What You Missed on Mad Money: 17 Stocks Reviewed by Jim Cramer

In this article, we will look at everything Jim Cramer discussed regarding investors’ recent overblown worries and growth stocks stuck in bear market territory. The host of CNBC’s Mad Money said Tuesday that many investors who pulled out of the market during the recent stretch of volatility now realize that the extreme scenarios that pushed them to sell “just didn’t happen.”

It just didn’t happen. Those four words are the only excuse millions of people have for missing out on this unbelievable rally, and of course, many other rallies going back year and years. Think about it. How many times have you been scared out of the stock market only to find out that the terrible, horrible event that frightened you just didn’t happen… We need to have a serious discussion, you and me, about why so many of you left this market in the last month. We need to do it because now I’m sure many of you feel like it’s too late, just going to sit this one out. Maybe you’ll never buy stocks again. Now, it’s not too late, although I think the easy money has been made.

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Cramer said he would be more comfortable if investors held off and waited for a couple of down sessions before stepping back in to buy. He said, “Maybe the war will give us a couple.” He did add that the market has run up so much that it is now in overbought territory. Hence, he said that his Charitable Trust is selling into strength right now rather than putting new money to work.

Let’s put it all together. What we have is a rally that appears to be based on nothing. But in reality, it’s based on the fact that most of the things that we were worried about just didn’t happen. Here’s the bottom line: If you’re really scared and can’t sleep and need Xanax or Klonopin or maybe even Seroquel, you can sell tomorrow and get great prices. As they say on the trading desk, that’s better than a sharp stick in the eye. Let’s hope that’s another thing that never happens, too.

Our Methodology

For this article, we compiled a list of 17 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 14. We listed the stocks in the order that Cramer mentioned them.

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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).

What You Missed on Mad Money: 17 Stocks Reviewed by Jim Cramer

17. Asana, Inc. (NYSE:ASAN)

Asana, Inc. (NYSE:ASAN) was among the stocks Jim Cramer discussed on Mad Money as he addressed investors’ recent overblown worries and growth stocks stuck in bear-market territory. Toward the end of the lightning round, when a caller asked for Cramer’s thoughts on the stock, he said:

Yeah, this is another one that’s going to be disrupted by AI, and I have to agree with the people who are selling it. I think it’s going to be actually hurt by that.

Asana, Inc. (NYSE:ASAN) provides a work management platform that uses a proprietary data model and AI agents to help teams automate tasks and coordinate projects. On April 14, The Fly reported that Piper Sandler downgraded the company’s stock to Neutral from Overweight and lowered its price target to $7 from $9. The firm noted the challenging conditions enterprise software has faced in 2026 as frontier model providers compete with incumbents for IT budgets. Piper Sandler pointed out that Asana, Inc. (NYSE:ASAN) is in a “no man’s land” when it comes to growth and profitability.

16. CCC Intelligent Solutions Holdings Inc. (NASDAQ:CCC)

CCC Intelligent Solutions Holdings Inc. (NASDAQ:CCC) was among the stocks Jim Cramer discussed on Mad Money as he addressed investors’ recent overblown worries and growth stocks stuck in bear-market territory. A caller asked if they should buy, sell, or hold the stock, and he replied:

Yeah, no, no, it’s a cloud-based for insurance. I mean, you know, I’d rather see you own, well, I’ll tell you, I mean, how about owning some Berkshire Hathaway? I think there’s a insurance company that’s better. I don’t, you can buy Lemonade if you want to do something that’s like, that’s got a little AI in it.

CCC Intelligent Solutions Holdings Inc. (NASDAQ:CCC) provides a cloud-based SaaS platform that uses artificial intelligence to manage digital workflows for the insurance and automotive industries. The company’s technology connects insurers, repair shops, and parts suppliers to streamline tasks like claims handling, repair estimating, and payment processing.

15. GigaCloud Technology Inc. (NASDAQ:GCT)

GigaCloud Technology Inc. (NASDAQ:GCT) was among the stocks Jim Cramer discussed on Mad Money as he addressed investors’ recent overblown worries and growth stocks stuck in bear-market territory. Answering a caller’s query about the stock, Cramer said:

I met the guy who runs the company, and I’ve gotta tell you, I was so impressed. I said, I’d look at it, and do you know what happened? I never did. And all it’s done, all that’s happened is the stock keeps going higher and higher, and it’s very inexpensive. I’m glad you brought it to our attention.

