On Tuesday’s episode of Mad Money, host Jim Cramer advised sticking with quality stocks even as they go through temporary declines.
“We had a legit tech pullback today. Yet, when I survey the stock market battlefield, I don’t sense the kind of violent sell-off that makes me think we’re going to have a series of vicious down days ahead.”
READ ALSO: Jim Cramer Put These 17 Stocks Under the Spotlight and 16 Stocks Jim Cramer Recently Talked About.
Cramer addressed common investor anxieties that come up during market drops. He noted that warnings about stocks climbing too high, too fast, or discussions around bubbles tend to resurface during every pullback. He cautioned viewers not to panic during these moments. He advised them to consider buying more of the growth stocks they believe in, especially those they have thoroughly researched and understand.
However, Cramer went on to say that now may not yet be the right time to jump in. He noted that many stocks are still trading near their recent highs, and investors should wait for better prices before making additional purchases.
“Here’s the bottom line: If you don’t feel that way about a stock that you bought today that went down, if you now believe that you bought into a bubble, I cannot help you… I’m trying to help you make money in individual stocks, and that only works if you believe in them enough to buy more when they inevitably pull back. Just be patient, be ready… Don’t feel that you’ve made the biggest mistake in your life because some talking head billionaire said, alas, the end is nigh.”
Our Methodology
For this article, we compiled a list of 16 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on October 7. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the second quarter of 2025, which was taken from Insider Monkey’s database of over 900 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).
Jim Cramer’s Thoughts on These 16 Stocks
16. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
Number of Hedge Fund Holders: 66
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks that Jim Cramer expressed thoughts on. During the lightning round, an investing club member questioned why the stock is volatile, and Cramer remarked:
“Okay… All the cybersecurity stocks are the same way. But I think, I believe in George Kurtz. I think that stock goes higher, maybe even much higher.”
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) provides cloud-based cybersecurity solutions that safeguard endpoints, identities, and data. The company’s AI-driven services include threat detection, vulnerability management, and automated security operations. During the September 9 episode, Cramer called the stock a “crouching tiger,” as he commented:
“You bet it is, and I think George is doing, I’m speaking here of George Kurtz, there’s a great interview by the way, Yahoo Finance, just tells you all that you need to know. I think CrowdStrike is in, I think it’s a crouching tiger. That’s what I think it is, and I’m thinking this stock is a $500 stock. That’s how much I like CrowdStrike.”
15. ServiceNow, Inc. (NYSE:NOW)
Number of Hedge Fund Holders: 106
ServiceNow, Inc. (NYSE:NOW) is one of the stocks that Jim Cramer expressed thoughts on. An investing club member inquired about Cramer’s thoughts on the stock during the lightning round, and he replied:
“I think ServiceNow is one of the few software-as-a-service stocks that I can still recommend without hesitation. I think Bill’s doing terrific with that company, and he’s a real great representative of his institution.”
ServiceNow, Inc. (NYSE:NOW) provides cloud-based workflow and automation solutions through its AI-powered Now Platform. Its products support IT, security, customer service, HR, and enterprise operations management. A caller inquired about the stock during the August 11 episode, and Cramer responded:
“Okay, ServiceNow short term is being hurt by a call out of Melius, and that’s by Ben Reitzes, who was saying that these software as a service companies are going to be under pressure because their seat models can be hurt by AI. I think, longer term, ServiceNow has really good AI, and it would not be a stock that I would want to bet against. So, ServiceNow, longer term, I think is fine. Shorter term, I think it’s going to be under pressure.”
14. Rubrik, Inc. (NYSE:RBRK)
Number of Hedge Fund Holders: 52
Rubrik, Inc. (NYSE:RBRK) is one of the stocks that Jim Cramer expressed thoughts on. Responding to an investing club member’s query of whether the stock is a buy, sell, or hold, Cramer remarked, “Buy, buy. Straight out, simple. Real easy.”
Rubrik, Inc. (NYSE:RBRK) provides data security and protection solutions across cloud, enterprise, and SaaS environments. The company’s platform delivers threat analytics, cyber recovery, and data security posture management. During the September 17 episode, a caller inquired about the stock, and Creamer replied that the stock should not have gone down. He said:
“I thought the last quarter was good. I, the stock got hit on the quarter. I don’t, you know, maybe I’m not the call on this. I didn’t think the stock should have gone down. So I like it, and I think you’re okay.”
