Jim Cramer, the host of Mad Money, said on Friday that it was a rough session for anyone holding nothing but AI stocks.
“It’s a great reminder of the need for diversification. If you pack all of your money into just a few red-hot groups, you can get blown out of the game on a day like today… That’s why I always tell you to diversify because I don’t want you giving up on the entire asset class at the exact wrong time because you were overloaded with one sector.”
READ ALSO: Jim Cramer Discussed 10 Stocks After Fed Rate Cut and Jim Cramer Recently Talked About These 7 Travel and Leisure Stocks.
Cramer said he often talks about diversification as a way to spread risk, but added that avoiding concentration is not just about a cliché like not putting all eggs in one basket. He explained that the real danger shows up on days like Friday, when investors look at accounts and ask what they have done with money after realising they were far too concentrated in one group. He said those moments cause panic, regret, and bad decisions, which is exactly what diversification is meant to prevent.
“We know, though, that if you’re not diversified, if you own too much of any one segment and that segment turns sour, you’ll be finished. It’s just impossible to take relentless losses like that without wanting to throw in the towel. Being diversified, knowing what you own, these are the difference makers. These are the things that can be a drag. They can take time. They can produce losers. But ultimately, the winner will be you because if you’re diversified, you’re never going to get blown out, which means that you’re always going to get another opportunity.”
Our Methodology
For this article, we compiled a list of 21 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on December 12. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the third quarter of 2025, which was taken from Insider Monkey’s database of 978 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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
Jim Cramer’s Recent Takes on These 21 Stocks
21. Broadcom Inc. (NASDAQ:AVGO)
Number of Hedge Fund Holders: 183
Broadcom Inc. (NASDAQ:AVGO) is one of the stocks that Jim Cramer shared his take on. Cramer called the stock a “battleship” during the episode, as he said:
“Look, I believe in the growth of the data centre. I think we’ll look back on the stock of Broadcom, down over 11% today, and say, wow, I waited a couple days after its hideous decline, and I found out that insiders bought it and orders are flying in. I like to buy this kind of stock, not in free fall, which it is right now, but usually a couple days after the free fall, make sure that all the sellers are done.
Here’s what I know, though: When we get days like today, wise guys will come up to me and say, thanks for nothing. Thanks for putting me in at the top at Broadcom. I don’t know… People do that. I didn’t say that. And second, my Charitable Trust has plenty of fail-safes, which include buying small, not large, because Broadcom’s now a battleship, not a swift boat, and it’s going to take time to mend. We do own a lot of it, and I like it, even if we had to put up with days like today…. That’s pretty much par for the course. Still, owning something like Broadcom when it’s getting killed hurts.”
Broadcom Inc. (NASDAQ:AVGO) supplies semiconductor devices and infrastructure software, including networking, connectivity, and storage solutions. The company’s products are used for applications in data centers, telecommunications, broadband, smartphones, industrial systems, and AI networking.
20. The Clorox Company (NYSE:CLX)
Number of Hedge Fund Holders: 37
The Clorox Company (NYSE:CLX) is one of the stocks that Jim Cramer shared his take on. Discussing how Friday was a bad day for people who only own AI stocks and emphasising the need for diversification in one’s portfolio, Cramer commented:
“It’s a terrific day to own Clorox and… Chipotle, but not so terrific to own the data centre plays with the super speculative names… If you don’t have anything like a Clorox… to offset the damage, it’s very hard to take that kind of pain. I’ve gotta tell you, that’s tough for me, and I am a seasoned pain taker.”
The Clorox Company (NYSE:CLX) makes cleaning, household, and personal care products, along with food and water-filtration items. During the November 11 episode, Cramer highlighted it as “one of the worst stocks in the S&P 500 this year,” as he remarked:
“Sometimes when stocks are doing badly, I get worried, not because I want to get out, but because I wonder if I might be missing a once-in-a-generational bottom. Those don’t come around all that often, of course. And right now, I’m concerned that we might be missing a bottom in a group of stocks that I haven’t particularly cared for at all, especially in a long time… The group that I’m talking about, the consumer packaged good stocks, too much inflation, not enough growth, growth being the magic elixir that makes your investment winners and it doesn’t have it… I’m looking at Clorox, oh boy, one of the worst stocks in the S&P 500 this year…. some terrific brands here, Burt’s Bees, Hidden Valley Ranch, Brita… Kingsford Charcoal, and of course, Clorox itself. Got a 4.72% yield.”
