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.”
9. Skyworks Solutions, Inc. (NASDAQ:SWKS)
Number of Hedge Fund Holders In Q3 2024: 31
Skyworks Solutions, Inc. (NASDAQ:SWKS) is a semiconductor company that sells chips such as power management and signals management processors. Its biggest customer is Apple, which means that if the iPhone’s sales drop or if investors worry about Apple finding alternatives, then Skyworks Solutions, Inc. (NASDAQ:SWKS)’s shares also struggle. A slowdown in the industrial and smartphone industries has also dragged down the firm’s shares. Cramer commented on the latest drop of 24.6% after management disclosed during the earnings call that it expects a lower “content position” for a major customer:
“Yeah and Liam Griffin is doing such a great job, has been there for ages. . . .Skyworks has a huge percentage of Apple’s business. Now remember, Apple’s like Fight Club, you can’t mention in the conference call, just say a large client. . . .but that’s just devastating at Skyworks, very very good for Broadcom and this is just Hock Tan just coming, every cylinder. But David you know when you have one client, it is just a very rough thing.”
“I think that one of the things that the company may regret is, you know they’ve got some Samsung business, but they needed to far. . . .when we see these companies like NXP, okay, NXP they say is autos, but it also has near field communications. Texas Instruments has got IoT and it also has autos. You need something else in order to make it so that if you do lose the greatest customer in the world, and they didn’t lose it, they just lost some of it, then you have what this is. By the way, Liam Griffin is a liked person. He’s out in two weeks he didn’t answer the calls, he didn’t answer the questions at the conference call. So, it was disconcerting. I found the whole thing disconcerting.”
8. Nucor Corporation (NYSE:NUE)
Number of Hedge Fund Holders In Q3 2024: 32
Nucor Corporation (NYSE:NUE) is one of the largest steel companies in America. Its stock is down by 26.7% over the past year due to weakness in the US steel market via lower prices and an overall depression in the industrial and construction sectors. Another factor that Cramer has regularly pointed out as being a reason behind Nucor Corporation (NYSE:NUE)’s weakness is cheap Chinese steel coming into the US via Mexico. With President Trump’s latest engagement with Mexico having yielded results, here are Cramer’s latest remarks:
“Nucor hit a bottom. Amazing. Largest steel company.”
“They’re the big winners because Chinese steel’s not going to come in anymore. I think it’s very important.”
7. The Hershey Company (NYSE:HSY)
Number of Hedge Fund Holders In Q3 2024: 33
The Hershey Company (NYSE:HSY) is a well-known American chocolate company. The stock is down by 22% over the past year as the firm has struggled with high input costs cutting through its demand by requiring it to raise prices in an environment where consumers are already struggling with inflation. Part of the reasons behind The Hershey Company (NYSE:HSY)’s woes are high cocoa prices. Cramer commented on the cocoa prices and shared:
“In the end, you’ve got a problem with this. And the problem is, the cocoa. But if cocoa goes down this is where you add thirty five points. I mean, I think that cocoa is unsustainable at the ten thousand level. Historically been about the two thousand level. And I just think it’s just a matter of time it comes down.”
6. Yum! Brands, Inc. (NYSE:YUM)
Number of Hedge Fund Holders In Q3 2024: 34
Yum! Brands, Inc. (NYSE:YUM) is one of the largest fast-food chains in the world. It owns well-known brands such as KFC and Taco Bell. More than half of the firm’s revenue is US-based, making it susceptible to any consumer downturns. Over the past year, Yum! Brands, Inc. (NYSE:YUM)’s shares 13% but had it not been for a 9% jump in February, the shares would have gained a mere 3%. So why did the stock soar? Well, Yum! Brands, Inc. (NYSE:YUM)’s fourth quarter saw its global sales recover to levels seen before the Middle East conflict and its US sales jumped on the back of value means driving consumers to Taco Bell. Here is what Cramer said:
“David [David Gibbs CEO] gave us, he’s got some hero brands, I thought it was just an excellent quarter. Excellent. And he’s, you know look, that stock is another stock that’s kind of done nothing, but the multiple’s high and today we got really really good numbers. I was really impressed. And I want him to win too. That’s a very cheap stock cause it’s a franchise stock.”
5. Ford Motor Company (NYSE:F)
Number of Hedge Fund Holders In Q3 2024: 36
Ford Motor Company (NYSE:F) is a distressed American car manufacturer whose shares closed 2024 17.7% lower. Over the past twelve months, the stock has bled 23.3% after it sank by more than 18% in July. Back then, Ford Motor Company (NYSE:F)’s shares dropped as disclosed hefty reserve requirements to deal with warranty issues. The stock fell by another 7.5% in February as the firm guided 2025 operating income at a midpoint of $7.75 billion for a marked drop over 2024’s $10.2 billion. Here’s what Cramer said as Ford Motor Company (NYSE:F)’s shares dropped:
“Korea, they have a real, they’ve got a terrific deal. And that is not I think in keeping David with what we should be focused on. I agree with Farley. Like you’re gonna get this back and forth, uh problem with Mexico is going to cause our cars to go up a lot.”
