In this piece, we will look at the stocks Jim Cramer discussed.
In his appearance on CNBC’s Squawk on the Street yesterday, Jim Cramer discussed the recent selloff in quantum computing, crypto, and other stocks. His remarks built on earlier opinions about market froth and the dotcom bubble. The selloff saw some firms close the day as much as 5% lower:
“I wanna start speculation, if only just because speculation seems to be driving what happened even early in the morning when you wake up and you see crypto down and you see the quantum stocks down and you see the stocks that are related to flying cars that David and I always like make fun of those. Or nuclear. What happens is you just say, wow, did something just go wrong last night and you start working backward to what Bessent, Treasury Secretary Bessent said, or you work backwards to something in the Middle East. Frankly, I’m not working backward. I just think right now, that what matters, and it’s just the craziest thing David, is this that the speculation bubble was, and it was a bubble yesterday, somehow burst. We don’t know yet why, it has nothing to do with treasuries. David it’s just gotten to the point it’s nauseating, and I think that even Jamie Dimon would tell you, it’s just too excessive at this point.”
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on October 14th.
For these stocks, we also mentioned the number of hedge fund investors. 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).
8. Broadcom Inc. (NASDAQ:AVGO)
Number of Hedge Fund Holders In Q2 2025: 156
Broadcom Inc. (NASDAQ:AVGO) is one of the key players in the semiconductor industry as it designs and sells a variety of chips. These days, it is in the news due to its ability to design and develop custom AI chips, also called ASICs. In his previous comments about Broadcom Inc. (NASDAQ:AVGO), Cramer has pointed out that there is plenty of AI market share for the firm to capture even if rivals such as Cisco launch their AI chips. In this episode, he mentioned CEO Hock Tan’s response to a question related to AI demand:
“You know David, look I, Hock Tan said the same thing to me last night. Now you know Hock, you know that the CEO of Broadcom is one of the toughest business people in the world. When I asked him about, should we be worried about, well basically about being paid, he said he’s kind of like, he looked at me like, Jim don’t you understand? This is, it’s happening, get on board, it’s happening.”
7. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders In Q2 2025: 235
Rarely a day goes by without Cramer discussing the world’s most valuable company, NVIDIA Corporation (NASDAQ:NVDA). He is one of the firm’s biggest fans and interviewed CEO Jensen Huang recently. Following the interview, Cramer countered perceptions of NVIDIA Corporation (NASDAQ:NVDA) being involved in circular deals. This time, he commented on the firm after co-host Carl Quintanilla mentioned that it appeared to be on the defensive following AMD’s deal with OpenAI:
“When we spoke with Jensen Huang last week, by the way. . I wanted to talk about NVIDIA because the earnings power is much greater than Jared Bernstein thinks. I do think that NVIDIA has more business than it can handle. It offers a full stack that includes a lot of software. I think AMD’s, their next model that comes out in the middle of next year, has got the same capabilities of the hardware side. But NVIDIA offers a lot more than just the hardware side. And by next year this time NVIDIA’s going to have a new chip that’s going to be much faster. Look, everybody needs every single chip because this is one of those situations where you can’t afford to not have chips”
6. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Number of Hedge Fund Holders In Q2 2025: 113
Advanced Micro Devices, Inc. (NASDAQ:AMD)’s shares have been the talk of the town recently following its chip deal with OpenAI through which it expects to earn more than $100 billion in revenue over four years. Cramer has been full of praise for Advanced Micro Devices, Inc. (NASDAQ:AMD)’s CEO, Dr. Lisa Su, after the deal’s announcement. He believes that the partnership with OpenAI vindicates Su’s longstanding assertion of being able to compete with NVIDIA. In this episode, he discussed the OpenAI deal again and mentioned the supply constraints that NVIDIA’s GPUs are struggling with:
“[On deal with OpenAI]”I think AMD’s, their next model that comes out in the middle of next year, has got the same capabilities on the hardware side
“And right now it’s too hard to get NVIDIA chips. You can’t get them all. But Lisa Su, congratulations, David, an unbelievable coup. She did say that this could happen but no one thought it could happen within the next year!”
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