In this piece, we will look at the stocks Jim Cramer recently discussed.
Jim Cramer’s latest appearance on CNBC’s Squawk on the Street saw him continue to comment on the semiconductor industry. While chip stocks, primarily those geared towards data center AI computing, were the biggest winners of the AI revolution, things took a sharp turn last month following the DeepSeek selloff. Now, investors are continuously wondering whether the billions of dollars earmarked for data centers will actually materialize.
However, while the selloff occurred in 2025, Cramer’s co-host Carl Quintanilla pointed out that chip stocks were range bound since the latter half of 2024. In response, Cramer shared that investing in these stocks had “been very very difficult, because frankly, they’re one of the segments that you don’t want to be in.” This is because he believes that “There seems like there’s too much competition” amongst the companies. This includes the firm responsible for the Snapdragon processors “going against” the British design house owned by Softbank. Other examples shared by Cramer include the design house going against Dr. Lisa Su’s chip company and America’s largest and only integrated chip maker simply “flailing,” with Wall Street’s favorite AI GPU stock lately coming “under attack.”
This turmoil leads the CNBC host to conclude that “you’ve got a group David, that is frankly verklempt is the word I was searching for.”
Cramer also commented on research papers and industry participants pointing at the continually dropping AI training costs. Commenting specifically on a Stanford paper saying researchers training a cloud model for 5o bucks, he sardonically remarked “I think by the end these guys are going to make it so that, they pay you to take it. I mean there’s a little absurdity going on here.”
Another topic he discussed in quite detail during the show was the auto industry. Elon Musk’s car company and the firm that makes the F-150 truck fell as trading opened on the back of factors such as weaker demand in Europe and auto demand in America. Cramer believes that the latter firm’s CEO “Jim Farley is a great spokesman for the auto industry. He just said look, it’s a disaster what it is. Obviously, it’s going to hurt them.” Discussing President Trump’s sanctions against Mexico, Cramer pointed out that they would be particularly painful for Farley’s company due to its Mexican production base. Cramer added that a new direction in the tariff debate might see the President take aim on Japan and South Korea.
According to him:
“He [Farley] did. . .at one point say and I thought it was very important for the American people, said, we are having this conversation, well Honda is importing six hundred thousand units in the US with no incremental tariff. Why is Toyota able to import point five million vehicles in the US with no incremental tariff? I mean there are millions of vehicles coming into this country that are not being applied. Now I think that’s what I would go to the President and say.”
Cramer also shared his take on Mexican President Claudia Scheinbaum. “Claudia Scheinbaum’s ratings, I was looking at hers yesterday, the President of Mexico,” he shared. “Through the roof, in the eighties. Because they feel that she offered a credible solution, which is to sit down and talk with the President,” he added.
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on February 6th.
For these stocks, we also mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds invest in? 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 275% since May 2014, beating its benchmark by 150 percentage points. (see more details here).
11. Under Armour, Inc. (NYSE:UA)
Number of Hedge Fund Holders In Q3 2024: 28
Under Armour, Inc. (NYSE:UA) is a clothing company that sells performance apparel. Its shares have lost 7.6% over the past year as the firm has struggled to convince investors about the merits of its turnaround plan. Under Armour, Inc. (NYSE:UA)’s shares sank by 17% in December following the firm’s investor day as it was unable to convince analysts and investors about the near-term value accretion from its initiatives. The stock dipped by another 5.6% in February despite the fact that Under Armour, Inc. (NYSE:UA) delivered a beat all over. Here is what Cramer said:
“Under Armour is one where you have to admit the guy, Kevin, made a cold shot he said it’s going to get better from here.”
10. Ralph Lauren Corp (NYSE:RL)
Number of Hedge Fund Holders In Q3 2024: 30
Ralph Lauren Corp (NYSE:RL) is one of the most well-known fashion and apparel companies in the world. Its shares have gained 85% over the past year on the back of an inflation-resistant consumer base. Ralph Lauren Corp (NYSE:RL)’s digital store added more than a million customers in 2024 and its Chinese sales also grew by 40% during some quarters. The stock jumped by 9.7% in February after Ralph Lauren Corp (NYSE:RL) increased 2025 sales growth guidance to a 6.5% midpoint from an earlier 3.5% midpoint and beat analyst revenue estimates of $2.01 billion by posting $2.14 billion. Here is what Cramer said:
“Ralph Lauren, I just say that they are timeless value. This Patrice Louvet, he’s so good. And he often says, he’ll say to you, and don’t you have something in your closet that you had for many years? And he makes the point, I love it, that it’s not an expense. It creates value. His stuff is, you capitalize a sweater that you get from Ralph Lauren. Look, the numbers are amazing, by the way, China, he’s doing fantastically in China.”
“North America’s back and David you know what’s, they are TikTok. And they are Insta. And by the way, they are using Mark Zuckerberg’s kind of, look, you tell us what to do and we’ll do it. And one of the reasons that Meta is up I think is many people are emulating Patrice Louvet at Ralph Lauren.”
“They reach the right people. And TikTok reaches the right people. And I think that business is on fire.”
