Markets

Insider Trading

Hedge Funds

Retirement

Opinion

Jim Cramer Weighed In on These 11 Stocks

Page 1 of 10

On Monday, Jim Cramer, host of Mad Money, shared his views on why the Magnificent Seven can continue to perform well, even after several years of substantial gains.

“Their best days are behind them. Those may be the six most damaging words to your portfolio, and hardly a day goes by when they don’t hinder you from making money, especially when we’re talking about the Magnificent Seven. So many people trade these great stocks rather than owning them.”

READ ALSO: Jim Cramer Shared Insights on These 12 Stocks and Jim Cramer Put These 7 Stocks Under the Microscope.

Cramer questioned why, for over a decade, many insisted the best was already over for these companies, despite their continued growth. He emphasized that too many people treat these stocks as short-term trades instead of long-term holdings. Talking about the Magnificent Seven stocks, he described their balance sheets as having “essentially all the money in the world,” which he said gives them a unique advantage: the ability to fund innovation without restriction. He mentioned that this kind of liquidity allows them to outcompete rivals, acquire new businesses when necessary, and even withstand regulatory challenges.

He pointed out that even when government agencies take action against them, those efforts often fall short. Cramer pointed to scale as another defining advantage. He said that these companies operate across massive global networks and continue to grow, extending into new areas with relative ease. Another factor that he said sets the Magnificent Seven apart is their capacity for constant reinvention.

“The bottom line: Magnificent Seven are heroes, and I’m not going to tell you to sell heroes unless something changes that makes them feel a lot less heroic. That hasn’t happened, though. They’ve still got great management. They still are overflowing with cash, and their scale is so enormous that no one can stand against them. What’s not to like?”

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 September 15. 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 Weighed In on These 11 Stocks

11. Jacobs Solutions Inc. (NYSE:J)

Number of Hedge Fund Holders: 35

Jacobs Solutions Inc. (NYSE:J) is one of the stocks Jim Cramer weighed in on. Cramer called the company a winner of the AI data center boom. He commented:

“One thing I love about the AI data center boom is that it just keeps creating winners in unexpected places. Take Jacobs Solutions. It’s the engineering construction firm that went through a complicated merger breakup deal last year that was very successful, but is now cleaning up, thanks in large part to its data center exposure, which has become a major growth driver for the company.”

Jacobs Solutions Inc. (NYSE:J) provides consulting, design, engineering, and infrastructure delivery services, including project and construction management and facility operations. L1 Capital stated the following regarding Jacobs Solutions Inc. (NYSE:J) in its second quarter 2025 investor letter:

“Jacobs Solutions Inc. (NYSE:J) (Jacobs) was founded in 1947 by Joseph Jacobs as a one-man chemical engineering consulting business. Over the next nearly 80 years the business has grown through international expansion and strategic acquisitions to become one of the largest engineering design firms globally with over 45,000 employees.

Management and their capital allocation decisions are central tenets to how we assess Quality businesses. Many management teams are focused on growth. Fewer management teams are willing to divest their way to greatness. Over the past decade, initially under the leadership of Steve Demetriou and subsequently by current Chairman and CEO Bob Pragada, Jacobs has undergone a drastic strategic shift in business profile, pivoting from its historically more cyclical and lower margin businesses…” (Click here to read the full text)

10. e.l.f. Beauty, Inc. (NYSE:ELF)

Number of Hedge Fund Holders: 43

e.l.f. Beauty, Inc. (NYSE:ELF) is one of the stocks Jim Cramer weighed in on. Noting its recent surge in value, a caller inquired about the stock but voiced concern about potential risks related to China and asked whether it is too late to buy in. In response, Cramer said:

“I would not worry about the China scare because it’s what I call baked into the stock. What I would worry about is the parabolic move we had today. I mean, ELF is up nine. I think we have to wait till it comes down. I’m thrilled you’re in the club, but I know if I were in the club right now and we owned ELF, I would say trim, don’t buy. That’s just a parabolic move, and that signals that it’s up too much.”

e.l.f. Beauty, Inc. (NYSE:ELF) develops and markets cosmetics and skincare products under brands such as e.l.f. Cosmetics, e.l.f. Skin, Well People, Naturium, and Keys Soulcare.

Page 1 of 10

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

The best part? You can discover everything about this company and its groundbreaking technology right now.

I’ve compiled everything you need to know about this groundbreaking company in a detailed, members-only report.

Trust me — you’ll want to read this report before putting another dollar into any tech stock.

For a ridiculously low price of just $9.99 a month, you can unlock a year’s worth of in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Here’s why this is a deal you can’t afford to pass up:

• Access to our Detailed Report on this Game-Changing AI Stock: Our in-depth report dives deep into our #1 AI stock’s groundbreaking technology and massive growth potential.

• 11 New Issues of Our Premium Readership Newsletter: You will also receive 11 new issues and at least one new stock pick per month from our monthly newsletter’s portfolio over the next 12 months. These stocks are handpicked by our research director, Dr. Inan Dogan.

• One free upcoming issue of our 70+ page Quarterly Newsletter: A value of $149

• Bonus Reports: Premium access to members-only fund manager video interviews

• Ad-Free Browsing: Enjoy a year of investment research free from distracting banner and pop-up ads, allowing you to focus on uncovering the next big opportunity.

• 30-Day Money-Back Guarantee:  If you’re not absolutely satisfied with our service, we’ll provide a full refund within 30 days, no questions asked.

If you’re thinking about getting in, don’t wait – because once Wall Street catches wind of this story, the easy money will be gone.

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99 a month.

2. Enjoy a year of ad-free browsing, exclusive access to our in-depth report on the revolutionary AI company, and the upcoming issues of our Premium Readership Newsletter over the next 12 months.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!

No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!