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 Sterling Infrastructure, Inc. (NASDAQ:STRL) 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 busy airport terminal, highlighting the company’s strong transportation arm.
Sterling Infrastructure, Inc. (NASDAQ:STRL)
Number of Hedge Fund Investors: 30
A caller asked about Sterling Infrastructure, Inc. (NASDAQ:STRL) in that older episode, one of several infrastructure stocks benefiting from U.S. federal funding at the time. Cramer grouped it with other winners in the sector:
“Every one of these is going to be the same thing — whether it be PWR, or whether it be AECOM, or whether it be Sterling — these are infrastructure plays that are working because that money is starting to pour in from the federal government. That’s why that’s a winner.”
The stock was indeed a winner, rising 46.38% since Cramer’s prediction.
Sterling Infrastructure, Inc. (NASDAQ:STRL) is a construction and engineering company specializing in infrastructure projects including highways, civil works, and water management systems. However, during an episode that aired at the beginning of the year, Cramer was more cautious about the stock, saying:
“Now, let me tell you, it is a lot like other companies. It is living off, I think, a lot of the federal money that has been spent. So, I don’t want to get greedy here. It is just two points off the high. I say you take some off the table, okay? Take some off the table and let the rest run.”
Overall STRL ranks 4th on our list of stocks Jim Cramer recently discussed. While we acknowledge the potential of STRL 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 STRL 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.
