Jim Cramer, host of Mad Money, expressed frustration on Monday with how quickly many professionals in the investment world abandon high-quality stocks. He remarked that it is astonishing anyone manages to make money in equities at all, given how easily people give up on what he sees as the best long-term opportunities.
“My premise has long been [that] Wall Street and its media acolytes constantly encourage you to trade stocks, and you’re going to end up trading out of the best stocks of any era. As a result, you end up missing the biggest moves in these stocks because you know what? They occur when you least expect them, like today.”
READ ALSO: 26 Stocks Jim Cramer Offered Insights On and Jim Cramer Was Focused on These 13 Stocks.
Cramer explained that major stock moves often happen when investors least expect them, but because so many people are unwilling to stay invested through both good times and bad, they miss out. He said that instead of promoting long-term ownership, the financial establishment reinforces the idea that it is nearly impossible for ordinary investors to succeed with individual stocks. As a result, many people are funneled into index funds, not because they prefer them, but because they have been convinced that identifying and holding onto great individual names is beyond reach.
“Anyway, the bottom line: It’s incredibly difficult to make money in any market if all you’re going to do is trade… The public’s stuck in index funds because they’ve been scared away from individual stocks. But as NVIDIA and Apple proved once again today, individual stocks are where the biggest money is, provided you got the fortitude to stick around and you aren’t addicted to buying high and selling low, the ultimate result of endless trading.”
Our Methodology
For this article, we compiled a list of 14 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on September 22. 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Jim Cramer Shared His Opinions on These 14 Stocks
14. DuPont de Nemours, Inc. (NYSE:DD)
Number of Hedge Fund Holders: 49
DuPont de Nemours, Inc. (NYSE:DD) is one of the stocks Jim Cramer shared his opinions on. Cramer highlighted that the company is splitting soon and commented:
“I saw it firsthand last week when we got the update from DuPont, which is splitting into two companies: a fast-growing electronics business and a very steady industrials, healthcare, and water business. These are two excellent companies. It can bring out a lot of value once they start trading separately. We’ve told members of the Investing Club that the sum of the parts could be as high as $100.
And that is a huge gain given that the stock currently trades at 78 bucks and change. The spinoff comes in November. That’s not that far away, which is, but it’s too far away for this market to deal with, conceivably two Fed meetings away, which is just too hard. The bias against the industrials is so strong that money’s been pouring out of this group all year, even as I suspect that many companies in the cohort will end up beating expectations. The Fed’s cutting rates, so historically, this will be a good time to buy, not sell this cohort. It’s a little nuts.”
DuPont de Nemours, Inc. (NYSE:DD) develops advanced materials and solutions for semiconductors, electronics, automotive, aerospace, healthcare, and industrial applications. The company also provides specialty products, including adhesives, silicones, photopolymers, digital inks, and water filtration technologies.
13. Ambarella, Inc. (NASDAQ:AMBA)
Number of Hedge Fund Holders: 38
Ambarella, Inc. (NASDAQ:AMBA) is one of the stocks Jim Cramer shared his opinions on. Responding to a caller’s question about the stock, Cramer commented:
“You know, it’s been around for a long time. It’s finally make, getting there, but I think it reflects all the good news already. I’m going to have to say no to that one.”
Ambarella, Inc. (NASDAQ:AMBA) designs semiconductor solutions integrating AI processing, advanced imaging, and ultra-HD video compression into low-power system-on-chips. The company’s products support automotive safety, IoT security, robotics, and consumer applications like drones, body cameras, and virtual reality devices. The company announced its fiscal Q2 2026 earnings on August 28, reporting an EPS of $0.15, outperforming estimates by $0.10. Ambarella, Inc.’s (NASDAQ:AMBA) revenue was almost 50% up year-over-year at $95.5 and beat estimates by $5.5 million.
For the third quarter, the company expects revenue between $100 million and $108 million, gross margin on a non-GAAP basis at 60.0% and 61.5%, and expects operating expenses on a non-GAAP basis between $54 million and $57 million.
