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.”
9. Coterra Energy Inc (NYSE:CTRA)
Number of Hedge Fund Holders In Q4 2024: 48
Coterra Energy Inc (NYSE:CTRA) is an American oil and gas company headquartered in Houston, Texas. Its shares have gained a modest 3.9% over the past year due to weak oil prices in 2024 which stemmed from weaker-than-expected global economic activity and its impact on oil demand and prices. Coterra Energy Inc (NYSE:CTRA)’s shares are up by 13.4% since late December, as they have been driven by catalysts such as a cold January driving natural gas prices. Cramer thinks the firm is performing well despite the lackluster stock performance:
“And then Coterra, which is a company that is doing really well. It’s an oil and natural gas.”
8. General Mills, Inc. (NYSE:GIS)
Number of Hedge Fund Holders In Q4 2024: 49
General Mills, Inc. (NYSE:GIS) is an American consumer foods company that has struggled to perform lately. Its shares are down by 8.9% over the past year as the firm has struggled with the impact of high inflation on its product demand. Cramer commented on the firm in the context of the broader consumer food industry and said that the firms were among the poorest performers in the stock market. For General Mills, Inc. (NYSE:GIS) specifically, here is what he said:
“You know, look, honestly, General Mills needs to merge with Conagra, okay. I’ll just put that one out.”
7. Beacon Roofing Supply, Inc. (NASDAQ:BECN)
Number of Hedge Fund Holders In Q4 2024: 53
Beacon Roofing Supply, Inc. (NASDAQ:BECN) is a building products company that focuses primarily on roofing products. Its shares have gained 31% over the past year primarily on the back of a 13.6% jump in 2025. Beacon Roofing Supply, Inc. (NASDAQ:BECN)’s stock has done well this year on the news that QXO is seeking to acquire the firm for $11 billion The two have continued to negotiate the deal, with the latest bit seeing Beacon Roofing Supply, Inc. (NASDAQ:BECN)’s management advising shareholders not to tender their stock to QXO’s offer. Cramer has faith in the firm’s management:
“They’re gonna win. Yes, I think that Brad Jacobs is going to win. I’m saying it right here.”
“You know who’s on his side? Who’s the king of M&A?”
6. Diamondback Energy, Inc. (NASDAQ:FANG)
Number of Hedge Fund Holders In Q4 2024: 53
Diamondback Energy, Inc. (NASDAQ:FANG) is an American oil and gas company based in Texas. As has been the case with other energy firms, its shares have struggled recently as they are down by 14% over the past year. Like its peers, Diamondback Energy, Inc. (NASDAQ:FANG) struggled with low oil prices driving down demand and its shares last year. Cramer delved into the specifics of the firm’s share price performance:
“You know, FANG has been disparaged. We think FANG is out of favor. We’re wrong if we’re thinking about DiamondBack Energy. Because they had, maybe the greatest growth story that I have seen. Certainly better than some of the, Mag 7. These guys are the growth oil companies. They’re also, therefore it cuts both ways. But they have a lot of Permian, I was really excited about the quarter. These were really good numbers.”
“Well because they’re the most levered. So if oil goes down, they get hurt, if oil goes up, they used to be like Oxy. Remember Oxy was levered. These guys are the most levered.”
5. Mondelez International, Inc. (NASDAQ:MDLZ)
Number of Hedge Fund Holders In Q4 2024: 55
Mondelez International, Inc. (NASDAQ:MDLZ) is an American confectionery products company known for well-known brands such as Oreo, Dairy Milk, and Toblerone. Along with its consumer food peers, the firm has struggled recently as high cocoa prices coupled with overall inflation have forced it to deal with higher prices and lower demand. Mondelez International, Inc. (NASDAQ:MDLZ)’s shares are up by 6.9% in 2025 after having lost 13% over the past year. However, despite the modestly impressive performance in 2025, Cramer still believes that the consumer food stocks are among the poorest performers on Wall Street. Here is what he said about Mondelez International, Inc. (NASDAQ:MDLZ):
“No because these companies are doing horribly. Mondelez should buy everybody.”
4. KLA Corporation (NASDAQ:KLAC)
Number of Hedge Fund Holders In Q4 2024: 58
KLA Corporation (NASDAQ:KLAC) is an American chip manufacturing equipment provider. Like its peer Lam Research, its shares have struggled recently, and had it not been for 2025’s 15.6% gain, they would have been in the red over the past year. KLA Corporation (NASDAQ:KLAC)’s shares have risen on the back of several catalysts such as positive investment bank coverage and a strong fourth-quarter earnings report. However, Cramer pointed to US sanctions hurting the firm’s business:
“I had Lam on and I had KLA on, and they’ve already taken the big hit. They could take another hit.”