Moreover, when a caller inquired about Rubrik, Inc. (NYSE:RBRK) in an April episode, Cramer responded:
“Okay, this is again, it’s another stock, Bipul Sinha came on the show. I thought he told an amazing story, cybersecurity. Do we need to be in a Mag Seven when we can be in a Rubrik?”
Since the above comment was aired, the stock has gained around 14%.
13. CoreWeave, Inc. (NASDAQ:CRWV)
Number of Hedge Fund Holders: 29
CoreWeave, Inc. (NASDAQ:CRWV) is one of the stocks that Jim Cramer expressed thoughts on. Inquiring about the stock, an investing club member referenced Jensen Huang’s positive comments that he made during the recent CNBC Investing Club meeting about the company. Cramer replied:
“Okay, I don’t know if you heard, but I thought it was really great… he was saying that Michael Intrator does a terrific job, and he was talking about how hard it is to maintain a data center. The reason why people like CoreWeave so much is because they’re the single best at maintaining a data center. I think that CoreWeave is good. I wish that that deal would go through already. It’d be great to have Intrator totally focused on the growth of CoreWeave. I like your call.”
CoreWeave, Inc. (NASDAQ:CRWV) operates a cloud platform designed to scale and accelerate generative AI workloads. The company provides GPU and CPU compute, storage, networking, and managed services for AI training, rendering, and machine-learning applications.
12. Shopify Inc. (NASDAQ:SHOP)
Number of Hedge Fund Holders: 69
Shopify Inc. (NASDAQ:SHOP) is one of the stocks that Jim Cramer expressed thoughts on. Answering an investing club member’s query about the stock during the lightning round, Cramer commented:
“Let me tell you something… That stock’s going much higher. And they, by the way, the service that they provide is perfect.”
Shopify Inc. (NASDAQ:SHOP) provides a commerce platform that helps businesses manage sales, payments, fulfillment, and customer engagement across online, retail, and social channels. Cramer mentioned the company during the September 29 episode, as he remarked:
“My expectation is we’ll continually be surprised by the new things that these companies can accomplish. Like today, when OpenAI announced this amazing deal with Etsy and Shopify to enable direct purchases in ChatGPT, that’s a huge use case, and it jolted those two stocks to the stratosphere. That’s the kind of thing that can happen over and over again as the underlying AI technology just gets better and better.”
11. Philip Morris International Inc. (NYSE:PM)
Number of Hedge Fund Holders: 111
Philip Morris International Inc. (NYSE:PM) is one of the stocks that Jim Cramer expressed thoughts on. Expressing their appreciation for the dividend, an investing club member inquired about the stock during the lightning round. Cramer remarked:
“It’s actually one of my favorites when it comes to a great stock. It’s just what they make, I can’t bear. It’s actually the greatest performing stock of all time, just so you know.”
Philip Morris International Inc. (NYSE:PM) manufactures and sells cigarettes and smoke-free products, including IQOS and ZYN nicotine brands. Cramer called it a “very good stock” during the June 9 episode. He said:
“It’s a very, very good company, a very good stock. They’re trying very hard to get away from cancer sticks, so to speak. We know they’re doing that. I’ve met with the company. I was at a presentation that they made. I think that I’m not going to recommend the stock for precisely what you said, but I will tell you it is a very, very good company, and it’s a stock that has done very well and probably will continue. I just can’t get behind it because of what they do.”
10. Crown Castle Inc. (NYSE:CCI)
Number of Hedge Fund Holders: 49
Crown Castle Inc. (NYSE:CCI) is one of the stocks that Jim Cramer expressed thoughts on. An investing club member questioned why the company is struggling despite the growing demand for expanded cell phone coverage. In response, Cramer said:
“Well, because they actually have… Look, first of all, the yield’s not as good as we think, but second, they’ve built in a lot of urban places that aren’t really working… Their business model is not a sound one.”
