Mad Money’s Latest Recap: Jim Cramer’s Strategy for Market Sell-Offs and 16 Stocks Mentioned

In this article, we will look at Mad Money’s latest recap as Jim Cramer outlined his strategy for market sell-offs. The host of Mad Money on Monday suggested not to rush into selling high-quality stocks, as the market is being pushed more by fear than by underlying business performance.

Stocks go down for all sorts of reasons, some good, some bad. Lately, we’ve had a lot of bad, and tonight I want to straighten some things out, not to tell you to buy, but only just to describe some things that have gone wrong, so you understand what’s causing a lot of good stuff to go down. Why does that matter? Because a bad tape causes individuals to dump great stocks, usually when they should be buying more or at least standing pat. I know a lot of people are getting very worried.

READ ALSO Iran Conflict Rattles Stocks — Jim Cramer’s Game Plan and 9 Stock Calls and How Jim Cramer Advises Navigating the Macro Slide and His Take on 12 Stocks

Cramer noted that repeated efforts by the president to signal that negotiations are progressing well have not been matched by any meaningful response from Iran, which has led to a sense of gloom hanging over the market. He said that long-term wealth comes from identifying winning companies and sticking with them through difficult periods like the present. He explained that these are the moments when investors are often misled into selling, either because they feel the system is broken or believe the opportunity has passed, when it has not.

Let me give you the bottom line: Sometimes stocks sell off for bad reasons or fully bogus reasons. And at those moments, I’d rather be a buyer than a seller of CrowdStrike or Meta. At some point, I’d be willing to bless the memory stocks too, but they need to cool off some more before I’m willing to stick my neck out because this is such a, it’s become such a horrible stock market.

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 March 30. We listed the stocks in the order that Cramer mentioned them.

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Mad Money’s Latest Recap: Jim Cramer’s Strategy for Market Sell-Offs and 16 Stocks Mentioned

16. NVIDIA Corporation (NASDAQ:NVDA)

NVIDIA Corporation (NASDAQ:NVDA) is included in Mad Money’s latest recap as Jim Cramer outlined his strategy for market sell-offs. Cramer explained why the stock is going down, as he commented:

… Most painful, we have stocks that go down two and then up one. Take a look at NVIDIA. This is a stock that’s already down over 20% from its highs set last October, including a 11% slide since 2026 began. Right now, NVIDIA sells for less than 15 times next year’s earnings estimates. What can I say? 15 times. I think that’s because the whole war has become a PE multiple-shrinking event. Why sell NVIDIA when you can buy it back later? Why buy it? Why do you need it? Okay, that’s first of all. Then why do you buy it? Can’t think of a reason. Why do you sell it? Because you can buy it back lower. If it can go below 15 times earnings, why not 14 times? Why not 13 times? Maybe it doesn’t matter.

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.

15. Walmart Inc. (NASDAQ:WMT)

Walmart Inc. (NASDAQ:WMT) is included in Mad Money’s latest recap as Jim Cramer outlined his strategy for market sell-offs. A caller asked if the stock works as a “safety trade” in the current environment, and Cramer replied:

I absolutely think that Walmart is okay here. I like the stock very much. I think it just had a, it bounced off the roof, came back down, and it’s ready to run.

Walmart Inc. (NASDAQ:WMT) operates retail stores, warehouse clubs, and online platforms that sell groceries, everyday essentials, home goods, apparel, electronics, and more. Cramer mentioned the stock during the March 23 episode and said:

There are bargains to be had all over retail, and they just don’t look like it. Walmart, okay, its stock’s up 8% year to date. Costco, up 12% year to date. Both have high price-to-earnings multiples. I get that, but they’d do well if you think that we’re headed toward a slowdown because of oil prices.

We covered the stock while discussing the most overvalued companies according to the media. You can read more here.

14. The Western Union Company (NYSE:WU)

The Western Union Company (NYSE:WU) is included in Mad Money’s latest recap as Jim Cramer outlined his strategy for market sell-offs. When a caller asked about the stock during the lightning round, noting that it pays a 10% dividend yield and its forward P/E sits at 5x, Cramer remarked:

You know, I’ve met the company, and frankly, every time I recommend it, let’s be honest, every time I recommend it because of exactly what you just said, I feel like, why doesn’t it go up? And the answer is because it doesn’t have the earnings power to drive it up. We are going to take a pass on that stock.

