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Jim Cramer Talked About 17 Stocks Like Amazon and Meta and the Trillion Dollar Club

In this article, we will look at the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. The host of CNBC’s Mad Money spoke on Tuesday about several U.S.-based companies that now carry market capitalizations above $1 trillion. He also pointed out:

Now, I left out the foreign stocks, but let me mention them if you want to think about the whole world. I’ll help you realize something that’s controlling much of the move here. Now, Saudi Aramco goes number eight on the broader list, alright, but Taiwan Semi’s fifth. Samsung is number 11. SK Hynix is number 15. Taiwan Semi, Samsung, SK are all semiconductor plays like Micron, like NVIDIA, like Broadcom, even like Amazon and Alphabet.

READ ALSO 5 Stocks on Jim Cramer’s Radar: NVIDIA, Astera Labs, and V.F. Corporation and Don’t Ignore This Market Rotation: Jim Cramer’s Views on Intel, Vertiv, TSMC, and More

Cramer said Wall Street’s fascination with artificial intelligence is no longer limited to software companies and has increasingly shifted toward hardware makers as well. He also highlighted three major IPOs expected this year that could enter the trillion-dollar conversation almost immediately after going public, specifically naming SpaceX, Anthropic, and OpenAI.

What’s the real takeaway here? The bottom line is that we’re on the verge of a new era where I think the trillion-dollar club may be a heck of a lot easier to join than in the old days when the club excluded the riffraff. AI has changed the order of things. No, it’s not being the debased; it’s just becoming more inclusive as it should be.

Our Methodology

For this article, we compiled a list of 17 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on May 26. 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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).

Jim Cramer Talked About 17 Stocks Like Amazon and Meta and the Trillion Dollar Club

17. PulteGroup, Inc. (NYSE:PHM)

PulteGroup, Inc. (NYSE:PHM) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Toward the end of the lightning round, when a caller inquired about the stock, Cramer commented:

Okay, look, I like Toll because they have so many cash buyers. They have more than 20% cash buyers, and they don’t need a mortgage. Many of these people don’t need a mortgage, which is really incredible. That’s why I think that stock is the one to buy if you’re going to buy a home builder.

PulteGroup, Inc. (NYSE:PHM) builds and sells single-family detached and attached homes, including townhomes and condominiums, under several distinct brands. The company also handles land acquisition and residential development alongside its mortgage banking, title, and insurance services. Harbor Capital Advisors’ Mid Cap Value Fund stated the following regarding PulteGroup, Inc. (NYSE:PHM) in its Q4 2025 investor letter:

While several Fund holdings struggled — including PulteGroup, Inc. (NYSE:PHM) in the Consumer Discretionary sector. PulteGroup, in the homebuilding industry, struggled due to slowing orders and margin pressures despite a slight decrease in mortgage rates. We continue to hold PulteGroup in the Fund.

16. Flex Ltd. (NASDAQ:FLEX)

Flex Ltd. (NASDAQ:FLEX) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Responding to a caller’s question about the stock, Cramer said:

I look at Flex, and I think, jeez, these guys are so good. This is a perfect example of what could still go up another 50% without a problem. I’m not going to fight you on it. I say buy.

Flex Ltd. (NASDAQ:FLEX) provides manufacturing and supply chain solutions for industries including automotive, healthcare, and data centers. A caller inquired about the stock during the April 20 episode, and Cramer responded:

Oh, that thing is just a rocket ship. Again, you know, this is the problem…. it is just a monster. And everyone keeps raising the price target, raising the price target, and I begin to think, you know, it’s doing it without me. It’s doing it without me. It’s doing so many things that are great. They just bought a really terrific power company. What can I say? I just can’t recommend it here. It’s too high. It’s just too high. I don’t want to hurt people. Let it come in.

15. Leidos Holdings, Inc. (NYSE:LDOS)

Leidos Holdings, Inc. (NYSE:LDOS) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. During the lightning round, when a caller asked about the stock, Cramer commented:

This stock is in freefall. That makes no sense to me. I think it does a lot of good security stuff, but that’s what happens. It doesn’t have any sponsorship. I say buy.

Leidos Holdings, Inc. (NYSE:LDOS) provides technology, software, and engineering services to government and commercial clients. The company’s work includes national security and defense systems, digital modernization, air traffic and health software, cargo and checkpoint security scanners, and power grid engineering. A caller asked for Cramer’s thoughts on the stock during the episode aired on May 28, 2025. The Mad Money host replied:

Leidos, I like it. You know, look, I am worried that the defense budget may be cut, but this is homeland security. I think it’s a good opportunity. The stock’s come down a great deal. Let’s pull the trigger.

It is worth noting that since the above comment was aired, the company’s stock is down by over 14%.