Crown Castle Inc. (NYSE:CCI) owns and leases a nationwide network of cell towers and fiber infrastructure that support small cells and wireless connectivity. The company’s assets enable data transmission and digital communication. LRT Capital Management stated the following regarding Crown Castle Inc. (NYSE:CCI) in its third quarter 2025 investor letter:
“Crown Castle Inc. (NYSE:CCI) stands as a category-defining enterprise, owning and operating the largest portfolio of shared communications infrastructure in the United States. The company provides the mission critical assets—primarily macro cell towers—that form the backbone of the nation’s wireless networks. By leasing space on its strategically located infrastructure to the largest wireless carriers under long-term contracts, Crown Castle has established itself as an indispensable partner in the digital economy. This unique position, protected by immense barriers to entry, has allowed the company to build a durable, compounding enterprise that is foundational to modern communication.
The company’s formidable competitive advantage is rooted in the irreplaceability of its asset base. Securing suitable locations and navigating the complex, lengthy zoning and permitting processes required for new tower construction creates a significant moat that deters new competition. The location of Crown Castle’s towers, concentrated in the top U.S. markets, represents prime real estate for wireless communication, making access to its network essential for carriers seeking to provide reliable coverage. The business model is further fortified by long-term, non-cancellable lease agreements, which typically include contractual rent escalators, providing a highly predictable, recurring, and growing stream of high-margin revenue.…”
9. Beam Therapeutics Inc. (NASDAQ:BEAM)
Number of Hedge Fund Holders: 31
Beam Therapeutics Inc. (NASDAQ:BEAM) is one of the stocks that Jim Cramer expressed thoughts on. Responding to an investing club member’s query about the stock, Cramer commented:
“Man, you are really, that’s the speculative bottom there. I’m sorry. I would like to be more positive about that, but that one, I can’t go with. I’m sorry.”
Beam Therapeutics Inc. (NASDAQ:BEAM) develops precision genetic medicines using base editing technology to treat serious diseases such as sickle cell and liver disorders. Moreover, on August 14, the company announced that the FDA granted Regenerative Medicine Advanced Therapy designation to its investigational gene-edited cell therapy for sickle cell disease BEAM-101, after an earlier orphan drug designation. The company noted that 30 patients have been treated in the BEACON Phase 1/2 trial, and the data showed strong increases in fetal hemoglobin, reduced sickle hemoglobin, and no vaso-occlusive crises after engraftment. Beam Therapeutics Inc.’s (NASDAQ:BEAM) President, Giuseppe Ciaramella said:
“These designations not only recognize the promise of BEAM-101 but also enable enhanced collaboration with the FDA as we advance toward a BLA filing. With 30 patients now dosed in the BEACON Phase 1/2 trial and additional data expected later this year, we remain focused on delivering a transformative treatment to people living with sickle cell disease.”
8. Rocket Lab Corporation (NASDAQ:RKLB)
Number of Hedge Fund Holders: 46
Rocket Lab Corporation (NASDAQ:RKLB) is one of the stocks that Jim Cramer expressed thoughts on. During the lightning round, when an investing club member asked Cramer about the stock, he commented:
“Okay, so Rocket Lab’s very controversial, and I think it’s, this is what comes under that spec category. I don’t know whether, it’s not going to fizzle. I think they have a real business model, but I don’t think, it’s certainly not a blue chip. How about that?”
Rocket Lab Corporation (NASDAQ:RKLB) provides launch and space systems solutions, including spacecraft design, manufacturing, and on-orbit services. The company develops and operates the Electron and Neutron rockets for satellite launches, constellation deployments, and future space missions. While explaining speculation, Cramer mentioned the company during the September 18 episode and said:
“What [are] examples of what speculation means?… There are many others that fit the pattern, and they’re all rocket ships. Oh, then there are the literal rocket ship companies. Rocket Lab, RKLB, is the most visible.”
7. Affirm Holdings, Inc. (NASDAQ:AFRM)
Number of Hedge Fund Holders: 70
Affirm Holdings, Inc. (NASDAQ:AFRM) is one of the stocks that Jim Cramer expressed thoughts on. Inquiring about the stock, an investing club member commended the company’s CEO. In response, Cramer said, “You are right [buy, buy, buy]…. Max Levchin is a genius.”
