In this piece, we will look at the stocks Jim Cramer discussed.
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer continued to discuss quantum computing stocks. Pureplay quantum stocks have seen some action lately after reports suggested that the Trump administration might take stakes in these companies. However, according to CNBC, a Commerce official has denied the reports. Cramer believes that these firms are overvalued and are competing with giants such as IBM and Google:
“You get the money and then you blow out of the stocks. That’s the game plan. Get the money and blow out. Because the losses are overwhelming. Of those, I think that D-Wave has got the best, they have great technology. But the problem is IBM, and the problem is Alphabet. You can’t, you can’t bring knife to a nuclear war fight. . .they’re so overvalued, oh my. And the revenues. No. Rigetti’s a late entry to this one. I just think that, there is a crypto and a quantum love in Commerce. And that’s been good for the stock market.”
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 24th.
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).
12. Ford Motor Company (NYSE:F)
Number of Hedge Fund Holders In Q2 2025: 45
Ford Motor Company (NYSE:F)’s shares closed 15.9% higher last week and gained on Friday after the firm reported its third-quarter financial results. For its third quarter, the firm reported $0.45 in EPS and $47 billion in automotive revenue, both of which beat analyst estimates. In the reshaped electric vehicle environment during the Trump administration, Cramer has commented previously that Ford Motor Company (NYSE:F) can benefit due to its focus on hybrid vehicles. Ahead of the earnings, he discussed a fire at an aluminum plant that supplies the firm and wondered whether its impact on the results could drive down the shares. Ford Motor Company (NYSE:F) lowered its guidance due to the fire, and here is what Cramer said about the firm:
“[On strong share price performance] Well actually Ford, to be fair, they have a reason not to do a lot of EVs. And they make Ford trucks. Best selling. They, much better than people thought. I think that Ford can actually have a ramp here. I really do. GM’s good numbers.”
11. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holders In Q2 2025: 82
Cramer discussed chipmaker Intel Corporation (NASDAQ:INTC) in detail after the firm’s earnings. His comments focused on the firm’s CEO, Lip-Bu Tan, as the CNBC TV host believes that Tan can spearhead a massive turnaround at the firm:
“[On being up sharply in premarket and Melius’ report] Oh I know and I’ve got that piece. When I met with Lip-Bu Tan, I just said you know what, that was why I was so aggrieved when some senator said he was not American. The guy is, the guy is fantastic. And he told me what he was going to do and how quickly he could rebuild the destruction of Pat Gelsinger. Not mentioning Gelsinger’s name because he’s too much of a gentleman. He’s done everything. He’s done everything. He’s gotten the government. He fixed the balance sheet which is really important. He’s got really, I’ll tell you, he’s got a great lineup, it turns out products are completely red hot, we’re supply constrained with everything involving the PC. And the server and I just think that people don’t realize that this guy has already put his imprint.
“You know who really was the bigger winner in this. His close friend Jensen Huang. Because Jensen bought five billion dollars worth, it struck at 23 dollars. And Jensen is just, you know I once heard Jensen talk about Lip-Bu, that’s how I got on the Lip-Bu train. I was on the Lip-Bu love train because I heard Jensen speak about him in 2022.
“Under Andy Grove, the margins, they flirted with 69-70, that was always the level. You get to that level. . .they’ll get back to where Andy Grove is. Lip-Bu is real, I mean he has got [inaudible] buy it. Pat Gelsinger was messianic. Lip-Bu is about making a lot of money. . .I’m worried about the Foundry, because the Foundry’s something he’s stuck with. . .he’ll figure it out. I don’t people don’t realize, one person can make a great deal of business. He reminds me of a throwback to the way Intel used to be. Which is that everybody knew that they were the smartest and the best.
“Well look, think about what’s going right for them. Renewed growth for traditional overall cloud to edge computing. They are now five years past the COVID pull forward, which was devastating for the PC industry. Not anymore. Refresh of a larger base, Windows 11. Build out of the AI infrastructure driving big CPU demand. Head nodes, inference, orchestration layers, incremental demand holy cow, enterprise, sovereign clouds, private networks, this is all Lip-Bu playing right into what’s really the supply problem.”
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