Jim Cramer’s Mad Money Recap: 12 Stocks, Including RTX & Marvell

In this article, we will look at the stocks covered in Jim Cramer’s Mad Money recap as he urged investors to focus on the fundamentals of companies. The host of CNBC’s Mad Money said on Tuesday that while sharp market drops can rattle investors, they can also open the door for those willing to push past the anxiety.

Tailspins can be mighty nasty. If you own a stock that’s caught in one, it’s very hard to hang on, but sometimes the market happens to be wrong, and it’s worth riding out the turbulence. That’s why after another down day… I want to talk about some successful examples of stocks that have come back to life, stocks that can rally in the face of even the off-again, on-again peace talks with Iran that seemed decidedly off again this evening.

READ ALSO: Jim Cramer’s 17 Stock Calls: Applied Materials and CoreWeave and Jim Cramer’s 16 Stock Calls, Including NVIDIA, Coterra, and Honeywell

Cramer added that President Donald Trump’s decision to extend the truce has left investors in a kind of limbo. He said that it makes more sense to focus on opportunities rather than getting stuck worrying about geopolitical developments. He explained that, instead of dwelling on what might happen with Iran, the pause offers a chance to revisit companies whose stories may have been dismissed too quickly, and he pointed to CrowdStrike, Microsoft, Blackstone, and UnitedHealth Group as examples worth examining.

Here’s the bottom line: There are plenty of instances where it might be hard to discern a turnaround. I talked about how hard it is for me right now with Nike. There’s plenty of fright in all four of those situations, but I think in a few months time, we will look back and the doubters will say, what were we thinking? And the remonstrators will say, why… didn’t we buy them? The answer? Because you let your fears get the best of you, and that’s the opposite of what great investors do.

Our Methodology

For this article, we compiled a list of 12 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 21. 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. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).

Jim Cramer’s Mad Money Recap: 12 Stocks, Including RTX & Marvell

12. IREN Limited (NASDAQ:IREN)

IREN Limited (NASDAQ:IREN) was among the stocks covered in Jim Cramer’s Mad Money recap as he urged investors to focus on the fundamentals of companies. Toward the end of the lightning round, a caller asked if the stock is a buy or “just another overvalued trade.” Cramer replied:

Oh my god, look, I didn’t recommend Nebius, and then Nebius just took off. I’m not going to veto IREN… Speculative, speculative, speculative, speculative.

IREN Limited (NASDAQ:IREN) operates a vertically integrated data center business. The company manages computing hardware and infrastructure while also engaging in Bitcoin mining. Cramer discussed the company during the December 3, 2025, episode, as he stated:

The super speculative stocks, these remind me of the internet stocks that didn’t make it out of the dot-com era when it came to an ignominious end… I don’t want to repeat that experience. Unfortunately, I seem to be fighting a losing battle. Now, this is a very good company, it’s not fly by night, but it’s called… IREN. It’s formerly known as Iris Energy. It’s a company building data centers for bitcoin mining, AI startups, and, most recently, it got a contract from Microsoft. That’s terrific. But this morning, in order to pay for… data center work that it has to do, it had to issue nearly 40 million shares of $41.12 per share, along with a gigantic $1 billion convertible bond.

Now, IREN’s retiring some previous debt, that’s responsible, but this deal reminds me of exactly what I saw back in 2000 when things were just beginning to unravel… They need to keep raising money if they want to keep building, even if they got an almost $2 billion prepayment from Microsoft at the time the deal was announced. That’s a lot to IREN or any company, for that matter. But if Microsoft decides it’s been overbuilding down the road, it could be one and done. And these data centers are real hard to build…

All I really care about, though, is you and that stock issuance. This time, the deal worked. Terrific. IREN got the money it needed, but does that mean you should hold on to the stock to drop a couple of bucks on it if you bought in on the secondary? Listen, the hyperscalers with deep pockets are now under tremendous pressure for their spending plans. So do you really want to be left holding the IREN bag or any other bags…? Take the gain.

11. Levi Strauss & Co. (NYSE:LEVI)

Levi Strauss & Co. (NYSE:LEVI) was among the stocks covered in Jim Cramer’s Mad Money recap as he urged investors to focus on the fundamentals of companies. When a caller mentioned that they are thinking of getting out of NKE and into LEVI, Cramer remarked:

Alright, I like Levi Strauss at $23, $24. Now, I’ve liked it. It’s been right. And I’ve gotta tell you, I think Michelle Gass is doing a good job. I’d buy the stock.