19. DuPont de Nemours, Inc. (NYSE:DD)
Number of Hedge Fund Holders: 52
DuPont de Nemours, Inc. (NYSE:DD) is one of the stocks that Jim Cramer shared his take on. When a caller asked if it still makes sense to hold the stock after owning it for 20 years, given the recent Qnity Electronics’ spinoff and an upcoming reduction in the company’s dividend, Cramer said:
“You should… You are because Lori Koch is terrific. The properties are really great. Do not sell DuPont. The water business is really great. The materials are really great. You really do not want to sell it. She’s doing a fabulous job.”
DuPont de Nemours, Inc. (NYSE:DD) provides technology-driven materials and solutions for electronics, industrial, and specialty markets. During the October 10 episode, Cramer said he is a “believer in the story.” The Mad Money host said:
“I figured it was worth owning this one because, well, given his track record, Breen would be able to find some way to extract value. And about 18 months ago, we learned how that is going to happen… Qnity Electronics, unlike some spinoffs, where a slower-growing, less exciting part of the business is being jettisoned, this is actually the more exciting part of DuPont’s business…
It’s a great value proposition. I’ve checked it out. I really like it. And hey, the numbers for Qnity look pretty darn good…
So to start, there’s a value argument to be made for DuPont right here, right now… Now, at this investor day, DuPont put out some medium-term financial targets… Those numbers sound great. In fact, you could say they sound incredible… So can they hit those targets? Look, we own DuPont for the Charitable Trust, as I mentioned, so you know, I’m a believer in the story. However, they won’t be able to hit those numbers without a series of rate cuts…
In the end, I’m very bullish on the Qnity spinoff. It should keep doing pretty well. Semiconductors stay hot thanks to the AI boom, despite the tariff news that we got this very evening. But as for DuPont itself, the bottom line is that right now, what this company has got going for it is a cheap valuation. Without some rate cuts, it’s going to be tough to own. That said, I still believe that Executive Chairman Ed Breen can unlock a lot of value just like he did with Tyco and DowDuPont in the past.”
18. T-Mobile US, Inc. (NASDAQ:TMUS)
Number of Hedge Fund Holders: 81
T-Mobile US, Inc. (NASDAQ:TMUS) is one of the stocks that Jim Cramer shared his take on. Noting that the stock has been down since August, a caller sought Cramer’s opinion on the stock. He commented:
“T-Mobile’s being hurt by the Death Star that’s Elon Musk. And I have to tell you, I would be worried too. I think that his satellite, that gambit, can really hurt the margins of T-Mobile. I would love to be able to say, you know what? Right here, right here, call shot. But I can’t. I have to wait. It has not settled down yet. It’s still part of the Musk radiation zone.”
T-Mobile US, Inc. (NASDAQ:TMUS) is a wireless voice, messaging, and data services company, and it also provides high-speed internet. During the September 22 episode, Cramer mentioned the stock and said:
“Now, first, T-Mobile, which announced the leadership transition before the open this morning, with CEO Mike Sievert set to become vice chairman on November 1st, a bit of a surprise, and [will] be succeeded by the company’s current COO Srini Gopalan. Now Sievert’s created a tremendous amount of value… since he has been CEO, but I believe in this team. T-Mobile’s on track to give you 19.4% earnings growth next year. Yet it’s selling for just over 18 times next year’s numbers. Plain and simple.”