3. Toll Brothers, Inc. (NYSE:TOL)
Number of Hedge Fund Holders In Q4 2024: 64
Toll Brothers, Inc. (NYSE:TOL) is one of the largest home-building companies in America. Due to the impact of high interest rates on the construction market, the firm’s shares have remained lackluster and have been flat over the past twelve months. Since late November, Toll Brothers, Inc. (NYSE:TOL)’s shares have bled 33% as they have been weighed down by disappointing earnings and rising costs. In his previous remarks, Cramer has praised the firm’s CEO. Here are his latest comments for Toll Brothers, Inc. (NYSE:TOL):
“I’m looking for a sign of what could stop this selloff in homes. Watch Toll. Two firms cut the price target. People are saying it’s really, really weak. Uh, price target finally well below that we got today from Barclays. This is the stock if it can hold the line, then you know that things are finally bottoming and that the ten year is telling the truth. That’s the one to watch. Because they have the most clarity. They have the most transparency. And if that holds, then the selloff’s over.”
“Well if you remember that Doug Yearley said at the last week was, when he announced his quarter, and I said on air, that oh we’re gonna get that granular and Doug shot me an email, like come on Jim, you know we’re trying to give everybody as much information. It’s entirely possible, that we could have things better because the average price of a Toll Brothers house is going from million dollars and nine hundred and twenty thousand. Now I know, nine hundred and twenty thousand is well beyond 95% of the country. But the fact is, it’s dropped.”
2. Novo Nordisk A/S (NYSE:NVO)
Number of Hedge Fund Holders In Q4 2024: 64
Novo Nordisk A/S (NYSE:NVO) is a Danish pharmaceutical firm that is one of the key players in the global weight loss drug market. As a result, weight loss drugs are tied into the firm’s hypothesis. The link was clear in December when Novo Nordisk A/S (NYSE:NVO)’s shares dipped by 17.8% after its weight loss drug trial missed market expectations. More recently, supply problems with Wegovy and potential Trump tariffs against pharmaceuticals have also driven the stock. Here is what Cramer said about Novo Nordisk A/S (NYSE:NVO):
“Now we don’t know what the President’s going to do. Is Novo Nordisk, cause they make some stuff but it’s a Danish company, where are they going to be in the tariffs?”
“Yeah because you already have Zepbound, why do you need Wegovy?”
1. Palantir Technologies Inc. (NASDAQ:PLTR)
Number of Hedge Fund Holders In Q4 2024: 64
Palantir Technologies Inc. (NASDAQ:PLTR) is one of Cramer’s most frequently discussed and favorite stocks. It’s nearly a regular appearance on his show and has generated mostly positive sentiment from the TV show host. Cramer believes that Palantir Technologies Inc. (NASDAQ:PLTR) can play a key role in Elon Musk’s efforts to reduce government waste through DOGE. He is also a fan of the firm’s CEO Alex Karp, but has pointed out that Palantir Technologies Inc. (NASDAQ:PLTR)’s international business isn’t doing so well. Here are his latest comments:
“I want Karp in there. I want him to stop the book tour. I want him to stop using the f-word in conference calls.”
“I’m ready for him. I’m from Philly. Mr. Tough Guy. Mr. Being Able To Use A Gun And Shoot. Look, you know what, if you can shoot a gun at two hundred and seventy yards, look why do I wanna do that.”
“I mean Karp can shoot anything from two hundred and eight yards, do I care?”
“I think that maybe this idea about DOGE, where they’re going to go and Palantir, it matters. I think that Palantir got so hot it had that parabolic move and then it had the endless book tour. And people kind of wanted Alex to get back to. They actually have a lot of people more than Alex, I’m not kidding, I happen to like a lot of people there. And their work on the Defense Department and being able to dismantle the military industrial complex, would make Eisenhower really proud. So they’re a very real company and I think if they got the chance to be able to undo the military industrial complex it’d be great for our country.”
PLTR is a stock Jim Cramer recently discussed. While we acknowledge the potential of PLTR 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 PLTR but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap.
Disclosure. None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and investors. Please subscribe to our daily free newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
