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.
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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.
14. Venture Global, Inc. (NYSE:VG)
Number of Hedge Fund Holders: 27
Venture Global, Inc. (NYSE:VG) is one of the stocks Jim Cramer shared his take on. Toward the end of the lightning round, a caller asked about the stock, and Cramer replied:
Venture Global, no. Venture Global, we do not like. We did a really good piece about it the other day. We just think that they just didn’t deliver, and we don’t think they’re going to deliver at all.
Venture Global, Inc. (NYSE:VG) develops and operates LNG facilities and handles natural gas liquefaction, transport, shipping, regasification, and sales. Cramer mentioned the company during the November 24, 2025, episode, as he said:
The quality of some of this year’s largest deals is certainly questionable, at least as judged by the market. The largest deal, a $1.75 billion offering… Venture Global, a liquified natural gas infrastructure play in January, has been very disappointing. The company raised $1.75 billion at $25 per share. It’s now just over $7. That’s disastrous.
13. Sable Offshore Corp. (NYSE:SOC)
Number of Hedge Fund Holders: 36
Sable Offshore Corp. (NYSE:SOC) is one of the stocks Jim Cramer shared his take on. When a caller inquired about the stock and mentioned that they are worried about California regulations, Cramer commented:
Not a great company, not a great oil services, not a great oil company. We’re going to have to stay away from that. We’re going to take a, we’re going to do a little kaching-kaching. Get out of that.
Sable Offshore Corp. (NYSE:SOC) is a Texas-based energy company that manages oil and gas platforms, federal leases, and subsea pipelines. The company manages the extraction and transport of crude oil and natural gas from offshore sites to onshore processing facilities.
12. Lucid Group, Inc. (NASDAQ:LCID)
Number of Hedge Fund Holders: 21
Lucid Group, Inc. (NASDAQ:LCID) is one of the stocks Jim Cramer shared his take on. A caller mentioned that they bought LCID shares back in 2021 and are in the red. In response, Cramer said:
Take the loss, take the loss, take the loss. I mean, look, Rivian is at 16… If you like that, Rivian is better. I don’t, but that’s the one you want to be in.
Lucid Group, Inc. (NASDAQ:LCID) develops and produces electric vehicles, powertrains, battery systems, and proprietary in-house software. A caller asked about the stock during the December 19, 2025, episode, and Cramer quickly responded, “I’ll give you my answer: [sell, sell, sell].”
11. Coherent Corp. (NYSE:COHR)
Number of Hedge Fund Holders: 78
Coherent Corp. (NYSE:COHR) is one of the stocks Jim Cramer shared his take on. Noting the stock’s recent run-up, a caller asked about it. Cramer replied:
Coherent is so good. Now, the stock has been just a banshee. But I gotta tell you, the technology’s really good. It’s a winner. I would use any dip to buy more stock.
Coherent Corp. (NYSE:COHR) manufactures engineered materials, laser systems, and optoelectronic components used across the communications, industrial, and electronics sectors. Diamond Hill Capital stated the following regarding Coherent Corp. (NYSE:COHR) in its third quarter 2025 investor letter:
Other top contributors in the quarter included Cimpress, Red Rock Resorts and Coherent Corp. (NYSE:COHR). Coherent, a global leader in materials, networking and lasers for the industrial, communications, electronics and instrumentation markets, is benefiting from strong demand for its data center-related products, especially its optical transceivers.
10. Royalty Pharma plc (NASDAQ:RPRX)
Number of Hedge Fund Holders: 34
Royalty Pharma plc (NASDAQ:RPRX) is one of the stocks Jim Cramer shared his take on. A caller asked for Cramer’s take on the stock, and here’s what he had to say:
Royalty just keeps going higher… I love that whole business where they help fund bio, and they get the returns. It’s a terrific company. I remember when GA brought it public, and I liked it then, I like it now.
Royalty Pharma plc (NASDAQ:RPRX) makes money by buying up royalties for multiple drugs and funding new research in the biotech world. Its current line-up includes a vast number of treatments from cancer to rare diseases. On January 11, the company announced that it had entered into a funding agreement with Teva Pharmaceuticals to accelerate the clinical development of TEV-‘408, an anti-IL-15 antibody targeting several autoimmune diseases. CEO and Chairman of the Board of Royalty Pharma plc (NASDAQ:RPRX), Pablo Legorreta, said:
Vitiligo is a chronic autoimmune skin disease that can have a profound emotional and psychosocial burden, yet current treatment options are insufficient. Our continued collaboration underscores Royalty Pharma’s role as a long-term, trusted partner with a focus on funding innovation in potentially transformative and practice changing therapies.
