Jim Cramer, the host of Mad Money, said Thursday that investors need to accept a difficult reality—that the market is currently stuck in limbo.
The greatest story ever told, lower inflation, high growth, got thrown for a loop today, and it crushed the averages down… It’s easy to see how this happened, though. Earlier this week, Wall Street figured the war with Iran wouldn’t do too much economic damage, but today, the price of West Texas crude shot up above $80 again, reaching the low $80s. Now, it did settle back in the high $70s, but this kind of action has been starting to get, it’s just too hard for people, and they’re selling, even though I’m telling you, you shouldn’t. Stay in. Making things worse, the key leadership group, the semiconductors, got kneecapped today.
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Cramer noted that some developments could still turn in a more favorable direction. He said oil prices might retreat again, which would ease pressure, and the semiconductor situation could change if proposed actions affecting the industry do not move forward. At the same time, he pointed out that with an active conflict underway, the backdrop is unstable and not the kind of environment that usually supports a sustained rally, no matter how much investors might hope otherwise.
Look, I think the president’s going to have to open the Strategic Petroleum Reserve to push down the price of gasoline, perhaps until the war is over. Those worried about inflation need to hope that the spike is temporary, and the new Fed chief needs to come to grips with the fact that some inflationary inputs simply can’t be ignored. Most of all, we need clarity on what the president really wants, both with the semiconductor exports and with the war in Iran. Until then, the bottom line is we have to face the fact that the market’s in limbo. I hate limbo, but I accept that there’s always a lot of limbo in 2026 so far, and we need to learn to live with it if we’re ever going to get to the promised land of higher prices. And you’ve gotta stay in if you are going to get there, too.
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 March 5. We listed the stocks in the order that Cramer mentioned them.
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 Talked About 11 Stocks: Uber, Robinhood, and More
11. The Gap, Inc. (NYSE:GAP)
The Gap, Inc. (NYSE:GAP) is one of the stocks Jim Cramer talked about. Cramer highlighted the company’s latest quarter and the following stock price action, as he remarked:
Alright, what the heck has happened to the stock of Gap after hours? It looks like a real turnaround story, and then it reported somewhat of an imperfect quarter after the close, with in-line revenue, softer than expected same-store sales at one of the divisions, small earnings miss, and yet the stock gets crushed after hours. I don’t get this. It didn’t help, though, that the full-year and first quarter forecast came in a little light, but maybe they’re just being conservative.
The Gap, Inc. (NYSE:GAP) sells apparel, accessories, and personal care items for men, women, and children. The company’s brands include Old Navy, Gap, Banana Republic, and Athleta. Furthermore, Cramer discussed the stock during the November 20, 2025, episode, as he commented:
This is a tough environment for retailers, I mentioned earlier, but great merchants won’t let that stop them from putting up phenomenal numbers. Take Gap Inc., which has been taking some time to turn itself around under CEO Richard Dickson. After the close, though, Gap reported a great quarter. This was a 3-cent earnings beat off of 59-cent basis with a higher-than-expected revenue, 5% same-store sales growth, analysts were only looking for 3.1%. At the same time, management raised their full-year forecast for both revenue growth and operating margin. And that’s why the stock’s flying in after-hours trading.
10. Enovix Corporation (NASDAQ:ENVX)
Enovix Corporation (NASDAQ:ENVX) is one of the stocks Jim Cramer talked about. When a caller inquired what Cramer thinks of a “quick in and out” approach with regard to the stock, he remarked:
Oh, lithium battery. No, I can see you in, but you’d never get out. I don’t want you near that one. Please stay away from it.
Enovix Corporation (NASDAQ:ENVX) manufactures lithium-ion battery cells for smartphones, wearable technology, and the electric vehicle market. During the Mad Money episode aired on July 21, 2025, a caller inquired about the stock, and Cramer responded:
We have a glut of oil. I’m worried about that. ENVX is another stock that’s just up way too much. I mean, we gotta find some stocks that are not up like a straight shooter, because what happens, these are what I call parabolic buys. And if you buy a parabolic stock, what happens is it goes parabolic down. So, therefore, we’re not going to buy that stock.
It is worth noting that since the above comment was aired, the company’s stock has lost 65% of its value.
