Jim Cramer, the host of Mad Money, on Friday commented on the ongoing chip shortages and also discussed Micron’s decision to break ground on a domestic chip manufacturing facility.
We’re in critical short supply for all sorts of chips that are needed in the data center… It wasn’t easy to forecast this boom, I admit, as recently as one year ago. There was a glut in the same kinds of chips that now we have a shortage in… So what’s going to happen? First, prices for these simple chips and flash memory… are still skyrocketing, causing lots of dislocation in the data center, and most importantly, in devices like this one, okay, including PCs… Prices will just keep going higher.
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Cramer also pointed out that Micron, along with Western Digital, Seagate, and Sandisk, has seen stock prices move higher recently. He raised the question of whether these gains can continue and answered it by saying he believes they can. He explained that a major reason is the lack of available equipment needed to expand chip production, as he noted that the industry cannot assemble and install new manufacturing capacity quickly enough to meet demand.
There’s a triad of semiconductor capital equipment makers that… every money manager knows. I’m talking about Applied Materials, AMAT, KLA, and Lam Research. While they’re not interchangeable, they are similar. And that hundred billion dollar Micron facility will be chock-full of the hardware that these companies make. But they too misjudged the data center demand, or else they would’ve built a lot more machinery. Their stocks are incredibly strong.
Our Methodology
For this article, we compiled a list of 25 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on January 16. 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, sourced 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 25 Stocks
25. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 234
NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer recently looked at. Cramer said that only NVIDIA saw the burgeoning demand for chips, as he commented:
… NVIDIA… had much more foresight than Micron or anybody else in the industry, so its products are more plentiful… Again, only NVIDIA really saw it coming. They teamed up with the best of the best, Taiwan Semiconductor, to make all the high-end chips that are needed. There’s no bottleneck there. There’s no shortage, at least not in comparison to memory. You want the latest and greatest from NVIDIA? Well, you’ll get it because Jensen Huang saw everything coming, the opposite of these companies. It’s one of the reasons I think he’s the greatest technologist of our era.
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. Cramer mentioned the company during the January 14 episode and said:
What about the amazing secular growth stocks that I talk about, the ones that are supposed to do well regardless of the economy? What do you do with those? Well, those you shouldn’t trade. A tremendous grower requires a tough as nails attitude where the trick is to sit on your hands and do nothing when they go higher… You know that I always say own NVIDIA, don’t trade it. Now, sometimes, like right now, it’s difficult because the stock appears stuck in a rut. Other times, it’s bountiful. But NVIDIA’s a stock that’s not meant to be schnitzeled. It’s meant to be owned, not traded.
Long term, I don’t love most cyclical stocks. We own what I think are the best of them for the Charitable Trust, but I accept that they should be traded around because they’re hostage to the broader economy. But when you find some amazing secular growth stories, stocks that go higher without a strong economy, you want to be the holder, not the trader. You want to make the dollars, leave the pennies to the traders. With the best, it never changes. And if you don’t obey my rule, you’ll never see the greatness of what a hero stock can do for you, and of course, your bank account.
24. Micron Technology, Inc. (NASDAQ:MU)
Number of Hedge Fund Holders: 105
Micron Technology, Inc. (NASDAQ:MU) is one of the stocks Jim Cramer recently looked at. Cramer highlighted the CHIPS Act’s significance for the company, as he said:
It’s almost like nobody saw it coming. I’m talking about the severe shortages of all sorts of lower-end semiconductors that go into a data center, especially memory chips. Today, Sanjay Mehrotra, the CEO of Micron, broke ground on a hundred billion dollar facility to make more chips… It’s all part of the CHIPS Act, that big subsidy for semiconductor manufacturing that was pushed through by the Biden administration.
The CHIPS Act money serves as a down payment for Micron’s giant foundry. And boy, is it ever needed… Sanjay tamped down the possibility of a boom, something I’ve been saying could happen. He chilled my enthusiasm. Now, look, he’s been bullish, but last year, he was way too cautious. And you know what? His caution contributed to the memory shortage…
Celebrate that Micron is building a big foundry here. It has a long tradition of doing so. Sanjay’s always preferred building in America, and that’s one of the reasons why I salute him. Without the CHIPS Act bonanza, though, it probably wouldn’t have happened. Again, I can’t blame any of these managements for not seeing that sales could explode, but I do think… if they had just listened to Jensen, we’d all be better off.
Micron Technology, Inc. (NASDAQ:MU) develops memory and storage solutions, including DRAM, NAND, and SSD products, under the Micron and Crucial brands.
