We recently published an article titled Was Jim Cramer Right About These 10 Stocks? In this article, we are going to take a look at where Chipotle Mexican Grill, Inc. (NYSE:CMG) stands against the other stocks Jim Cramer recently talked about.
During the latest episode of Mad Money, which aired on May 13th, Jim Cramer unpacked the extraordinary rebound in U.S. markets following President Trump’s abrupt pivot away from aggressive tariffs, declaring:
“Trillions were lost. Bulls were turned into bears. Bears were turned into meat-eating grizzlies. And money poured out of stocks. Six weeks later, it’s like the whole thing never happened.”
READ ALSO: Jim Cramer’s 9 Failed Predictions From 12 Months Ago AND Jim Cramer Nailed These 12 Stock Predictions.
He emphasized how hedge funds and short-sellers were caught completely off guard, triggering one of the most dramatic reversals in recent history:
“The big money, the hedge funds, and the fast traders have been caught on the other side of the line of scrimmage, and it is costing them.”
Reflecting on Trump’s unexpected about-face—and its massive market implications—Cramer summed it up bluntly:
“The bears are paying the price while the individual investors who held on are basking in the glory of one of the greatest rallies ever, as the president ultimately made the extremely rational decision to not destroy the entire stock market.”
Our Methodology
For this article, we compiled a list of 10 stocks that were discussed by Jim Cramer during the Mad Money episode that aired on the 13th of May 2024. We then calculated their performance for the past 12 months, until May 13th, 2025, market close. We have also included the hedge fund sentiment for the stocks, which we sourced from Insider Monkey’s Q4 2024 database of over 900 hedge funds. The stocks are listed in the order that Cramer mentioned them.
Please note that this article mentions Jim Cramer’s previous opinions and may not account for any changes to his opinions regarding the stocks that are mentioned. It is primarily an examination of how his previously provided opinions have panned out.
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).
A chef plating up a wide variety of dishes for a restaurant chain.
Chipotle Mexican Grill, Inc. (NYSE:CMG)
Number of Hedge Fund Holders: 83
In that older episode, a viewer with a small position in Chipotle Mexican Grill, Inc. (NYSE:CMG) asked whether to add more. Cramer remained very positive on the company’s fundamentals but advised patience due to the elevated price:
“I think Chipotle is fantastic. I have to fight you on buying more here because it’s had — it is so close to its high. But just hold it and don’t make any sales — because you know it’s going to split by the way in June. You’re going to get a lot of stock. People are going to get excited about that. We might even actually trim some a little when it gets to that. But I think Chipotle fundamentals are just fantastic.”
Despite strong fundamentals, the stock dropped 20.75%, proving this recommendation missed the mark.
Chipotle Mexican Grill, Inc. (NYSE:CMG) is a fast-casual restaurant chain specializing in burritos, bowls, and tacos made from responsibly sourced ingredients. Discussing the company’s recent earnings, Cramer said the following:
“[CMG and consumer headwinds] When I listened to that I said okay now I know why Kroger goes up every day. Now I know why Costco’s strong. There, Scott Boatwright had a very, this was the Chipotle call, it was a very straightforward call basically just saying, they didn’t mention the actual price of different things, but people would rather just have a couple of meals at home. Where it’s just cheaper.”
“Remember McDonalds came out with a $5 burger and their numbers spiked? Well, you have to address, if I were Chipotle right now, I’d be thinking, okay, I gotta come up with a limited-time only offer that is, that’s cheaper. Now Scott, to his credit said, listen we gotta have people smile more. Okay. I like smiles.”
Overall CMG ranks 7th on our list of stocks Jim Cramer recently discussed. While we acknowledge the potential of CMG as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than CMG but that trades at less than 5 times its earnings, 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. This article is originally published at Insider Monkey.
