Jim Cramer, the host of Mad Money, said Thursday that he is not walking away from the biggest technology stocks.
On the surface, the stock market seems totally binary, dancing to the tune of a president who likes to take the averages into his own hands and raise or lower them depending upon the circumstance. When the market’s up, outsiders say, hey, things must be good. When the market’s down, they figure things are terrible. Now, that may be true if you own just nothing but index funds… What if you actually are marrying your index funds like I do with individual stocks?… What happens, though, when the great ones, the ones that have worked out so well, what happens when they start running out of gas?… I don’t believe that any of the mega-cap tech stocks are truly finished, including the Magnificent Seven, but also semiconductor colossus that is Broadcom, which acts really badly.
READ ALSO Jim Cramer Recently Looked at These 25 Stocks and 14 Stocks on Jim Cramer’s Game Plan for This Week
Cramer said something deeper is likely driving the recent weakness, and pointed to concerns about earnings power. He noted that the Seven are known for steady, powerful earnings, but said that confidence is being tested by OpenAI, a private company spending enormous sums to gain share and challenge established players. Cramer also tied the pressure on big tech to the huge rally in storage stocks and semiconductor equipment names.
No, I’m not going to abandon the Seven. I own a lot of them for my Charitable Trust. I do recognize that right now they’re donors. But the bottom line: I think that the money will ultimately flow back to most of the Seven, not just Alphabet, which is the only one that’s strong, because these companies just have too many levers, too much money. They’re run by people who are too smart to bet against. I’m sticking with the Seven. I think the storage plays are going higher. And when they finally peak, you will be handsomely rewarded if you stay with the Seven. If history matters, the commodity disk drive players and commodity semiconductor companies will not stay up by year-end.
Our Methodology
For this article, we compiled a list of 16 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on January 22. 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 Shared His Takes on These 16 Stocks
16. GE Aerospace (NYSE:GE)
Number of Hedge Fund Holders: 102
GE Aerospace (NYSE:GE) is one of the stocks Jim Cramer shared his take on. Cramer called the company’s CEO the “savior of the old GE,” as he said:
How about GE Aerospace? It’s the best of the best. Self-improvement here is extraordinary. CEO Larry Culp is one of a kind, the savior of the old GE, the architect of the most successful breakup of all time. Two years ago, the stock was at 62, came in hot, 318 today. Just a monster. So what happens?… GE Aerospace, nothing but net, just fantastic, every line, including ones that have been a tad disappointing previously. Gross margin improvement, remarkable. GE stock opens down a tad, then rallies to 310 before wilting and finishing down more than 7%, 295, nothing wrong. But an A student who gets more As… that doesn’t get any praise, and in fact, gets criticized.
GE Aerospace (NYSE:GE) manufactures commercial and defense aircraft engines, power systems, and related components. In addition, the company provides maintenance, repair, and overhaul services along with spare parts for aviation and military applications.
15. The Boeing Company (NYSE:BA)
Number of Hedge Fund Holders: 106
The Boeing Company (NYSE:BA) is one of the stocks Jim Cramer shared his take on. Cramer explained his and his team’s bullish stance on the company, as he remarked:
What did we know about Boeing? Well, it hasn’t reported yet. We bought it aggressively and all the way down endlessly because management told us that they couldn’t shoot straight, and the term was delayed. But they added that the cash flow will be higher than expected. We told investing club members to buy and buy and buy down 50, down 60, down 70 because we knew that the cash flow was the key metric to watch here, and the rest is just noise. You needed to follow Boeing for 30 years, as I have to understand this… See, you can’t defeat Boeing.
The Boeing Company (NYSE:BA) designs and builds commercial aircraft, defense systems, satellites, and space technologies, and provides related support and service solutions. During the episode aired on January 16, a caller noted that the company has “no earnings.” Cramer responded:
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.
Hedge Fund Resource Center