During a recent episode of Mad Money, Jim Cramer opened with a sharp reminder that the biggest market mover right now is the President and discussed the most recent policy announcements:
“We temporarily forgot who was in charge, who determines stock prices, who decides whether we’re going to have an up day or a down day. No, I’m not talking about the invisible hand of the market. I’m talking about the president. That’s right. Because President Trump isn’t happy with his trade negotiations with the EU, he decided this very morning to slap Europe with a 50% tariff on June 1st unless they come to the table, make a deal.”
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Cramer then highlighted some of his fears and turned his attention on to the next week and highlighted some key earnings for his viewers to watch out for:
“It’s tough to tell what awaits us when the market opens next Tuesday if the president’s back on the tariff war path. […] I am concerned that this market now has a downward bias to it. […] Now, we do know this. Next week is a huge one. Huge one for earnings with Costco, Dell, Salesforce, Nvidia. Any one of those can impact the entire sector, if not the market itself. Let’s not get ahead of ourselves. We have some high-profile companies reporting on Tuesday.”
Finally, he warned that political headlines may overwhelm fundamentals and inject fresh volatility into the market:
“Bottom line, we’re heading into a fickle week. One that will no doubt be punctuated with presidential postings about our trading partners, their intransigence, their negatives, their perfidiousness. Of course, the market only shrugged off the real negative posting from this morning and instead focus on the endless obsession, the 10-year Treasury, which was a steady enough to trump President Trump and his renewed call for high tariffs. I hope that can continue next week. But I’ll tell you something, I wouldn’t count on it.”
Our Methodology
For this article, we compiled a list of 11 stocks that were discussed by Jim Cramer during the Mad Money episodes that aired between the 21st and 24th of May, 2024. We then calculated their performance for the past 12 months, until May 23rd, 2025, market close. We have also included the hedge fund sentiment for the stocks, which we sourced from Insider Monkey’s Q1 2025 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).
11. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders: 284
In an older episode, Jim Cramer highlighted Microsoft Corporation (NASDAQ:MSFT) as a potential triple winner, touting its dominance in the AI PC cycle, enterprise data infrastructure, and cloud services. With consumers hesitant to spend on home improvement and other hard goods, Cramer argued the real momentum was flowing into companies serving enterprise needs and enabling data analytics at scale. Microsoft, he suggested, was uniquely positioned to benefit across all fronts:
“There might be another big form of spend with the consumer buying tech hardware. […] We’re now hearing from Microsoft about a brand-new PC that replaces most personal computers; one with an artificial intelligence co-pilot. It’s entirely possible that it’ll take another whole quarter for the machines to get there, which is why I just say it’s tantalizing; this whole thing’s tantalizing but it’s just not tangible. Maybe we don’t need to outthink it though, the biggest winner of people buying more windows PCs is the maker of Windows, Microsoft. The biggest winner in the data war might be Microsoft. The biggest winner in the web services war might end up being Microsoft.”
Although Microsoft is up 5.43% since, Cramer’s bullish scenario didn’t exactly pan out.
Microsoft Corporation (NASDAQ:MSFT) has positioned itself at the forefront of AI with its new AI-powered Windows PCs and advanced coding tools unveiled at the 2025 Build conference.
Cramer’s latest view on Microsoft remains bullish. Here’s what he said when he highlighted the stock in the beginning of May this year:
“[Talking about the market’s gains] Led by two of these mega caps, the Microsoft and Meta platforms, we’re reminded of how the mega caps got so big to begin with. It’s their scale, their smarts, their moats, their balance sheets, and their sensational products. Microsoft stock finished up 30 points or 7.63% today after a monster quarter […]
Microsoft’s a machine. It’s a conference call that’s incredibly well orchestrated. CEO Satya Nadella starts with a mellifluous analysis of what’s going great guns. He takes it from 30,000 ft all perfect every division including most proudly Azure.
Then CFO Amy Hood, perhaps the most professional of the CFOs in the business, gives the breakdown of the far more prosaic numbers, how much each division gained over the previous year. Then she delivers the single most important bullet in the call: the part where she raises guidance, sometimes huge, sometimes just big.
[Talking about previously reducing guidance in previous quarters] Not this time. This time, it was a glorious course of raised numbers. Azure, it had huge accelerated revenue growth and will continue to do so. […] This quarter was a thing of beauty.”