In this piece, we will look at the stocks Jim Cramer recently discussed.
In his recent appearance on CNBC’s Squawk on the Street, Jim Cramer commented on President Trump’s tariffs against Mexico and Canada and his proposal of tax cuts. Cramer made the comments before the President announced that he could walk back the tariffs. Cramer noted Trump’s hard-hitting approach during his State of the Union address to Congress. He remarked:
“Well look the President did say listen the tax cuts are coming and don’t worry about it. I don’t think this is permanent. Look when I hear the bullishness, I just say those people went to bed early and I appreciate that. They may have to get an early start to the day. But the President that I heard last night is, that is Sherman’s march to the sea this guy. I mean he is just gonna get it done. And anyone in his way is going to lose. And right now it’s about bringing jobs back and the pain that GM and Ford are gonna suffer.”
When his co-host David Faber pointed out that the President aimed to reduce fentanyl shipments from the two countries through his tariffs, Cramer responded:
“I don’t trade fentanyl, I don’t know where it’s trading. Maybe it’s trading over in Germany, I don’t know. I trade [US automotive stocks]. And what I’m telling you right now is that these stocks are even down here dangerous if you believe what the President said. Dangerous.”
The CNBC TV show host added that the pain is a necessary part of Trump’s actions. “True, but I mean that’s, we have to go through this gauntlet. And then that’s on the other side,” he commented. I think the President’s been very clear. About the order of things,” Cramer added. He shared that investors were hoping that the President would first introduce the tax cuts and then the tariffs would follow through. As a result, Cramer concluded:
“Once this is through, we’ll have a good reason to buy stocks. You have to anticipate it. The President doesn’t want to wreck the stock market. That is simplistic. The President wants to get this done. And once he gets it done. Then we’ll be fine. You have to stay the course. David, there isn’t anything he’s saying that he didn’t tell you he’s gonna do.”
He also believes that it will be a while before Trump’s tariffs are over. According to Cramer: “[I]t just seems like the approach that the President is doing is so rapid. . . .I do think that it’s gonna be done this year. We’re seeing so many companies, every company that you mentioned that we’re gonna talk about . . anything in the mall, we’re seeing a lot of negatives. But that’s not gonna last if the President finishes. . .”
Cramer also believes “the President is in a hurry because he wants to give us something good this year.”
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 5th.
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).
11. Royal Caribbean Cruises Ltd. (NYSE:RCL)
Number of Hedge Fund Holders In Q4 2024: 58
Royal Caribbean Cruises Ltd. (NYSE:RCL) is one of the largest cruise ship companies in America. While its shares are up by 68% over the past year, they have faced a troubled 2025. Royal Caribbean Cruises Ltd. (NYSE:RCL)’s stock is down by 8.6% year-to-date on the back of concerns about its operations and a potential end to the cruise ship industry’s tax exemptions. Cramer has praised the firm and its peers in his previous remarks by pointing at the beneficial effects of a stronger dollar and higher travel demand. Here are his latest comments about Royal Caribbean Cruises Ltd. (NYSE:RCL):
“RCL is having a great quarter though, and I really think they are doing terrific. I would buy that stock. Perhaps even aggressively.”
10. Colgate-Palmolive Company (NYSE:CL)
Number of Hedge Fund Holders In Q4 2024: 62
Colgate-Palmolive Company (NYSE:CL) is one of the largest consumer goods companies in the world. The firm makes and sells toothpaste and other oral care brands. Cramer’s previous remarks about Colgate-Palmolive Company (NYSE:CL) have shared that even buying the stock due to its sector doing better than others can prove to be worthwhile. This time around, he cautioned against recent erratic movements of the shares:
“We saw a big turn yesterday. We had the Colgates and the Procters just frantically running. And then they did a midday [inaudible]. That’s always a bad sign.”
9. Warner Bros. Discovery, Inc. (NASDAQ:WBD)
Number of Hedge Fund Holders In Q4 2024: 64
Warner Bros. Discovery, Inc. (NASDAQ:WBD) is a media and entertainment company. It is one of the few traditional, linear media stocks that have performed well in 2025. Warner Bros. Discovery, Inc. (NASDAQ:WBD)’s shares have gained 3.9% year-to-date, and in his previous comments, Cramer has wondered whether the firm’s $20 billion debt pay down is one of the reasons behind the stock’s performance. He has also cited optimism about Warner Bros. Discovery, Inc. (NASDAQ:WBD)’s studio business and added to it this time around:
“And by the way, David as you’ve been not talking about, the resurrection of Warner Brothers. WBD. Look at that. Why did that . . .they liked the debt paydown?”