17. Lumentum Holdings Inc. (NASDAQ:LITE)
Number of Hedge Fund Holders: 69
Lumentum Holdings Inc. (NASDAQ:LITE) is one of the stocks that Jim Cramer shared his take on. Inquiring if it is a real stock, a caller asked if they should continue holding it or sell it. Here’s what Mad Money’s host had to say:
“I think it’s had such a run. I just can’t put you, you know, I can’t say yes to that. Remember… JDSU meant Just Don’t Sell Us and then it became just… well, whatever. But let’s just say don’t compare the two. This is a better company, but I don’t want you to be in it.”
Lumentum Holdings Inc. (NASDAQ:LITE) designs and sells optical and photonic products, including lasers and components, for cloud networking, data centers, and industrial applications. During the lightning round of the December 3 episode, a caller asked about the stock and Cramer responded:
“Yeah, I mean, look, this is just a red-hot spec stock that actually makes money. I’m going to say it’s okay as long as you recognize it’s a spec.”
16. Enterprise Products Partners LP (NYSE:EPD)
Number of Hedge Fund Holders: 26
Enterprise Products Partners LP (NYSE:EPD) is one of the stocks that Jim Cramer shared his take on. When a caller asked about the stock, Cramer stated:
“My favorite in that group… is Enterprise Products Partners. I like EPD. 6.7% yield, growing really, really well, understands natural gas liquids. That’s your company. That’s the one you want to be in.”
Enterprise Products Partners LP (NYSE:EPD) provides midstream energy services, including the transportation, storage, processing, and marketing of natural gas, crude oil, natural gas liquids, and refined products. During the April 10 episode, a caller sought Cramer’s advice on the stock and the Mad Money host replied:
“Okay, now, people are selling this thing because they have a lot of ethane business. They have a lot of certain natural gas liquids that are really stalled right here. I say don’t worry about it. This is actually a fantastic chance to buy.”
It is worth noting that since the above comment was aired, Enterprise Products Partners LP (NYSE:EPD) stock has gained almost 11%.
15. Cheniere Energy, Inc. (NYSE:LNG)
Number of Hedge Fund Holders: 76
Cheniere Energy, Inc. (NYSE:LNG) is one of the stocks that Jim Cramer shared his take on. During the lightning round, a caller asked for Cramer’s thoughts on the stock, and he commented:
“Well, what I want you to do is I want you to own, because they [have]… done a lot of work. Cheniere Energy Partners with a 6.27% yield… It’s… cheap, and you got that yield. I think that’s a better play for you.”
Cheniere Energy, Inc. (NYSE:LNG) owns and operates LNG terminals and supply pipelines. The company supports the production, transportation, and marketing of liquefied natural gas. During the July 28 episode, Cramer highlighted the stock and said:
“Next, you want some exposure to the companies that make it possible for our country to ship natural gas across the ocean. Now, these are the liquified natural gas plays, and this is what a lot of people are most excited about. The top dog in this space is Cheniere Energy, LNG is the symbol, which has been producing and exporting liquified natural gas from its Sabine Pass facility in Louisiana for nearly 10 years now, and also has a second working LNG facility in Corpus Christi, Texas.
Now, Cheniere is the largest LNG producer in the country and already sends a ton of its gas to Europe. It’s the obvious winner from this European trade deal, which is why its stock jumped over 3% or 1.4% today. I think it should have gone higher. It doesn’t mean it’s not done. If Europe really follows through, these guys could have a lot more business.”
14. Oklo Inc. (NYSE:OKLO)
Number of Hedge Fund Holders: 38
Oklo Inc. (NYSE:OKLO) is one of the stocks that Jim Cramer shared his take on. Answering a club member’s query of whether the stock is a buy at the current levels, Cramer said:
“Okay, if I say Oklo’s a sell, tomorrow they’ll put out some release, I mean, Monday, they’ll put out some release that juices the stock. They seem to juice the stock every time I urge people to… try to keep a level head about Oklo. I would sell Oklo. I just would sell everything nuclear except for GEV. The revolution is not going to happen, nuclear in this country, as much as I’ve been calling for it for 25 years.”