“Right now there’s an inventory glut.”
“I do think that Ford is a tough read Now they give you this fifteen cent dividend and nobody cares. We wanted it to buy back. You’re not going to get a buy back. And, it is a very poignant call because it shows you that what Trump wants to do is going to hurt them. Hurt them more than anyone else. He doesn’t mean to. But Ford makes the most cars that have to go back to Mexico. Yeah back and forth.
“Look I worry about Ford because why is Ford being punished, I mean put a tariff on anybody. Don’t just do Ford and Mexico. What did they do? They went for the Free Trade Agreement, they were foolish enough to believe in the Free Trade Agreement. I feel bad for Farley, he’s a serious guy. Serious practitioner. They have some businesses that are doing well, the subscription business, I like. The EV’s not doing that horribly. They’ve got a new Navigator coming out, that could be good. So I don’t wanna write them off. I just don’t want to own it.”
4. Tapestry, Inc. (NYSE:TPR)
Number of Hedge Fund Holders In Q3 2024: 38
Tapestry, Inc. (NYSE:TPR) is a luxury apparel company whose shares gained more than 79% in 2024. The stock soared amidst troubles in the broader retail industry as the firm’s wealthy customers bucked inflationary trends. Cramer’s previous comments about the firm have commented on the market cheering former FTC head Lina Khan blocking Tapestry, Inc. (NYSE:TPR)’s Capri acquisition. His latest remarks surrounded a broader recovery in the apparel sector:
“Peloton is rather amazing. But apparel Tapestry, that surprised me. That’s Coach. So there are some, I’ve been seeing some life in that group which I hadn’t because they’re so often connected with department stores. But Ralph Lauren’s really cleaned up the outlets.”
“But this is very unusual. We had PVH going down. We had a very weak group. Now suddenly we have a group that’s worth looking at. Paying attention to.”
3. Arm Holdings plc (NASDAQ:ARM)
Number of Hedge Fund Holders In Q3 2024: 38
Arm Holdings plc (NASDAQ:ARM) is a British chip design house. Its products are primarily catered towards low-power computing. However, recent advances in chip manufacturing have enabled firms to scale up transistor density and add multiple chip modules on a single package to allow Arm Holdings plc (NASDAQ:ARM)’s designs to deliver high performance as well. Consequently, the firm has proliferated data center general-purpose computing products as well. Cramer commented on the shifting market sentiment for AI chip stocks:
“They have the same problem when we speak to Rene Haas at Arm. I mean, people are asking for too much at these companies. They just are. People seem to think, well wait a second, you’re gonna claim that DeepSeek is good for you? Well if you’re claiming then shouldn’t you be raising in the out years and no one’s doing that because it’s not really the way that you look at things. They’re playing defense, not offense.”
2. Mondelez International, Inc. (NASDAQ:MDLZ)
Number of Hedge Fund Holders In Q3 2024: 51
Mondelez International, Inc. (NASDAQ:MDLZ) is a food products company known primarily for its chocolates. High cocoa prices have forced it to raise prices which has dented the demand for its products. Consequently, Mondelez International, Inc. (NASDAQ:MDLZ)’s shares have lost 23% over the past year. Cramer’s previous remarks for the firm have been pessimistic as he has indicated that the cocoa prices have dented investor enthusiasm for the shares. Here are his latest comments for Mondelez International, Inc. (NASDAQ:MDLZ):
“But when you listen to Mondelez they’ve been saying that for a long time and it’s done them absolutely no good. Mondelez being what was a fantastic stock, now you can’t, I’d beat you on your head with a Toblerone and you wouldn’t even feel it.”
1. Honeywell International Inc. (NASDAQ:HON)
Number of Hedge Fund Holders In Q3 2024: 55
Honeywell International Inc. (NASDAQ:HON) is one of the largest American industrial conglomerates. Its shares gained a mere 9.4% in 2024 and were up primarily due to the November election proving to be a boon for industrial companies. Honeywell International Inc. (NASDAQ:HON) has been beset by a slowdown in its automation business and an overall sluggish environment. The firm’s narrative is driven by activist Elliot Management taking a stake and driving change. Honeywell International Inc. (NASDAQ:HON) announced that it was splitting into three businesses, and here’s what Cramer said about the affair:
“But this is the quarter you have to buy because you’re finally getting the three pieces. The aerospace business is fantastic. This chemicals business is of course a little bit better than the GDP. And then you have this automation business which has been a disappointment.”
“For aerospace, they have the cockpit. They have a lot of intellectual property in a plane. They have obviously some service, I think that you do want to emulate. Now remember they’re in every plane. They’re in Bombardier, Airbus, they’re in Boeing. They’ve got a hammerlock on the group. Dave Cote put that together and I like that business. You may just say, hold your nose and buy. If you get that business.”
“That factory automation, David the warehouse business, that was bad. That was bad. . . That’s been a loser.”
“I’m totally with you. Which is why my trust owns it. We’ve been selling higher. Now I’m going to buy it back or hold on.”
HON is a stock Jim Cramer recently discussed. While we acknowledge the potential of HON 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 timeframe. If you are looking for an AI stock that is more promising than HON but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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