In this piece, we will look at the stocks Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed current market sentiment and robotics. While the CNBC TV host is glad that markets can now focus on AI rather than the Israel-Iran war, he warned viewers about buying simply due to the fear of missing out. Cramer remarked:
“Well I do think that we have to be careful of the momentum. Because you know we got Cathy Wood back with the FOMO fund. We have, amazing move by NVIDIA that I think could easily retreat just because it’s had such a big run. There’s just so much FOMO. And I think that’s a recipe for, be careful. However, I do like the market, it’s just as we get closer to tariffs, doesn’t the President, does he just say you know what, I’ll let the market go up. Or does he say, okay we’re back. I mean look at the attack on Spain yesterday.”
Cramer also believes that China’s ahead of the US when it comes to robotics. “The Chinese are having robot Olympics for heaven’s sake,” said Cramer. “We don’t have robot Olympics. But they’re like, doing, they’re like the hundred meters,” he added.
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 June 26th.
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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
19. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders In Q1 2025: 212
NVIDIA Corporation (NASDAQ:NVDA) is one of the most widely discussed stocks on Cramer’s morning show. Despite the fact that the firm’s shares have struggled for most of 2025, Cramer has been a fan of the stock. He believes NVIDIA Corporation (NASDAQ:NVDA) is the market leader in AI GPUs and the firm has a wide moat ahead of it. He discussed the stock in detail during this appearance:
“[On stock reaching new high] Well it’s very important to recognize that the real blow to NVIDIA was when the President said, or someone in the White House . . .can’t sell to China. Because what that said was, a very big percentage of the business would go away. Remember he said it was a 50 billion dollar market of which at one point they had 95% of the market then that dropped to 50. It was very concerning to people.
“I think it’s overcome because the demand for all the rest, look one of the things that Jensen told me was, look we have so much demand for these we can override the China. We don’t want to have to scrap them, because remember they couldn’t be repurposed, that was important.
“But then he went around the world. And he made a pitch to countries to do sovereign AI. He’s always felt that, he’s not jingoistic, he’s a globalist, and he doesn’t want everything built on US. You know if you’re in Thailand, he wants it to be Thai. Well, it worked. His charm offensive worked. They got rid of the diffusion rules from Biden which said that you, there were only certain states, certain countries that would be able to buy it. David that’s what worked. There were just so many customers after that. And then, oh my god, did you read Joanna Stern today? She’s a joy. The data centers, they’re everywhere and they’re nowhere, meaning that we’re nowhere building what we need. And what Jensen said yesterday at this shareholder meeting, robotics being. . .something that you and I talk a lot. We need the reasoning robotics. We do not have those. But for robots to be reasoning, we need many many more.
“Well, these are things [robotics, digital twins] that a couple of years ago, only a couple of ship builders believed in. A couple of German auto companies believed in. Which is that if you can build a factory first, as a twin, small, and then, you know like a . . .model. . .save 30%.
“[In response to Faber asking when the robots will come online] Well it’s not American companies that are involved in robots. Also, Norway. It’s got very good robots. Well I think Tesla ultimately will be [a leader in robots].I don’t think people realize what’s coming. Which is that right now, Alexa’s getting an upgrade and it’s a digital assistant and it’s gonna help you more. And it might be able to turn on your coffee maker, okay. The robot, will say, Mr. Cramer, because I prefer that, Mr. Cramer, how much cream you want today, and I’ll say no I gained a pound yesterday can I switch to skim. And it’ll be like, no problem, Mr. Cramer. The thing will be so subservient, it’s really kind of crazy. By the way this is true what I’m saying. I saw one of these at the conference.
“He has been saying, he said for the last two years, no one’s been listening, you can watch every single baseball game, and figure out every single batter’s tendencies, and you will throw a perfect game every single time. That’s what the head of robotics said.”
“[In response to Faber asking when the robots will come online] Well it’s not American companies that are involved in robots. Also, Norway. It’s got very good robots. Well I think Tesla ultimately will be [a leader in robots].I don’t think people realize what’s coming. Which is that right now, Alexa’s getting an upgrade and it’s a digital assistant and it’s gonna help you more. And it might be able to turn on your coffee maker, okay. The robot, will say, Mr. Cramer, because I prefer that, Mr. Cramer, how much cream you want today, and I’ll say no I gained a pound yesterday can I switch to skim. And it’ll be like, no problem, Mr. Cramer. The thing will be so subservient, it’s really kind of crazy. By the way this is true what I’m saying. I saw one of these at the conference.”
18. Tesla, Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holders In Q1 2025: 104
Tesla, Inc. (NASDAQ:TSLA), the world’s largest pure-play electric vehicle manufacturer, has continued to face turmoil in the stock market this year. Despite the fact that the shares have lost 14.6% year-to-date, Cramer has remained optimistic about the firm. Like Tesla, Inc. (NASDAQ:TSLA) CEO Elon Musk, Cramer also believes that the firm is a technology and robotics company. As a result, the CNBC host has been left mostly unbothered by the stock price performance. He has also changed his mind quite a bit about Tesla, Inc. (NASDAQ:TSLA). After Musk’s brief spar with Trump earlier this year, Cramer wondered whether the company would face the heat. However, pretty soon he became a bull as the two of the most powerful men in America settled their differences. After co-host David Faber pointed out that Tesla, Inc. (NASDAQ:TSLA) was struggling with vehicle deliveries, Cramer replied:
“You can’t worry about those. It’s not a car company. . . cause I believe what Musk says cause Musk is working with Jensen and Jensen’s telling me what’s happening on the other side is pretty amazing.”
“[In response to Faber asking when the robots will come online] Well it’s not American companies that are involved in robots. Also, Norway. It’s got very good robots. Well I think Tesla ultimately will be [a leader in robots]. I don’t think people realize what’s coming.”
In his earlier remarks, Cramer commented on Tesla, Inc. (NASDAQ:TSLA)’s robotaxi launch:
“[On videos of robotaxi cars making mistakes in Texas and NHTSA contacting Tesla as a result] Look I mean drivers make mistakes all the time. Why should we hold Tesla to a standard where there can be no mistakes?
“Is it questionable David, that the car that we saw in the wrong lane, was that car drinking? I rest my case.
“Well look, all I can tell you is, it’s happening it’s going to happen, I think Tesla’s right to go higher. They actually have a good product, it’s very inexpensive. And by the way, Musk is back being Musk. I mean Musk is just doing his job.
“Well he’s back, he’s [Musk] back. And look the stock market reflects it.”