23. Constellation Energy Corporation (NASDAQ:CEG)
Number of Hedge Fund Holders: 91
Constellation Energy Corporation (NASDAQ:CEG) is one of the stocks Jim Cramer recently looked at. A caller mentioned that they got out of the stock as it started to decline after President Trump’s comments regarding an electricity rate cap. In response, Cramer said:
You know, it’s funny, I was… going to tell you it’s Constellation or Vistra. I mean, the fact is that when the president gets involved, it’s too uncertain. You’ve got a really big gain in the stock, and it’s time to move on. We’ll find other winners, I promise.
Constellation Energy Corporation (NASDAQ:CEG) produces and supplies electricity, natural gas, and sustainable energy solutions through nuclear, wind, solar, natural gas, and hydro assets. During the January 8 episode, Cramer noted why big hyperscalers love the company, as he stated:
Let’s go under the hood and figure out the method behind the market’s madness… Constellation Energy, the independent power producer… The big hyperscalers are obsessed with clean energy. That’s why they’re in love with Constellation Energy, CEG, which is the nation’s most visible nuclear-powered utility. It’s as clean as it gets if you want reliable electricity. Constellation’s been loved to the point where the stock is up over 175% over the last 2 years. Stock seems invincible. Sells for 28 times this year’s earnings, which is pretty darn pricey, especially for a utility… So what’s happening this year? Constellation Energy stock has already fallen from $353 to $322. I see no signs of this stock bottoming. To me, it looks dangerously expensive… In short, the value of the two constellations got out of whack.
22. STMicroelectronics N.V. (NYSE:STM)
Number of Hedge Fund Holders: 19
STMicroelectronics N.V. (NYSE:STM) is one of the stocks Jim Cramer recently looked at. A caller inquired about the stock during the lightning round, and Cramer replied:
It’s cheap. It’s good. Now, people say it’s cheap. What do you mean?… like 40 times earnings versus the others with growth? It’s actually okay. I would be a buyer of STMicro.
STMicroelectronics N.V. (NYSE:STM) is a semiconductor manufacturer that designs and produces electronic components, including sensors, power management solutions, and microcontrollers. Hardman Johnston Global Equity Strategy stated the following regarding STMicroelectronics N.V. (NYSE:STM) in its third quarter 2025 investor letter:
Additionally, we initiated a position in STMicroelectronics N.V. (NYSE:STM). STMicro is a leading supplier of analog semiconductors, serving automotive, industrial, and personal electronics markets. After a post-pandemic period of oversupply and excess inventory weighed on the industry through 2024, but evidence suggests the analog semiconductor cycle reached a trough in early 2025. Indicators such as growing customer backlogs, improved order signals, and better inventory visibility point to a recovery in the near future. STMicro is well positioned to benefit from this restocking cycle, with potential for significant gross and operating margin leverage as underutilization costs decline and structural manufacturing optimizations take effect. Beyond cyclical tailwinds, the company has medium-term growth opportunities, including incremental iPhone content on new models and exposure to emerging markets like LEO satellites and AI data centers, supporting structural expansion.
21. Medline Inc. (NASDAQ:MDLN)
Number of Hedge Fund Holders: N/A
Medline Inc. (NASDAQ:MDLN) is one of the stocks Jim Cramer recently looked at. Asking about the stock, a caller mentioned that they started their position when it was at $39. Cramer commented:
I’m going to tell you about Medline. That stock is unbelievable. I think it is a [buy, buy, buy, buy, buy, buy, buy, buy, buy]. That’s nine buys, just for the record.
Medline Inc. (NASDAQ:MDLN) supplies medical and surgical products for hospitals, surgery centers, and other healthcare facilities. Cramer discussed the company’s IPO during the January 7 episode, as he commented:
But again, the fact that the IPO market was able to mostly self-correct in these situations and stamp out the froth, that’s what we really like, it’s a good thing for stocks in general. Just after Fermi came public, the IPO market went quiet for a while, thanks to the government shutdown that forced a much-needed cooling-off period for the IPO market, was good for us. After the government reopened, we ended up getting the largest deal in four years when Medline came public. Now, this is a medical supplies distributor and a medical device maker, highly thought of in the industry. Medline priced its IPO at $29, and the stock jumped to $41 on its first day of trading. Now, it’s just at 40 bucks and change. Now, this seems pretty healthy to me, and it’s a terrific company, and if the stock comes in, it’s a buy.
