Jim Cramer, the host of Mad Money, said on Thursday that a strong quarterly report from Taiwan Semiconductor seems to have helped restore Wall Street’s confidence in artificial intelligence stocks.
“Make no mistake about it. That conference call from the other side of the world, the one thrown by Taiwan Semi, the company that physically turns the blueprints into semiconductors, changed this entire market. More specifically, it changed the way this market views the largest company in the world, the elephant in the room, that is, NVIDIA, which had been down for 2026 until last night, when so many other less modern chip makers have seen their stocks soar. And that’s what made this session so encouraging for those of us who like technology stocks. See, until just after midnight, when Taiwan Semi reported, the new narrative had become you need to steer clear of the AI stocks, especially NVIDIA, which had become known as what we use the term overowned, meaning that too many institutions already owned it, so there were no new buyers of any size.”
READ ALSO: 7 Stocks on Jim Cramer’s Radar Recently and Jim Cramer Recently Looked At These 16 Stocks.
Cramer noted that the only semiconductor stocks showing consistent gains this year had been commodity-style chipmakers, driven by an acute shortage of chips used to store data. He said that these chips, commonly known as memory chips, were long viewed as low-tech components that would never be required in massive volumes. He added that ‘no one thought that these low-tech chips would ever be needed in such high quantities,’ but data centers cannot secure enough of these chips, and there are not enough machines available to increase production quickly.
“What’s really happening? Well, here’s the bottom line: To me, you’re getting another chance to buy these high-quality stocks before they take off in the face of the doubters who didn’t get up early enough to hear the Taiwan Semi call. As for the rest of us, we knew it would be a good day at 12:30 AM last night.”
Our Methodology
For this article, we compiled a list of 17 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on January 15. 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 Put These 17 Stocks Under a Microscope
17. Autodesk, Inc. (NASDAQ:ADSK)
Number of Hedge Fund Holders: 83
Autodesk, Inc. (NASDAQ:ADSK) is one of the stocks Jim Cramer put under a microscope. Responding to a caller’s query about the stock toward the end of the lightning round, Cramer said:
“This is another one, look, this is enterprise software. No one wants to touch these companies. It doesn’t matter if it’s for architects. No one wants to touch, these are toxic, okay? These are toxic. And we’re going to stay away from the Love Canal that is enterprise software.”
Autodesk, Inc. (NASDAQ:ADSK) provides 3D design, engineering, and entertainment software used for building information modeling, mechanical simulation, and digital production management. On January 9, Rothschild & Co Redburn initiated coverage on the company stock with a Buy rating and a price target of $375. The firm expects it to achieve 5.0% to 5.5% growth above its industry benchmarks from 2024 through 2027, which exceeds the consensus estimates of 3.5% to 4% growth rate.
16. Royal Gold, Inc. (NASDAQ:RGLD)
Number of Hedge Fund Holders: 43
Royal Gold, Inc. (NASDAQ:RGLD) is one of the stocks Jim Cramer put under a microscope. Noting that they are up 40% in the stock, a caller inquired about RGLD. In response, Cramer said:
“Yeah, I know. That’s Royal, it’s like Franco-Nevada. It’s a very, very good company. Now, the problem is that kind of money being made that fast, with it hitting an all-time high today, makes me say time to schnitzel. I want you to take a little off the table tomorrow. You’ll never regret it, I promise.”
Royal Gold, Inc. (NASDAQ:RGLD) focuses on the acquisition and management of precious metal streams and royalties to finance different mining projects. Its portfolio primarily involves interests in gold, silver, and industrial metals
On January 13, the company reported consolidated stream segment sales of approximately 64,000 gold equivalent ounces (GEOs) for the fourth quarter ended December 31, 2025. The figure includes contributions from RGLD Gold AG and the newly acquired Sandstorm Gold portfolio. Moreover, total stream segment sales for the 2025 calendar year reached approximately 195,400 GEOs.
