In this article, we will discuss: Jim Cramer Said Allbirds Management Are “Jokers” & Discussed These 18 Stocks. For more stocks, you can head to Jim Cramer Said Allbirds Management Are “Jokers” & Discussed These 5 Stocks.
In a breath of fresh air, CNBC’s Jim Cramer just took a break from discussing the conflict in Iran and its effects on the energy and equities markets. Cramer has been focused on crude oil prices, equities, and treasuries, and more recently, he has pointed out how investors appear to be getting immune to rapid shifts in the news cycle related to the conflict. Cramer’s latest comments focused on shoe retailer Allbirds as the firm’s remarkable pivot to AI compute infrastructure was accompanied by a 700% jump in its share price. In a tweet, he wished the firm luck and didn’t hold back in discussing it:
“I wish the Allbirds people luck in their attempt to pivot to GPUs. Maybe they can do it. But i regard this as the first definitive sign that things have gone too far. What a bunch of jokers and mountebanks they are..”
Our Methodology
For this article, we compiled a list of stocks that Jim Cramer discussed during the episode of Squawk on the Street aired on April 7th and tweeted about. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2025, which was taken from Insider Monkey’s database of 1,000 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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
18. The TJX Companies, Inc. (NYSE:TJX)
Number of Hedge Fund Holdings in Q4 2025: 87
The TJX Companies, Inc. (NYSE:TJX) is an off price retailer. Its shares are up by 24% over the past year and by 3.9% year-to-date. Bank of America discussed the firm on February 26th, as per The Fly. It raised The TJX Companies, Inc. (NYSE:TJX)’s share price target to $175 from $168 and kept a Buy rating on the shares. Among the factors that BofA discussed in its coverage were The TJX Companies, Inc. (NYSE:TJX)’s operational success and growth in the retail industry. Following BofA, investment bank UBS also discussed the firm as it reiterated a Buy rating and a $193 share price target on the firm on March 4th. UBS outlined that the retailer had strong potential to eke out market share in its industry. Cramer previously discussed The TJX Companies, Inc. (NYSE:TJX) in Mad Money aired on March 223rd. The CNBC TV host remarked that the firm was benefiting from buying excess inventory. This time, he wondered whether it was time to buy, given that consumer sentiment was softening in the US, and commented in a tweet:
“Maybe pick up some $TJX down 4% from high? Rarely get that kind of discount!”
17. RTX Corporation (NYSE:RTX)
Number of Hedge Fund Holdings in Q4 2025: 79
RTX Corporation (NYSE:RTX) is one of the largest defense contractors in America. Its shares are up by 57% over the past year and by 8.3% year-to-date. Erste Group initiated coverage on the firm on March 24th and set a Buy rating. The firm outlined that RTX Corporation (NYSE:RTX) was benefiting from an uptick in global spending and rising demand for engines. With media reports suggesting that the US has fired years’ worth of Tomahawk supply in the Iranian conflict, Cramer discussed defense stocks after his co-host Carl Quintanilla pointed out the recent trends. Bernstein discussed RTX Corporation (NYSE:RTX) on March 9th, as it kept a Market Perform rating on the shares. The firm had assigned this rating on January 29th after the defense company had reported its earnings. Cramer discussed RTX Corporation (NYSE:RTX) on April 10th as he pointed out that one reason the stock was doing well was because the firm benefited from the aerospace and space markets. Here’s what he said about RTX Corporation (NYSE:RTX) in this appearance:
“Well they’re not part of the scrum, but when I read that I said well we have to rebuild everything and these stocks should just be a buy, and a buy, and a buy. And you come back and say, does anyone other than Cemblest know this stuff?”
16. General Dynamics Corporation (NYSE:GD)
Number of Hedge Fund Holdings in Q4 2025: 66
General Dynamics Corporation (NYSE:GD) is a major defense contractor that makes and sells items such as submarines and combat vehicles. Its shares are up by 22.6% over the past year and are down by a percent year-to-date. Banking giant Wells Fargo initiated coverage of General Dynamics Corporation (NYSE:GD)’s stock on April 1st. It set an Overweight rating and a $400 share price target for the firm. Wells Fargo pointed out that the defense contractor appeared to be turning its business around and added that tailwinds in the business jet, shipbuilding, and vehicle demand could help the firm. A day later, on the 2nd, Citigroup adjusted General Dynamics Corporation (NYSE:GD)’s share price target as it reduced it to $380 from $389. Earlier, on February 1st, Jefferies had increased the share price target to $385 from $360 and maintained a Hold rating on the shares. The bank outlined that General Dynamics Corporation (NYSE:GD)’s latest earnings report had factored into its coverage. Cramer discussed the firm after co-host Carl Quintanila brought up reports of Tomahawk missile supplies being low:
“Someone actually trimmed numbers, General Dynamics today. Well they’re not part of the scrum, but when I read that I said well we have to rebuild everything and these stocks should just be a buy, and a buy, and a buy. And you come back and say, does anyone other than Cemblest know this stuff?”