Oklo Inc. (NYSE:OKLO) designs advanced fission power plants to deliver scalable clean energy and develops nuclear fuel recycling technology that transforms waste into usable reactor fuel. During the December 2 episode, a caller asked about the stock, and Cramer remarked:
“Okay, that’s a stock that is part of the year of magical investing. That year ended. You need to sell the stock of Oklo. I’m going to give you a twofer. Sell IREN… Why? Because they just did a convert. I don’t want you near that one either.”
13. Cummins Inc. (NYSE:CMI)
Number of Hedge Fund Holders: 64
Cummins Inc. (NYSE:CMI) is one of the stocks that Jim Cramer shared his take on. A club member mentioned that they have been considering CMI, CAT, and DE and were leaning more toward CMI. Cramer remarked:
“Cummins got a lot of data center exposure because of their engines. Caterpillar’s just been straight up. How about Deere? Deere is just about to get some of, the farmers about to get a handout. I think the Chinese are going to come back and start buying things. You do want to see a rising tide of crop prices. We don’t have that right now, but of those three, I think Deere is the cheapest.”
Cummins Inc. (NYSE:CMI) provides engines, power systems, and drivetrain solutions, along with aftertreatment technologies and electrified power systems. Moreover, the company offers generators, fuel cells, and hydrogen technologies. While discussing relatively cheap S&P 500 stocks during the September 22 episode, Cramer mentioned the stock and said:
“Cummins, CMI, works too. Their company’s core truck engine business has headwinds from the prolonged weakness in the freight market. But Cummins has underappreciated data center exposure, making backup power generators for these warehouses full of servers that cannot go down.”
12. Banco Santander, S.A. (NYSE:SAN)
Number of Hedge Fund Holders: 16
Banco Santander, S.A. (NYSE:SAN) is one of the stocks that Jim Cramer shared his take on. A club member asked whether, after doubling their investment in the stock and already taking partial profits, they should buy more, continue holding, or sell the remaining position. Cramer replied:
“You hold it. You’re playing with the house’s money. Ana Botín is just extraordinary, okay, extraordinary. That was a triple, and I think there’s more ahead. And she has been the most successful bank CEO to come on Mad Money, but she’s also the smartest and coolest by the way.”
Banco Santander, S.A. (NYSE:SAN) provides banking, financing, investment, and insurance services to individuals, businesses, and public institutions. The company offers lending, wealth management, payments, and digital banking. During the October 10 episode, Cramer noted that he likes the stock very much, as he remarked:
“Even on a bad day like this, it’s worth keeping an eye on the banks as they become some of the hottest stocks in this market. And that includes the big international players like Banco Santander, which you know, I like very much. It’s doubled since we saw the CEO last. They have been on the cutting edge, focused on AI and the future of banking.”
11. Costco Wholesale Corporation (NASDAQ:COST)
Number of Hedge Fund Holders: 88
Costco Wholesale Corporation (NASDAQ:COST) is one of the stocks that Jim Cramer shared his take on. A club member asked if Cramer has any reservations about the management change at the company, given that the stock has been a “laggard all year”. Here’s what he had to say in response:
“Look, I have concerns about everything… I was watching Costco today versus Walmart. It was really killing me. I know that Richard Galanti has departed as CFO. New CFO, I think does a good job. I know that the monthly signups, the people who re-up have been a little slower. I know that some months were better than others. These are not what I’m used to from Costco. I said that I’d have to reevaluate it. I will reevaluate it. I didn’t like everything I heard, and I’m used to liking everything I hear. But it’s stunning for me because I own this stock for so long and I love shopping there. So I’m not willing to throw in the towel, but I’m never oblivious to changes that I don’t like.”
Costco Wholesale Corporation (NASDAQ:COST) operates membership warehouses and provides groceries, fresh food, household goods, electronics, and more. In addition, the company offers various services through pharmacies, gas stations, optical centers, and e-commerce options.