9. IMAX Corporation (NYSE:IMAX)
IMAX Corporation (NYSE:IMAX) is one of the stocks Jim Cramer talked about. A caller sought Cramer’s opinion on the stock in light of Paramount Skydance Corporation and Warner Bros Discovery Inc.’s pending merger. Cramer replied:
You know, IMAX, I’ve gotta tell you, I have news. I go to IMAXs now, and they’re always packed, and one of the reasons we do is because otherwise we’d stay home. The only reason we go to the movies is because there is an IMAX, and I think it’s a terrific situation. I gotta hand it to Gelfond… He did a good job. IMAX is real.
IMAX Corporation (NYSE:IMAX) runs an entertainment technology platform that provides film remastering, digital streaming software, and high-end cameras for content creators. Additionally, the company offers theater system leases, maintenance services, and live event distribution. Orbis Investment Management stated the following regarding IMAX Corporation (NYSE:IMAX) in its Q4 2025 investor letter:
We also remain enthused by the opportunity in the entertainment space, with Canada’s IMAX Corporation (NYSE:IMAX) being a key holding. The recent bidding war for Warner Bros Discovery between Paramount and Netflix highlights the immense value placed on scarce content and platforms for developing future high-value Intellectual Property (IP). It has been clear to us for some time that the theatrical window is key to maximising the value of this IP, as content gains a powerful halo effect and associated marketing from a theatre run, while also being highly cash-flow generative in and of itself. The fact that two of the largest bidders for a storied asset are falling over themselves to argue who will be better for theatrical production underscores the continued trend we’ve seen since the dark days of COVID when cinemas were prematurely declared dead.”
Furthermore, IMAX itself has emerged as a keystone asset. Its scarce supply of exceptional technology, both in production and high-quality screens, is now booking into 2029, with some of the best filmmakers struggling to secure a slot. The brand is truly global and ubiquitous, perhaps worth the $2 billion market cap alone, and is now tapping into the burgeoning demand for local language content. It is worth noting that the largest box office of 2025 was not a Hollywood production but a Chinese movie called Ne Zha 2, achieving $2.1 billion in worldwide revenue, eclipsing Hollywood’s best effort, Disney’s Zootopia 2, which brought in a still highly respectable $1.4 billion.
8. Hercules Capital, Inc. (NYSE:HTGC)
Hercules Capital, Inc. (NYSE:HTGC) is one of the stocks Jim Cramer talked about. Answering a caller’s query regarding the stock, Cramer stated:
No, this is a business development company. We’ve disliked these for 21 years now… There was one today that we talked about with, that BlackRock did. I want you to stay away from these. You don’t know what’s in them, and it tends to be stuff that you would never buy.
Hercules Capital, Inc. (NYSE:HTGC) is a business development company that provides venture debt, growth capital, and private equity to companies. We recently discussed the company while covering high-growth financial stocks. You can read it here.
7. Genuine Parts Company (NYSE:GPC)
Genuine Parts Company (NYSE:GPC) is one of the stocks Jim Cramer talked about. When a caller asked about the stock during the lightning round, Cramer said:
That last quarter was awful. I mean, I was actually surprised how bad it was. I don’t want to, I mean, it’s still got protected by the yield at 3.6. I think you have to wait on that one.
Genuine Parts Company (NYSE:GPC) distributes automotive and industrial replacement parts, including engine components, bearings, and specialized tools for electric or heavy-duty vehicles. On February 24, The Fly reported that the company’s stock was double upgraded to Strong Buy from Market Perform by Raymond James analyst Sam Darkatsh with a price target of $145. The analyst noted that the stock price fell 20% following the Q4 report, even as the company announced a separation of its Auto and Industrial businesses. The firm acknowledged that weak auto demand may challenge near-term investor sentiment, but the industrial data has improved.
6. Advanced Energy Industries, Inc. (NASDAQ:AEIS)
Advanced Energy Industries, Inc. (NASDAQ:AEIS) is one of the stocks Jim Cramer talked about. Noting that the stock seems to be trading at a premium, a caller asked if the good news is priced in. Cramer replied:
You know, that really is the question because it’s another one like the other, like we did Forgent the other night… These are really unbelievable stocks. But they can come in, and when you buy them at the first price, you tend to be saying, oh my god, did I catch the top? Let’s do this. The stock is off 40 points from its high. I want you to wait till it’s in the 280s, 290s, and then pull the trigger. And if you miss it, you miss it.
