On Tuesday’s episode of Mad Money, host Jim Cramer opened up about the emotional rollercoaster that comes with earnings season.
“I love earnings season. I hate earnings season. One minute, I’m basking in my chair, feet up, savoring the win. The next minute, I’m throwing the chair in fury that I could be so stupid and obtuse.”
After 45 years in the business, Cramer admitted he still does not give himself a break. He noted that Tuesday morning’s market action felt no different from the countless others he has experienced: a mix of wins and losses. He pointed to the volatility of earnings season as something even seasoned professionals find unnerving.
Cramer shared his initial excitement over correctly anticipating the GPU kingpin’s results, a call that gave him a fleeting sense of triumph. He explained that the sense quickly evaporated following disappointing performances from other firms, which hit harder than he expected. He said the emotional whiplash had him feeling like a “pathetic parody” of a Charitable Trust manager, one licking his wounds while harshly critiquing his own decisions.
“The bottom line: I’ll stay behind Wells and BlackRock, with the fig leaf of NVIDIA protecting me. But you need to know that, so far, I’m one for three this earnings season. One for three, and in this business, you know what that is? That’s downright awful. No excuses.”
Our Methodology
For this article, we compiled a list of 16 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on July 15. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the first quarter of 2025, which was taken from Insider Monkey’s database of 1,000 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).
Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer weighed in on. During the episode, Cramer discussed the company’s AI strategy, as he commented:
“This is one of the reasons why I’m so concerned about Apple. Here’s a company with absolutely no AI strategy that I can see that does buying back stock endlessly, which, by the way, has accomplished nothing. Take it from me… And it started down the path of the old IBM where if it wasn’t invented there, it wasn’t good enough. We know where that strategy only… [brought] IBM, and it took many years to recover from it. Apple can change course by spending big money to acquire Perplexity, which I regard as a just-the-facts-ma’am engine, no bias that I can find. Right now, at this very moment… where there’s no clear winner, and each offering seems to be fighting for second place, Apple can step in to become the number one AI chat company immediately…
Unlike these other guys, Apple knows how to promote, and it’s got the App Store to do it. But I fear that they don’t want to take the risk because this business will be all or nothing like Search, and they fear they could be nothing. I’m on Perplexity 50 times a day, and buying it would be electric.”
Apple (NASDAQ:AAPL) designs and sells smartphones, computers, tablets, wearables, and accessories. The company also provides cloud services, technical support, and a wide range of digital content and subscription-based platforms.
Quantum Computing Inc. (NASDAQ:QUBT) is one of the stocks Jim Cramer weighed in on. A caller asked if it is too late to invest in the stock during the lightning round, and Cramer commented:
“It’s not so much as it’s too late. It’s a money-losing company, and if we get rid of the fervor for the moment about quantum, you’ll be buying that $17 stock at $7, and that’s what I worry about the most.”
Quantum Computing (NASDAQ:QUBT) develops photonic-based quantum systems and optical devices, including modulators, frequency converters, and quantum-ready computing platforms. The company’s products also include reprogrammable edge computing chips, lidar systems, quantum vibrometers, and solutions for quantum networking and authentication. In January, Cramer mentioned the stock and said:
“I’m also concerned about a company called Quantum Computing, $2.4 billion, with $400,000 in revenues in the last 12 months and again, very big losses.”
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!
AI is eating the world—and the machines behind it are ravenous.
Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.
Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:
Where will all of that energy come from?
AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.
Even Sam Altman, the founder of OpenAI, issued a stark warning:
“The future of AI depends on an energy breakthrough.”
Elon Musk was even more blunt:
“AI will run out of electricity by next year.”
As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.
And that’s where the real opportunity lies…
One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.
As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.
The “Toll Booth” Operator of the AI Energy Boom
It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.
Trump has made it clear: Europe and U.S. allies must buy American LNG.
And our company sits in the toll booth—collecting fees on every drop exported.
But that’s not all…
As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.
AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.
While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.
AI needs energy. Energy needs infrastructure.
And infrastructure needs a builder with experience, scale, and execution.
This company has its finger in every pie—and Wall Street is just starting to notice.
Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.
While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…
This company is completely debt-free.
In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.
It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.
And here’s what the smart money has started whispering…
The Hedge Fund Secret That’s Starting to Leak Out
This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.
They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.
Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.
And that’s for a business tied to:
The AI infrastructure supercycle
The onshoring boom driven by Trump-era tariffs
A surge in U.S. LNG exports
And a unique footprint in nuclear energy—the future of clean, reliable power
You simply won’t find another AI and energy stock this cheap… with this much upside.
This isn’t a hype stock. It’s not riding on hope.
It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.
This is your chance to get in before the rockets take off!
Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.
AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.
The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.
As an investor, you want to be on the side of the winners, and AI is the winning ticket.
The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.
From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.
This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.
By investing in AI, you’re essentially backing the future.
The future is powered by artificial intelligence, and the time to invest is NOW.
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I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.
We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…
Should I put my money in Artificial Intelligence?
Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.
Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…
But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.
That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…
And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.
He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.