Levi Strauss & Co. (NYSE:LEVI) offers apparel and footwear for all ages under brands like Levi’s, Denizen, and Beyond Yoga. During the April 2 episode, Cramer discussed the company ahead of its earnings results, as he commented:

Some companies, they really struggle for respect. I think that’s the case with Levi’s, which keeps delivering, yet the stock stays at around 19 bucks as if they’re doing nothing right, which couldn’t be further from the truth. The company reports next Tuesday after the close, and I think that once again, CEO Michelle Gass will put up more than respectable earnings. I just wonder if it’ll matter. 3% yield, good growth. I don’t understand why someone doesn’t just create an apparel colossus around it.

10. Legence Corp. (NASDAQ:LGN)

Legence Corp. (NASDAQ:LGN) was among the stocks covered in Jim Cramer’s Mad Money recap as he urged investors to focus on the fundamentals of companies. During the lightning round, answering a caller’s query about the stock, Cramer said:

Oh my God, it’s the HVAC data center once again. It’s just unbelievable. It’s a mini Vertiv. It’s a mini Vertiv. There you go.

Legence Corp. (NASDAQ:LGN) provides engineering and maintenance services for mission-critical building systems, and it specializes in the design and installation of HVAC and mechanical systems. Moreover, it offers energy optimization and project management services for industries such as healthcare, data centers, and life sciences. TimesSquare Capital Management stated the following regarding Legence Corp. (NASDAQ:LGN) in its fourth quarter 2025 investor letter:

Many of our Industrials positions provide necessary business-to-business operational services, highly technical components, equipment enabling automation and efficiency improvements, or essential infrastructure services. Gaining 40% was Legence Corp. (NASDAQ:LGN), which provides engineering, installation, and maintenance services for mission-critical systems in buildings. Purchased through its IPO in September, Legence serves high-growth sectors with technically demanding buildings, including data centers, other technology, life sciences, other health care, and education. As its shares continued to climb, we trimmed the position.

9. Marvell Technology, Inc. (NASDAQ:MRVL)

Marvell Technology, Inc. (NASDAQ:MRVL) was among the stocks covered in Jim Cramer’s Mad Money recap as he urged investors to focus on the fundamentals of companies. When a caller asked about the stock, Cramer said:

Look, I think the world of Matt Murphy. I’ve liked him ever since the stock was in the $20s. My problem is we had a big hit in it, then we didn’t come back in time when it fell. We did have him on. I’m proud that we had him on talking about that he’s the signal, not the noise, and that he bought a lot of stock. And I’m glad that you bought it… Look, we own a lot of stocks. I try not to have more than 30 stocks. I didn’t pull the trigger in the bullpen… I’m always willing to admit when I screw up. I should have pulled the trigger. I didn’t. We bought some other stocks. Fortunately, they were good, too.

Marvell Technology, Inc. (NASDAQ:MRVL) develops semiconductor solutions for data infrastructure, including system-on-a-chip designs, processors, and networking and storage products.

8. POET Technologies Inc. (NASDAQ:POET)

POET Technologies Inc. (NASDAQ:POET) was among the stocks covered in Jim Cramer’s Mad Money recap as he urged investors to focus on the fundamentals of companies. Cramer mentioned that he likes the theme, as he commented:

While I like the story here so far, let’s not get ahead of ourselves with these recent announcements. POET’s got a joint development agreement. They’re not producing this stuff at scale. I’m calling it early. The stock’s trading like they’re already in mass production, and that bothers me. Just look at the numbers. POET’s financials make it look more of a science project than a business… With a company like this, the challenge is never just whether the technology works in a lab demo. You gotta figure out if it can be manufactured consistently and shipped at what we call scale…

So where do I come down? Look, I like the theme a lot. You know that. The scramble to secure lasers, transceivers, optical integration technology, it’s all, it’s happening. POET has a more interesting story than the average speculative small-cap tech name, but I’m not ready to recommend chasing here. If you want to play the theme, I’d still rather you own the more proven companies like Lumentum, like Coherent, both of which have NVIDIA’s endorsement and money. So the bottom line: While I can endorse speculating on POET Technologies, given how much the stock has run, it has a lot of potential, and it’s definitely worth watching. If you really like it, though, I’m begging you to wait for a pullback before you pull the trigger, as I don’t think you can consider yourself to be early to the story. And that’s sometimes what matters the most.

