In this piece, we will look at the stocks Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer advised users to turn their focus to Europe when it came to buying stocks. Flagship US stock indexes, such as the benchmark S&P and the broader NASDAQ, have lost 3.7% and 8.7% year-to-date on the back of tariff concerns, slowing growth, and January’s DeepSeek selloff. Commenting on the developments, Cramer shared: “I’ll tell you where you want to buy. Europe is fantastic.”
Delving deeper into Europe, the CNBC TV show host quoted a piece from an investment bank. He outlined:
“You know it’s incredible. Michael Semblest has a piece. . .he’s obviously always the best at he’s talking about. You know maybe, you pulling out NATO. 90,000 troops, let me see you later. I do think that Germans are expanding, Germans are doing what we did, in 2009.”
The Germans are “doing anything they can,” believes Cramer. “They’re doing the bazooka. . .It’s Malcolm X partner, it’s Malcolm X!,” he added. According to Cramer, “They [Germans] took the brake off, and they’re levering up, and they’re going to put a lot of people to work. And they’re going to hire a lot of . . .well they have to do a lot of the ammunition.”
He also commented on another market report outlining that Germany’s spending spree meant that German bonds could outdo their American peers. According to him:
“Yes, and I think that it is. The money’s flying there. They’re borrowing. Now I’ve got to tell you, I think a lot people came into this year and they were caught the wrong way. They were caught US equities. They were caught, what, Magnificent 7. Now they’ve realized that . . . the end of the Magnificent 7 when it was really just a couple of guys. Only thee. That’s where we are.”
For consumers wary of inflation, Cramer has good news. “A lot of companies just raised prices; they used COVID as an excuse. They have to cut ’em,” he outlined.
Cramer also shed light on recent short-selling activity. He started off by admitting that “there are a lot of people who might be saying the shorts are doing well.” However, he added: “What the shorts do is they have a covering rally like we had last Friday.” Cramer also believes that a covering rally “could happen again because we don’t know why there’s heavy selling other than the fact that people just say I can’t trust anything. I don’t know when the President’s going to speak.”
As to what it will take to set the market right, here’s what he said:
“I was hoping to see a crescendo rouge where both the speculative stuff that is going up, the Palantirs from fifty to eight going to hundred and twenty. I need to see those go down. I need to see anything lunar go down, I need to see anything nuclear go down. There’s no nuclear business. Why do people even torture us with that?”
“We have a market that is so fearful, and we also know, and I wasn’t idly saying that we should be in Germany,” he believes.
Cramer also shared that he’s optimistic about the Energy Department, which he believes was previously too focused on nuclear power. According to him:
“I’ve done a lot of work on the Energy Department, they’re gonna make that [petroleum reserve] into a powerhouse. Energy Department kinda got stuck on nuclear. And on stopping the big projects that were in the Gulf that are so great. I come back and I say that, and I’m going to the Gulf, it’s, this Energy Department is in favor of making us into an energy powerhouse. It’s not talking about the price of oil, it’s talking about becoming by far the leader.”
One export market that could benefit the US is Germany. As per Cramer:
“But I’m saying we could become the swing factor in liquefied, in LNG worldwide. The Germans could take all of ours to shut down Russia. Russia gets a lot of money from that. . it’s always one step away from getting that thing [Russian supplies] back up. They’re not saying listen we don’t ever want any Russian nat gas. It would be great if you’re pro-Ukraine. But they haven’t sworn it off entirely. They haven’t done it.”
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down all the stocks he mentioned during CNBC’s Squawk on the Street aired on March 7th.
For these stocks, we also mentioned the number of hedge fund investors. 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).
10. Occidental Petroleum Corporation (NYSE:OXY)
Number of Hedge Fund Holders In Q4 2024: 68
Occidental Petroleum Corporation (NYSE:OXY) is a sizable American oil and gas company. Its shares have lost 22.7% over the past year as the firm has struggled with weak crude oil prices. The sluggish industry also led Occidental Petroleum Corporation (NYSE:OXY) to offload $1.2 billion in upstream assets in February to streamline operations and raise cash. Cramer believes that there might be better companies out there despite the fact that Warren Buffett owns a stake in the firm. Here is what he said:
“A lot of people always want Occidental because it’s Buffett’s company, it’s not as well run as Coterra. It’s not as well run as Chevron. Which has really lagged.”
9. The TJX Companies, Inc. (NYSE:TJX)
Number of Hedge Fund Holders In Q4 2024: 74
The TJX Companies, Inc. (NYSE:TJX) is an off-price retailer whose shares have gained 23% over the past year. The firm’s strong share price performance has been due to its business model benefiting from tight consumer spending. TJX Companies, Inc. (NYSE:TJX)’s fourth-quarter earnings saw it beat analyst revenue and EPS guidance as it brought in $16.35 billion in revenue and grew EPS by 10%. While The TJX Companies, Inc. (NYSE:TJX)’s forecast left more to be desired, Cramer brushed it off after the earnings report. Here are his latest comments:
“Alright. I wanna own Costco, which shouldn’t be down. I wanna own TJX, and I wanna own this one.”
