In this article, we will look at “Jim Cramer Said to Sit on Your Hands Amid Trump and Iran Confusion While Highlighting 5 Stocks”. Please visit “Jim Cramer Said to Sit on Your Hands Amid Trump and Iran Confusion While Highlighting 9 Stocks,” if you’d like to see the extended list and methodology behind it.
5. EquipmentShare.com Inc. (NASDAQ:EQPT)
EquipmentShare.com Inc. (NASDAQ:EQPT) is one of Jim Cramer’s stock calls while he discussed the confusion surrounding the Trump-Iran conflict. Answering a caller’s query about the stock, Cramer remarked:
This stock is falling apart here. It’s not expensive. I’m going to endorse it. The stock is now going too low. Don’t buy it all at once. Something’s clearly wrong, but I know the stock is just too cheap. It’s crazy.
EquipmentShare.com Inc. (NASDAQ:EQPT) provides a digital platform for construction equipment rentals and sales, in addition to industrial tools and site management services. The company offers machinery parts, maintenance, and safety products. Cramer called it a “great story” during the January 26 episode, as he commented:
This is not the kind of stock you get hurt. It’s the kind of stock you buy, you put away. So, after that nice start, is EquipmentShare still worth owning? I gotta tell you, at 29 and change, EquipmentShare has a market cap of around 7.5 billion. Add in a little over 2 billion in net debt, and the company has an enterprise value of just under $10 billion… Using the midpoint of last year’s preliminary EBITDA numbers, this thing has what’s called an enterprise multiple… of 14.5. Alright, that doesn’t look too expensive to me on an absolute basis, not for a fast-growing disruptor in an attractive industry. Now, full disclosure, though, EquipmentShare is expensive compared to some of the top existing players in this equipment rental space… But I’m talking about growth here. I think it’s worth paying up for EquipmentShare’s growth, which seems like it’s come up with a much better model for an established industry, and has a three-year revenue compound annual growth rate of around 36%, compared to say 12% for United Rentals… See, that’s the real difference.
As I’ve told you again and again, I’m willing to pay more for a company with outsized growth. I’d be okay putting on a small position now, then hoping the stock comes down. Maybe you can buy a little bit more on weakness. Here’s how I see it: EquipmentShare’s debut marked the first meaningful IPO of 2026, and after looking more closely into the story, call me a fan. While the stock already trades at a premium against its more established equipment rental peers, it deserves to because it’s revolutionizing this industry with its asset-light business model and its impressive software platform…
The bottom line is, I think this is a great story and a stock I want to own. More broadly, the EquipmentShare IPO was a good test case for the IPO market in 2026. I got some worries about what might happen in the corner of the market when the big deals start dropping later this year. But in the meantime, I bet you could see more solid IPOs like EquipmentShare, ones that aren’t too expensive, have good growth, and are priced right in the sweet spot for both seller and buyer.
4. Serve Robotics Inc. (NASDAQ:SERV)
Serve Robotics Inc. (NASDAQ:SERV) is one of Jim Cramer’s stock calls while he discussed the confusion surrounding the Trump-Iran conflict. When a caller inquired about the stock during the lightning round, Cramer said:
Okay, interesting company. But the problem here… is it’s losing a fortune. We can’t go with those right now. It’s too complex a time.
Serve Robotics Inc. (NASDAQ:SERV) builds and operates a fleet of self-driving, low-emission robots used for food delivery. A caller sought Cramer’s advice on the stock during the January 21 episode. The Mad Money host replied:
Okay, we’re not going to go into robotics other than to say that we want Tesla. I know Tesla’s done nothing. I heard that a hundred thousand times today. So maybe it’s time that Tesla did something.