Advanced Energy Industries, Inc. (NASDAQ:AEIS) manufactures specialized hardware for regulating electrical power in semiconductor manufacturing and data centers, and provides thermal monitoring tools, equipment maintenance, and system refurbishments. SouthernSun Asset Management, LLC stated the following regarding Advanced Energy Industries, Inc. (NASDAQ:AEIS) in its fourth quarter 2025 investor letter:
Advanced Energy Industries, Inc. (NASDAQ:AEIS) was a top contributor in the Small Cap strategy during the quarter. AEIS provides highly engineered power conversion and control solutions for semiconductor equipment and data centers. Shares performed well after the company delivered a strong third-quarter report, exceeding the high end of guidance on the back of record Data Center Computing revenue that more than doubled year-over-year. Total revenue increased 24% year over-year and Adjusted EPS rose 78%, reflecting both growth and operating leverage. Looking ahead, we spent time with management and others in and around the space during the quarter, and management reiterated that AI-driven demand remains robust and expects Data Center Computing to grow 25–30% in 2026 on secured design wins, supported by incremental capacity in the Philippines and Mexico and a Thailand facility that is ready to ramp quickly. In Semiconductor, customer validation of the eVerest and eVoS platforms underpins our expectation for growth as leading-edge logic and memory spending is expected to strengthen into 2026–2027. The balance sheet remains strong with a $192M net cash position.
5. Tapestry, Inc. (NYSE:TPR)
Tapestry, Inc. (NYSE:TPR) is one of the stocks Jim Cramer talked about. Cramer highlighted the stock as one of the “terrific winners,” as he said:
Even after this beatdown, there are some terrific winners in this market. Take Tapestry, the parent of Coach and Kate Spade, with a stock that’s up more than 84% over the past 12 months, including some big gains after the company reported a blowout quarter about a month ago… I can tell a winner in retail just by witnessing the stores. Tapestry’s a winner, well organized, great price points, beaming salespeople, true sense of wonderment. Would I buy the stock? Well, that’s not enough. You know, you gotta do a little homework. However, it is a good place to start. What I heard from CEO Joanne Crevoiserat today makes me feel very confident about this stock.
Tapestry, Inc. (NYSE:TPR) designs and sells handbags, accessories, footwear, and apparel. Its brands include Coach and Kate Spade. During the February 27 episode, a caller noted that their research showed them that a significant number of high school students want Coach handbags and inquired about the stock. The Mad Money host replied:
Yes, and that is right. And you should own the stock. Your research dovetails exactly with what I hear from Wall Street and from the company. You want to buy, buy, buy some. Buy half of it, and then if it falls, buy some more. That’s the ticket. And thank you for that insight, that’s worth millions for our people.
4. ServiceTitan, Inc. (NASDAQ:TTAN)
ServiceTitan, Inc. (NASDAQ:TTAN) is one of the stocks Jim Cramer talked about. When a caller mentioned that they bought TTAN shares in January, Cramer said:
Can you believe how that stock’s going down? I am surprised. I looked at that today. I think it’s ridiculous. This is a very good company. You’re getting this, like many companies, it’s been brought down by oil, brought down by a general malaise. That is a good company, and I think that you should hold on to it, and if you have any more extra capital, I would put some more money to work in it. They are giving some stocks away right now, and we want to take advantage of the sale.
ServiceTitan, Inc. (NASDAQ:TTAN) provides a cloud platform that helps contractors run their businesses by handling scheduling, dispatching, estimates, invoicing, payments, and other daily workflows. Moreover, the company offers specialized software for trades like pest control and landscaping, along with fintech tools. Cramer mentioned the company during the December 10, 2025, episode and said:
Last week, we got earnings from a company called ServiceTitan. It’s a software provider to all sorts of tradespeople, especially the building trades. This is a company that came public roughly a year ago. It was trading around $100 a share. At that time, I told you that I liked this story, but I thought you should wait for a pullback before you did any buying. Sure enough, ServiceTitan pulled back to around $80 in March before surging to $131 and change at its peak in May, then pulling back to the mid-80s again about three weeks ago. But since those lows, the stock has rallied more than 20 bucks. Doesn’t hurt that ServiceTitan reported last week, it delivered a healthy revenue beat with a better-than-expected operating income number, and that breathed new life into the stock as it should.
