Jim Cramer, the host of Mad Money, on Monday, explained why companies that use technology are in a stronger position right now than the tech hyperscalers spending billions of dollars on artificial intelligence.
“In this wacky market, you want those who use the technology, not those who make it… My favorite tech stocks right now are the business-to-business users of technology. I think these companies will increasingly be given a chance to buy amazing tech that will help them cut costs and bring new products to market much faster than ever, and that we never even knew we needed.”
READ ALSO: Jim Cramer’s Recent Takes on These 21 Stocks and 10 Stocks on Jim Cramer’s Game Plan This Week.
Cramer said investors remain overly focused on the producers of technology and often forget that the users of technology are the ones getting the better deal. He said the makers of tech continue to trade at very high levels, while many of those stocks still have a lot of work to do before reaching more reasonable and workable ranges.
Cramer said the major technology companies, including the Magnificent Seven and the semiconductor names, have already seen enormous runs. He said those stocks are now pulling back because future outlooks are unclear after such large moves, and he added that the scale of those gains has been “indigestible.”
“Bottom line: The difference between the big tech and Procter & Gamble? Most of the tech companies are simply spending to keep up with the Joneses here.”
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 December 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 Recently Discussed These 19 Stocks
19. GE Vernova Inc. (NYSE:GEV)
Number of Hedge Fund Holders: 108
GE Vernova Inc. (NYSE:GEV) is one of the stocks Jim Cramer recently discussed. Cramer called the company “very established” during the episode, as he commented:
“After all, if you want to build a small-scale nuclear reactor, why not just go with GE Vernova, very established, mature company that’s actually building these? They got approval to start construction on the Darlington nuclear generating station back in April. I saw some pictures. It looks like something’s happening. Hey, by the way, four years is an incredibly fast turnaround, and that’s when it’s going to open. I doubt any of the newbies can come up with that.”
GE Vernova Inc. (NYSE:GEV) provides products and services for generating, converting, storing, and managing electricity, including gas, nuclear, hydro, and wind technologies. During the December 3 episode, a caller inquired about the stock and said:
“Alright, GE Vernova, my Charitable Trust owns it… Let me make this really straight. This whole uranium thing, the whole nuke thing, you know, if it happens, it’s going to be GE Vernova. But more importantly, if it’s nat-gas, it’s GE Vernova, which means it is the only real company in that whole power segment that everyone’s so crazy about to speculate on. Don’t speculate, invest GE Vernova.”
18. NuScale Power Corporation (NYSE:SMR)
Number of Hedge Fund Holders: 26
NuScale Power Corporation (NYSE:SMR) is one of the stocks Jim Cramer recently discussed. Cramer highlighted the stock’s decline over time, as he remarked:
“NuScale Power, which is trying to build small-scale nuclear reactors. Like the other nuclear plays, this company’s losing fortunes. Its stock, which at one time was at $57, is now at $17 and change, down just 3% for the year. I hope we can stay at that level, but it might not because, well, it’s got a pretty lofty evaluation still.”
NuScale Power Corporation (NYSE:SMR) provides advanced small modular reactor technology centered on its 77-MWe NuScale Power Module. During the December 4 episode, a caller asked whether they should buy more, hold, or sell the stock. The Mad Money host responded:
“The only one I want… to buy is GE Vernova because they actually know how to build one of these things. I want you to scale out on the way up… Sell some at $27. Sell some at $30. Get rid of all of it.”
Hedge Fund Resource Center