10. Netflix, Inc. (NASDAQ:NFLX)
Number of Hedge Fund Holders: 154
Netflix, Inc. (NASDAQ:NFLX) is one of the stocks that Jim Cramer shared his take on. A club member asked for Cramer’s current take on the stock and whether it is a buy, sell, or hold. He commented:
“It has been a buy for me all along until they got into this thing with the, with Paramount to buy… Warner Brothers. I mean, what is that? They’ve got the best studios in the world. They don’t need that. Come on, Netflix.”
Netflix, Inc. (NASDAQ:NFLX) provides streaming entertainment, including TV series, films, documentaries, and games. Harding Loevner stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its third quarter 2025 investor letter:
“Along with Tradeweb, Netflix, Inc. (NASDAQ:NFLX) and The Trade Desk dragged down returns in the US. Netflix’s subscriber growth and other signs of strength in its latest earnings report weren’t enough to satisfy the market’s high expectations, and so the stock pared back some of the strong gains achieved earlier in the year. Netflix’s revenue also has been surprisingly resilient in the face of slower consumer spending, likely due to the low cost, high usage, and perceived value of its product, which can lend its stock a safe-haven-like quality. Therefore, easing macroeconomic concerns, including around tariffs, may have played a part in directing investors away from Netflix.”
9. Starwood Property Trust, Inc. (NYSE:STWD)
Number of Hedge Fund Holders: 28
Starwood Property Trust, Inc. (NYSE:STWD) is one of the stocks that Jim Cramer shared his take on. A caller asked if the time has come to put the stock on their watchlist, and Cramer replied:
“Okay, this is a tough one for me. I think the world of Barry Sternlicht. It’s got a 10% yield, which is really terrific. I want Barry to come on and tell me what’s in the portfolio so I would feel better recommending it, because I was quite surprised they would have such a precipitous fall given how good Barry Sternlicht really is.”
Starwood Property Trust, Inc. (NYSE:STWD) provides real estate credit, property investments, and infrastructure lending, including commercial mortgages, residential loans, equity interests, and commercial mortgage-backed securities-related assets. The company maintains a REIT status. During the November 18 episode, a caller asked whether they should buy, sell, or hold the stock, and Cramer responded:
“You’re dealing with Barry Sternlicht, who’s a very smart person, who has dealt with all sorts of bad markets and has come up fine. I am loath to abandon it because I think I respect him that much.”
8. Builders FirstSource, Inc. (NYSE:BLDR)
Number of Hedge Fund Holders: 72
Builders FirstSource, Inc. (NYSE:BLDR) is one of the stocks that Jim Cramer shared his take on. A caller asked if the stock could be positioned for significant growth, and in response, Cramer said:
“I was a huge believer in Builders FirstSource. This is proving to be such a hard market that I had to default and switch to Home Depot and Lowe’s. Builders FirstSource is a moonshot. It could be unbelievable. I want to take a little bit of the risk off the table, which is why we bought Home Depot for the Charitable Trust. I, too, want to… be involved in exactly what you just said, but I’ve known Home Depot for much longer, and I’m much less worried about it. And that’s what you have to be… You have to be much less worried about something connected to housing today. Home Depot up a couple bucks again.”
Builders FirstSource, Inc. (NYSE:BLDR) supplies building materials, components, and construction services. The company provides engineered wood products, windows, doors, siding, roofing, and software solutions. Cramer discussed the stock during the October 14 episode and said:
“Right underneath it was another driver of today’s rally, Builders FirstSource. You can rally when you have a housing market. That thing can’t go up if you don’t have a good housing market. Maybe we’re going to have one. And you know what? They have projects in hand. If Builders FirstSource is doing well, maybe mortgage rates really are going to fall.”
7. RH (NYSE:RH)
Number of Hedge Fund Holders: 45
RH (NYSE:RH) is one of the stocks that Jim Cramer shared his take on. Cramer called it a “wild trader” during the episode, as he commented:
“Initially, stock sold off in after-hours trading, then spiked up 14% before cooling off again. This one’s a wild trader… Ultimately, it finished up 6%. I thought that was pretty darn good because there were a lot of companies that really did not do well after the quarter today. Now, look, not everyone’s sold on the idea that this was a positive quarter. You know, there was a curious one. Analysts at Stifel downgraded RH in response, saying they still believe there’s a fundamental mismatch between the company’s valuation and its long-term prospects.