8. Chevron Corporation (NYSE:CVX)
Number of Hedge Fund Holders In Q4 2024: 81
Chevron Corporation (NYSE:CVX) has been one of Cramer’s top energy stocks in 2025. He has been appreciative of the firm’s CEO, Mike Wirth, and advised viewers looking for a steady firm that’s behind the market to buy Chevron Corporation (NYSE:CVX). Cramer also believes that the firm’s operations in the Gulf hold promise. He believes that its cash flow and dividend are quite attractive given the current market environment. Here’s the CNBC TV host’s latest take on Chevron Corporation (NYSE:CVX):
“It’s Chevron that’s got the yield with the rates where they are. If you want growth oil it would be, I like Coterra because it’s natural gas, which is four dollar natural gas, it’s really well. A lot of people always want Occidental because it’s Buffett’s company, it’s not as well run as Coterra. It’s not as well run as Chevron. Which has really lagged.”
7. Micron Technology, Inc. (NASDAQ:MU)
Number of Hedge Fund Holders In Q4 2024: 94
Micron Technology, Inc. (NASDAQ:MU) is one of the largest American semiconductor companies. It is also the only American firm capable of manufacturing high-end memory chips. These chips are used along with GPUs in AI computing platforms. Micron Technology, Inc. (NASDAQ:MU)’s shares are flat year-to-date after they shed their January gains during the DeepSeek selloff and in March. Investors are concerned that the firm might not receive funds under the CHIPS Act. Here is what Cramer said:
“[Micron’s words of Trump taking aim at manufacturing subsidies] Not a lot of subsidies coming. They built an unbelievable machine out there. And they were doing it before there was any. . .
“To attack Sanjay Mehrotra who has built this company to another level is kind of just inane. That’s how great Sanjay is. Look, they were giving them the money, what’s he supposed to say, look I don’t want that put it in the community chest? Do not pay us go, do not pay us Micron?”
6. Costco Wholesale Corporation (NASDAQ:COST)
Number of Hedge Fund Holders In Q4 2024: 96
Costco Wholesale Corporation (NASDAQ:COST) is a US discount retailer that’s one of Cramer’s top stocks in the sector. In his previous comments, the CNBC host praised the firm’s business strategy of forcing its suppliers to offer the lowest price possible. He believes that Costco Wholesale Corporation (NASDAQ:COST) is key to reducing prices in America and lamented the fact that the former Biden administration did not closely work with the company to bring prices down. This time around, he commented on Costco Wholesale Corporation (NASDAQ:COST)’s ability to withstand any storm ushered in by tariffs:
“Look I have not had Kirkland Vodka yet. But I am sure it is every bit as good as Tito’s. I’m not kidding. The price is very low. . .Remember they do four billion in liquor sales . . .I’ll have Kirkland Vodka. . .They have those premade drinks. You won’t know the difference. I’ll serve you one of those, why do I have to spend a lot of money on Tito’s?”
“You better have really big profit margins like Costco. Now they’re thin margins when it comes to the customer. But they have this huge growth in the cart where the money comes from. They import a lot of vegetables. And they’re not having problems because they’re powerful. You know you gotta be powerful.. . .This is about scale. The companies that are dealing and making, dealing right now in the fluid situation, are ones that have scale and they can basically say, guys, look, you’re not gonna, we’re taking your profit margin. Because we don’t know what’s gonna happen so it’s gonna come out of your hide. . .And that’s what Costco can do. I don’t know about the other guys. I feel bad for them. They’re at the mercy of this craziness.”
5. Marvell Technology, Inc. (NASDAQ:MRVL)
Number of Hedge Fund Holders In Q4 2024: 105
Marvell Technology, Inc. (NASDAQ:MRVL) is an American semiconductor designer that sells networking and other chips. It’s emerged as a key player in the AI era due to its ability to design custom AI chips. These chips can prove to be a lower-cost option to NVIDIA’s pricey GPUs. However, Marvell Technology, Inc. (NASDAQ:MRVL)’s shares sank by a whopping 20% in March after the firm’s Q1 revenue guidance of $1.88 billion barely beat analyst estimates of $1.87. Investors were hoping that Marvell Technology, Inc. (NASDAQ:MRVL) would benefit more from AI demand, particularly as China’s DeepSeek demonstrated that higher-powered GPUs might not be necessary for AI training. Here is what Cramer said:
“Look I think that it was terrific that Marvell got the Amazon contract. But I think people are going to say the reason why we sold it was it turned out that Broadcom got a huge new customer list. This is Softbank, Arm. If they’re really involved, it’s big. OpenAI. Apple. I would have thought maybe, look I think Marvell’s great. I think Matt Murphy’s very good, the CEO, he’s really competitive. . .But I would say that Hock Tan crushed him, by the way, Hock Tan, can I just say he put together this company out of, just piece after piece. And he’s got now the custom-made chip. That segment he owns.”