The Western Union Company (NYSE:WU) provides global money transfer and payment solutions through retail agents, digital platforms, and mobile services. The company also offers bill payments, money orders, prepaid cards, foreign exchange, and digital wallet services. When a caller asked about the stock during the episode aired on September 18, 2025, Cramer replied:

You know what? It’s just, it’s, it’s got no growth. It does have that big yield, but that’s not what we want. We want growth. Growth and compounded income is how we make money here, not something like that.

It is worth noting that since the above comment was aired, the company’s stock is up over 6.5%.

13. First Majestic Silver Corp. (NYSE:AG)

First Majestic Silver Corp. (NYSE:AG) is included in Mad Money’s latest recap as Jim Cramer outlined his strategy for market sell-offs. Answering a caller’s query about the stock, Cramer said:

Yeah, see, I’m a Pan American Silver guy from way back. That’s the one that I’d like to buy. But I do have to believe, having gone to silver production reviews in areas in Mexico, it may be time. Maybe the time is right. Let’s use that as a spec, okay? I think that’s a good spec.

First Majestic Silver Corp. (NYSE:AG) focuses on the full lifecycle of silver and gold mining, from the initial discovery of deposits to active resource production. A caller asked about the stock during the July 9, 2025, episode, and Cramer responded:

Okay. I like silver. First Majestic, not familiar with. The one that I’ve always recommended is Pan American because it’s been profitable for a very long time. PAAS, that’s the one you want to be in.

12. NICE Ltd. (NASDAQ:NICE)

NICE Ltd. (NASDAQ:NICE) is included in Mad Money’s latest recap as Jim Cramer outlined his strategy for market sell-offs. Noting that the stock has a forward PE of 9 and double-digit margins, a caller asked whether it is time to buy. In response, Cramer said:

You know, this used to be a cybersecurity company people loved because they had all sorts of different webs and cameras. I think everyone now feels that that’s been outmoded by, yes, AI. I can’t touch it. Another AI destructo. We may have to, well, we try to put together lists. It’s just, they just grow longer and longer.

NICE Ltd. (NASDAQ:NICE) provides AI-powered cloud platforms designed to automate customer engagement and manage financial crime and compliance. We recently discussed the analyst sentiment around the stock while discussing overlooked tech stocks. You can read more about it here.

11. Almonty Industries Inc. (NASDAQ:ALM)

Almonty Industries Inc. (NASDAQ:ALM) is included in Mad Money’s latest recap as Jim Cramer outlined his strategy for market sell-offs. During the lightning round, a caller asked for Cramer’s take on the stock, and he replied:

Yeah, you know, it’s a… Look, it’s got, it’s tungsten, it’s mining. People want that. I think this stock can go higher. It’s come down a lot. I think it is probably okay to buy.

Almonty Industries Inc. (NASDAQ:ALM) explores and extracts tungsten and tin deposits. The company manages the entire lifecycle of its resources.

10. Qnity Electronics, Inc. (NYSE:Q)

Qnity Electronics, Inc. (NYSE:Q) is included in Mad Money’s latest recap as Jim Cramer outlined his strategy for market sell-offs. Cramer mentioned the company during the episode and said:

That’s a specialty chemical company that was spun out of DuPont late last year. When I covered the DuPont breakup last October, I told you I was very bullish on Qnity. And when DuPont broke itself up, we continued to own both stocks for the Charitable Trust. We’re now up 31% for the year for Qnity. I’m very happy to own that one for the trust.

Qnity Electronics, Inc. (NYSE:Q) provides materials and chemical solutions used in the manufacturing of semiconductors and electronic components. A caller asked Cramer whether he thought the company was a rising star during the March 25 episode. The Mad Money host replied:

Yes, it is… And thank you for noticing this. This is a big club holding because it was part of the Dupont spin. And I think that it is still inexpensive at 30, 31 times earnings. You are a shrewd observer of what we’re buying and what’s going on. I think the company, which sells materials for semis, is fantastic.

9. Element Solutions Inc (NYSE:ESI)

Element Solutions Inc (NYSE:ESI) is included in Mad Money’s latest recap as Jim Cramer outlined his strategy for market sell-offs. Cramer expects the stock to “keep on soaring” if the rest of the year “plays out like the first quarter.” He stated:

Now, from a high-level perspective, when you look at the numbers, Element Solutions hasn’t done that great over the last five years. The numbers have been relatively stagnant over the period. But if you zoom in on the last year’s results in particular, even though the overall numbers aren’t particularly inspiring, 4% sales growth, 3% earnings growth, we start to see a better story forming… I’ve also gotta point out this Element Solutions is cheaper, trading at less than 19 times this year’s earnings estimates versus 28 times for Qnity.

