On Friday’s episode of Mad Money, host Jim Cramer weighed in on the recent big tech earnings and advised investors to stay the course with major tech names. He described the session as “a strange one,” as he pointed out that “we had not one but two terrific upside surprises from last night, Apple and Amazon, but only one resonated.” He went to say:
“For now, you just need to know that even though I’m a big believer in AI as the fourth industrial revolution, Wall Street’s gotten skeptical of all of this capital spending.”
READ ALSO: Jim Cramer Had These 18 Stocks in This Week’s Game Plan and Jim Cramer Spoke About These 16 Stocks Recently.
Cramer explained that the current skepticism has not changed his stance on leading technology companies such as Meta and Alphabet, which he continues to consider worth owning. He explained that great companies can act as a shield in uncertain markets if investors hold them within a diversified portfolio. He added, “Like I say in How to Make Money in Any Market, you should own one or two of these and trust them.” Cramer urged against frequent trading, as he advised investors not to “go in and out, in and out,” and instead focus on maintaining positions for the long haul.
“It’s all your call, but we encourage long-term investing in Cramerica, and that’s how you make a real fortune in stocks.”
Our Methodology
For this article, we compiled a list of 11 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on October 31. 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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
Jim Cramer Shed Light on These 11 Stocks
11. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders: 260
Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer shed light on. Cramer had quite positive things to say about the company’s CEO, as he said:
“I don’t want to be presumptive, but let me fill you in on what I think Zuckerberg’s doing here and more important, why I think he is dead right, and the stock’s a buy now that it’s pulled back so hard from its highs. First, let me just say that in How to Make Money in Any Market, I wrote with great respect about Meta. We bought Facebook for the Charitable Trust way back after its busted IPO, and we haven’t wavered our support for Mark Zuckerberg since. He’s an uber-competitive genius with a stellar track record, so I would never bet against this man.
My belief is that Zuckerberg’s spending so aggressively because he wants to maintain, improve, and grow his social initiatives worldwide and doesn’t want to lose his dominance in that incredibly lucrative business. And Meta could easily lose its dominance if it doesn’t continue to innovate and astound, and yes, spend. Who could possibly challenge them? How about the private outfit known as OpenAI… The genius of Zuckerberg is that as long as he spends enough to fend off the competition, Meta can remain the ultimate social media platform for years to come. Call me a buyer.”
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.
10. Rocket Lab Corporation (NASDAQ:RKLB)
Number of Hedge Fund Holders: 46
Rocket Lab Corporation (NASDAQ:RKLB) is one of the stocks Jim Cramer shed light on. Noting that it is the speculative stock in their portfolio, a caller asked about RKLB, and Cramer stated:
“Alright, I’m glad you said it’s a spec stock because otherwise I would not endorse it. I think it is a good spec, but it loses so much money. You gotta be aware that who knows where it can ultimately end up.”
Rocket Lab Corporation (NASDAQ:RKLB) provides launch and space systems solutions, including spacecraft design, manufacturing, and on-orbit management. During the October 7 episode, an investing club member inquired about the stock, and Cramer replied:
“Okay, so Rocket Lab’s very controversial, and I think it’s, this is what comes under that spec category. I don’t know whether, it’s not going to fizzle. I think they have a real business model, but I don’t think, it’s certainly not a blue chip. How about that?”
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