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 continued to warn users to not trust billionaires. His remarks built on an earlier show, where he had shared that “you can’t make money listening to a billionaire because they already have made money.”
This time around, Cramer outlined that billionaires often share the sentiment that it’s hard for others to become as rich as they are. “They close the door,” he commented and added: “Well they’re always negative.” Cramer also believes that luck might play a large role in making someone a billionaire. According to him: “We never, we never grade them because if they’re billionaires we think that they have to be genius. We never think about luck. We just think, well they might have had really great trade.”
In response, co-host David Faber pointed out that the one key trait that he has observed in most billionaires is their relentless drive. Cramer responded by sharing that billionaires are “tiresome.” He also felt that President Biden’s goodbye speech about oligarchs was “completely ignored.”
During the show, Cramer also commented on how using ChatGPT was proving troublesome. He outlined:
“I use ChatGPT like, probably maybe fifty times a day. I do it text and I’m continually let down by the lack of rigor of what I get. I mean I’ll say tell me everything I need to know about [a pharma company – BMY]. And it won’t even have the patent cliff. Doesn’t mention the patent. . . I mean it just doesn’t get the story at all.”
“Well no, you have to know, the key thing about I think about all these sites is you have to know how to put the question. Give me the pluses and minuses of [BMY], was the actual inquiry. And I just find that, it’s just not rigorous. I mean you can’t rely on it. You have to go to all the different sites. You know I go to. Claude-3 a lot. I’d rather go to Claude Rains than Claude-3.”
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 26th.
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).
13. The Coca-Cola Company (NYSE:KO)
Number of Hedge Fund Holders In Q4 2024: 81
The Coca-Cola Company (NYSE:KO) is one of the biggest beverage companies in the world. The firm’s shares are up by a modest 18% over the past year primarily on the back of an 11% jump since February. The Coca-Cola Company (NYSE:KO)’s shares soared after the firm’s fourth-quarter results saw it weather a storm in the packaged foods industry through the strong performance of its beverage business. The firm posted $11.47 billion in revenue for a 4.2% growth which was in contrast with a 2.47% drop penciled in by analysts. Cramer’s remarks for The Coca-Cola Company (NYSE:KO) were brief:
“Coca Cola has been amazing. Amazing.”
12. The Home Depot, Inc. (NYSE:HD)
Number of Hedge Fund Holders In Q4 2024: 88
The Home Depot, Inc. (NYSE:HD) is a home improvement retailer that Cramer often discusses on his morning show. His remarks have primarily covered the firm’s fourth-quarter earnings report which sent the shares 2.8%. During its fourth quarter, The Home Depot, Inc. (NYSE:HD) grew its same-store sales by 0.8% which signaled to investors that the situation in the home improvement market wasn’t as bad as feared. However, for 2025, the firm forecast a 2% profit-per-share drop which was opposite of analyst estimates of a 4.7% growth. Here is what Cramer said about The Home Depot, Inc. (NYSE:HD):
“We had good pro numbers from Home Depot, good pro numbers from Lowe’s, something could be on here David. It is not as bad as feared. These two companies are excellent.”
“. . and their [Home Depot] numbers were good, in this environment. Now you gotta look, if you looked at Home Depot, or this, I mean, look everyone was, there was a lot of short money betting against these. I think that when you have a stock that goes down like this you should rethink. But I liked, I liked them. And the Home Depot team, Ted Decker, look these teams, remember these guys take a lot of share too from the mom’s . . .there’s still mom and pop hardware stores that they take. And remember, you’re betting against now they’re Christmas Season, which is going to be, the garden season. Appliances still bad every where.”
11. Intuit Inc. (NASDAQ:INTU)
Number of Hedge Fund Holders In Q4 2024: 89
Intuit Inc. (NASDAQ:INTU) is a software-as-a-service (SaaS) firm that provides financial products to businesses and consumers. Its shares have lost 5.9% over the past year on the back of multiple weak earnings reports. However, Intuit Inc. (NASDAQ:INTU)’s shares jumped by 12.6% in February as the firm’s fiscal second-quarter earnings report saw it post $4 billion in revenue to beat analyst estimates of $3.8 billion. Its low-end Q3 revenue guidance of $7.55 billion also topped $7.53 billion of estimates. Here is what Cramer said:
“Carl there was a thought that maybe Intuit was not gonna make the quarter. Uh, its [inaudible] about global business solutions. Consumers only have three percent. But, uh, Credit Karma was magnificent, uh, 16% dividend boost. Morgan Stanley goes hold to buy, fantastic, just fantastic situation. I like those guys very much. I think people really misjudge, there are small businesses still very strong in this country.”