GigaCloud Technology Inc. (NASDAQ:GCT) operates a B2B ecommerce marketplace that connects manufacturers with resellers for cross-border sales of large items such as furniture and appliances. The company’s platform combines product discovery, payments, and logistics into a single system for international transactions.

14. AppLovin Corporation (NASDAQ:APP)

AppLovin Corporation (NASDAQ:APP) was among the stocks Jim Cramer discussed on Mad Money as he addressed investors’ recent overblown worries and growth stocks stuck in bear-market territory. A caller asked if they should sell their position or hang on to it, and Cramer replied:

Okay, AppLovin was really not as much of a SaaS story… and I appreciate that because a lot of these stocks are that have come down. As much as we think that Google’s going to come into their market, if that’s the case, the stock’s selling at 27 times earnings. It can go lower. It’s bouncing right now. Why don’t we let it bounce? I don’t know, it’s at $433. It could probably bounce to $450, $460. But then I think you gotta trim it because I do fear Google myself.

AppLovin Corporation (NASDAQ:APP) provides a software platform that helps advertisers and app developers market and monetize their content. The company offers advertising solutions, analytics tools, connected TV services, and mobile games. During the April 1 episode, Cramer mentioned the stock while discussing winners and losers of Q1 and said:

Second-worst performer, wow, much-loved company AppLovin, down almost 41%. This is a former market darling, which helps mobile game developers and other digital businesses to grow their reach and monetize their platforms through advertising. Had the business to itself. It’s honestly, it is a very fine business, by the way, with fantastic growth, impressive profitability. But the stock got really expensive. Entering this year, it was selling for more than 45 times earnings. That left the stock of AppLovin very vulnerable. If your stock has a high multiple and there’s even a whiff of concern that it could be displaced by AI, then investors will sell first and ask questions later.

You can find out more about the other winners and losers of Q1 that Cramer discussed here.

13. First Solar, Inc. (NASDAQ:FSLR)

First Solar, Inc. (NASDAQ:FSLR) was among the stocks Jim Cramer discussed on Mad Money as he addressed investors’ recent overblown worries and growth stocks stuck in bear-market territory. Cramer highlighted the company’s low valuation, as he stated:

Finally, there’s First Solar, the solar panel maker that’s down nearly 30% from its peak set last December, even as the company’s expected to post 27% earnings growth this year. Oh, and the stock trades at just over 11 times this year’s numbers, insanely cheap when you consider that First Solar’s still up huge from its post-Liberation Day lows roughly a year ago. For what it’s worth, Larry Fink, the CEO of BlackRock, the largest money manager in the world, told me this morning that solar could be huge for our country. He’s a big bull on solar. I think that’s a clarion call to own the stock of First Solar. I think this one’s been hurt by some misconceptions that the Trump administration’s attitude toward renewable energy is to dislike this.

Look, we know Trump dislikes wind, okay, maybe because there are offshore wind turbines running in the view of one of his golf courses in Scotland. I don’t know… But he’s got no real animosity that I’ve heard toward solar. Have you?… Plus, First Solar’s a national champion of sorts with a significant advantage in a high-tariff era because so much of its production is domestic. And there’s a new catalyst, too. Spiking oil prices tend to be great news for alternative energy stocks. At 11 times earnings, this stock’s just been overlooked. I think it’s too cheap.

First Solar, Inc. (NASDAQ:FSLR) specializes in manufacturing advanced thin-film solar modules that provide a cleaner, more sustainable alternative to traditional silicon panels.

12. Southwest Airlines Co. (NYSE:LUV)

Southwest Airlines Co. (NYSE:LUV) was among the stocks Jim Cramer discussed on Mad Money as he addressed investors’ recent overblown worries and growth stocks stuck in bear-market territory. Cramer showed an optimistic sentiment toward the company, as he said:

Fourth discounted company is Southwest Air. Yes, this value-oriented carrier has been making big changes under the watchful eye of the activists at Elliott Investment Management since the summer of 2024. Stock’s done very well over this period before peaking in mid-February as investors realize that a war might be coming. But Southwest’s now fallen about 25% in less than two months and trading at less than 15 times this year’s earnings estimates, even though the company’s earnings are expected to be more than triple this year. The risk here is that Southwest won’t be able to make the numbers thanks to much higher oil prices. Then again, the earnings estimates have already come down big from over $4 per share when the war started to just $2.86 per share as of today. And that’s still more than three times what they earned last year.