“Look, uh stay the course. I think that David Zazoff would tell you that buried within that company is the number one studio in the world.”
8. Palantir Technologies Inc. (NASDAQ:PLTR)
Number of Hedge Fund Holders In Q4 2024: 64
Palantir Technologies Inc. (NASDAQ:PLTR) is one of Jim Cramer’s most frequently discussed stocks. Over the course of the year, the TV show host has praised the firm’s CEO Alex Karp, wondered whether it’d be better to rename the ticker to KARP, and cited Palantir Technologies Inc. (NASDAQ:PLTR)’s potential to benefit from Elon Musk’s push to reduce spending at the Pentagon. He has also been a long-time supporter of the stock and had predicted the shares would touch $100 before they did. Here are his latest comments about Palantir Technologies Inc. (NASDAQ:PLTR):
“[On William Blair’s recent note] Again, what’s happened, there were three really big sell, uh, I’d say horrendous antipathy by three analysts. And two folded and now the third folds. And now Alex Karp is able to sell more than two billion dollars worth of stock. That’s, you know he’s got a lot of stock. Uh, but I do think that this is once again people saying wait a second they weren’t hurt by government cutbacks. They could be enhanced. My belief has always been that when they get to the Defense Department, Musk will say to Alex Karp. Fix it. Make it more effective. Make it more lethal. And that’s what’s gonna happen.”
“Yes they are the beneficiary of DOGE. People thought they were gonna be someone hurt by DOGE. . . “
7. General Motors Company (NYSE:GM)
Number of Hedge Fund Holders In Q4 2024: 68
Given that the theme of Cramer’s show was President Trump’s tariffs on Canada and Mexico, it’s unsurprising that he spent quite a bit of time discussing General Motors Company (NYSE:GM). He has praised the firm’s CEO, Mary Barra, in his previous comments and was extremely pessimistic about the stock this time around. Given General Motors Company (NYSE:GM)’s manufacturing footprint, Cramer believes there aren’t many scenarios in which the stock can do well if the trade war between the US and its neighbors escalates. Here’s what he said about General Motors Company (NYSE:GM):
“Like the President keeps saying, look there’s going to be some people who suffer. Well I figured who they are. They are the [inaudible] GM shareholders. They get to suffer. I always think . . I always say, why should PE 5? Well holy cow! Because it’s not four!”
“[On whether reciprocal tariffs will change anything] It doesn’t matter whatever they are that it’s gonna raise the price of Ford and GM versus Toyota and versus Kia.”
“We are really being cavalier if you think these companies can radically switch anything within a five year period. In the same way that Taiwan Semi, maybe the greatest manufacturer on Earth, can’t seem to get those big foundries going in our country. So I just think there’s an un. . .I don’t wanna be unreal to our viewers who might actually be buying GM a couple of. . .this morning, people are buying GM up two bucks.”
“And I just think you have to recognize, you can’t own Ford and GM in this environment. Because they have to lose. It’s okay. They have to either cut their margins, cut their price and get hammered. And that’s why the stocks are, four times, five times earnings. Or they lose shares to Kia, and to Toyota.”
“Right, well now I know why Ford’s, why GM sells at five, I’ve been trying to figure out why does GM sell at five times earnings. Despite that big buyback and all the great things. Why does Ford, which is really done a lot of things under Farley, selling at five times earnings. And the answer is, and it’s what finally told us, is cause they’re screwed. That someone has to be sacrificed. It’s okay.”
“I can tell you that someone has to be sacrificed. And it’s the margins of Ford and GM and the shareholders. Until . . .we realize that Canada wasn’t cheap and we’re cheaper. It was also a way to get away from the unions. I mean, I think we, look, I was a shop steward. I worked and led a wild cat strike. Fired immediately. Not so great.”
6. T-Mobile US, Inc. (NASDAQ:TMUS)
Number of Hedge Fund Holders In Q4 2024: 70
T-Mobile US, Inc. (NASDAQ:TMUS) is a telecommunications stock that has performed well recently. The firm’s shares have gained 60.8% over the past year and are up by 20.4% year-to-date. One reason why T-Mobile US, Inc. (NASDAQ:TMUS)’s stock has performed well is the firm’s 5G product. 5G saw the firm add 865,000 new postpaid subscribers in Q3 2024 and it bested itself in Q4 by adding another 903,000. Cramer has been a fan of the stock because of its performance, and he reiterated the optimism:
“You know I value T-Mobile very much.”
“And it’s been very smart for them [Deutsche Telecom’s stake in TMUS] to do it. Smartest thing they ever did.”
5. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
Number of Hedge Fund Holders In Q4 2024: 77
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a software-as-a-service (SaaS) company that operates in the cybersecurity industry. Over the course of the past twelve months, the firm has navigated through a massive selloff that occurred in July after a software misconfiguration bricked millions of computers worldwide. Cramer’s recent remarks about CrowdStrike Holdings, Inc. (NASDAQ:CRWD) have commented on the firm’s recent report about North Koreans masquerading as US employees. Here are his latest thoughts:
“We bought some this morning. And we sold a lot between four hundred and four fifty. Geroge Kurtz did a magnificent job. And I think there’s a lot people that are being very short-sighted. I think that the cash flow is much better than people realize. I think that the orders are much better than people realize. I think that this is a momentum stock that’s pausing. And you have to buy momentum stocks when they pause. And the people who are selling it right now will certainly regret what they’re doing.”
“By the way, I think that the algorithms drove a lot of Crowdstrike last night. They didn’t understand you had add back 90 cents. I mean they just, they don’t do it. You have to like look at, I mean look at the income statement and I’m expending like waiting for the President to talk which was about forty minutes. And I finally got through the income statement. Because there’s just a lot of different adjustments. And the machines can’t adjust.”
4. The Procter & Gamble Company (NYSE:PG)
Number of Hedge Fund Holders In Q4 2024: 79
The Procter & Gamble Company (NYSE:PG) is one of the biggest consumer goods companies in the world. The shares are up by a modest 10% over the past year on the back of a tepid consumer spending environment in the US. 2024 saw US consumers reduce their purchases of The Procter & Gamble Company (NYSE:PG) branded products, while those in China also sought cheaper alternatives. Cramer has repeatedly commented on the stock rising and falling with its sector. This time around, he urged viewers to be wary of erratic movements:
“We saw a big turn yesterday. We had the Colgates and the Procters just frantically running. And then they did a midday [inaudible]. That’s always a bad sign.”
3. AT&T Inc. (NYSE:T)
Number of Hedge Fund Holders In Q4 2024: 80
AT&T Inc. (NYSE:T) is one of the oldest telecommunications companies in America. Its shares have gained a strong 59% over the past year amidst several catalysts such as the firm benefit from subscriber growth in higher-priced plans. Cramer’s previous comments about AT&T Inc. (NYSE:T) have speculated that the firm should be fine even if its peers disappoint. This time around, he commented on the firm’s advantages in a market where companies with international exposure were struggling despite AT&T Inc. (NYSE:T) CEO’s recent comments about subscriber churn:
“[On CEO’s recent comments about churn] You want a domestic company that’s not gonna get hurt by tariffs, that’s got a good dividend. And there you go. My hat’s off to them. They had a lot of cleaning to do.”
2. Tesla, Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holders In Q4 2024: 126
EV giant Tesla, Inc. (NASDAQ:TSLA) has been one of the most troubled stocks in 2024. Its CEO’s proximity to the Trump administration has come at a time when it’s also re-tooling its factories for Model Y production. Consequently, the resulting delivery drop has left analysts perplexed as to whether the drop is influenced by the supply side, demand side, or both. Cramer has remained upbeat about the ‘Musk Premium’ to Tesla, Inc. (NASDAQ:TSLA)’s stock in his previous comments. Here are his recent remarks:
“The guy came to the Congress in a suit.”
“I mean what was amazing was that people seemed to just go, Republicans, go crazy for him. They love him.”
“[On Goldman looking at consumer perception, German EV market and intent to buy TSLA products] I know. Plus Germany’s going into this absolute whatever it takes scenario where they’re spewing money. They’re finally using the bazooka. And it’s not seemed to be headed in Tesla’s way.”
“Did you see that how many cars they sold in Germany last month? One thousand four hundred and twenty nine. And Lamborghini may have sold more. And those are handmade, leather stitched. By six ladies. In their sixties.”
1. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)
Number of Hedge Fund Holders In Q4 2024: 186
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world’s largest contract chip manufacturing company. Cramer seldom comments about the stock despite its importance to the global technology industry. His most recent comments were in February, when he opined that the stock’s performance had diverged from AI GPU giant NVIDIA. This time around, he was full of praise for Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) but doubtful about its US manufacturing plants:
“We are really being cavalier if you think these companies can radically switch anything within a five year period. In the same way that Taiwan Semi, maybe the greatest manufacturer on Earth, can’t seem to get those big foundries going in our country.”
TSM is a stock Jim Cramer recently discussed. While we acknowledge the potential of TSM 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 TSM but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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