On Monday’s episode of Mad Money, host Jim Cramer addressed recent concerns surrounding the performance of large-cap technology stocks, in light of a pullback that has stirred anxiety among investors.
“Here we go again. The headlines appear right about now as the summer runs out, as they always do. ‘Tech rally shows signs of losing steam,’ says the Wall Street Journal, ‘Doubts about artificial intelligence and a rotation into previously unloved sectors slow tech gains.’”
READ ALSO: 10 Stocks on Jim Cramer’s and Analysts’ Radar and Jim Cramer on Market Rationality: 7 Stocks to Watch.
Cramer pushed back against the idea of abandoning tech giants solely due to temporary pressure and argued that exiting these stocks often leads to far more trouble than it is worth. He emphasized how difficult it is to time the market with these companies, stressing that selling with the intent of buying back at a lower price is rarely executed well, even by professionals. He added, “It’s almost impossible to pick your moment.”
“So let me give you the bottom line here: I will never try to stop you from selling. That’s not my job. I just want you to remember how these individual stocks have generated tremendous wealth for those who have held on. You made that money by sticking with them through thick and thin, not by trading in and out of them. No one’s that good, people. And you’ll be leaving the fortune, your fortune, on the table.”
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 August 25. 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 Shed Light on These 14 Stocks Recently
14. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holders: 82
Intel Corporation (NASDAQ:INTC) is one of the stocks Jim Cramer recently shed light on. The company was mentioned during the episode, and here’s what Mad Money’s host had to say:
“I know the White House is taking a 10% stake in the semiconductor company. It’s unorthodox, but Intel’s been a multi-year disaster, and our country needs this company to be on firmer footing… We need a healthy, viable Intel because we can’t simply rely on Taiwan Semiconductor to manufacture our most advanced chips…
After the government freed up those funds in return for a 10% stake, turning a grand equity, I think he’s (CEO Lip-Bu Tan) going to pull it off. I didn’t understand the criticism of the president on this one. Why shouldn’t the government take the stake and get the upside? This is hardly unprecedented…
I say, look, if it’s a national security issue and one of our important companies might be failing, you better believe it’s going to get bailed out. Doesn’t matter if the president’s a Democrat or Republican; remember, Trump made this investment with money that was authorized under Biden. Intel could not be allowed to fail, people. End of story. The president gave Intel new life by fixing its balance sheet. Now, Intel can recreate its greatness with a proven turnaround artist as CEO Lip-Bu Tan is. The government wins. The people win. The shareholders win. What more do you want?”
Intel Corporation (NASDAQ:INTC) develops and produces computing hardware, which includes processors, memory products, and solutions for artificial intelligence.
13. Ouster, Inc. (NASDAQ:OUST)
Number of Hedge Fund Holders: 23
Ouster, Inc. (NASDAQ:OUST) is one of the stocks Jim Cramer recently shed light on. Highlighting the company’s role in autonomy tech, strong revenue growth, low debt, and a recent fourfold stock increase, a caller asked for Cramer’s view on OUST. Here’s what he had to say in response:
“You know, look, it’s a LiDAR play, and I’ve been historically against LiDAR. I think it’s a very expensive stock. It is fine as a spec, but when I talk about autonomous, you know, I always come back, once again, to Tesla, and I always will.”
Ouster, Inc. (NASDAQ:OUST) develops and delivers high-resolution lidar sensors and software solutions for use in automotive, industrial, robotics, and smart infrastructure applications. The company offers various products, including scanning and solid-state sensors, as well as platforms supporting perception, traffic management, and safety functions. During July 9’s episode, a caller asked about the company, and Cramer remarked:
“Yeah, you know it’s a LiDAR company… and the LiDAR companies have been losing a fortune. I don’t think that there’s anything investible in, honestly, in autonomous, other than Tesla. Waymo’s not enough, of Alphabet. So I’m going to say no to speculative.”