Jim Cramer, the host of Mad Money, said Wednesday that he is uneasy about the groups driving recent market gains.
“You never want to see what’s happening right now in the stock market. You see, the market’s developing a thesis, and it’s not the thesis you and I were hoping for. You can’t really spot it in the overall averages… The wrong stocks are going higher. Let me explain. In a good market, you want a broad rally led by growth stocks, with the cyclicals taking a back seat but still going higher… I also like to see the transports rally because they represent the health of the economy. Most of all, I like to see the bank stocks go higher. When the banks are winning, it tells you businesses are expanding, need loans, companies are coming public to raise capital, we have mergers and acquisitions galore, and individuals are taking out loans, maybe to buy houses, maybe to renovate.”
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Cramer said that he has no issue with high-growth names continuing to climb, like Eli Lilly and its GLP-1 drugs for diabetes and weight loss. He said that moves like that are encouraging and were part of what defined the upbeat bull market that dominated much of last year. He noted that the current setup, however, looks very different. He said Wednesday’s session showed leadership coming from consumer packaged goods stocks and oil companies, which he described as the least desirable groups to be leading. He noted that consumer packaged goods names tend to perform best when investors are bracing for a downturn, while oil stocks operate in a zero-sum relationship with the broader economy. At the same time, he pointed out, bank stocks have been sliding sharply.
“The bottom line: We have to hope that these two new leadership groups aren’t long-lasting. I don’t think they will be. You also need to have some hedges, some Procter, some JNJ. Hey, listen, I’ll throw in Colgate and Merck if you want to. Just something that keeps you in the game until things get better. You know why? Because they always do.”
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 14. 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, which was taken 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 Thoughts on These 16 Stocks
16. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 234
NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer shared his thoughts on. Cramer emphasized owning and not trading the stock, as he said:
“What about the amazing secular growth stocks that I talk about, the ones that are supposed to do well regardless of the economy? What do you do with those? Well, those you shouldn’t trade. A tremendous grower requires a tough as nails attitude where the trick is to sit on your hands and do nothing when they go higher… You know that I always say own NVIDIA, don’t trade it. Now, sometimes, like right now, it’s difficult because the stock appears stuck in a rut. Other times, it’s bountiful. But NVIDIA’s a stock that’s not meant to be schnitzeled. It’s meant to be owned, not traded.
Long term, I don’t love most cyclical stocks. We own what I think are the best of them for the Charitable Trust, but I accept that they should be traded around because they’re hostage to the broader economy. But when you find some amazing secular growth stories, stocks that go higher without a strong economy, you want to be the holder, not the trader. You want to make the dollars, leave the pennies to the traders. With the best, it never changes. And if you don’t obey my rule, you’ll never see the greatness of what a hero stock can do for you, and of course, your bank account.”
NVIDIA Corporation (NASDAQ:NVDA) develops accelerated computing and AI platforms, GPUs for gaming and professional use, cloud services, robotics and embedded systems, and automotive technologies.
15. MNTN, Inc. (NYSE:MNTN)
Number of Hedge Fund Holders: 16
MNTN, Inc. (NYSE:MNTN) is one of the stocks Jim Cramer shared his thoughts on. During the lightning round, when a caller asked about the stock, Cramer remarked:
“I initially said it was good, then… was able to retract that, thank heavens. This stock is just awful. I cannot believe. I mean, they gotta make… They have to make money, or else it won’t turn around. It came public at a very exciting time, and it is going lower without earnings per share.”
MNTN, Inc. (NYSE:MNTN) provides a technology platform that simplifies performance marketing on Connected TV. The company’s tools enable brands to run TV ads efficiently and drive measurable conversions, revenue, and engagement. When a caller sought Cramer’s advice about the stock during the episode aired on October 31, 2025, the Mad Money host responded:
“I can’t either. I think it’s a better company than it’s, than it’s trading. I know we spoke to them earlier today. I do believe that MNTN offers a great, great opportunity for advertisers… MNTN so far has not worked out. I was telling Ben Stoto earlier today. I am surprised myself that it’s not doing better. They’re not delivering, and that’s just unacceptable.”