9. Steel Dynamics, Inc. (NASDAQ:STLD)
Number of Hedge Fund Holders: 36
Steel Dynamics, Inc. (NASDAQ:STLD) is one of the stocks Jim Cramer shared his take on. Answering a caller’s query about the stock during the lightning round, Cramer said:
It’s an excellent company. I like Steel Dynamics, and I like Nucor. Those are the two. Wow, what a terrific buy. This is America doing well, and the tariffs working.
Steel Dynamics, Inc. (NASDAQ:STLD) is a major steel and aluminum producer that also operates a metal recycling business. The company makes everything from hot-rolled and coated steel to aluminum products, and also manages scrap processing and building components for the non-residential sector. Cramer discussed the company in light of tariffs during the March 18, 2025, episode, as he remarked:
“I think Steel Dynamics is going to be a winner under President Trump’s tariffs against the companies that are subsidized by the Japanese and the Chinese and I totally support them on this. And I think you should buy, buy, buy Steel Dynamics.”
It is worth noting that since the above comment was aired, Steel Dynamics, Inc.’s (NASDAQ:STLD) stock has gained almost 41%.
8. Target Corporation (NYSE:TGT)
Number of Hedge Fund Holders: 52
Target Corporation (NYSE:TGT) is one of the stocks Jim Cramer shared his take on. A caller mentioned owning 300 TGT shares and asked for Cramer’s thoughts. He remarked:
I think that you gotta hold on to Target. Got a new CEO… Target seems to find itself in all sorts of trouble all the time. But for the first time in a long time, this stock is bouncing off its low with a 4% yield. I am going to bless you owning Target. Put some on here, and we have 300… maybe even buy another 100 if the stock gets to 100. Let’s have the new CEO on. I really want to speak to him because I’ve been a big Target fan for a very long time.
Target Corporation (NYSE:TGT) is a retailer that sells clothing, beauty items, groceries, electronics, home goods, and everyday essentials. Cramer discussed the stock during the November 20, 2025, episode and commented:
Next up, Target, oh jeez, this is a tough one. Target also reported yesterday, and this ailing big box retailer delivered yet another dispiriting set of numbers. We’re talking about a slight revenue miss, a nasty 2.7% decline in same-store sales, and a modest 7 cents earnings beat off a $1.71 basis. On top of that, Target slashed the high end of its full-year earnings forecast.
Previously, they were talking about 7 to 9 bucks earnings per share. Now, they say it’ll be 7 to 8 bucks. Although given that Wall Street was only looking for $7 and 24 cents… It’s not a total surprise… Where’s the weakness coming from? Target said that its food and beverage and hard lines categories delivered comparable sales growth in the quarter, but that was offset by, I’m quoting here, ‘continued softness across the broader discretionary portfolio.’ That’s what I used to love about Target. It used to be great.
Plus, Target’s traffic was down 2.2%. Their customers are spending less with each visit as their average transaction amount declined by 0.5%. Now, Target’s got a new CEO waiting in the wings with current chief operating officer Michael Fiddelke taking the reins in February. He’s already talked about the need to improve the merchandise assortment, provide a more consistent shopping experience, use technology to breathe some life into the business. But based on what we saw from Target yesterday, let’s just say he’s got his work cut out for him.
7. The Kraft Heinz Company (NASDAQ:KHC)
Number of Hedge Fund Holders: 50
The Kraft Heinz Company (NASDAQ:KHC) is one of the stocks Jim Cramer shared his take on. Inquiring about the stock, when a caller mentioned that Warren Buffett is getting rid of his 28% share in the stock, Cramer commented:
Well, okay, so we know that it’s not Warren. It’s the new fellow that took it over, and he doesn’t, look, I don’t blame him. He doesn’t want to have the position on his sheets. I do like Steve Cahillane, he’s the new CEO. He came from Kellogg. But Ben Stoto and I kicked this one around, and we decided we just couldn’t get behind it. There’s not enough good happening in the food business. I’m a seller, not a buyer.