14. DoorDash, Inc. (NASDAQ:DASH)

DoorDash, Inc. (NASDAQ:DASH) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Inquiring about the stock, a caller mentioned that they are down 30%. Cramer replied:

Okay, I think DoorDash is a buy. There’s a real group of stocks now, Uber, DoorDash, Reddit, they are going down. People want to own hardware. They don’t want to own those others. They don’t want to own Zscaler. They don’t want to own… software. They just want semis, only semi. And that’s what’s hurting DoorDash. That’s what they want is semi, not DoorDash.

DoorDash, Inc. (NASDAQ:DASH) runs a commerce platform that connects merchants, consumers, and delivery partners. The company provides delivery, payment, and marketing solutions, as well as subscription and white-label services for businesses. Cramer was bullish on the stock during the April 1 episode as he commented:

Number seven, odd, one, DoorDash, down nearly 34% in the first quarter. That’s right, DoorDash. AI displacement bears have been coming for all the sorts of online marketplace stocks. Why? A company like DoorDash is all about network effects, but the AI doomers say these network effects go away once all information is available to everyone via AI platforms. I don’t buy that. Once the user base is there, I’d think it’s very hard for these marketplaces to be toppled, and DoorDash is now the cheapest it’s ever been. I like it. I think the stock of DoorDash can be bought here.

13. Boost Run, Inc. (NASDAQ:BRUN)

Boost Run, Inc. (NASDAQ:BRUN) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Answering a caller’s query about the stock, Cramer remarked:

Man, this thing’s such a hot stock. You know what, look, if you’re willing to speculate, I’m willing to bless it. My problem, of course, the reason why I’m not against, it actually makes money. The reason why I’m not for it is because I feel like we’re late.

Boost Run, Inc. (NASDAQ:BRUN) develops and provides cloud infrastructure specifically designed for artificial intelligence and computing workloads.

12. Toll Brothers, Inc. (NYSE:TOL)

Toll Brothers, Inc. (NYSE:TOL) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. When a caller inquired about the company during the episode, Cramer said:

Oh my god, did you see Doug Yearley, executive chairman… last week? Man, he’s got it all figured out. I think he’s doing a terrific job.

Toll Brothers, Inc. (NYSE:TOL) builds luxury homes and communities, including single-family houses, condos, and apartments, often with a range of amenities. Cramer called it his “favorite home builder” during the May 15 episode, as he remarked:

After the close, we get numbers from my favorite home builder, Philly-based Toll Brothers, which produces high-end housing. Been a decent time for Toll, but not blowout. Still very tough to own a home builder when rates are rising. This stock isn’t down as much as the others. How about that for, hey, it’s not down as bad as the others. There’s a calling card.

11. Eli Lilly and Company (NYSE:LLY)

Eli Lilly and Company (NYSE:LLY) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Cramer highlighted the company’s new cholesterol drug’s Phase 3 trial, as he commented:

Finally, the 11th largest US company, holy cow…. smaller than Micron but still just over 1 trillion, Eli Lilly, the drug maker that’s seen huge growth in scale in recent years because of the strength of the GLP-1 drugs for diabetes and weight loss. But as good as it’s been, the Lilly story somehow continues to improve. Last week, we learned that it’s got this new weight loss drug, it’s called Retatrutide, which was very effective in Phase 3 trials. Seems to be able to bust fat, not muscle, although that’s not what the company is hailing or claiming. And over the weekend, a separate gene therapy treatment showed great data when it comes to reducing cholesterol. Now, there’s a reason this is the only healthcare company to earn a trillion-dollar valuation, brilliant management.

Eli Lilly and Company (NYSE:LLY) develops and markets medicines for diabetes, obesity, oncology, immunology, neuroscience, and other chronic conditions.

10. Berkshire Hathaway Inc. (NYSE:BRK-B)

Berkshire Hathaway Inc. (NYSE:BRK-B) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Cramer highlighted the company’s other businesses besides insurance, as he said:

The next two companies need to worry about keeping their trillionaire status and staying in the top 10. There’s Meta Platforms and Berkshire Hathaway… Pulling up the rear is an insurance and reinsurance company with a very solid leader who has a lot of other good properties, much in oil and gas and railroad. That is, alas, what Berkshire Hathaway really comes down to. Now that Warren Buffett has stepped down, people are going to get bored with owning this stock and the only thing that’s really going to keep them in there is that they don’t want to pay the capital gains tax when they ring the register. That’s what you have to do. I like the mosaic of businesses, but a lot of people are in this stock because they believe in Buffett so they might actually want to retire along with him.

Berkshire Hathaway Inc. (NYSE:BRK-B) is a conglomerate that operates a diverse range of businesses, including insurance, freight rail, utilities, manufacturing, retail, and consumer products. The company also provides construction materials, aerospace and industrial components, energy services, and financial and logistics solutions.