Long story short, I think Southwest’s a terrific turnaround story, and you’re now getting a chance to buy it at bargain basement prices that I didn’t think it should trade down to. And who knows, you know, I was thinking all day about this, did you hear this thing about United might want to merge with American Airlines? Okay, that seems very unlikely to me. Even if the Trump administration doesn’t block it, states will sue. No judge will rule in that deal’s favor. However, if the big airlines are eager to consolidate, I think they might want to own a small mid-sized airline. I think they might want to own Southwest.

Southwest Airlines Co. (NYSE:LUV) provides passenger air travel with a focus on convenience, loyalty rewards, and digital booking tools.

11. Booking Holdings Inc. (NASDAQ:BKNG)

Booking Holdings Inc. (NASDAQ:BKNG) was among the stocks Jim Cramer discussed on Mad Money as he addressed investors’ recent overblown worries and growth stocks stuck in bear-market territory. Cramer discussed the company in light of the Iran conflict, as he commented:

Third, there is one that frankly was so hot for so many years, I don’t believe that people could totally give it up… It’s called Booking Holdings, it’s the old Priceline, also owns Booking.com, KAYAK, OpenTable, couple of other consumer travel entertainment brands. Okay, here’s a stock that’s down 22% from its highs because of AI displacement, right? I mean, we think it’s going to be disrupted because the online travel agents are basically aggregators, right, and Anthropic’s Claude can aggregate, too. I get that. That’s a threat.

At the same time, we don’t know really how the travel business will handle the war with Iran and the spike in oil prices. Booking also has more exposure to Europe than its main rival, Expedia, which likely means they’re in worse shape because Europe’s feeling more of a squeeze economically thanks to the sky-high natural gas prices over there, and gasoline, of course. But I think a lot of that’s really kind of already baked into the stock.

Plus, when Booking Holdings reported mid-February, management sounded pretty confident. They offered a strong full-year forecast. Of course, that was before the war. But at 17 times earnings, I think the price is right for this company that’s expected to deliver 17.6 earnings growth. 17.6% earnings growth at 17 times earnings, that’s good. At the same time, I’m betting people need a vacation after a harsh winter and a stressful few months. When the war ends, I think this thing’s going to soar.

Booking Holdings Inc. (NASDAQ:BKNG) operates travel and dining platforms that enable users to book accommodations, flights, car rentals, activities, and restaurant reservations.

10. Vistra Corp. (NYSE:VST)

Vistra Corp. (NYSE:VST) was among the stocks Jim Cramer discussed on Mad Money as he addressed investors’ recent overblown worries and growth stocks stuck in bear-market territory. Cramer highlighted the company’s impressive stock price rise over the years, as he said:

Next up, there’s Vistra, one of America’s largest independent power producers with a stock that’s down 25% from its all-time high in late September. Vistra’s earnings per share are on track to more than double this year, yet the stock sells for less than 19 times this year’s numbers. Now, there was a time when the stock was unstoppable because Vistra got a huge nuclear power business. Over the past five years, it’s up well over 800% thanks to surging electricity demand from, yes, of course, the data centers. But like most things connected to the data center, Vistra shares got ahead of themselves last fall. It felt like there was no price too high for investors who wanted exposure to power generation, especially with the nuclear kicker. It just kept being bought and bought and bought and bought. So I was actually happy to see these companies cool off a bit over the past few months. At these levels, I think this was a buy again. Like I said to a caller who asked about this name last night, you’re getting some of the best growth in the S&P 500 for under 19 times earnings. I know it’s utility, doesn’t matter, it’s a steal.

Vistra Corp. (NYSE:VST) is an integrated energy provider that produces electricity and sells power and natural gas to millions of homes and businesses. The company manages a portfolio of nuclear, solar, and natural gas facilities and oversees fuel logistics and the decommissioning of old plants.

9. Uber Technologies, Inc. (NYSE:UBER)

Uber Technologies, Inc. (NYSE:UBER) was among the stocks Jim Cramer discussed on Mad Money as he addressed investors’ recent overblown worries and growth stocks stuck in bear-market territory. Cramer showed disbelief while discussing the stock’s decline, as he commented:

Let’s take them in descending order of valuation. First up, one that I wrote about in How to Make Money in Any Market, that I can’t believe is down this much, Uber Technologies, the ride share kingpin with the big food delivery business. Uber’s down 29% from its all-time high set last September despite the fact that the company’s earnings are expected to grow at a nearly 40% clip this year. This one barely made it onto our list, though, because its valuation’s just below the S&P as a whole, trading at 21.3 times this year’s earnings estimates.

