Jim Cramer, the host of Mad Money, said on Tuesday that he believes the recent shift of money out of artificial intelligence names and into stocks across various sectors has helped support the broader market.
“The good news… this time is that there’s a lot more money sloshing around, a lot more money indexed to the S&P 500, which means that it wasn’t all destroyed like it was in 2000. That’s the saving grace of this market, people, hence, the great broadening out after the bubble burst. Remember, lots of ill-informed commentators are still waiting for the bubble to burst… They don’t know it already has.”
READ ALSO: Jim Cramer’s Recent Takes on These 21 Stocks and 10 Stocks on Jim Cramer’s Game Plan This Week.
Cramer said he feels calmer than most observers right now. He pointed to his own experience trading during 2000, as he recalled that there simply was not enough capital to support growth stocks at the time, which led to a broad collapse. In comparison, he said that nowadays, there is strength in many of the same kinds of stocks that attempted to stabilize the market back then but failed because there was no deep pool of money available to rotate into them.
“To sum up, institutional money… fled the bubble stocks months ago and moved into all sorts of non-tech growth plays. That’s the strength of this market. That’s why the deflating of the Mag Seven means much less than the bears told you. It isn’t 2000. It’s what I call 2025, with an orderly migration back to old, sustainable growth that’s a beneficiary of AI, not a maker of it.”
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 December 16. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the third quarter of 2025, which was taken from Insider Monkey’s database of 978 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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
Jim Cramer Was Asked About These 11 Stocks
11. Tilray Brands, Inc. (NASDAQ:TLRY)
Number of Hedge Fund Holders: 13
Tilray Brands, Inc. (NASDAQ:TLRY) is one of the stocks Jim Cramer was asked about. When a caller asked about the stock during the lightning round, Cramer stated:
“It’s a kaching kaching. I want you to sell half, and if they approve it, then you sell the other half. You see, because what they lack is earnings.”
Tilray Brands, Inc. (NASDAQ:TLRY) produces and sells medical and adult-use cannabis, beverages, hemp-based foods, wellness, and entertainment products. On December 11, the company announced the introduction of Amped Live Resin Liquid Diamond 1g 510 cartridges, Redecan’s (a brand Tilray acquired in 2023 through the acquisition of HEXO Corp.) first live resin–liquid diamond line. The launch includes Space Age CK and Blueberry DNTS, which are made with 80% Legit Live Resin and 20% Liquid Diamonds. The announcement also highlighted that Live Resin Vapes have grown 6.3% in the past six months, with Liquid Diamond products among Canada’s top-selling vapes.
10. Cal-Maine Foods, Inc. (NASDAQ:CALM)
Number of Hedge Fund Holders: 32
Cal-Maine Foods, Inc. (NASDAQ:CALM) is one of the stocks Jim Cramer was asked about. A caller sought Cramer’s thoughts on the stock, and he said:
“No, no… This one is a wild trader. It has never interested me. I even like Tyson Foods more than Cal-Maine Foods, and that’s saying something. Don’t forget, Walmart’s the real winner when it comes to selling food.”
Cal-Maine Foods, Inc. (NASDAQ:CALM) produces and sells shell eggs, egg products, and ready-to-eat items. While discussing the stock during the March 10 episode, Cramer said:
“All right, so Cal-Maine, the reason why it’s going down is because people feel this, this shortage is going to end, when the shortage is going in, the stock is gonna go lower. I totally agree with you on everything, but I do and when I see a stock with a 4 or 5 PE, that means the numbers are going lower and therefore it’s probably not as cheap as you think. And that’s the way I look at Cal-Maine.”
