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 Strategy Incorporated (NASDAQ:MSTR) 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).
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Strategy Incorporated (NASDAQ:MSTR)
Number of Hedge Fund Holders: 44
A caller who had lost money on Strategy Incorporated (NASDAQ:MSTR) back then after buying at a much higher price asked for advice. Cramer was blunt about the company’s exposure to Bitcoin:
“All this company really is — just to be clear — it trades off of Bitcoin, because Michael Saylor, who runs the company, he just buys Bitcoin. And I think that that’s what happened — it’s accentuated Bitcoin. I always tell people — if you want Bitcoin, don’t buy MicroStrategy, buy Bitcoin. And that’s what I think you are in, and that’s what I think you should do.”
That advice missed a rocket ship, as the stock soared 238.38%.
Strategy Incorporated (NASDAQ:MSTR) is a business intelligence software company that has become known for holding large amounts of Bitcoin as part of its corporate treasury strategy. In response to a caller’s question in April, Cramer remains firm in his opinion, saying:
“Oh… No, no. Look, we like Bitcoin. We actually buy Bitcoin. That’s what we do. We want Bitcoin. We buy Bitcoin.”
Overall MSTR ranks 6th on our list of stocks Jim Cramer recently discussed. While we acknowledge the potential of MSTR 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 MSTR but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.
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