20. Smith & Nephew plc (NYSE:SNN)
Number of Hedge Fund Holders: 14
Smith & Nephew plc (NYSE:SNN) is one of the stocks Jim Cramer recently looked at. When a caller inquired about the stock, Cramer was quick to say:
They have to, they have to be sold, okay? I just, this group, I do not like. Okay, I just don’t like them because it’s commoditized, alright? I remember I asked my wife… she got a new knee, I said, well, who’d you use? Which one? She goes, it doesn’t matter. And that’s the answer.
Smith & Nephew plc (NYSE:SNN) manufactures medical technologies, including joint implants, sports medicine repair tools, and visualization systems for minimally invasive surgeries.
19. UiPath Inc. (NYSE:PATH)
Number of Hedge Fund Holders: 48
UiPath Inc. (NYSE:PATH) is one of the stocks Jim Cramer recently looked at. Inquiring about the stock, a caller mentioned that the company has “good earnings and a nice pullback.” In response, Cramer said:
Yeah, I think it’s ready now. I think Dines is a very good CEO. I’ve waited and waited. You might have to wait a little bit longer, but I think the upside is what beckons there.
UiPath Inc. (NYSE:PATH) provides an automation platform that uses robotic process automation and AI to help organizations automate repetitive tasks. When a caller inquired about the stock during the October 10, 2025, episode, Cramer responded:
I’ll tell you the truth… It just had such a big move. I can’t recommend it. It just, just soared. It’s not for me.
18. Huntington Bancshares (NASDAQ:HBAN)
Number of Hedge Fund Holders: 42
Huntington Bancshares (NASDAQ:HBAN) is one of the stocks Jim Cramer recently looked at. During the lightning round, a caller sought Cramer’s opinion on the stock, and he replied:
They always come through. They’re terrific. I’m going to give you a twofer. I also like Key. They are terrific, too.
Huntington Bancshares (NASDAQ:HBAN) provides banking and financial services, including consumer and business lending, deposits, payments, and wealth management. Additionally, the firm offers digital tools, investment services, equipment financing, and capital markets solutions. On July 14, 2025, Cramer discussed the company’s acquisition of Veritex, as he remarked:
This morning, we had a real bank merger, one of my favorites, Huntington Bancshares, the Ohio-based regional bank, announced that it’s buying the Texas-based regional bank Veritex in an all-stock deal that values the target just under $2 billion. Now, in the grand scheme of things, and this is a small transaction, I didn’t even know Veritex, but it helps Huntington grow in Texas, a market where it was already expanding aggressively.
Plus, the company also pre-announced most of the key lines of its second quarter earnings report… Look, numbers look pretty darn good. When you back out some one-time items, Huntington posted solid earnings with better-than-expected net interest income and fine-looking credit quality metrics.
It is worth noting that since the above comment was aired, Huntington Bancshares’ (NASDAQ:HBAN) stock is up over 5.5%.
17. Alkermes plc (NASDAQ:ALKS)
Number of Hedge Fund Holders: 46
Alkermes plc (NASDAQ:ALKS) is one of the stocks Jim Cramer recently looked at. When a caller asked Cramer about the stock, he said:
Okay… by this point, something should have happened, much better there than it has. I do not recommend the stock. I think it’s a hold, maybe a weak one.
Alkermes plc (NASDAQ:ALKS) is a biopharmaceutical company that develops and sells medicines to treat schizophrenia, bipolar I disorder, and addiction to alcohol or opioids. On January 6, the company announced that the FDA granted Breakthrough Therapy designation to its alixorexton therapy for the treatment of narcolepsy type 1, as it showed positive results from the phase 1 and phase 2 study. The trial of 92 patients showed that the oral orexin 2 receptor agonist met its primary endpoint by providing statistically significant, dose-dependent improvements in wakefulness. Craig Hopkinson, M.D., Chief Medical Officer and Executive Vice President of Research & Development at Alkermes, remarked:
Alixorexton may offer substantial improvements over available therapy for people living with narcolepsy type 1, a community that has continued to face profound unmet medical needs despite available treatments. This Breakthrough Therapy designation underscores the strength of alixorexton’s initial clinical data and supports our conviction that targeting the orexin pathway has the potential to fundamentally shift treatment expectations for central disorders of hypersomnolence. If approved, alixorexton’s differentiated profile and compelling efficacy may represent a new standard of care in narcolepsy type 1. We look forward to working closely with the FDA as we plan to advance alixorexton into phase 3 development later this quarter.