15. Nvidia Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holdings in Q4 2025: 264
Nvidia Corporation (NASDAQ:NVDA) is one of Jim Cramer’s favorite stocks. Despite the fact that the shares have struggled lately, as reflected by them being up by a modest 4.5% year-to-date, the CNBC TV host has stuck by the firm. Cramer has repeatedly asserted that Nvidia Corporation (NASDAQ:NVDA) faces strong demand for its AI GPUs as it enjoys a lead over its peer firms. Rosenblatt commented on the firm on March 23rd as it reiterated a Buy rating and a $325 share price target. Nvidia Corporation (NASDAQ:NVDA) recently also announced that it would invest $2 billion in custom chip designer Marvel. Financial firm Oppenheimer discussed the deal and commented that it would allow Nvidia Corporation (NASDAQ:NVDA)’s and Marvell’s products to work well together. As the shares remain lackluster, Cramer has wondered on multiple occasions why investors just don’t seem to be interested in the stock. This confusion was also present in his mind in this appearance:
“Now David I’m gonna front run you and say, given the fact that obviously, Anthropic is short compute, and the only way to get compute is to buy NVIDIA chips, why is NVIDIA stock down so much?”
14. Arm Holdings PLC (NASDAQ:ARM)
Number of Hedge Fund Holdings in Q4 2025: 33
British chip design house Arm Holdings PLC (NASDAQ:ARM)’s shares are up by 52% over the past year and by 37% year-to-date. Bank of America discussed the firm in detail on February 24th. It raised Arm Holdings PLC (NASDAQ:ARM)’s share price target to $140 from $135 and kept a Neutral rating on the shares. BofA outlined that the chip design company could benefit by launching its in-house CPU, which could allow it to eventually grow its earnings per share by as much as 20%. Arm Holdings PLC (NASDAQ:ARM) had announced on March 24th that it was introducing a new AI chip called the AGI CPU. According to the company, this chip will cater to the needs of the fast-growing agentic AI market. Cramer has discussed the firm several times over the past couple of months and discussed factors such as energy demand on its performance. In this appearance, he discussed Morgan Stanley’s recent coverage of Arm Holdings PLC (NASDAQ:ARM):
“I thought that was fatuous. Arm’s new method of building its own, it’s going much faster than they think.”
13. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holdings in Q4 2025: 96
Chip giant Intel Corporation (NASDAQ:INTC)’s shares have performed well recently. They are up by 62% over the past year and gained 55% since the end of March. TD Cowen discussed the firm on April 9th as it raised Intel Corporation (NASDAQ:INTC)’s share price target to $60 from $50 and kept a Hold rating on the shares. The financial firm pointed out that the company could benefit from tailwinds in the coming months as it benefits from its ability to manufacture server CPUs. TD Cowen added that a key factor in Intel Corporation (NASDAQ:INTC)’s ability to benefit depends on the firm being able to manufacture chips with the latest process technologies. The firm also saw significant momentum recently in its shares after it announced a deal with SpaceX for the latter’s Terafab project. Cramer, who has previously extensively praised Intel Corporation (NASDAQ:INTC)’s CEO Lip-Bu Tan, kept his optimism in this appearance as well:
“First Wells Fargo talks about a preview of the server CPU upside. But then this morning, Lip-Bu Tan, the CEO, is on Twitter/X whatever, saying that they got a deal with SpaceX for the Terafab and about how terrific that relationship’s going to be. xAI, Intel, and I hadn’t thought that Intel would be their guy, but he’s managed to get in with Musk too.
“The man is unstoppable, and people have to remember that he started or was involved with 200 different semiconductor companies when most people felt that semis were not our strenght and were willing to give up hegemony to Korea and Japan. Not him. He is just determined for our country, I mean when I spoke with him, it’s for our country. He really is a tremendous believer that we can be the power that we used to be.
“. . .but I will tell you this, the orders are so big for them it’s just a matter of time. Don’t quit if they don’t report. Stay in.”