“[On whether tax filing plays a large role] They’ve managed to be able to kind of avoid that by making it really much more small businesses. Uh, and, wow I mean having used it as a restaurant owner it’s a really extraordinary, it’s a powerful product. Makes it easygoing.”
10. Johnson & Johnson (NYSE:JNJ)
Number of Hedge Fund Holders In Q4 2024: 98
Johnson & Johnson (NYSE:JNJ) is one of the biggest pharmaceutical companies in the world. Its heft has enabled the stock to endure despite a multi-billion dollar lawsuit that the firm will take years to settle. Johnson & Johnson (NYSE:JNJ)’s shares are up by a modest 3% over the year as they have benefited from a 14.6% year-to-date gain. The stock gained 4% in January after the firm’s fourth-quarter results saw it post $22.5 billion in revenue and $2.04 in earnings per share to beat analyst estimates. In his previous remarks, Cramer shared that Johnson & Johnson (NYSE:JNJ)’s shares tend to drive the entire sector up. Here are his latest comments:
“JNJ, which had just been, bedraggled down to 140s, has been a horse.”
9. Eli Lilly and Company (NYSE:LLY)
Number of Hedge Fund Holders In Q4 2024: 115
Eli Lilly and Company (NYSE:LLY) is a healthcare and pharmaceutical giant that is one of Cramer’s top stocks. While the shares have gained over the past couple of years primarily on the back of the firm’s weight loss drugs, Cramer also has other drivers in sight. He believes that Eli Lilly and Company (NYSE:LLY) can benefit from a strong drug pipeline and manufacturing investments that are akin to mega-chip fabrication facilities. Here are his latest comments about Eli Lilly and Company (NYSE:LLY):
“You’re talking about the pill form [of LLY’s weight loss drug]. It’s going to be in play, too. Big moat.”
“Good, they’re buying, doing more in Indiana. I know David said he was going to put more in Indiana. Of course, the home court there for them.”
8. Tesla, Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holders In Q4 2024: 126
While most of Cramer’s attention during his morning show is focused on Elon Musk, more recently, he has also started sharing his thoughts about Musk’s car company Tesla, Inc. (NASDAQ:TSLA). The firm has bled nearly all of its gains since President Trump’s November election win as investors become increasingly worried about a global EV sales slowdown due to Musk’s political activities and statements. The CNBC TV show host commented in great detail about the current narrative for Tesla, Inc. (NASDAQ:TSLA):
“[On Wells Fargo calling mega cap stock reversal the ‘mocapocalypse’]”I think that’s a great call actually. There’s a terrific piece out, about Tesla. Today, and about, and again, this is about the idea that it’s all peaked. Tesla related, point blank, to, Bitcoin. Was that terrific? And it talks about the OG and stonk.”
“The piece was so brilliant, because it has to do with the zeitgeist. Ever since the election . . .that everything’s down since the election other than the Dow. But there is a, there was a trade that went on. I had Vlad Tenev from Robinhood, and they were all together. And that is reversing. I think it’s, well the stock coming down, but today is a rear guard day. They’re gonna make a comeback today, uh, and a large part of that is because we had some good earnings for some things. But I just think it’s amazing to be stuck here thinking you mean to tell me that the algo’s told you that if, if Tesla went down and Bitcoin went down you should sell Applovin? And you should sell, uh, I don’t know, we can say any of the ones that you want to talk about. But Palantir’s front and center. I just didn’t want you to make fun of me.”
“Well, but I think, underneath there is a belief that, I wish they had been more stated about it, liberals aren’t buying their cars. Liberals are not buying it David.”