16. Super Micro Computer, Inc. (NASDAQ:SMCI)
Number of Hedge Fund Holders: 42
Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the stocks Jim Cramer recently looked at. Answering a caller’s query about the stock, Cramer stated:
Sell. I don’t need that. And it just, you know… you gotta move on. You want to own that area, you own NVIDIA. Period. End of story.
Super Micro Computer, Inc. (NASDAQ:SMCI) designs and sells modular server and storage systems, including AI, cloud, and edge computing solutions. During the lightning round of October 27, 2025, episode, a caller inquired about the stock, and Cramer replied:
Yeah, I know they keep saying things are great, but I’m going to tell you something. I want you to sell that stock and I want you to buy the stock of Dell right here tomorrow morning, okay? Buy Dell, sell SMCI.
15. Oscar Health, Inc. (NYSE:OSCR)
Number of Hedge Fund Holders: 40
Oscar Health, Inc. (NYSE:OSCR) is one of the stocks Jim Cramer recently looked at. Starting the lightning round, a caller asked if the company has the setup for a breakout year, and Cramer replied:
I’m going to tell you the truth, if Bertolini weren’t running that company, I would say [bear buzzer], but because he is, and I like him a lot, I’ll go with that [bull buzzer].
Oscar Health, Inc. (NYSE:OSCR) provides medical insurance plans for individuals, families, and small businesses. Longleaf Partners Small-Cap Fund stated the following regarding Oscar Health, Inc. (NYSE:OSCR) in its third quarter 2025 investor letter:
Oscar Health, Inc. (NYSE:OSCR) – Healthcare insurance company Oscar reversed course from being a contributor last quarter to a detractor this quarter. We wrote to you in our previous letter about the shifts in sentiment and how we sold shares into the positive feelings at the end of the second quarter when the stock went over $20 per share. July ended up being a rough month for Oscar and its industry as claims losses were much worse than expected in the first half of the year. Oscar was unfortunately unable to lose much less than others because of the way this unique market works, and this hurt our appraisal. As the stock recovered later in the quarter, we sold the rest of our position as our price to value gap had closed. This ended up being a successful overall investment, and we are grateful to our partners at the company for leading it through volatile industry times.
14. Ares Capital Corporation (NASDAQ:ARCC)
Number of Hedge Fund Holders: 24
Ares Capital Corporation (NASDAQ:ARCC) is one of the stocks Jim Cramer recently looked at. When a caller mentioned that their top five holdings are AAPL, ARCC, HSY, KMB, and NVDA, Cramer remarked:
Wow, okay. Well, you got some yield there. You got some growth. I don’t like the Ares because I can’t really tell what they own, so I want to be very careful there. So, I’m going to get you out of that. I’m going also put you in J&J. We have Hershey, obviously, we got a candy company. We’ve got a what is the ultimate soft goods company. I can’t know if it’s holding par. That’s genuine Wall Street gibberish for $100. Apple, went over that, that’s terrific. NVIDIA, I told Jeff Marks, said it wasn’t, oh, I did that at the last one. Okay, so, semiconductor, I’m going to call it consumer electronics… it’s a tech company. I don’t know, tissue, chocolate, food, and then you just got rid of this. You went into J&J, and then you’re fine. Please, I don’t trust this one. I don’t like the 9% yield. It makes me very, very nervous.
Ares Capital Corporation (NASDAQ:ARCC) provides financing solutions, including debt, equity, and mezzanine capital, to middle-market companies across several industries, including manufacturing, healthcare, and technology.
13. Honeywell International Inc. (NASDAQ:HON)
Number of Hedge Fund Holders: 76
Honeywell International Inc. (NASDAQ:HON) is one of the stocks Jim Cramer recently looked at. A caller mentioned that their top five holdings are ABBV, HON, ET, SAN, and MDT during the round of “Am I Diversified.” Here’s what Cramer had to say in response:
Oh wow. What a fantastic list. Okay, Medtronic, we know is medical devices. We know AbbVie, we’re going to call that pharma. Okay, Energy Transfer’s a high-yielding pipeline company that I really like. Banco Santander, I actually emailed Ana Botín this morning, urging her to come on the show. I recommended the stock at $3. It’s at $12. That’s great. And Honeywell, it’s finally getting credit for all the things it’s doing. Yes, Vimal Kapur… Aerospace and security play, we’ve got a bank, we’ve got a great pipeline company, we have medical device, and we have drug. And I see nothing to do there other than keep it.
Honeywell International Inc. (NASDAQ:HON) develops and sells technologies and solutions across aerospace, industrial automation, building management, and energy and sustainability.