9. Meta Platforms, Inc. (NASDAQ:META)

Meta Platforms, Inc. (NASDAQ:META) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Cramer highlighted the company’s spending on talent, as he remarked:

The next two companies need to worry about keeping their trillionaire status and staying in the top 10. There’s Meta Platforms and Berkshire Hathaway. Now, we just aren’t sure Meta is doing beyond, what it’s doing beyond Facebook, Instagram, eyeglasses, AI, WhatsApp. Now, that’s actually a pretty powerful suite of products, not saying that, but the company has not excelled in a visible way, at least not in a way that makes Meta seem like it’s printing money the way it used to. We know they’re spending on a lot of talent. We know that they’ve been able to pull multiple rabbits out of multiple hats, but we’re in a ‘what have you done for lately’ business, and the answer here is nada.

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 virtual and augmented reality products.

8. Tesla, Inc. (NASDAQ:TSLA)

Tesla, Inc. (NASDAQ:TSLA) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Cramer highlighted what people’s predictions of the company CEO’s future plans are, as he commented:

Seven is Tesla. When we think of Tesla, we think of cars, but we really should be thinking about self-driving vehicles and robots, which will be the big growth engines. Lots of people think that Elon Musk will merge this company with the soon-to-be-public SpaceX, where he has a dual-class structure that would allow him to break away from the noisome, unhappy Tesla shareholder base. I don’t blame him if he does it.

Tesla, Inc. (NASDAQ:TSLA) designs and sells electric vehicles and also develops and installs solar energy and storage systems for residential, commercial, and industrial customers. In addition, the company is working on autonomous vehicles and robots. Cramer mentioned the company in the April 23 episode and said:

Look, Tesla reported, alright? I liked everything they said. And I’m not, you know, it’s not like I hang out with Elon Musk, but I will tell you that what he’s going to do with robots is revolutionary. You want to sell that stock? You’re selling robots. You’re selling full self-driving cars. You’re selling the future. But go ahead, sell the future. I’m not a seller of the future. I’m a buyer of the future.

7. Broadcom Inc. (NASDAQ:AVGO)

Broadcom Inc. (NASDAQ:AVGO) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Cramer praised the company’s CEO, as he said:

Six is Broadcom. Now, this is a sleeper because you don’t see its name anywhere. It makes custom chips for Google, Meta, ByteDance, Anthropic, which buys Google’s chips too. Broadcom also has its own enterprise software business called VMware, gateway to the cloud, among other things. CEO Hock Tan is a shrewd businessman who’s constantly getting new clients. He’s a big reason why we’ve stuck with Broadcom [through] thick and thin for the Charitable Trust, racking up some big gains.

Broadcom Inc. (NASDAQ:AVGO) supplies semiconductor devices and infrastructure software, including networking, connectivity, and storage solutions. The company’s products are used for applications in data centers, telecommunications, broadband, smartphones, industrial systems, and AI networking. Cramer highlighted trimming the stock for the Charitable Trust during the April 24 episode. He remarked:

Today, the Charitable Trust sold some Broadcom, AVGO, a dominant player in networking and custom chips that has Meta, Anthropic, and Google as major customers. How can I bring myself to trim the stock of this… $2 trillion company that’s been delivering great numbers like clockwork? Simple, I am not a pig. I know that if the Trust doesn’t sell any Broadcom here, we could get walloped when the crowd turns against the stock, and the crowd will turn against it eventually because that’s what the crowd does… I have no particular reason to believe Broadcom deserves to go lower. In fact, I think it should trade higher, but that doesn’t matter.

6. Amazon.com, Inc. (NASDAQ:AMZN)

Amazon.com, Inc. (NASDAQ:AMZN) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Cramer called himself a huge believer in the company, as he commented:

Number five, Amazon, misunderstood, even by me. Now, I’ve become a, you know, I’m a huge believer of this one. They’ve been cleaning up with Prime, with Amazon Web Services, with advertising, and now with semiconductors, which could be a $50 billion standalone business. Thank you, Andy Jassy, CEO, for explaining it to me. Now, last week I said that Amazon’s own chips don’t hold their value, unlike NVIDIA. I got that wrong. The new chips actually most certainly will hold their value for several years, pretty similar to NVIDIA’s, but for a lower price. Gotta point it out. I think that’s one reason why NVIDIA stock has actually stalled while Amazon stock has been going ever higher.

Amazon.com, Inc. (NASDAQ:AMZN) sells consumer goods and digital content through online and physical stores, provides advertising and subscription services, operates Amazon Web Services for cloud computing, develops electronic devices, produces media content, and offers programs supporting third-party sellers and content creators.

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Click to continue reading and see Jim Cramer Talked About 5 Stocks Like NVIDIA and Micron and the Trillion Dollar Club.

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