POET Technologies Inc. (NASDAQ:POET) manufactures semiconductor products using an optical interposer platform that integrates electronic and photonic devices onto a single chip. The company develops optical engines and circuits for several industries, including data centers, telecommunications, and AI applications.

7. RTX Corporation (NYSE:RTX)

RTX Corporation (NYSE:RTX) was among the stocks covered in Jim Cramer’s Mad Money recap as he urged investors to focus on the fundamentals of companies. Cramer commented on the company’s earnings results, as he said:

Next, how about RTX? They posted an excellent set of results, too. Also beating expectations on every key line… All three of the company segments, which are fairly evenly sized, beat sales and operating profit expectations… Unlike GE Aerospace, RTX did raise some lines of its full-year forecast… Maybe that partial guidance raise is why RTX held up a little better than GE today. But still, they reported an amazing quarter, and the stock got clobbered anyway, probably because investors were hoping for even more of a boost. That’s unrealistic, unrealistic. As I’ve mentioned before, much of the focus for RTX is about what the company’s doing to grow its capacity, especially for the defense side of the business. That was still the case today…

I mean, that’s exactly what we want to see. Now, don’t forget, RTX should have years of upside here as one of the nation’s leading producers of missiles… Management also said they’re working with the Department of War to accelerate munitions production. And so far, that’s gone well. RTX has already reached deals to boost production of certain missiles… The company’s CEO, Chris Calio, talked about huge demand from around the globe, not just the U.S.

I was incredibly impressed. One last point: RTX spent a lot of time on this conference call talking about its Coyote counter-UAS system. As we’ve been telling you, drones are playing an outsized role in modern warfare, and the Coyote from RTX is one of the leading counter-drone systems that’s been developed for our military… This is exactly what we need to deal with countries like Iran that love to lob tons of cheap drones at us and our allies.

RTX Corporation (NYSE:RTX) makes aerospace and defense systems for commercial, military, and government customers. The company builds aircraft engines, avionics, and defense technologies, and also provides maintenance, training, and support services.

6. GE Aerospace (NYSE:GE)

GE Aerospace (NYSE:GE) was among the stocks covered in Jim Cramer’s Mad Money recap as he urged investors to focus on the fundamentals of companies. Cramer noted that “every key line was above expectations” in the company’s earnings report. He stated:

Let’s start with GE Aerospace, which reported first this morning and gave us an incredible set of numbers. Every key line was above expectations… Really, there wasn’t much to quibble with at all here. Demand is insatiable, and that’s true on both sides of the business. Management’s self-improvement plan, designed to fix supply chain issues and improve outputs, is paying immense dividends. While GE Aerospace’s operating margin declined a bit, that was expected. The actual numbers still came in above the estimates. I was expecting good numbers, but when I spoke to the CEO, Larry Culp, this morning, I was positively gushing with surprise. Oh my God, that backlog. But rather than rallying in response, the stock tumbled $16.87, 5.6%.

Why? Mostly because management decided not to raise their full-year forecast. With the types of beats that we saw for the first quarter and the fact that GE Aerospace has tremendous visibility into the future, a lot of people hoped they’d raise their forecast. I thought that was unrealistic… Raising your forecast after the first quarter would be an unusual move, especially given what’s happening in the world, right?… In the end, management reiterated every line of its full-year outlook, even as they also noted that they’re trending toward the higher end of these numbers. Plus, they clarified that the full-year forecast includes several negative assumptions about the global economy, like persistently high oil prices through the third quarter, a near-term impact from fuel shortages, and a reduction in global GDP estimates.

Basically, GE Aerospace gave us a pretty conservative forecast, so I’m not really sweating the fact that they didn’t give us a classic beat and raise quarter. You can read between the lines and understand that the company’s doing extraordinarily well, but management wants to be cautious about the future, given all the disruption that we’ve seen from the turmoil in the Middle East. Given how dramatically this stock sold off on a very good quarter, I’d be a buyer down here, and if it pulls back again, I think you should feel confident about buying more. I thought about putting it in the Charitable Trust bullpen today.

GE Aerospace (NYSE:GE) manufactures commercial and defense aircraft engines, power systems, and related components. In addition, the company provides maintenance, repair, and overhaul services along with spare parts for aviation and military applications.

Click to continue reading and see Jim Cramer’s Mad Money Recap: 5 Stocks, Including CrowdStrike & Microsoft.

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