12. American Electric Power Company, Inc. (NASDAQ:AEP)
Number of Hedge Fund Holders: 56
American Electric Power Company, Inc. (NASDAQ:AEP) is one of the stocks Jim Cramer recently looked at. Inquiring if their portfolio is diversified enough, a club member mentioned that their top five holdings are PM, AMZN, NVDA, AEP, and UBER. In response, Cramer said:
Okay, Uber, we know is transport. Amazon, we’re going to call it, right now, we’re going to call it retail. Stick with me. Philip Morris is tobacco. They also are anti-tobacco. It’s a really strange amalgam. American Electric Power, one of my favorite utilities for multiple years. And NVIDIA’s tech, and I knew it was going to trade. I told Jeff Marks it was going to close down. When it was up a dollar and a half today, I said, watch this, it’s going to close down. It did. It closed down badly. Okay, so we have a semiconductor, we got transport, we got retail, we have tobacco, and we have utility. Again, fantastic.
American Electric Power Company, Inc. (NASDAQ:AEP) generates, transmits, and distributes electricity using coal, natural gas, nuclear, renewable, and other energy sources.
11. Agnico Eagle Mines Limited (NYSE:AEM)
Number of Hedge Fund Holders: 57
Agnico Eagle Mines Limited (NYSE:AEM) is one of the stocks Jim Cramer recently looked at. A caller outlined that their portfolio’s biggest five holdings are BA, AEM, MS, CAT, and TSM, and Cramer remarked:
Okay, this is a terrific semiconductor manufacturing company. This is my favorite gold company. This is one of the best machinery companies in the world. This is my favorite aero play. We own a big position within the Charitable Trust. And this is an amazing financial. Financial, aero, machinery, semi, and gold. Bingo. Do nothing. I love it.
Agnico Eagle Mines Limited (NYSE:AEM) is a gold mining company that explores for and produces precious metals, including gold, silver, zinc, and copper. During the episode aired on December 1, 2025, a caller asked Cramer for advice on Newmont, and he responded that he likes Agnico more. The Mad Money host remarked, “I like Newmont. Now, I do like Agnico better, but Newmont is real, real good.”
10. Simon Property Group, Inc. (NYSE:SPG)
Number of Hedge Fund Holders: 36
Simon Property Group, Inc. (NYSE:SPG) is one of the stocks Jim Cramer recently looked at. Starting the round of “Am I Diversified,” a club member mentioned that their top five holdings are SPG, AMZN, AVGO, LNG, and VICI. Cramer replied:
Wow, you’re diversified, but we may have to do some work anyway, just in terms of a stock I’m worried about. But okay, Cheniere, that’s liquified natural gas. I love that. Simon Properties, we think David Simon’s the best mall operator there is. These are really fantastic. Amazon, we know is retail, but it’s also tech. And Broadcom is the company that makes the chip, by the way, they make the chip for, I don’t know if you knew this, for Google. They do a lot of other things too, but they’re a tech company, mostly semis. And then VICI is the one I’m worried about. They’re a REIT that I don’t like the properties of… And we have two REITs, so let’s get rid of VICI. I want to add J&J. We will put that in there because you need a healthcare company, and then you’ll be fine. But that must be done, okay? I wish it were earlier in the day because I want you to… do that right now.
Simon Property Group, Inc. (NYSE:SPG) is a real estate investment trust that owns, develops, and manages shopping, dining, entertainment, and mixed-use destinations, including malls and outlets.
9. Crinetics Pharmaceuticals, Inc. (NASDAQ:CRNX)
Number of Hedge Fund Holders: 31
Crinetics Pharmaceuticals, Inc. (NASDAQ:CRNX) is one of the stocks Jim Cramer recently looked at. Answering a caller’s query about the stock during the lightning round, Cramer said:
Yes, I think that Goldman Sachs just put out a Buy recommendation on it, and I think that’s a, see, that’s a better spec than Aquestive. That’s the whole point. See, you want something, at least a major firm has come out and… vetted it. They have the money. I say go with CRNX, but it’s a $55 stock. See, it’s not a little dollar stock, and people don’t want to buy $4 to $6 stocks. Don’t. Think about whether the company’s good, not whether the price is right.
Crinetics Pharmaceuticals, Inc. (NASDAQ:CRNX) creates oral drugs for rare hormonal diseases and tumors, with its lead candidate, Paltusotine, currently in Phase 3 trials for acromegaly and carcinoid syndrome. Moreover, its portfolio includes treatments for conditions like Cushing’s disease and obesity.
