Jim Cramer, host of Mad Money, discussed the current state of nuclear energy on Friday, as he highlighted its potential and the challenges that come with it.
“If you want clean energy, nuclear is the best solution long term. But man, it takes a very, very, very long time to build these things, even the small forms… are still novel and nuclear. Ooh, toxic combo. The tech execs embraced nukes because they hate fossil fuels. The problem is these CEOs don’t know the hazards of getting into the nuclear business.”
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Cramer pointed out that while, in theory, these newer nuclear reactors are designed to be easier to construct, the industry is tightly regulated since no one wants a nuclear accident. He added, “Plus, there are so many nuclear facilities being built at this moment right now, I wonder how these builders can find the workers needed to put up the plants or the materials.” He emphasized that even companies that have promised on-time power production often underestimate the complexity of nuclear construction.
“In many cases, the companies that have promised to produce the power on time, don’t even know what they’re dealing with. The industry’s too crowded, too much demand, not enough supply from any certainty. The companies in the nuclear food chain never want to admit that there could be mistakes in the construction process. They act like these are no different to building a natural gas turbine. I wish that were the case, but given the history, Chernobyl, Three Mile Island, Fukushima, you have to expect the unexpected, which means delays. That’s why the utilities gave up on building these things years ago, and it’s why I wish these nuclear neophytes like Meta would try not to overpromise.”
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For this article, we compiled a list of 16 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on January 9. 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 Looked At These 16 Stocks
16. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders: 273
Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer recently looked at. Cramer highlighted the company’s nuclear ambitions, and he also expressed how he feels about it. The Mad Money host said:
“Far more interesting to me was the story that Meta Platforms is buying and building facilities that will generate enough power for the expansion of their AI infrastructure. Meta is buying electricity from three Vistra plants, nuclear power plants. But what caught my eye was their commitment to buy power from the small nuclear reactors being built by Oklo. Meta gave 2030 as the date when these nuclear plants will be pumping out electricity. Oh, I wish they hadn’t said that. I wish they hadn’t given us that time frame because almost every company that has tried to build nukes faster than we thought we could have had hideous delays and cost overruns. They have to hope that small form nuclear reactors will take a lot less time. But this is a new technology so I wouldn’t bet on it… I wish Meta had given themselves more time instead of just making that promise for 2030… Of course, I’d love to be wrong. If Mark Zuckerberg can somehow find a way to build a nuclear plant on time, give that man a Nobel Prize. Sadly, I wouldn’t put money on it.”
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.
15. Arm Holdings plc (NASDAQ:ARM)
Number of Hedge Fund Holders: 37
Arm Holdings plc (NASDAQ:ARM) is one of the stocks Jim Cramer recently looked at. A caller mentioned that they have held the stock for about a year but had a 23% loss. Here’s what Cramer had to say:
“Oh, Arm Holdings, that’s Rene Haas. I think he’s doing a real good job. I don’t know why the stock keeps going down. I think I’m a buyer, not a seller. What can I say? I think Rene is doing a good job.”
Arm Holdings plc (NASDAQ:ARM) designs and licenses CPU architectures, system IP, and software used across automotive, computing, consumer, and IoT applications. A caller sought Cramer’s advice on the stock during the episode aired on October 28, 2025. In response, he commented:
“No, look, don’t chase it. You’ve got a position in it, that’s fine. It is an expensive… stock. I happen to like Rene Haas very much, but you’ve got a position. Don’t complicate the situation by buying a little more almost at the high. This is a terrific position you’ve got. Let it run.”
