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 commented on a late-hours market selloff. Cramer shared that he was “tired of it [the selloff]. I’m tired because it just seems totally artificial. I mean someone comes in and blitzes the market in the last twenty minutes.” He believes “There’s no reason to do that other than you wanna take it down. I don’t know why, I’ve seen this periodically in my career. These are, what I regard as being, deliberate. Not manipulation, because that’s too strong.”
The selloffs are “a deliberate attempt to send the market down because the market can’t handle the level of selling,” he added. He added that since “buybacks stop at three thirty. So if you really want to get a good price you wouldn’t just come there and jam it.” Cramer posited that the selloff was done by “someone who wants the market down. . . .You know, David, this is no sin to point it out. There are a lot of people, let’s say someone wanted the market up. You know, they come in at the end of the quarter and take it up. Somebody wanted the market down. It made no sense to come in. This is the third day that they blitzed the close.”
When asked whether we’ll ever find out who was behind the selloff, the CNBC TV show host stated: “Well no, and you never will know.” Cramer’s co-host David Faber also wondered about the role of algorithmic trading in the markets. Cramer believes that such traders “think they’re going to make money. They’re not doing it.”
The conversation then shifted to the Magnificent 7 stocks which have been underperforming lately. According to Cramer:
“Yeah but Morgan Stanley’s saying they’re underweight in these big caps. But then again if you were actual weight in these big caps, you’d have thirty percent NASDAQ, you know and it would be mostly Mag 7. So to be underweight may not be as important. But this is what people are talking about.”
Another topic that he frequently discusses on his show is Elon Musk and DOGE. On this front, while some judges might have granted government employees reprieve, Cramer believes that it can be short-lived. He shared:
“Well they got a lot of Democratic judge[s] who are probably not in the favor of this thing. You got the right judge, you get in Supreme Court, they’re gonna win. I mean that’s the whole point. But I would say that Bank of America’s finally addressed it, really good fact. Yes. . . USAID, that’s all a dry run. It’s a dry run for the big guys. And the big guys are the Department of Defense and Medicaid, and here they come. They’re going.”
As for the spending cuts, he commented on a recent media article that “says is, alright, they did the little guys. Now, here comes the big guys. And we all would say that defense has too much spending. And by the way, the army has the fewest number of recruits since the war. So, I mean, you can say that it’s hardware but it is important to point out that the army is having a hard time getting . . .”
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 February 25th.
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).
12. Banco Santander S.A. (NYSE:SAN)
Number of Hedge Fund Holders In Q4 2024: 17
Banco Santander S.A. (NYSE:SAN) is one of the best-performing ex-US firms on Wall Street. Its shares are up by a strong 58% over the past year as they have gained 58%, as the bank’s strong financial performance has wooed investors. Banco Santander S.A. (NYSE:SAN)’s stock jumped by 26% in February alone after the firm’s fourth-quarter results saw it grow its annual and quarterly profit by 11% and 14%, respectively. Cramer has advocated buying the stock before the record-setting results. Here are his latest remarks about Banco Santander S.A. (NYSE:SAN):
“My favorite company in Europe, by far, is [in] Spain and it’s Banco Santander. Which has been, it’s up 40% for the year. This is Ana Botin, who’s, I would nominate as the best banker in the world. I know you feel that all I care about is Charlie Scharf. That’s a mistake. Ana Botin is just incredible. And that stock is remarkable! Because Spain is doing incredibly well. Incredibly well.”
“I just feel like there are some stocks, Banco Santander, that is, people get the chart up, you would see that is, it’s the largest bank in Europe so I’m not like just making it up. But wow, they’re doing great.”
11. Hims & Hers Health, Inc. (NYSE:HIMS)
Number of Hedge Fund Holders In Q4 2024: 38
Hims & Hers Health, Inc. (NYSE:HIMS) is a digital healthcare company that enables patients to virtually access doctors and other healthcare solutions. It’s been one of the strongest performing stocks on Wall Street, as the shares have gained 297% over the past year. However, 2025 has been full of turmoil for Hims & Hers Health, Inc. (NYSE:HIMS). The shares lost 41% in February, with multiple catalysts such as investor concern about the dropping demand for compounded weight loss drugs having driven the stock. Cramer commented on drug compounding and Hims & Hers Health, Inc. (NYSE:HIMS):
“We gotta HIMS out of the equation, at the conference call HIMS just dropped it like, it was like a Led Zeppelin.”
“And by the way, the HIMS compound problem, it’s like HIMS says we got a compound. There are only two compound pharmacies in all of New York that have any scale. So I don’t know where they are going to compound, maybe they have their own lab.”
“It’s a major short squeeze, you know that. Huge short squeeze.”
10. MicroStrategy Incorporated (NASDAQ:MSTR)
Number of Hedge Fund Holders In Q4 2024: 44
MicroStrategy Incorporated (NASDAQ:MSTR) has been one of the most popular retail stocks these days. It is particularly popular with the Bitcoin camp as the firm has added nearly half a million Bitcoins to its portfolio. MicroStrategy Incorporated (NASDAQ:MSTR)’s Bitcoin holdings have made its shares a proxy to the cryptocurrency. The linkage also led the shares to drop by 23% in February after Bitcoin dipped below $90,000. Here is what Cramer said about MicroStrategy Incorporated (NASDAQ:MSTR):
“People were worried about the MicroStrategy convert. I’m not worried about Saylor. He is a survivor.”
“High octane, Bitcoin.”
“I think that there is a tremendous retail interest that has gotten too excited about it.”