They just don’t see what kind of catalyst could be coming to help close that mismatch. How about if housing got better? So here’s where I come down: At the end of the day, RH remains what has been a highly levered way to play a potential housing recovery. If we get some more relief on interest rates, meaning if the Fed stays friendly, then housing can rebound, and RH will be a home run over the next couple of years.
If you believe there’ll be a turn in housing, this could be a fantastic stock. But if the housing market doesn’t materially improve, and the company continues to be rocked by tariffs, and Gary Friedman keeps forging boldly with his expansion strategy, even if market conditions don’t really warrant it, well, then some very, very bad, self-inflicted outcomes could be on the table. The bottom line: RH is high-risk, high-reward, but it really comes down to how you feel about housing. Either way, though, I know it’s going to be an entertaining ride.”
RH (NYSE:RH) is a retailer and lifestyle brand that provides furniture, lighting, textiles, bathware, decor, and outdoor and children’s furnishings.
6. Build-A-Bear Workshop, Inc. (NYSE:BBW)
Number of Hedge Fund Holders: 23
Build-A-Bear Workshop, Inc. (NYSE:BBW) is one of the stocks that Jim Cramer shared his take on. Cramer highlighted the company’s turnaround during the episode. The Mad Money host said:
“Remember Build-A-Bear Workshop, the iconic mall staple where kids can go bring the teddy bear of their dreams to life? After spending a while lost in the wilderness, the stock’s mounted this really remarkable turnaround. Do you know this thing is up more than 5000% from the COVID era lows?
Lately, Build-A-Bear has been hit… by tariffs, and when the company reported last week, the results were a bit mixed: better-than-expected earnings paired with slightly soft sales. In response, the stock was crushed, down 15.5%, single session, kind of extreme if you ask me. Although it’s since made back about half that. Still, it’s down from $75 and change at its highs in September to $52 and change today.”
Build-A-Bear Workshop, Inc. (NYSE:BBW) sells customizable and pre-stuffed plush animals along with clothing, accessories, and novelty items. During the June 2 episode, when a caller asked whether they should hold, trim, or add to their position in the stock, Cramer replied:
“Alright, I remember many, many years ago when Danny Meyer came here… and he said, listen, this is a company to watch. It is a company that is also a great hospitality company. And I’m going to tell you I have followed it ever since. I cannot believe it had that earnings breakout. And if anything… I’m a holder, not a buyer, because it just had that spike. But if it came down, I would certainly be a buyer.”
5. Uber Technologies, Inc. (NYSE:UBER)
Number of Hedge Fund Holders: 143
Uber Technologies, Inc. (NYSE:UBER) is one of the stocks that Jim Cramer shared his take on. During the episode, a caller sought Cramer’s opinion on the stock, and he replied:
“No, no, Uber’s good. Uber’s good. Look, as I say in the book, you know, I think that Uber is not an expensive stock anymore. I really like it, $85. Let’s see. Let’s say you wanted to buy 100 shares, you buy 25 here. I’d buy 25 at $80, and then I would buy 50 at $75. That may be the trajectory. I don’t think it goes much below that.”
Uber Technologies, Inc. (NYSE:UBER) operates technology platforms that connect users for mobility, delivery, and freight services. The company provides ridesharing, food and retail delivery, and digital freight logistics. Cramer discussed the company’s quarter during the November 4 episode and said:
“What the heck just happened to the stock of Uber Technologies?… Even though I thought the quarter looked pretty darn good, Wall Street clearly disagrees with me… So let’s step back a second and think about Uber’s overall goals. They want to grow their market share, both ride-sharing and delivery. They want to grow engagement with their customers, encouraging cross-selling. And as part of their goal, they want to grow their Uber One Membership program, which comes with great benefits, and they want to do it all profitably.