The Kraft Heinz Company (NASDAQ:KHC) produces food and beverage products, including condiments, dairy, meals, meats, beverages, and snacks, under brands such as Kraft, Heinz, Oscar Mayer, and Philadelphia. During the January 6 episode, Cramer highlighted the company’s new CEO, as he said:
Interestingly, Steve (Steve Cahillane) just started CEO at another underperforming food company, Kraft Heinz, January 1st. Nobody seems to care, just like no one cared when he took over Kellogg’s. People have written off Kraft Heinz repeatedly, which is supposed to split into two companies in the second half of the year. Now, I’m not sure Steve wants to go with that breakup. What I do know is that he is the right guy to orchestrate this, given how much value he created by breaking up Kellogg, despite what’s supposed to be a very tough environment. Now, I have my doubts when Steve came on the show and announced the split, but my doubts were, let’s say, ill-advised. Maybe he can prove me wrong again on Kraft Heinz.
6. 3M Company (NYSE:MMM)
Number of Hedge Fund Holders: 60
3M Company (NYSE:MMM) is one of the stocks Jim Cramer shared his take on. Cramer shared his “contrary view from the Street” on the stock, as he commented:
… When the company reported on Tuesday morning, I think the market got it wrong. First of all, the stock was just hammered… I think Wall Street totally overreacted to that latest quarter… Overall, I think you could call it a mixed bag, but you know what? I think that’s too negative in itself. A little less than a year ago, 3M held an investor day where they rolled out some medium-term financial targets for 2025 through 2027. And when management announced its full-year forecast for 2026 this week, the numbers show that 3M is mostly ahead of schedule, on its way to those medium-term targets. Nothing wrong with that… My view: Look, I don’t mind a conservative forecast that can be beaten, and I do think it will be beaten because 3M has now quietly beaten the earnings estimates for 12 straight quarters, including all six quarters where Brown has been leading the company. So it wouldn’t surprise me if they can put up 9% earnings growth this year when all is said and done…I’ve read the whole conference call twice. If you listen to what management said about the consumer unit, you would feel a lot better than what the headlines indicated…
… Put it all together, I see a company that remains very much on track. I know this is a contrary view from the Street. The turnaround is real. People feel it’s not anymore. Best of all, Brown talked about how 3M has returned to a culture of innovation after years of playing defense… Here’s the bottom line: After this harsh pullback, I think you’re getting a chance to buy into a great turnaround story for the first time, and at a discount, first time, I’ve seen. 3M looks very cheap to me, selling for just under 19 times the midpoint of their full-year earnings forecast. A forecast, I expect them to beat. You have my blessing to buy it right here, right now, tomorrow morning.
3M Company (NYSE:MMM) is a diversified global conglomerate that provides industrial, safety, healthcare, electronics, and consumer products.
5. The Procter & Gamble Company (NYSE:PG)
Number of Hedge Fund Holders: 87
The Procter & Gamble Company (NYSE:PG) is one of the stocks Jim Cramer shared his take on. Cramer discussed why he and his team picked the stock for the trust. The Mad Money host remarked:
… I think most importantly, I liked this new Procter management, including the new CEO, Shailesh Jejurikar. And I gotta tell you, I was blown away by some of the things that he said about what happened in this very quarter and his full investment in the business… Look, it really helps that it, I think Procter’s pulling away from its competitors while putting the company in a position to take market share so they can do even better when the industry bounces back… So let me give you the bottom line here: Even though Procter’s quarter was not so hot, this was a stock that most people on Wall Street had given up on. So even mediocre results were enough to send the stock flying today. And look, when a stock rallies on a seemingly disappointing quarter, it’s a textbook tell that it’s got a lot more room to run. I’m glad we bought this one ahead for the Charitable Trust…
We picked the stock of Procter & Gamble for the trust because it has a long history of innovation, improvement, and execution. We knew it had a solid dividend, one of the best dividends in the entire market, serves as a trampoline if the stock goes low enough. Before the quarter’s release, Procter had been adamant that they were going to miss the numbers. It was very well telegraphed. The disappointment occurred beforehand… So when we saw the numbers today, it didn’t matter. Best of all, Procter has a new CEO. This would be his inaugural quarter, so he didn’t own the previous CEO’s mistakes.
The Procter & Gamble Company (NYSE:PG) provides branded consumer goods across beauty, grooming, health care, home care, and family care. The company sells its products through renowned names such as Tide, Pampers, Gillette, Crest, Olay, and Febreze.
4. Palantir Technologies Inc. (NASDAQ:PLTR)
Number of Hedge Fund Holders: 81
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks Jim Cramer shared his take on. A caller sought Cramer’s current opinion of the stock, and he replied:
I like Palantir. I mean, I like Palantir, but I’m watching, of course… the unbelievable work that our team is doing over in Davos. And over and over and over again, what do you hear? Well, Palantir’s great. Palantir’s great. Palantir’s great. I would not leave Palantir. I know it’s momentum. It’s not going away.