Affirm Holdings, Inc. (NASDAQ:AFRM) operates a digital payment network that enables consumers to make purchases and pay over time through its point-of-sale and app-based solutions. It is worth noting that during the October 1 episode, Cramer called the company’s CEO a “genius,” as he remarked:
“Okay, I think, first of all, let’s just discuss, this is Max Levchin’s baby, okay. I’ve had Max on a number of times. I have dealt with him a number of times. He is about as smart as anyone I have ever met, and he’s certainly the smartest in this group. I know there’s a lot of people gunning for him. They think that he can’t possibly continue the progress… He’s a genius. Is he the most fun guy to party with? I don’t know… I wouldn’t know. But I’ll tell you something. Is it a good stock to own? And the answer is absolutely yes.”
6. Sterling Infrastructure, Inc. (NASDAQ:STRL)
Number of Hedge Fund Holders: 25
Sterling Infrastructure, Inc. (NASDAQ:STRL) is one of the stocks that Jim Cramer expressed thoughts on. Cramer called it “scorching hot,” as he said:
“I’ve only covered Sterling in depth as a homework name. That was two years ago… But even if you bought the stock immediately after I covered it, you’d now have a 335% gain in just over 2 years. In fact, the stock’s up a staggering 262% from its post-Liberation Day lows. I mean, this thing is scorching hot… It’s the E-infrastructure division that’s been driving the stock, though. The business basically didn’t exist six or seven years ago yet now it accounts for half of Sterling’s revenue.
In the most recent quarter, the E-infrastructure division put up 29% revenue growth year-over-year, 57% operating income. As Sterling Infrastructure CEO put it, ‘This excellent margin profile reflects our shift towards large, mission-critical projects, including data centers and manufacturing, where our scale, superior execution, and track record of delivering projects on time are extremely valuable to our customers.’ And that sounds real good to me.
Now this summer, Sterling announced that it would be bolstering its E-infrastructure business with the acquisition of fellow Texas-based company CEC Facilities Group… This is exactly what you need to build data centers, and when you combine it with what Sterling already has, they’ll be able to get a bigger piece of the data center pie, which is gigantic to begin with. Management is very very bullish on this deal, and given the recent track record, I mean, how do we not believe them?”
Sterling Infrastructure, Inc. (NASDAQ:STRL) provides e-infrastructure, transportation, and building solutions, including site development for data centers, industrial facilities, and public works projects. In addition, the company offers concrete, plumbing, and surveying services for residential and commercial construction.
5. AECOM (NYSE:ACM)
Number of Hedge Fund Holders: 41
AECOM (NYSE:ACM) is one of the stocks that Jim Cramer expressed thoughts on. Cramer highlighted the stock as an “old favorite of the show” and commented:
“So, who else benefits from the AI data center boom? Hey, how about an old favorite of the show, AECOM… which is another engineering construction firm that’s best known for its public sector work, particularly infrastructure construction, although it does plenty of commercial business, too. Lately, AECOM has been calling out the AI data center boom as a major tailwind for its business.
On… the most recent conference call, one of the first things cited by President Lara Poloni as she talked about future opportunities with data center, she mentioned that data center investment is expected to triple by 2030. And as with Jacobs, she said that AECOM’s expertise in specific functions like environmental permitting, sighting, stakeholder engagement, energy, and water gives the company a significant advantage in this space.
Apparently, AECOM’s data center practice has seen its net service revenue double over the past two years, and Poloni’s betting that the growth here will continue to accelerate. This stock has been on a roll. It’s up 52% from its April lows. But you know what? I think this one has more room to run. Every time you hear about another one of these massive data center projects from the hyperscalers, you’ve got to remember that somebody needs to build these things. And oftentimes that’s going to be AECOM.”
AECOM (NYSE: ACM) provides infrastructure consulting, design, and management services to public and private clients across the transportation, water, energy, and environmental sectors.
4. Jacobs Solutions Inc. (NYSE:J)
Number of Hedge Fund Holders: 35
Jacobs Solutions Inc. (NYSE:J) is one of the stocks that Jim Cramer expressed thoughts on. While highlighting engineering construction firms, Cramer mentioned the company and commented:
“I want to highlight another group that doesn’t get as much attention, actually, kind of gets almost no attention despite the fact that they’re some of the clearest winners in this whole process. I’m talking about what we used to call the ENC stocks, the engineering construction firms that literally build the data centers. Take Jacobs Solution, up almost 48% from its April lows… Jacobs has been in the data center construction business since 2007… The digital twin concept is a real cost-saver, especially in times of tremendous materials inflation.