Now, as I’ve told you before, I think Uber’s stock has been weighed down by overblown worries about robotaxis from the likes of Tesla and Google’s Waymo. Uber owns a network of 200 million monthly active users. The best way for the robotaxi outfits to grow is by partnering with them. Just yesterday, we learned that Uber and the autonomous driving company Nuro plan to launch a premium robotaxi service in San Francisco later this year. On top of that, thanks to the recent pullback, Uber stock is finally cheap for the first time in years. What’s not to like? This sell-off is creating bargains.

Uber Technologies, Inc. (NYSE:UBER) operates technology platforms that connect users for mobility, delivery, and freight services. The company provides ridesharing, food and retail delivery, and digital freight logistics.

8. Deutsche Bank Aktiengesellschaft (NYSE:DB)

Deutsche Bank Aktiengesellschaft (NYSE:DB) was among the stocks Jim Cramer discussed on Mad Money as he addressed investors’ recent overblown worries and growth stocks stuck in bear-market territory. When a caller asked for Cramer’s thoughts on the stock, he said:

Well, Europe’s tough… I think it’s going to come back. But I gotta tell you, when it comes back, will you please do the logical thing and change it to Banco Santander, SAN? That’s the one you want to be in. That’s the one that’s about to break out, SAN, Ana Botín…

Deutsche Bank Aktiengesellschaft (NYSE:DB) provides a range of financial products, including investment banking, wealth management, and corporate lending. The company’s services include institutional trading, advisory for mergers and acquisitions, and active or passive asset management solutions.

7. Microsoft Corporation (NASDAQ:MSFT)

Microsoft Corporation (NASDAQ:MSFT) was among the stocks Jim Cramer discussed on Mad Money as he addressed investors’ recent overblown worries and growth stocks stuck in bear-market territory. Cramer noted that he is hoping for the company to make big changes, as he remarked:

Of course, Microsoft, they’re behind. It’s software. It could get hurt by Anthropic and OpenAI, no doubt. Honestly, the business isn’t growing the way I’d like it to. But I can tell you that Microsoft can make big changes. Once it has the balance sheet to make big changes, it ought to make big changes. Let’s hope it does.

Microsoft Corporation (NASDAQ:MSFT) develops software, hardware, and cloud-based solutions. The company provides products like Windows, Azure, Office, LinkedIn, and Xbox. Cramer mentioned the company during the April 13 episode, as he said:

Some stocks belong in the index, of course. For example, take a look at Microsoft, textbook software stock. It’s been pretty much straight down since its peak last July at $555. But it did jump 3.6% today. Did anything happen this weekend to justify today’s rally?

Nope. In fact, we got a negative piece this morning about how the private colossus OpenAI has been pushing business away from Microsoft and toward Amazon because its customers want to go there. Incredible given how close they were at one point, but it’s right that Microsoft stock’s been clobbered. They’re not looking much like an AI… winner right now. No matter, it’s enjoying its first romp in ages. Enjoy it.

6. Meta Platforms, Inc. (NASDAQ:META)

Meta Platforms, Inc. (NASDAQ:META) was among the stocks Jim Cramer discussed on Mad Money as he addressed investors’ recent overblown worries and growth stocks stuck in bear-market territory. Cramer highlighted the company’s new AI model, as he said:

Meta, it just announced a new AI model, Muse Spark. Critics liked it. Meta had spent a fortune on talent. It didn’t seem to be paying off. Then today, the stock surged 4.4% on top of some big move yesterday. Was the crisis averted? No. You see, there was no crisis. Just didn’t happen.

Meta Platforms, Inc. (NASDAQ:META) develops technologies and applications that connect people through social networking and messaging. The company’s portfolio includes Facebook, Instagram, WhatsApp, Messenger, Threads, and virtual and augmented reality products. Cramer discussed the company’s recent legal battles during the March 31 episode, as he commented:

Of course, these weren’t the only two winners. Meta Platforms has been pancaked here to the point where it sells for 19 times earnings. I understand that the company has to spend a lot of money buying chips from NVIDIA. That’s put a lid on the stock. But Meta really got crushed by a one-two punch in New Mexico and Los Angeles courtroom over the way the company failed to protect the younger users, among many other charges.

They lost both cases, and the stock shed billions and billions and billions of dollars over a two-day period. Cooler heads are now looking at these cases and recognizing that there’s plenty of appeals ahead before Meta has to pay anything at all. And if they win on the appeal, they’re not going to pay a dime. I think that the awards will be trimmed. I also think that the First Amendment’s going to be a very good protector of what Meta has to do.

Click to continue reading and see What You Missed on Mad Money: 5 Stocks Reviewed by Jim Cramer.

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