8. GE HealthCare Technologies Inc. (NASDAQ:GEHC)
Number of Hedge Fund Holders: 58
GE HealthCare Technologies Inc. (NASDAQ:GEHC) is one of the stocks Jim Cramer recently looked at. Noting that they own 83 shares of GEHC, a caller asked if they should sell their position. In response, Cramer said:
Okay, I worked for GE, so I got, I’m not allowed to own stock. I want to make that point, but I got the same thing because I had worked for them before when they… paid me with stock. I took a hard look at GE Healthcare and decided that it didn’t have anywhere near the things that were going for GE Vernova and GE Aerospace. And I think you should sell the stock. I just don’t think it’s what you want to own. If you want to own a medical device, you want to own Medtronic, okay… or Abbott. But Abbott reports next week, so why don’t you wait and see how they go?
GE HealthCare Technologies Inc. (NASDAQ:GEHC) sells medical equipment, including MRI machines, CT scanners, and ultrasound systems, to hospitals. Cooper Investors Global Equities Fund stated the following regarding GE HealthCare Technologies Inc. (NASDAQ:GEHC) in its third quarter 2025 investor letter:
GE HealthCare Technologies Inc. (NASDAQ:GEHC) is a US based medical device company which was added to the portfolio in late 2023. The company’s primary products are large, sophisticated imaging machines (ultrasounds, X-rays, CT scanners etc.). GEHC was spun out of GE in early 2023, setting the business up to benefit from a classic “focus dividend” – a dedicated management team in charge of capital allocation and strategy now able to drive value creation from a group of assets that had not been optimised within a large organisation like GE.
Early progress was solid, particularly around improvement in operating margin. However, the external operating environment, particularly in China, has been difficult. GEHC’s products are large systems and tend to be somewhat discretionary capital expenditures. The Chinese government has withheld stimulus from hospital budgets, leaving little scope for these sorts of capital expenditures. This risk underlines our preference for businesses providing niche products and services. Additionally, GEHC has been caught in the cross fire of trade and tariff policy between China and the US as the company both imports components and sells systems to China. Given these uncertainties and our ability to find attractive opportunities elsewhere (including in healthcare) we exited our GEHC investment in April. We remain on the lookout for attractive spin-off opportunities within our areas of focus.
7. UnitedHealth Group Incorporated (NYSE:UNH)
Number of Hedge Fund Holders: 140
UnitedHealth Group Incorporated (NYSE:UNH) is one of the stocks Jim Cramer recently looked at. Noting that the stock got “hammered” last year, a caller asked for Cramer’s thoughts on the stock, and he replied:
I think UNH is low enough that you want to buy it. But you know what came down today that has a better yield, and I think is really better? I think it’s CVS. Remember, you get Aetna with that, and you’ve got a situation where David Joyner has really cleaned up a lot of the problems. Let’s buy CVS, not UnitedHealth.
UnitedHealth Group Incorporated (NYSE:UNH) provides health care services, insurance plans, pharmacy care, and data-driven solutions. A caller sought Cramer’s advice on the stock during the December 12, 2025, episode, and he replied:
Alright, I think that UnitedHealth has to be bought. I think that they’ve got a CEO who should come on the show. I think he’s doing everything right. Obviously, they had big, big problems, but you know what? This is UnitedHealth…. I’ve seen it come back from even an options scandal that was so horrible that a lot of people felt that it was never going to come back. I believed in it then, I believe in it now. There you go.
6. Aquestive Therapeutics, Inc. (NASDAQ:AQST)
Number of Hedge Fund Holders: 25
Aquestive Therapeutics, Inc. (NASDAQ:AQST) is one of the stocks Jim Cramer recently looked at. During the episode, Cramer highlighted the stock’s massive decline, as he remarked:
… Last Friday, Aquestive got slapped down by the FDA, and the stock plunged 37% in a single session before losing another 15% this week… Despite the ambiguous slap down from the FDA, Aquestive maintains that all of its engagement with the FDA has been ‘highly collaborative.’ And the management said that since they received the letter, the FDA has repeatedly said the review of Anaphylm remains ongoing. These guys still sound really confident about their drug and their ability to get it approved both here and overseas.
