Jim Cramer, the host of Mad Money, on Friday highlighted a big development of the week, which was the nomination of Kevin Warsh to become the next chair of the Federal Reserve.
Let’s talk about the biggest deal of the week, and that’s the nomination of Kevin Warsh as the next chief of the Fed. Warsh is a banker. He’s a financier. He’s a real smart guy. He’s rigorous. He understands. He’s disciplined. At the same time, he’s dealing with a president who acts like he wants to be Warsh’s boss, even as the Fed chief, once selected, is supposed to be independent of the executive branch. Tricky situation here, especially after what we’ve seen happen to our current Fed chief, Jay Powell.
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Cramer said President Trump openly disliked Powell, despite having appointed him, largely because Powell maintained independence and refused to cut interest rates simply because the president demanded it. He noted that the refusal led to constant public criticism. He said Warsh is likely aware of the price that can come with pushing back against Trump, including immediate and nonstop pressure on Truth Social, along with belittling. He added that it might be something he has not had to navigate before.
We’ll be spared rancor as long as Warsh does the president’s bidding. But he’s gotta be careful. President does act as if the Fed is just another agency and the chair merely another cabinet member. I know there’s no quid pro quo here, but there could be some caustic fireworks. Bad for stocks if things really go awry. Bad for you and me. Of course, I don’t think the market went down today because of this Fed pick. It was a market that was led by the collapse in silver, settling down a staggering 31%, and a dive in gold, which was down only about 11%, and a hammering in a bunch of weaker tech stocks, while the defensive stocks soared. Convoluted session, frankly. Bears and bulls put on gloves and went at it, and the bears won, seemingly out of ennui more than anything else.
Our Methodology
For this article, we compiled a list of 19 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on January 30. 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 Shed Light on These 19 Stocks Recently
19. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders: 166
Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer shed light on recently. Cramer showed optimism around the company’s latest quarter and the stock, as he commented:
People are way too eager to give up on Apple… I think Apple’s quarter was fantastic and its future remains bright… Apple took the whole supply chain by surprise. I am an Apple aficionado from way back proudly, and I know how little hype there is from this company… I don’t believe that Cook and his team would be so ebullient about their discussion of Apple’s current position with me if they knew the component prices were going sky high and they’d have shortfalls galore, which is how the stock was trading earlier today. What would allow Apple to overcome these shortages? First, we don’t know how much supply they have stockpiled…
Second, Apple’s agile, and it should be able to navigate the environment far better than the competition… Third, I know these drive companies… They’re in business with incredible highs and dreadful lows. Periods where orders abound and periods where water runs dry. Apple knows this. The storage makers know this, too. They understand that Apple can be the best client there is… So, they can’t afford to shaft Apple for long. It’s too powerful. This is the time for them to give Apple a break. That way, Tim Cook will remember them when the business turns down.
And that’s why I think Apple… they’re not going to pay anywhere near the list price to be heard all day today. More important, it’s not like Apple’s competitors are sitting on mounds of components either. All of them will have to raise price. Only Apple, though, gets that tremendous, enormous subsidy from phone companies eager to get you to switch carriers. I bet most customers don’t even notice a price change because the phone companies might eat it.
Yes, that could happen. That happened with the tariffs. Of course, I could be wrong. Maybe Apple just gets hammered like everybody else, the casualty of the gigantic maw of data centers that are trying to glom onto all these drives. Or maybe Tim, a supply chain master, has it under control. The Street’s betting on the former to happen. They sent Apple stock way down most of the day. But I’ll take the other side of the trade, the one that won in today’s seesaw session.
Apple Inc. (NASDAQ:AAPL) manufactures and sells devices such as the iPhone, Mac, iPad, along with its line-up of wearables and accessories. The devices are supported by the company’s app ecosystem, AppleCare, and cloud tools.
18. Vail Resorts, Inc. (NYSE:MTN)
Number of Hedge Fund Holders: 37
Vail Resorts, Inc. (NYSE:MTN) is one of the stocks Jim Cramer shed light on recently. A caller asked if they should buy, hold, or sell the stock. Cramer replied:
You know, I think it’s a very well-run company. Boy, the stock is down so low. I’m going to say buy it. I really am. I’m going to say Rob Katz does a good job. Let’s buy that stock right here.
Vail Resorts, Inc. (NYSE:MTN) manages mountain ski areas and destination resorts. The company provides guest services like dining, equipment rentals, and specialized ski schools. In addition, it oversees a portfolio of luxury hotels and condominiums along with real estate development and sales operations. Baron Focused Growth Fund stated the following regarding Vail Resorts, Inc. (NYSE:MTN) in its third quarter 2025 investor letter:
Shares of global ski resort company Vail Resorts, Inc. (NYSE:MTN) were down 4.7% for the quarter, detracting 18 bps. Vail’s stock was hurt by investor concerns about slowing visitation levels, driven by a lack of growth in season pass sales. In response, the company is refining its marketing strategy and investing in new media channels, including social media and influencer partnerships, to attract new skiers and accelerate pass sales. Vail also plans to narrow the pricing gap between lift tickets and season passes to encourage more non-pass holders to join its ecosystem, which should drive stronger pass growth next year. Consumer sentiment toward Vail’s pass products is improving, and management continues to enhance the value of the portfolio. The company maintains strong margins and cash flow, which support both share repurchases and a 6% dividend yield. We believe the stock’s significant discount to its historical valuation should narrow as growth reaccelerates in the coming years.