3. Fundrise Growth Tech Fund, LLC (NYSE:VCX)
Fundrise Growth Tech Fund, LLC (NYSE:VCX) is one of Jim Cramer’s stock calls while he discussed the confusion surrounding the Trump-Iran conflict. Cramer mentioned the company during the episode and stated:
The Fundrise Innovation Fund… is invested in 28 different companies. And even if you just look at the top 10 holdings, you see a much more desirable list of companies… See, there’s one big difference between the public launches of the Robinhood Fund and the Fundrise Fund… The Fundrise Innovation Fund… did not offer any new shares with its listing. This was more of a like a direct listing where a company simply lists its existing shares on exchange rather than offering new shares to the public. And look, almost everyone who owns shares in the Fundrise Innovation Fund locked up. They can’t sell for six months because they’re not offering new shares either.
The vast majority of VCX shares are not free to trade, and the Fundrise Innovation Fund has an artificially low float. Only a little more than 10% of the shares are not… locked up right now. That’s a sliver. So basically, investors saw that there’s this new vehicle, which can give them ownership stakes in white-hot private companies, and they are, like Anthropic, Databricks, OpenAI, and SpaceX, and they want to buy, they want to buy it badly, but there are very few sellers because of the lockups. That’s also why I think you’d have to be crazy to buy the Fundrise Innovation Fund up here.
Keep in mind, all closed-end funds are forced to publish their net asset value at regular intervals. That’s their accounting of what the underlying assets are worth. At its latest accounting, the Fundrise Innovation Fund says that its net asset value per share was just under 19 bucks. So, at its current price of $315, VCX is trading at over 16 times its NAV. That is pure lunacy. Bear in mind, the stated net asset value already accounts for the appreciation of shares in the private companies that Fundrise purchased at much lower valuations… So if you’re buying VCX shares here at $315, you are betting that the value of the fund’s stakes in private companies is actually worth more than 16 times what the fund itself says they’re worth. Not realistic.
Fundrise Growth Tech Fund, LLC (NYSE:VCX) is a NYSE-listed vehicle that provides everyday investors with exposure to elite, late-stage private technology firms.
2. Robinhood Ventures Fund I (NYSE:RVI)
Robinhood Ventures Fund I (NYSE:RVI) is one of Jim Cramer’s stock calls while he discussed the confusion surrounding the Trump-Iran conflict. Cramer noted that he is not “thrilled” about it, as he remarked:
The Robinhood Ventures Fund dropped 16% on its first day of trading, but it’s rebounded since then, and is now back above the price where it came public… When it launched, the Robinhood Fund only had seven holdings, and just one of them, Databricks, was truly exciting. Since the launch, they’ve announced another pair of investments…
See, there’s one big difference between the public launches of the Robinhood Fund and the Fundrise Fund. The Robinhood Fund that launched earlier this month was an actual IPO, meaning that the fund was issuing and selling new shares to the public and raising fresh money in the process… By the way, the Robinhood Ventures Fund has a net asset value per share of $25.31. Well, okay, that’s less than a buck above where the stock’s currently trading. I’m not too thrilled about that one either, but it’s easier to justify buying it at these levels if you really want to.
Robinhood Ventures Fund I (NYSE:RVI) is a venture capital fund that provides growth capital through direct investments.
1. Lockheed Martin Corporation (NYSE:LMT)
Lockheed Martin Corporation (NYSE:LMT) is one of Jim Cramer’s stock calls while he discussed the confusion surrounding the Trump-Iran conflict. Noting that President Trump recently talked about awarding “huge orders” to the company, a caller asked if the stock is a buy, and Cramer replied:
Oh no, Lockheed is, if the war’s over, we’re not going to want to own Lockheed. The President seemed to indicate the war’s kind of over. So let’s leave it at that.
Lockheed Martin Corporation (NYSE:LMT) designs and maintains aircraft, missile systems, and helicopters for government and military use. The company also produces satellites, naval vessels, and cybersecurity tools. A caller asked about the stock during the March 2 episode, and Cramer responded:
Okay, we know we have a difficult world. We know that they are a big supplier to the defense department. We know the defense department doesn’t have enough weapons, so the answer is Lockheed Martin is still a winner, even up here.
While we acknowledge the potential of LMT to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than LMT and that has 100x upside potential, check out our report about the cheapest AI stock.
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