On Monday’s episode of Mad Money, host Jim Cramer addressed a string of negative narratives that had taken hold on Wall Street in recent months, many of which, he pointed out, have quietly faded away without acknowledgment.
“You can always find something wrong if you really want to. It’s so easy that you can gin up mistakes on a daily basis. Funny thing, though, what went wrong goes right; nobody acknowledges it. The hurdle was overcome. That’s the worst case. Never happened, never acknowledged.”
READ ALSO: Jim Cramer Picked 10 Stocks For His Fantasy Stock Portfolio and Jim Cramer’s Game Plan For This Week: 7 Stocks in Focus.
Turning to the bond market, Cramer made the point that he frequently shares: bonds carry more weight than stocks in shaping the broader market narrative. He said, “They’re determinants,” and explained that they are “much bigger than stocks.” He noted that bonds are seen as predictive tools for what lies ahead. However, he argued that recently, bonds have been unreliable in that role.
He added that instead of offering guidance, they have led investors astray. Cramer pointed to Monday’s market action and noted that yields hit levels not seen since April 7, a time when investors were gripped by fears of a tariff-driven recession following Liberation Day. He added:
“The yield in the 10 Year is back to where it was when we thought we were facing armageddon. This time, it’s thanks to a weaker set of employment numbers, much less dangerous and certainly reversible. Something that was horrible morphed into something fabulous. But it wasn’t even noticed, and the people who were saying, well, they’re gone.”
Our Methodology
For this article, we compiled a list of 18 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on September 8. 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 Talked About These 18 Stocks
18. Marvell Technology, Inc. (NASDAQ:MRVL)
Number of Hedge Fund Holders: 76
Marvell Technology, Inc. (NASDAQ:MRVL) is one of the stocks Jim Cramer talked about. A caller asked for Cramer’s opinion on whether it makes sense to continue holding shares of the stock, and he commented:
“Marvell did not, you’re absolutely right. The guidance was not what I wanted. I believe in Matt Murphy, but I’m going to say no. I’d rather have you own NVIDIA.”
Marvell Technology, Inc. (NASDAQ:MRVL) designs semiconductor solutions for data infrastructure, as it provides system-on-chip architectures that combine analog, mixed-signal, and digital processing. When a caller asked for advice on the company stock in an August episode, Cramer recommended buying more of it, as he said:
“Marvell Technology’s run by Matt Murphy, and I gotta tell you, Matt, Matt is a gamer. I want you to buy more. I kid you not, I think the stock is going higher. Maybe it goes back to, maybe it goes back to par, which is genuine Wall Street gibberish for $100.”
17. Obsidian Energy Ltd. (NYSE:OBE)
Number of Hedge Fund Holders: 11
Obsidian Energy Ltd. (NYSE:OBE) is one of the stocks Jim Cramer talked about. A caller inquired about OBE stock during the lightning round, and here’s what Mad Money’s host had to say in response:
“Oh boy, another smaller-cap energy company. Again, they’ve had such big runs, but oil’s going down, so I can’t recommend them.”
Obsidian Energy Ltd. (NYSE:OBE) explores, develops, and produces oil and natural gas, with assets including light oil, heavy oil, and natural gas properties. On September 9, BMO Capital maintained an Outperform rating and a C$10 price target following its second-half guidance.
It should be noted that, on September 8, Obsidian Energy Ltd. (NYSE:OBE) announced solid progress in its second half 2025 program, with 13 wells drilled so far and early production coming in higher than expected, helping set record output in Peace River. The company also improved its finances by selling InPlay Oil shares, redeeming $30 million in debt, and finishing its share buyback plan, cutting its year-end debt forecast to $213 million.