4. Walmart Inc. (NYSE:WMT)
Number of Hedge Fund Holders In Q4 2024: 116
Walmart Inc. (NYSE:WMT) is the largest brick-and-mortar retailer in the world. It has benefited from a tight consumer spending environment by leveraging its scale to offer low prices. Walmart Inc. (NYSE:WMT) stock has gained 44% over the past year, but its shares are down by 2.7% year-to-date. A tepid fourth-quarter earnings are partly to blame as its full-year midpoint EPS guidance of $2.55 fell short of analyst estimates of $2.76. Cramer believes Walmart Inc. (NYSE:WMT)’s scale can prove advantageous in another arena:
“You know you gotta be powerful. Walmart is powerful. This is about scale. The companies that are dealing and making, dealing right now in the fluid situation, are ones that have scale and they can basically say, guys, look, you’re not gonna, we’re taking your profit margin. Because we don’t know what’s gonna happen so it’s gonna come out of your hide. And that’s what Walmart can do. . .I don’t know about the other guys. I feel bad for them. They’re at the mercy of this craziness.”
3. Tesla, Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holders In Q4 2024: 126
While Cramer spends quite a bit of time discussing Tesla, Inc. (NASDAQ:TSLA) CEO Elon Musk, his comments about the firm’s operations have been more sparse. The few times that he has commented, he has seen him share that the narrative around Tesla, Inc. (NASDAQ:TSLA) should shift away from EVs to AI and robotics. March’s second week has been a key one for the stock as it has now erased all gains made since the November election as investors grow increasingly worried about Tesla, Inc. (NASDAQ:TSLA)’s ability to sustain its EV deliveries. Cramer commented on a recent note by Wedbush:
“[Dan Ives’ recent note] Oh Dan Ives. . .green jacket goes to two hundred, pink jacket goes to one fifty.”
2. Broadcom Inc (NASDAQ:AVGO)
Number of Hedge Fund Holders In Q4 2024: 161
Broadcom Inc (NASDAQ:AVGO) is a semiconductor company that has emerged as a key player in today’s AI era. Investors have rewarded the firm for its semiconductor design strengths that have enabled it to play a key role in the custom AI chip market. However, Broadcom Inc (NASDAQ:AVGO)’s shares are down by a whopping 22% year-to-date as they struggle to recover from January’s DeepSeek selloff. The stock jumped by 7% in March after it guided $4.4 billion in fiscal second quarter AI revenue. Here is what Cramer said:
“Look this one’s um, nothing short of an unbelievable quarter. It’s been the best quarter of the year in tech. I was, in shock at how strong they were. And every single part of the business. AI was of course extraordinary, even just the regular tech was very good. VMWare was great. They talked about the new customers. They have amazing customers. They always had, they had Google already, Alphabet, they had Meta, they had ByteDance, I think they now got Softbank, they got Arm, they got OpenAI maybe Apple. These are just huge customers. And David the really important thing, is that let’s say you thought that the . . .So I thought the winner was definitely Broadcom.”
“[On future M&A’s] He said he’s done. And that’s, everybody tries to float something Intel every other day. It was supposed to be what SilverLake, and now. . .people are talking about Mets owner and Mobileye. But I would point out that this company is now, they do XPUs. It’s NVIDIA doing post-train and software. And that’s what exactly Hock Tan gave them. . .software layer. And these guys are doing custom, and custom’s a little cheaper. And all I can tell you is that it’s not a two-horse race, it’s different. But there are two stocks that are investable now. My charitable trust has a huge position in Broadcom and I’ve been waiting for the [inaudible] and here we got it. NVIDIA obviously, Hock Tan is telling you that they’re great. He didn’t say anybody else was great.”
1. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders In Q4 2024: 223
NVIDIA Corporation (NASDAQ:NVDA) is the leading AI GPU company in the world whose shares have reversed track in 2025. They have 23% year-to-date primarily due to January’s DeepSeek AI selloff and concerns about additional sanctions from the Trump administration on its GPU sales to China. In his previous comments about NVIDIA Corporation (NASDAQ:NVDA) Cramer has stressed that investors need to watch out for future orders. He has stopped discussing the stock as frequently since the selloff. Here are his latest remarks:
“I think what matters to me, that maybe we’re beyond just having the usual five hyperscalers. And that’s going to help NVIDIA, maybe the most hated stock in the universe, every retail person trying to run from it, ahead of the GTC, the big conference in ten days.” “But it also made me think that maybe you should start paying attention to NVIDIA from an earnings per share side.”
“I’d like to see a [inaudible] down in NVIDIA.”
“No, I’d like to see everybody out of it ahead of when Jensen Huang reveals why we want to own Blackwell and Rubin.”
NVDA is a stock Jim Cramer recently discussed. While we acknowledge the potential of NVDA 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. If you are looking for an AI stock that is more promising than NVDA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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