At this point, I’m not sure if they deserve the benefit of the doubt, but it’s worth keeping in mind. Now, on top of that, Aquestive did this secondary offering in August, selling 21.25 million shares at $4 to raise $85 million. Now, that’s one of the reasons why I was willing to recommend the stock for speculation in September. These early-stage biotechs often have to raise money by selling stock, something that can hammer the share price. So I liked that the big secondary offering had already happened…
Ultimately, if you got stuck with this big loss in Aquestive, I wouldn’t be looking to sell it down here after the big move lower because there’s still some hope remaining that Anaphylm could be approved by the FDA, not to mention possible approvals overseas… I mean, I have far less confidence than I had before. So if you don’t already own it, there’s no reason to stick your neck out and buy some. What bothers me the most about this whole situation is the ambiguous nature of it. When the FDA tells you that they can’t go ahead with the approval process until you fix your new drug application, but then they don’t tell you what’s wrong with the new drug application, doesn’t that feel fishy to you?…
Besides, at this point, it’s been a week since they got the letter. Does management still not know what the problem is? If they don’t, that worries me. Now, more broadly speaking, this is also a really important lesson about the dangers of speculation, a painful lesson. Bottom line: You need to understand the risk when you’re buying a speculative stock. And if you decide that you’re not okay in a situation that can end up like Aquestive, I gotta steer towards many of the large-cap pharma companies that I spoke with earlier this week at the JPMorgan Healthcare conference. Those stocks offer less potential upside, at least in the near term, but they’re not going to get cut in half over the course of a week thanks to a single decision from the FDA.
Aquestive Therapeutics, Inc. (NASDAQ:AQST) develops therapies for neurological, psychiatric, and allergy-related conditions.
5. FedEx Corporation (NYSE:FDX)
Number of Hedge Fund Holders: 60
FedEx Corporation (NYSE:FDX) is one of the stocks Jim Cramer recently looked at. Cramer highlighted the company’s planned spin-off, as he commented:
… Just this morning, FedEx filed its Form-10 registration statement for its previously announced freight spinoff. Now, that starts trading independently at the beginning of June. This deserves a lot of attention, people… Let me just say that FedEx Freight could be a very compelling piece of paper if it gets spun off at a reasonable price. And by the way, they seem like very upbeat people.
FedEx Corporation (NYSE:FDX) provides transportation, shipping, and logistics services, including express and freight delivery, e-commerce solutions, and supply chain management. Cramer praised the company’s CEO during the episode aired on December 19, 2025, as he remarked:
Right now, I see two of these CEOs orchestrating turnarounds, happening right under our noses, under the leadership of Raj Subramaniam at FedEx and Elliott Hill at Nike, but only one of which is being recognized. FedEx, which was built by the late Fred Smith, is a remarkable company that’s become ubiquitous with one of the greatest competitive modes I’ve ever seen. Only United Parcel can rival… [it], and I think FedEx is a better company… Fred told me that I’d be dazzled by his successor, Raj. Well, of course, Fred was right about that, just like he was right about so many other things…
This latest quarter showed a FedEx that’s a better leader than I ever thought possible, with incredible numbers, albeit [an] unheralded move to the business-to-business space, pivoting some from its previous business to consumer orientation. Business-to-business is sticky. It is where the money is. FedEx pretty much owns the pharma delivery business now, the biggest segment of delivery in the country. They’ve also developed a data center business that could eventually be huge…
Best of all, this happened at a time when you might have expected FedEx to report a series of missed numbers thanks to the tariffs. Think about it. China had been big. Now, it’s diminished. Tariffs have roiled almost all cross-border trade. We have a slowdown in the US and need the Fed’s help. All these things would have probably derailed the old FedEx. Not so Raj’s. Yet, the stock barely reacted to last night’s quarter. It’s had a big run. My advice, stay long. Comes down, buy more.
4. J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT)
Number of Hedge Fund Holders: 38
J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) is one of the stocks Jim Cramer recently looked at. Cramer discussed the company’s recent quarter during the episode, as he said:
Technically, when J.B. Hunt reported, the numbers were indeed mixed. Nice earnings beat paired with a small revenue miss, and most of that earnings beat came from cost cuts… J.B. Hunt managed to deliver a solid earnings beat altogether, thanks to its cost-cutting efforts. Throw in its $923 million in buybacks last year, hey, that’s a significant amount for this… $20 billion company. And its earnings per share grew by 24% year-over-year. And remember, this is an incredibly well-run trucking company. So overall, J.B. Hunt had pretty solid numbers. I’m not going to scoff at nearly 25% earnings per share growth, even if it is from cost cuts and buyback…
When the freight market turns around, J.B.Hunt should be able to make a fortune. But we’re clearly not there yet, and management doesn’t seem to know how long it will take… Overall, I think this was a fine quarter for J.B. Hunt, if not for the rest of the industry. Company’s strategy for lean freight market is clearly working pretty well, and everything they’re doing right now will put the company in a strong position when the freight market recovers. That said, after the stock’s recent run, J.B. Hunt’s stock now feels pretty darn expensive, trading at over 27 times this year’s earnings estimate…
As long as management isn’t saying anything particularly encouraging about the freight business, it’s tough to justify paying 27 times earnings for this thing… More important, this quarter was definitely not positive for the rest of the trucking space. As J.B. Hunt sees it, the demand situation leaves a lot to be desired. This company is the market leader, so it can do things to take share from its competitors when the market’s weak. But everybody else just has to cope with a bad environment…
Here’s the bottom line: I was watching the J.B. Hunt earnings, remember, they’re the top dog, last night to see if there was a recent rally in the trucking stocks and whether it could be justified with newfound strength in the freight market. But while we got a lot of reasons to like J.B. Hunt, we got very few reasons to feel good about freight in general.
