On Tuesday’s episode of Mad Money, host Jim Cramer discussed his belief that this year is the year of magical investing, as he said:
“I know you think I’m joking when I call 2025 the year of magical investing, but every day, something borderline miraculous happens around here, something so lucrative that it’s easy to see why everybody’s speculating. I mean, it’s almost crazy not to.”
READ ALSO: Jim Cramer’s Recent Insights on These 24 Stocks and Jim Cramer Shared His Game Plan: 26 Stocks in Focus.
Cramer said that no one can be sure which company will suddenly take a hit or when it might happen. He pointed out that it could just as easily be the quantum stocks falling behind, or, for those patient enough to wait, it might turn into a government windfall, like when the Commerce Department took a stake in Intel through the CHIPS Act. He added that if someone happens to hold stock in a struggling coal company, they might want to hang onto it, because there could be valuable minerals hidden in “them there hills.” He added:
“It just doesn’t stop. Yes, this market’s speculative. Yes, at least for now, there’s a ton of speculation, but it keeps paying off. Sure, I’m worried that we’re in 1999, going into the crash of 2000 scenario. That’s the worst. However, I have to admit something else. The year of magical thinking has a ton of alchemy to it, but it’s producing a whole lot of gold all the same.”
Our Methodology
For this article, we compiled a list of 20 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on October 28. 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 Recently Talked About These 20 Stocks
20. Skyworks Solutions, Inc. (NASDAQ:SWKS)
Number of Hedge Fund Holders: 39
Skyworks Solutions, Inc. (NASDAQ:SWKS) is one of the stocks Jim Cramer recently talked about. Cramer discussed the company’s merger plans, as he commented:
“How about if you’re a long-suffering shareholder of Skyworks or Qorvo? Never fear. With no real antitrust department, these two companies, which have competed over radio frequency chips, hammer and tongue, tooth and nail, I don’t care, whatever cliché you want to convey that they’re… and mortal enemies, now they have decided to merge. Both stocks soared. Patience paid off in a way that never would’ve been allowed under any other administration. I don’t even know if this thing’s going to be reviewed. Maybe not ideal antitrust policy, but great for the stock market. And again, that’s what we’re focused on. Get what I’m saying?”
Skyworks Solutions, Inc. (NASDAQ:SWKS) develops semiconductor components used in industries such as automotive, aerospace, defense, communications, and consumer electronics. The company’s products include amplifiers, filters, power management devices, and connectivity solutions.
19. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
Number of Hedge Fund Holders: 66
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks Jim Cramer recently talked about. Cramer noted the stock’s action after Jensen Huang’s endorsement, as he said:
“Or how about CrowdStrike, one of my favorite stocks that, along with Nvidia, we own for the Charitable Trust. It was cruising along, up seven bucks today, and then Jensen Huang, yes, the CEO of Nvidia, said something at his GTC conference in Washington. He told people, ‘I can’t think of a better company to protect AI than CrowdStrike.’ Bingo. Boom. A quick 10 more points as Jensen announces a collaboration with CrowdStrike to make cybersecurity AI agents.”
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) provides cloud-based cybersecurity solutions. The company provides protection for endpoints, cloud systems, identities, and data. During October 7 episode, an investing club member inquired about the stock and Cramer replied:
“Okay… All the cybersecurity stocks are the same way. But I think, I believe in George Kurtz. I think that stock goes higher, maybe even much higher.”
Hedge Fund Resource Center