… Look, it’s not just that this market has fallen in love with chemical companies thanks to the Iran war shortage; Element Solutions has been putting up better and better numbers. The company’s expected to put up nearly 20% revenue growth this year, 17% earnings growth followed by another fairly strong performance in 2027…

Listen, I think it’s a good story. Like I said, I wouldn’t swap out of my tried and true Qnity shares to own the smaller Element Solutions, but some investors might be inclined to own the latter, especially since it’s a lot cheaper. If you don’t own either, Element’s a fine way to play this corner of the chemical space that’s really doing quite well right now… If we see the war in Iran come to a conclusion, some of the global shortages for chemicals ease then Element’s going to sell off. If the semiconductor boom is impaired for whatever reason as what the stock seem to be saying right, then it would hurt, too. But the bottom line for me: For now, I think Alex in Oregon has brought us a real good one. If the rest of the year plays out like the first quarter, then I expect Element Solutions to keep on soaring.

Element Solutions Inc (NYSE:ESI) is a specialty chemicals technology company that provides assembly, circuitry, and semiconductor solutions.

8. Rubrik, Inc. (NYSE:RBRK)

Rubrik, Inc. (NYSE:RBRK) is included in Mad Money’s latest recap as Jim Cramer outlined his strategy for market sell-offs. A caller asked for Cramer’s advice regarding their position in the stock, and mentioned that they have taken their cost basis out and are “playing with house’s money.” Cramer suggested:

Yeah, you want to hold. I mean, you want to hold… I’ll tell you what’s weird. Bipul delivered a really good quarter. There’s no doubt about it. I mean, it was a good quarter, but in this new market, that’s not enough. If a company’s not valued down 20% from where it actually started, this is down 40% now, we’re going to start thinking, you know what, it’s not down enough. And if its price to earnings multiple is higher than say 20, we’re going to say we don’t, we’re not interested. It’s become a very difficult bearish market, about to become a bear market.

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.

7. Arm Holdings plc (NASDAQ:ARM)

Arm Holdings plc (NASDAQ:ARM) is included in Mad Money’s latest recap as Jim Cramer outlined his strategy for market sell-offs. Cramer highlighted the company’s new first in-house CPU for the data center, as he remarked:

We got this huge development last week from Arm Holdings. I’m so glad we can go back and talk about it. This is one of the most important companies in the semiconductor industry. For most of its history, Arm developed key chip architecture, and then it licensed it to various semiconductor makers. They make a little bit of money per, but last week, they unveiled their first in-house CPU for the data center, especially for agentic AI workloads. The stock initially roared on the news, although it’s now given back some, but what hasn’t, including a 5% pullback today, but it’s still up 25% year to date. That’s very unusual for tech now. Arm believes its new chip business could reach $15 billion in annual sales within five years, I think it could be in excess of that, with Meta as the first major customer already. In short, this is no longer just a story about collecting royalties from chip makers that use their technology. The company wants a larger piece of the pie.

Arm Holdings plc (NASDAQ:ARM) designs and licenses CPU architectures, system IP, and software used across automotive, computing, consumer, and IoT applications.

6. Automatic Data Processing, Inc. (NASDAQ:ADP)

Automatic Data Processing, Inc. (NASDAQ:ADP) is included in Mad Money’s latest recap as Jim Cramer outlined his strategy for market sell-offs. A caller inquired if the company will be helped or hurt by AI, and in response, Cramer said:

You know, I have to tell you… This is a great question because I spent the weekend going over the ones that I think are really being killed. I don’t think they can be easily taken down because you need them when you go in front of the IRS.

But you know what? It doesn’t matter… People have decided that this company can be disenfranchised just like Paychex, so they just think that people can create programs that tell you more. And I’ve got, and also of course, they think that unemployment’s going to make it so that there’ll be fewer people having paychecks. I want so much to say you should buy it, but I’ve seen what they did to Paychex, and they can do it to Automatic Data.

Automatic Data Processing, Inc. (NASDAQ:ADP) provides cloud-based human capital management platforms and HR outsourcing services. The company offers software for payroll, compliance, talent management, and employee benefits administration.

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