as its cloud business, you’re getting… it cheap because Wall Street doesn’t like how Alphabet’s spending on data centers to meet demand. Today’s sell-off may have given you a great entry point to start buying it.”
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. Cramer mentioned the company during the November 3 episode and said:
“On the other hand, Alphabet also raised its 2025 capital expenditures forecast from 85 billion all the way up to 91 to $93 billion range, much bigger increase than we saw from Meta. Yet Alphabet stock did not get punished. Why? Wall Street seems more willing to give them the benefit of the doubt, even though CFO Anat Ashkenazi said that the company expects ‘a significant increase in CapEx next year.’ People just said fine…
Of course, Amazon and Alphabet both rallied more than 8% last week despite raising their capital expenditure guidance for the current year. So clearly, Wall Street hasn’t completely turned against heightened AI spending. What’s the difference here? Simple. I think Amazon and Alphabet both did a much better job of explaining why they need to shell out all that money.”
4. Starbucks Corporation (NASDAQ:SBUX)
Number of Hedge Fund Holders: 66
Starbucks Corporation (NASDAQ:SBUX) is one of the stocks Jim Cramer put under the spotlight. Cramer mentioned the company during the episode, as he stated:
“These days, you can use a sale like the one we are experiencing, and I don’t think it’s necessarily over, we’re not that oversold, to pick up stocks of high-quality companies that are outside the blast zone of the data center… As long as you don’t do it all at once and as long as you buy small…
How about Starbucks, the stock we own for the Charitable Trust? We’ve been legging into Starbucks at enticing price levels, knowing that management’s been saying all the right things about business. Stock opened today at $83 and 61 cents, dropped to $82 and 34 cents… A decent starter price temporarily, though, as the stock then closed above 83 yesterday.”
Starbucks Corporation (NASDAQ:SBUX) sells coffee, tea, beverages, and food products through its stores and licensed outlets. The company’s brands include Starbucks Coffee, Teavana, Seattle’s Best Coffee, Ethos, and Starbucks Reserve.
3. The Kroger Co. (NYSE:KR)
Number of Hedge Fund Holders: 68
The Kroger Co. (NYSE:KR) is one of the stocks Jim Cramer put under the spotlight. Cramer was bullish on the stock, as he commented:
“Now, let’s keep going with How to Make Money in Any Market because it’s really important because when I say how to make money in any market, we’re talking about this market. Sometimes you just want to wait for the stock of a company that’s made a significant change, and then you get a chance to buy it at a cheap price because the market’s throwing a sale. Take Kroger, giant food store, right, giant grocer.
It opened almost unchanged today, even as it did something radical. It surrendered much of its e-commerce delivery business to DoorDash, Instacart, and Uber. It took a $2.6 billion impairment charge to account for the money that it already invested in its e-commerce infrastructure. Stock temporally sold off in response. People freaked out, giving you a nice discount before it recovered. Finished the session almost up 2% as people realized that Kroger’s doing something smart here. I bet it goes higher again tomorrow. Great opportunity.”
The Kroger Co. (NYSE:KR) operates grocery and general merchandise stores that provide food, pharmacy, household items, and fuel.
2. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders: 335
Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks Jim Cramer put under the spotlight. Cramer said that he trusts the company’s management, as he remarked:
“Or let’s say you wanted to buy Amazon, which is at the heart of the data center blast zone, and had been cautious in spending until the bond deal it just launched. To me, Amazon’s a company that doesn’t spend unless it needs to, unless it has demand. So I’m confident in this company. I trust [the] management. Amazon had a terrific quarter. Its stock shot up to $258 at the beginning of the month. Now, it’s way down back to $222. That’s, by the way, down $10 today.
They’re buying a high-quality company that just blew away the numbers, 36 points below its highs, because it raised money to build out something that it needs. In other words, I think this is a smart to, buy on weakness situation, not mindless dip buying. Again, though, you can’t buy all at once. You buy small and then you get bigger as it goes down… Stocks, by the way, do get cheaper if they’re good on the way down.”
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.
1. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 235
NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer put under the spotlight. Cramer noted that he has no clue about how the company will report. He commented:
“I want to start with the toughest one, which is NVIDIA, that reports tomorrow. Now, I have no idea what NVIDIA will… I have no idea what they’re going to report whatsoever. I will say this, though: NVIDIA stock was at $212 on October 29, and now it’s at $181 and change. I got an idea. I think you certainly aren’t buying this one at the high. The stock sells at just under 40 times this year’s earnings, which is expensive.
That is much more expensive than the average stock. But NVIDIA has a history of crushing the estimates, making it look much cheaper in retrospect. It’s at the intersection of accelerated computing and artificial intelligence. There’s a new chip coming out that could make AI a lot more useful. There’s a clear roadmap, and while NVIDIA’s chips are expensive, CEO Jensen Huang always holds that there’s a quick payback, even as we hear constantly that there isn’t. What does this mean to me?
Look, NVIDIA remains the gold standard. It’s indispensable if you want to keep up with the new industrial revolution. It doesn’t mean it’s a buy. Does mean it’s intriguing if it gets hit when it reports. If you bought a little of the stock today, just enough so you have plenty of room to buy more if it reports a quarter that is short-term unappreciated, is that mindless dip buying, or is it prudent purchasing versus where the stock was just four weeks ago? If you go slow and not all at once, as I advise, I think you are being prudent.”
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.
While we acknowledge the potential of NVIDIA Corporation (NASDAQ:NVDA) 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 NVDA and that has 100x upside potential, check out our report about this cheapest AI stock.
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