And look, the data center exposure is already paying off. When Jacobs reported its most recent quarter, the company delivered a nice earnings boost and raised its full-year earnings forecast. Nice, huh? Management called out the data center boom as one of the top drivers of the company’s core infrastructure and advanced facilities business. Look, I think Jacobs remains a winner both for the data center and because they can make a bundle from new manufacturing facilities being built in the United States, including pharmaceutical plants. Think of them as a terrific reshoring play.”
Jacobs Solutions Inc. (NYSE:J) provides consulting, engineering, and infrastructure delivery services spanning design, construction management, and facility operations.
3. DoorDash, Inc. (NASDAQ:DASH)
Number of Hedge Fund Holders: 100
DoorDash, Inc. (NASDAQ:DASH) is one of the stocks that Jim Cramer expressed thoughts on. Cramer said that the stock is relatively cheap compared to its growth rate. He stated:
“DoorDash’s ad revenue now exceeds $1 billion on an annualized basis. That’s real money. You know what? I think it’s a principal reason why the stock’s been so robust… So, where do I come down on the stock here? Well, surprisingly, even though DoorDash is already up almost 65% for the year, the stock’s still relatively inexpensive, at least compared to its growth rate. Right now, DoorDash sells at roughly 43 times next year’s earnings estimates, I know, not that cheap.
But when you consider… this company, with nearly 30% earnings growth expected next year, that price to future earnings multiple looks very reasonable. It’s one of the reasons why I include it… Let me give you the bottom line: Yes, consumers are desperate for value, but that doesn’t necessarily mean low price. Sometimes it means paying up for a service simply because it’s a relative bargain. DoorDash is a relative bargain. The convenience of delivery service is worth a lot more to people than the cost, which is why the stock’s been on fire, and why I’m betting that it’s not done going higher.”
DoorDash, Inc. (NASDAQ:DASH) runs a commerce platform that connects merchants, consumers, and delivery partners through its DoorDash and Wolt marketplaces. It provides delivery, payment, and marketing solutions, along with subscription and white-label services for businesses.
2. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders: 260
Meta Platforms, Inc. (NASDAQ:META) is one of the stocks that Jim Cramer expressed thoughts on. Inquiring about the stock, an investing club member asked what CEO Mark Zuckerberg’s next move might be to drive the company’s continued growth. Cramer replied:
“Meta, he really believes, Mark that… wearing glasses is the best way to get artificial intelligence. So they’re just going to get more and more sophisticated. I feel like I have to buy each iteration. I love the fact, by the way, that Jensen works very closely with Mark, and I think that the method of glass is just going to keep dazzling us. I like the fact that Zuckerberg is ahead of us in thinking, but that’s going to be the form factor, and I think it’s going to work.”
Meta Platforms, Inc. (NASDAQ:META) creates digital products that connect people through social, messaging, and immersive technologies. The company provides Facebook, Instagram, WhatsApp, Messenger, Threads, and virtual and augmented reality devices under Reality Labs.
1. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 235
NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks that Jim Cramer expressed thoughts on. Noting the incredible gains that the stock has provided for the Charitable Trust, Cramer said:
“When I listened to Jensen today talking about NVIDIA’s long-term plans to power the fourth industrial revolution and how NVIDIA is going to augment the entire world’s GDP because his customers have so many lucrative plans for his technology, it makes me want to buy more for the Charitable Trust even though we’re already up more than 1,000% on this one… I found myself not worrying about China sales, even as you don’t need to in the first place, because Jensen’s not including anything from China in the numbers.
I didn’t worry about a story about how Oracle might be losing millions of dollars on NVIDIA’s chips because they ran out or whatever, because the chips are really a small part of Oracle’s grand plan to dominate the world data center. And the story was, therefore, I regard as inaccurate. I didn’t worry that NVIDIA’s nearly $4.5 trillion market capitalization had gotten ahead of itself… What matters to me is that I’ve learned to trust the market in general and NVIDIA in particular. Jensen Huang has earned the benefit of the doubt. That’s what’s happened. That confidence, that gives me confidence to buy more of NVIDIA if it goes lower.”
NVIDIA Corporation (NASDAQ:NVDA) provides computing and graphics solutions that include AI infrastructure, data centers, gaming, and automotive technologies.
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.
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