Palantir Technologies Inc. (NASDAQ:PLTR) develops data analytics and AI software platforms, including Gotham, Foundry, Apollo, and Palantir Artificial Intelligence Platform, that help organizations integrate, analyze, and act on complex data. Cramer mentioned the company during the January 5 episode and said:
Next, how about Palantir, which finished 2025 up just 135%. Good for ninth place in the S&P 500 and seventh place in the Nasdaq-100, it’s still tough to justify, I know, Palantir’s valuation, with the stock trading at around 175 times this year’s earnings estimates, but as usual, the Palantir bulls don’t care about that and it is one of the great fastest growing large cap stocks I’ve ever seen. It just needs, it needs a fresh jolt now. Maybe another stunning earnings quarter could do it or maybe Palantir doesn’t even need that. The stock did jump nearly 4% today on nothing more than a positive tape. You know I am a big believer in this company and the stock. I see no reason to back away from it now.
3. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holders: 81
Intel Corporation (NASDAQ:INTC) is one of the stocks Jim Cramer shared his take on. Cramer believes that the stock “will be a very hot stock,” as he commented:
Some think that Intel took itself out of the running today after announcing a quarter that was less than expected. That’s wrong. You have to look out. The demand there is insane. I think we haven’t heard the last of this stock, which is up 40% this year. I think CEO Lip-Bu Tan has a lot up his sleeve. Intel will be a very hot stock. If you give up on it, I think you’re making a big mistake.
Intel Corporation (NASDAQ:INTC) designs and manufactures processors, chips, memory, and related hardware. Additionally, it provides software, optimization solutions, and AI-enabled platforms. Cramer discussed the company as part of his game plan during the episode aired on January 16, as he said:
After close, Intel reports. This stock’s been flying ever since Lip-Bu Tan came in as CEO. Under his leadership, Intel started to reclaim the mantle of America’s best semiconductor manufacturer… Of course, given how competitive that world is, Intel’s actual earnings may not be big enough. After this run, you know what, let’s give this one a rest, okay?
2. Micron Technology, Inc. (NASDAQ:MU)
Number of Hedge Fund Holders: 105
Micron Technology, Inc. (NASDAQ:MU) is one of the stocks Jim Cramer shared his take on. Cramer noted the stock’s massive gains in the first month of the year, as he said:
This is something I haven’t talked about to you. It’s a huge part of the story. There’s a new group of tech stocks in town, and they are sucking up money from the rest of the sector, from the Seven, and these are prosaic, boring companies. They’re storage plays. I have been talking about the storage plays as a warning sign because they’ve rallied so far, so fast. But there are tons of investors who love to chase hot stocks, and if they want to buy a Sandisk or a Seagate or a Western Digital or a Micron, wow, the best plays in storage, they gotta sell something… Consider Micron, a very good semiconductor company. You know, we talk about them all the time, makes storage components. Stock’s up 39% since the beginning of January… What you’re seeing right now is the great transference. For the first time since the creation of Magnificent Seven back in March of 2023, these stocks have become donors to the market capitalization of these storage companies… Even up here, Micron’s not expensive on a price-to-earnings basis, but we don’t know how long the memory shortage will last. I think it could last some time. So it could be worth buying even up here, you know, if it’s down for a day.
Micron Technology, Inc. (NASDAQ:MU) develops memory and storage solutions, including DRAM, NAND, and SSD products, under the Micron and Crucial brands.
1. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders: 273
Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer shared his take on. Cramer discussed the market sentiment toward the stock, as he stated:
Let’s explain what’s going on with the weakness so you understand what’s happening with these iconic stocks that everyone used to talk about all the time. It should be obvious right now that the Magnificent 7 and their buddies are bereft of friends in this market. Take Meta. People were paying 30 times earnings, high, okay. for the stock as recently as a year ago. Now, they’re paying just 22 times earnings, low. That’s a sign the market’s gotten skeptical of Mark Zuckerberg and the company’s growth rate, which is the most important quality to factor in when you’re deciding what to pay for a stock. It’s a sign that Meta has lost its way. There, I said it. Meta’s lost its way. Jumped today, but Meta’s re-evaluation, let’s call it that, is severe.
Meta Platforms, Inc. (NASDAQ:META) develops technologies and applications that connect people through social networking and messaging. The company’s portfolio includes Facebook, Instagram, WhatsApp, Messenger, Threads, and products in virtual and augmented reality.
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