J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT) provides freight, delivery, and logistics solutions across multiple transportation modes. The company operates extensive fleets of tractors and trailers.
3. The Boeing Company (NYSE:BA)
Number of Hedge Fund Holders: 106
The Boeing Company (NYSE:BA) is one of the stocks Jim Cramer recently looked at. When a caller mentioned that the company has “no earnings,” Cramer commented:
Okay, so we have to understand this… This is a cash flow story, not an earnings story. The cash flow here is bountiful. We own it for the trust. I insist that you continue to own it. I think that Kelly Ortberg is turning the corner. It’s my favorite stock in the Charitable Trust. It’s up 14% for the year.
The Boeing Company (NYSE:BA) designs and builds commercial aircraft, defense systems, satellites, and space technologies, and provides related support and service solutions. A caller asked about Cramer’s long-term view on the stock during the episode aired on December 18, 2025, and he replied:
Okay, I’m glad you asked about Boeing. It’s a big position for my Charitable Trust. I will tell you unequivocally that I think Boeing has bottomed. I thought the last quarter was terrific. People sold the stock down, huge, off it. Now, it’s coming all the way back, and that makes a lot of sense. I think that Kelly Ortberg is the person who should have been running Boeing for years. He’s doing that good a job.
2. Lam Research Corporation (NASDAQ:LRCX)
Number of Hedge Fund Holders: 93
Lam Research Corporation (NASDAQ:LRCX) is one of the stocks Jim Cramer recently looked at. Noting the stock’s parabolic move since September 2025, a caller asked if there is more room for it to go up or if it has reached the top. Cramer replied:
Do you know that that’s got one great CEO in Tim Archer, and I am concerned. Tim was… he was so good when I sat down with him, when he came on the show, he told a great story. I’m not going to be against it. I actually think that you can buy some, but the market’s very overbought by the oscillator that I use, the S&P. If you want 100 shares, you buy 25, but then you must wait for it to come down. I can’t countenance continuing to buy a parabolic move even for the best of the best, and that is the best of the best.
Lam Research Corporation (NASDAQ:LRCX) develops equipment for depositing, etching, and cleaning semiconductor materials. It includes systems for tungsten and copper metallization, plasma and atomic-layer deposition, dielectric and conductor etch, and wafer cleaning.
1. Reddit, Inc. (NYSE:RDDT)
Number of Hedge Fund Holders: 80
Reddit, Inc. (NYSE:RDDT) is one of the stocks Jim Cramer recently looked at. During the episode, a caller inquired if they should be worried about the stock, and Cramer responded:
Holy cow. You know what, I was trying to think which one, which one, which one, because I’ve been watching this… It’s like a jumping bean, and it worries me that it’s so erratic. It’s almost like there’s not enough float. But I’ll tell you the truth: in How to Make Money in Any Market, I go over a couple of stocks that I think could be future winners, and I include Reddit, so I’m not backing down. I like the company Reddit right here.
Reddit, Inc. (NYSE:RDDT) runs an online platform that hosts communities where users connect over shared interests, exchange ideas, and share content such as posts, images, and videos. During the December 1, 2025, episode, a caller asked whether they should trade around the stock or hang on to it. The Mad Money host responded:
Okay… I am not going to recommend that you trade around this. I’ll tell you why. It’s at $42 billion. I think this company has within it more quality things to train on, more quality ideas, more quality writing than people realize. It’s incredibly undervalued. Steve Huffman should come on the show. We would go over many of the different sectors. I go to Reddit constantly. I don’t know about you. I think it’s worth a heck of a lot more than it’s selling for.
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