They’re clearly making progress on each of these fronts. Uber’s growth is accelerating across both ride-sharing and food delivery, and management said customer engagement’s improving too, up 4% in the quarter. Better engagement is a huge positive for Uber because people who use both ride sharing and food delivery spend three times as much more with Uber and retain 35% better than users who only use one product. I think that’s pretty terrific… Management also seems pleased with the progression of Uber One, with those members much more likely to use both ride sharing and Eats.
As for the company’s profitability, sure, margins were a teeny tiny bit light this quarter, but Uber’s still making tons of money at this point. Adjusted earnings before interest, taxes, depreciation, and amortization still grew at a 33% clip year over year. So who really cares that it came in with a slight miss? I’ve gotta tell you, I usually don’t like to overlook that, but in this case I’m fine with it. Here’s the bottom line: As far as I’m concerned, Uber, which I was very concerned about… I wrote about it in the book; I didn’t want to be wrong for heaven’s sake. Uber’s doing better than I thought it was doing, and I think I gotta tell you, I think there’s not much to worry about, really.
The stock reacted negatively because Uber happened to report on a day with a tough tape and because of some slight misses for profit margins. But I love the revenue growth here, which is accelerating, I love the improved engagement, and I think the company’s focused on a clear strategy that it’s executing quite well. That’s why I don’t think there’s anything to worry about from the Uber quarter, and it’s why I’d be a buyer into weakness after today’s pullback and tomorrow’s uncertainty.”
4. UnitedHealth Group Incorporated (NYSE:UNH)
Number of Hedge Fund Holders: 140
UnitedHealth Group Incorporated (NYSE:UNH) is one of the stocks that Jim Cramer shared his take on. A caller asked if the stock was a trade for 2026 with a potential rebound or if it could be a long-term holding. In response, Cramer said:
“Alright, I think that UnitedHealth has to be bought. I think that they’ve got a CEO who should come on the show. I think he’s doing everything right. Obviously, they had big, big problems, but you know what? This is UnitedHealth…. I’ve seen it come back from even an options scandal that was so horrible that a lot of people felt that it was never going to come back. I believed in it then, I believe in it now. There you go.”
UnitedHealth Group Incorporated (NYSE:UNH) provides health care services, insurance plans, pharmacy care, and data-driven solutions. A caller asked about the stock during the November 14 episode, and Cramer showed his optimism toward it. He remarked:
“I’m a buyer. What happened in UnitedHealth, where they did some, where there was some chicanery, seems to be the, the authorities don’t seem to be looking at that. UnitedHealth has got a lot of good things going for it. This may not be the year that it turns around, but I do think next year it will. I’ve looked at it hard. Now, my favorite, by the way, is CVS… because they’ve got another model, front of the store that is real good too.”
3. Corning Incorporated (NYSE:GLW)
Number of Hedge Fund Holders: 75
Corning Incorporated (NYSE:GLW) is one of the stocks that Jim Cramer shared his take on. Cramer highlighted the company’s role in the data center business, as he commented:
“And if you really want to own data centre stocks, one of the names that’s been crushed, investment club stock, is Corning, because it’s working to displace copper wiring everywhere, and the data centre is the legitimate copper, ultimate copper backer. That would be the one I would suggest to start with. Start small. We don’t want to miss a possible rotation right back because of the news flow I’m anticipating from OpenAI next week.”
Corning Incorporated (NYSE:GLW) develops optical fiber, cables, and related hardware for telecommunications, and produces glass substrates for displays used in TVs, computers, and mobile devices. Moreover, it supplies specialty materials, emission control products, and laboratory equipment. During the October 1 episode, Cramer mentioned the company while discussing noteworthy stocks of Q3, as he stated:
“When you reach number six of the best performers this quarter, you get to a company that I’ve had my eye on for the Charitable Trust, and that company is Corning. This is the finest glass maker in the world. I recently spent a nice chunk of time with Wendell Weeks, he’s the CEO, at this Harrodsburg, Kentucky facility that we went to, where they make the cover glass for your iPhone and Apple Watch.