3. Lam Research Corporation (NASDAQ:LRCX)
Lam Research Corporation (NASDAQ:LRCX) is one of the stocks Jim Cramer talked about. When a caller mentioned that they have a position in the stock, Cramer commented:
I want you to buy more. I want you to buy more. Lam has got the best intellectual property of any technology company, I’m not kidding, that is in that industry. And I think that you should average down. I don’t care where you paid. I think it’s going higher.
Lam Research Corporation (NASDAQ:LRCX) develops equipment for depositing, etching, and cleaning semiconductor materials. It includes systems for tungsten and copper metallization, plasma and atomic-layer deposition, dielectric and conductor etch, and wafer cleaning. During the February 2 episode, Cramer mentioned the stock while highlighting noteworthy S&P 500 stocks and stated:
Speaking of capacity, I want to jump to the sixth best performer in the S&P in January because it’s Lam Research, LRCX. Now, this is a semiconductor capital equipment maker. This is who you call when you want to boost your chip production. Lam reported great results on Thursday night, yet it suffered the same fate as Western Digital, brief gains after the open on Friday, leading to a nearly 6% decline.
I’m a big believer in the semiconductor capital equipment makers. They do make me skeptical about the continued outperformance of the storage plays because, as this new machinery comes online, again, it will mediate those chip shortages. But that’s not going to happen anytime soon. I’m thinking it may be a late ‘27, early 2028 thing. Put a quarter of the position on it if you want to buy Lam Research, and then leg in. I think it’s really worth doing.
2. Robinhood Markets, Inc. (NASDAQ:HOOD)
Robinhood Markets, Inc. (NASDAQ:HOOD) is one of the stocks Jim Cramer talked about. A caller asked if Cramer thinks the stock is going back to $145 or higher. He remarked:
Let’s upend this one… Let’s forget where we bought it and think where we think it could go to. If I could buy Robinhood at $80, I’d probably buy some here. If it went to $70, I’d buy it very big. So the question isn’t whether it’ll get back to where it was. The question is, would you buy it now? And the answer is a resounding yes.
Robinhood Markets, Inc. (NASDAQ:HOOD) operates a financial platform that allows users to trade stocks, ETFs, options, cryptocurrencies, and other assets. During the March 2 episode, Cramer said that the company owns “the future,” as he remarked:
Then there are the rest of the losers, and some are intriguing. Robinhood Markets is the sixth worst performing in S&P last month, down 24%, nearly 24, largely because it reported a miserable quarter in mid-February, and that was thanks to soft options and crypto trading. Stock fell 17% over the following two sessions. It’s only partially recovered. Now, long-term, I’m a believer in Robinhood. I think they’ve made themselves the preferred trading destination for young people, which means they own the future. But in the present, Robinhood has become totally hostage to crypto and options trading.
Don’t believe it’s hostage to equities and 401Ks. They’ve made a big push into predictions market too, and I’m not thrilled about the idea of Robinhood users having to decide whether to put $10 into NVIDIA or the Seahawks in the Super Bowl. If you want to bet on a tech-focused financial that appeals to young people, I prefer SoFi. But that said, I am turning very bullish on crypto… and Robinhood stock did rally almost three bucks today, I think, because of a turn in crypto. It may be bottoming. Others see it besides me.
1. Uber Technologies, Inc. (NYSE:UBER)
Uber Technologies, Inc. (NYSE:UBER) is one of the stocks Jim Cramer talked about. During the episode, a caller highlighted the stock’s decline, and Cramer replied:
I want you to stay in Uber. You gotta think really long term about this because I think this is a company that’s taking over the world, and we’re having some short-term volatility in it that I think is going to end. The stock is way too cheap. I want you to stay in the stock.
Uber Technologies, Inc. (NYSE:UBER) operates technology platforms that connect users for mobility, delivery, and freight services. The company provides ridesharing, food and retail delivery, and digital freight logistics. A caller asked for Cramer’s opinion on the stock during the episode aired on December 12, 2025. He responded:
No, no, Uber’s good. Uber’s good. Look, as I say in the book, you know, I think that Uber is not an expensive stock anymore. I really like it, $85. Let’s see. Let’s say you wanted to buy 100 shares, you buy 25 here. I’d buy 25 at $80, and then I would buy 50 at $75. That may be the trajectory. I don’t think it goes much below that.
While we acknowledge the potential of Uber Technologies, Inc. (NYSE:UBER) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than UBER and that has 100x upside potential, check out our report about this cheapest AI stock.
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