In this article, we will look at Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. The host of CNBC’s Mad Money said on Monday that investors should view the latest market rotation as a chance to buy shares of high-quality companies.
Nothing throws off home gamers like you than a rotation- those huge swings in stocks that seem to make no sense whatsoever… First, you have to understand that there are huge funds that make their decisions based on key pieces of data. These money managers have what’s known as a worldview, meaning a vision of what’s going to happen in the near future… The problem is the worldview can change on a dime. The biggest piece of data, at least for the stock market, is the monthly nonfarm labor report. We often see rotations based solely on that employment data.
READ ALSO Jim Cramer’s Comments on 25 Stocks Like Micron, Dell, and Playing the Recent Market Rotation and 21 Stocks on Jim Cramer’s Radar Like NVIDIA, Tesla and a Wave of Takeovers
Cramer said the latest labor report released on Thursday showed a significant slowdown in hiring. He explained that managers overseeing tens of billions of dollars may respond to weaker employment data by reducing exposure to companies that rely heavily on consumer spending. He added that instead, those investors may increase positions in areas such as technology, where many companies generate revenue from business customers rather than directly from consumers.
Here’s the bottom line: If you can spy a rotation and figure out what the theme might be, you can identify some incredible bargain stocks. I’m talking about J&J, PepsiCo, Starbucks, even Constellation Brands, and yes, TJX. They all took it on the chin today. I think this is a great place to do some buying because they’re all collateral damage from this indiscriminate sector rotation selling.
Our Methodology
For this article, we compiled a list of 22 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on July 6. We listed the stocks in the order that Cramer mentioned them.
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. Insider Monkey’s quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 599.2% since May 2014, beating its benchmark by 372 percentage points (see more details here).
Jim Cramer’s 22 Stock Calls Including Meta, NVIDIA, and AI Opportunities in the Neocloud Space
22. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted how AI-related worries affected the stock and noted its comeback. He stated:
A few months back, in the dead of winter, Anthropic let people know it was developing the best cybersecurity software, the best. I don’t know why everything that Anthropic says gets somehow turned into gospel. But the ensuing stories crushed two cybersecurity stocks I happen to like very much: Palo Alto Networks and CrowdStrike. Oh, it was brutal. So what did we do? We brought George Kurtz on the show, the CEO of CrowdStrike, several times to say that, point blank, Anthropic simply wouldn’t be able to offer a truly competing product; that it would be up to the cybersecurity companies to do it, that it would be up to CrowdStrike.
No one listened except perhaps the CNBC Investing Club… And the club caught nearly a double in CrowdStrike when people realized that not only would Anthropic not be able to offer a workable product, no insurer would insure any company that used an AI model and also provided cybersecurity for that model. Coverage will be denied. Anthropic will cause more cyber hacks than it will prevent unless it’s matched with a CrowdStrike or a Palo Alto Networks.
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) provides cloud-based cybersecurity solutions. The company offers protection for endpoints, cloud systems, identities, and data.
21. Preformed Line Products Company (NASDAQ:PLPC)
Preformed Line Products Company (NASDAQ:PLPC) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Toward the end of the lightning round, when a caller asked about the stock, Cramer commented:
It has, you know… I mean, it’s in that same category, it’s a little, it’s a mini-Quanta Services. You have a winner there. I think it can continue to go higher, barring community saying no more data centers.
Preformed Line Products Company (NASDAQ:PLPC) manufactures hardware systems, solar mounting solutions, and EV foundations for building and maintaining overhead, ground, and underground networks. The company supplies these products and drone inspection services to energy utilities, communication providers, and field contractors. During the episode aired on September 5, 2025, a caller noted that the company’s stock seemed undervalued and inquired about why it was trading at a discount. The Mad Money host replied:
Oh, now, you know what, that’s still one more of multiple stocks that are involved in the construction of the data center, and those, because there’s so many of them, they’re starting to trade at a discount. Don’t freak out, the business is good.
It is worth noting that since the above comment was aired, the company’s share price is up by nearly 91.5%.