The Apple contract matters tremendously, but you know what’s driving things right now? The stock’s trading on the fiber optic glass. That’s the best way to move information around in a data center. Glass doesn’t burn so hot, so it’s an ideal conductor. I think it’s almost a foregone conclusion that one day Corning will replace the copper inside the immense clusters of semiconductors, NVIDIA product, in the data center. That would solve some of the heat problems, and it’s why Corning stock rallied 56% in the quarter.”
2. Oracle Corporation (NYSE:ORCL)
Number of Hedge Fund Holders: 122
Oracle Corporation (NYSE:ORCL) is one of the stocks that Jim Cramer shared his take on. Cramer showed a little pessimism toward the company, as he stated:
“What’s really going on here? Well, we got a press report that said that Oracle is delaying some parts of its gigantic data centre build-out. Now, Oracle refuted the report, but at this point, these AI stocks, many of them overbought for months, have taken a real header. As I told people at the monthly investing club meeting today, you have to get these stocks to settle down before you go near them. I always say to people, they tell you… when they’re done going down. It’s when they start going back up, these positions are, but the positions are too big for many of these big investment funds and hedge funds.
They can’t get out all at once. There’s just not enough of an aperture. That said, the bargains could be upon us maybe by this time next week. Stay tuned. Now, you have my blessing to buy some of these, say Wednesday… I wouldn’t pick Oracle. The reason why this move down was so emphatic is that people truly believe Oracle can’t get access to the money it needs to continue its incredible build-out. The fact that management could issue a point-blank denial… and then it meant nothing to the stock, well, that’s bad news for Oracle, not the rest of the sector.”
Oracle Corporation (NYSE:ORCL) provides cloud and on-premise software, databases, and IT infrastructure to help businesses manage operations. The company also offers hardware, consulting, and support services.
1. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 234
NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks that Jim Cramer shared his take on. During the episode, Cramer said that he is not changing his “tune” around the company, as he said:
“No matter what, though, I still believe in AI as the fourth industrial revolution, and I think most of these stocks will be worth buying once their valuations come down to less lofty levels. And of course, I’m including NVIDIA, which people ask me about all the time. And I say the same thing. I say, own it, don’t trade it. I’m not changing my tune.”
NVIDIA Corporation (NASDAQ:NVDA) develops accelerated computing and AI platforms, GPUs for gaming and professional use, cloud services, robotics and embedded systems, and automotive technologies. Cramer discussed the company’s China business during the December 9 episode and said:
“Now that our government just agreed with Jensen and is allowing NVIDIA to sell the Chinese a very high-powered chip, the H200, only one generation behind the current Blackwell line of chips, and worth a great deal in the market, nobody cares. In a novel approach, the federal government’s putting a 25% surcharge on the product, but I don’t think that’s going to deter any sales. And what happens? Wall Street shrugs. The media is almost universally filled with doubts about China even wanting these chips, which is totally untrue… That’s why the stock’s doing nothing. It fell 58 cents today to close at $184.97 because of these untruths.
Now, here’s what I know. The Chinese want these H200 chips badly. The government won’t crow about it because… they have domestic competitors that they’ve been funding, they’re trying to play catch-up with NVIDIA, that the government is favoring the domestic competitors is pretty obvious, but we know still the government wants our products. I even think the president’s going to push for NVIDIA sales, and the Chinese will ultimately be big buyers, but nobody cares. Keep in mind, just a few months ago, the media was acting like the Chinese shutout was the seminal issue facing NVIDIA, an existential threat… Now that they’ve got a big win, it doesn’t matter.
Why? Because NVIDIA is what’s known as a retail stock owned heavily by you, by individuals who are easily scared, and small institutions take the cue from Wall Street, which was lukewarm on the deal. Do you know why I say own NVIDIA, don’t trade it? Because this kind of thing has driven regular individual investors, including perhaps you, out of the stock since it was trading at two bucks when I recommended it, and that was a few years ago… Should you stop believing the critics? The history of NVIDIA says you should. I’m going with history. History’s a strong ally.”
While we acknowledge the potential of NVIDIA Corporation (NASDAQ:NVDA) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
