Jim Cramer’s 11 Stock Calls Including Marvell and Trane, and Caution About Overhyped AI Stocks
In this article, we will look at Jim Cramer’s Mad Money stock calls as he urged investors to exercise caution when it comes to red-hot AI stocks.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | BAMCO Inc. Ron Baron | 1,736,856 | $176,377,727 | +43% | 0.53% |
| 2. | 1,441,100 | $146,343,710 | 0.25% | ||
| 3. | Renaissance Technologies Jim Simons | 1,239,956 | $125,917,532 | +18% | 0.2% |
| 4. | 1,155,400 | $117,330,870 | -10% | 0.02% | |
| 5. | VGI Partners Robert M. P. Luciano | 897,646 | $91,155,951 | +12% | 4.96% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $67.62 | 100,000 | $6,762,000.00 | 13,000,000 | 2025-04-07 | Filing | |
| $70.31 | 100,000 | $7,030,940.00 | 12,900,000 | 2025-04-04 | Filing | |
| $70.40 | 200,000 | $14,079,560.00 | 12,800,000 | 2025-04-04 | Filing | |
| $84.93 | 11,475 | $974,547.65 | 12,600,000 | 2025-03-24 | Filing | |
| $80.99 | 5,025 | $406,954.15 | 10,905,025 | 2025-03-21 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $125.00 | 4,438 | $554,750.00 | 3,066 | 2025-09-02 | Filing | |
| $92.12 | 2,262 | $208,375.44 | 3,066 | 2025-05-29 | Filing | |
| $78.73 | 2,650 | $208,634.50 | 5,689 | 2024-09-16 | Filing | |
| $98.05 | 2,000 | $196,100.00 | 17,797 | 2024-05-13 | Filing | |
| $94.39 | 2,446 | $230,877.94 | 9,226 | 2024-05-28 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,901,235 | $903,908,534 | 0.12% | |
| 2. | 5,996,396 | $608,933,967 | 0.01% | |
| 3. | 5,268,139 | $534,979,515 | 0.01% | |
| 4. | 4,685,108 | $475,772,790 | 0.03% | |
| 5. | 4,296,500 | $436,309,575 | 0.05% |