12. Delta Air Lines, Inc. (NYSE:DAL)
Number of Hedge Fund Holdings in Q4 2025: 67
Airline giant Delta Air Lines, Inc. (NYSE:DAL)’s shares are up by 76% over the past year and by 4.4% year-to-date. The stock closed 6.9% higher on April 14th, which added to the momentum experienced on April 8th when the stock closed 3.8% higher following the firm’s earnings. TD Cowen discussed Delta Air Lines, Inc. (NYSE:DAL)’s stock on April 9th. It raised the share price target to $84 from $76 and kept a Buy rating following the earnings report. The financial firm discussed the recent volatility in the fuel market and remarked that the airline’s strong business model could help it during the turmoil as competitors struggle to adjust. In its coverage, Citi adjusted Delta Air Lines, Inc. (NYSE:DAL)’s price target to $79 from $77 and kept a Buy rating. The bank commented that the firm maintained its strength across key markets in the first quarter. In his previous comments about the airline, Cramer praised the firm’s CEO, and in this appearance, he added a bit more context:
“Ed Bastion is so good, I heard people saying you know, a last couple of days. . .Ed will be our pillar. And I will come back and say, as great as Ed is, there is still something that they fly on, and that is in short supply.”
11. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holdings in Q4 2025: 312
Technology giant Microsoft Corporation (NASDAQ:MSFT)’s stock is up by a modest 5% over the past year. Cramer hasn’t missed the weakness either, as he has discussed the firm several times over the past couple of months. One aspect that he has frequently commented on is Microsoft Corporation (NASDAQ:MSFT)’s Copilot software. The CNBC TV host believes that Copilot is struggling to compete in its market and needs to attract a larger user base. Benchmark initiated coverage of Microsoft Corporation (NASDAQ:MSFT)’s stock on April 1st, as it set a Buy rating and a $450 share price target. The lackluster share price performance was on the financial firm’s mind as it remarked that it could present a buying opportunity. One of the top news items in the market recently has been SpaceX’s IPO and Cramer has commented that it can attract capital away from other stocks. He reiterated this opinion while discussing Microsoft Corporation (NASDAQ:MSFT):
“But David, do you understand, that they’re going to have to take capital away from all these big cap stocks. So if you’re buying Microsoft right here, and this deal happens, you know Microsoft is not going to be at the price that it’s selling at. . .it’s 370, well you know, alright, how did Microsoft get to 325? I mean that’s my big worry.”
10. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holdings in Q4 2025: 169
Tech giant Apple Inc. (NASDAQ:AAPL)’s shares are up by 30% over the past year and are down by 2.9% year-to-date. Cramer has discussed the firm several times over the past couple of months and stuck by the firm even as investor sentiment has fluctuated. The CNBC TV host continues to hold the opinion that one should own Apple Inc. (NASDAQ:AAPL) stock and not trade it. Bernstein discussed the firm on March 18th as it reiterated an Outperform rating and a $340 share price target for the firm. The financial firm outlined that Apple Inc. (NASDAQ:AAPL) is broadening its portfolio when it comes to price points. Through this strategy, the firm is gaining share at the low end of the market and beefing up its margins at the high end through price increases. Bernstein expects Apple Inc. (NASDAQ:AAPL) to grow its earnings per share by 12% in fiscal year 2027 if the firm is able to increase penetration in the Chinese market. Cramer is also optimistic about the firm’s future:
“You know someone takes a shot today at Apple, the Apple Store not that great. . .delays in the foldable phone. I mean, people don’t like, they don’t like Apple until it goes up to 300, then suddenly they like it. Thanks for nothing.
“I like the stock very much and it’s kind of at an interesting level, you mentioned 200 day. I just look at Apple, and say, if you don’t own it, I mean we got a lot of good stuff coming at Apple. That’s been the one Mag 7 that I think has a good story to tell. . .their stuff is so back, it’s so exciting.”
9. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holdings in Q4 2025: 288
Software giant Alphabet Inc. (NASDAQ:GOOGL) is one of Jim Cramer’s favorite stocks in the AI space. Over the past couple of months, he has repeatedly praised the firm’s AI models. Financial firm Mizuho adjusted Alphabet Inc. (NASDAQ:GOOGL)’s share price target to $420 from $410 and kept an Outperform rating on the stock on April 10th. It remarked that the company could significantly outperform consensus revenue estimates for its Cloud business in 2027. Mizuho also commented on Alphabet Inc. (NASDAQ:GOOGL)’s custom AI chips called tensor processing units (TPUs). According to the bank, the TPUs could create revenue upside for the software company due to a favorable cost structure. These factors led Mizuho to increase Alphabet Inc. (NASDAQ:GOOGL)’s earnings estimates. Cramer continued to praise the firm’s AI products:
“Alphabet continues to plug along. I like Alphabet very much, but you know a lot of people say, be careful on Alphabet, because, the next thing you know Gemini is going to be passed by. I think Gemini is fabulous, and it’s also the fastest. But, you know what, I’m fickle like everyone else, which brings me back to Claude.”
8. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holdings in Q4 2025: 381
eCommerce and cloud services provider Amazon.com, Inc. (NASDAQ:AMZN)’s shares are up by 9.5% year-to-date. Evercore ISI discussed the firm on April 9th as it reiterated a $285 share price target and an Outperform rating on the stock. The financial firm remarked that Amazon.com, Inc. (NASDAQ:AMZN) was demonstrating a strong presence and momentum in the AI industry as evidenced by its $15 billion AI revenue run rate for the AWS cloud computing business and a custom chip business that generated $20 billion annually. Evercore added that Amazon.com, Inc. (NASDAQ:AMZN) was also benefiting from sustained momentum in its eCommerce business. Cramer also discussed the firm’s eCommerce business:
“By the way, I mean someone said to me, Jim, you like that Amazon, be careful, retail’s weak. I said, look, Walmart, Costco, and Amazon are the three retailers. And you do not know whether it’s weak. It’s one of the most closely held secrets of the world. Amazon does not leak anything. It is just, I mean people just said, well listen I was talking to Amazon, the only thing you could talk to at Amazon is Rufus.”
Montaka Global Investments also discussed Amazon.com, Inc. (NASDAQ:AMZN) in its Q4 2025 investor letter:
“In 2025, even advantaged cloud computing hyperscaler, Amazon.com, Inc. (NASDAQ:AMZN), underperformed the broader equity index. This might seem counterintuitive, given the extreme advantages of these businesses, including their favourable positioning within the AI revolution and countless meaningful growth options on the horizon. But remember: temporary underperformance relative to the market index is a feature, not a bug, of the stock price trajectories of even the most attractive investments (Click here to see the full text).”
7. Humana Inc. (NYSE:HUM)
Number of Hedge Fund Holdings in Q4 2025: 53
Humana Inc. (NYSE:HUM) is one of the largest health insurance providers in America. Its shares are down by 31% over the past year and by 26% year-to-date. Barclays discussed the firm’s stock on February 25th as it significantly cut the share price target to $176 from $245 and maintained a Buy rating on the shares. The bank commented that Humana Inc. (NYSE:HUM)’s remarks of Medicare Advantage margins doubling should be viewed with caution. On the 6th, the Trump Administration made a major announcement as it increased Medicare Advantage payments by 2.48% to more than $13 billion in 2027. The announcement led to movement in health insurer stocks, with Humana Inc. (NYSE:HUM)’s shares gaining 11% between the 2nd and the 7th. Naturally, as the announcement was made, Cramer also discussed the health insurance company and remarked that it relied quite a bit on Medicare Advantage:
“Humana and CVS, Humana’s got a big Medicare Advantage business and that stock’s doing quite well”
6. CVS Health Corporation (NYSE:CVS)
Number of Hedge Fund Holdings in Q4 2025: 88
CVS Health Corporation (NYSE:CVS) is a diversified healthcare company with a presence in the insurance, pharmacy, and other sectors. Its shares are up by 9% over the past year and are down by 6% year-to-date. UBS discussed CVS Health Corporation (NYSE:CVS)’s stock on March 25th as it reiterated a Buy rating and a $97 share price target. The firm’s settlement with the FTC for insulin pricing was on UBS’ mind as it opined that the resolution could generate tailwinds for the shares. The settlement was also on Leernik’s radar as it maintained an Outperform rating and a $98 share price target for CVS Health Corporation (NYSE:CVS)’s shares. The firm also pointed towards the healthcare company’s PBM business being a major beneficiary of the settlement. Earlier this month, the Trump administration increased Medicare Advantage payments, and as he discussed the increase with his co-host, Cramer also commented on CVS Health Corporation (NYSE:CVS):
“I like CVS. Because I’ve got to tell you, that company is a survivor of Rite Aid and Walgreens. And they’re doing a lot of great things. David Joiner, have you spoken to him? Hitter. This guy’s a hitter. And he’s making it so that CVS is going to be America’s drug store.”
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