“Yeah, they have to switch the narrative very quickly you know. To humanoids, right. They, meaning us. The street. You have to just say it’s a tech company, forget about all . . .”
7. Salesforce, Inc. (NYSE:CRM)
Number of Hedge Fund Holders In Q4 2024: 162
Salesforce, Inc. (NYSE:CRM) is a SaaS firm that develops and sells customer relationship management products. Cramer has discussed the firm’s CEO Marc Benioff several times this year. Most of his remarks have surrounded Benioff’s ongoing feud with Microsoft in which he has taken aim at the latter’s CoPilot AI platform for businesses. Salesforce, Inc. (NYSE:CRM) has also shared optimism surrounding Salesforce, Inc. (NYSE:CRM)’s Agentforce AI platform for business. This time around he tied Benioff with NVIDIA:
“And so will Benioff, Benioff used to be the subject of all talk, but now it’s NVIDIA overshadowing Marc which is really, it’s hard to overshadow.”
6. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders In Q4 2024: 166
Apple Inc. (NASDAQ:AAPL) is the most valuable company in the world after having retaken the top spot in February following NVIDIA’s drop during the DeepSeek selloff. Cramer believes that the stock should be held instead of being bought. He has remained upbeat about Apple Inc. (NASDAQ:AAPL)’s product development and bemoaned investors tying the stock’s fate with the iPhone. His latest remarks surrounded the firm’s AI narrative:
“I noticed that Apple’s down today. Apple’s been the outlier. It’s been going up because people feel they didn’t spend anything on the data center so they’re the freerider that we like.”
“I could see the stock going lower and I like it.”
5. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders In Q4 2024: 223
NVIDIA Corporation (NASDAQ:NVDA) is the premier GPU company and stock that has faced a lot of trouble in 2025. Its shares are down by 16.2% year-to-date. NVIDIA Corporation (NASDAQ:NVDA)’s poor stock performance is driven by the DeepSeek selloff in January and investor concerns about additional US sanctions that might prevent the firm from selling any GPUs to China. In his previous comments, Cramer asserted that NVIDIA Corporation (NASDAQ:NVDA)’s Blackwell GPUs enjoy a sustainable competitive advantage and can play a key role in developing humanoid robots. Here are his latest comments made before the latest earnings report:
“Cause last night the story comes out that Meta’s gonna spend two hundred billion . . . so I think immediately that NVIDIA’s gonna be up five. But it’s only [inaudible] three and that’s just about the, you know the Workday trade, you know there were some good quarters last night.”
“Okay look NVIDIA’s really, hard, there’s a good scorecard out today, one of the firms, I think NVIDIA has to do beat and raise, traditional beat and raise. And I think the problem is that their major product Blackwell was still hard to get. Although SuperMicro by the way, congratulations on not being de-listed, has been putting a lot in. Remember the problem is, and Dell too. HPE, not as many. The problem is the actual, you have to build them, take em apart and them build them again. That’s a very complicated process. And also we have the DeepSeek, although I think that Jensen will say, the CEO, he’ll say that DeepSeek’s actually good for them. I have been telling people this is not the quarter that is really important because they can’t ship in volume. But I don’t, the confidence level that I have in this quarter is not as high only because, we thought that Blackwell, that is the major version, would be out right now. And I remember Francis, you have to go back to when Intel might be late with 386 or 486 and there would be a gap. And then you had to buy the gap. So what I’m saying is this that if it really gets hit, and they indicate that the rest of the year is going to be fine. I think you take advantage of it. But, it’s got so much, I mean, this morning Frank, they had a guy on. The number of, it was actually, it was. . . talked about all the different instruments that are betting on it. And then I talked with Vlad Tenev at Robinhood, the number of zero day, not the movie, the number of zero day options that are bet on this thing, have made it so it’s actually in control of the actual underlying!”
4. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders In Q4 2024: 234
Alphabet Inc. (NASDAQ:GOOGL) is one of the weakest-performing stocks in its mega-cap peers. The firm spent 2024 battling investor worries about antitrust lawsuits that could force it to sell important businesses. In 2025, Alphabet Inc. (NASDAQ:GOOGL)’s shares have lost 9.2%. The selloff started after the firm’s latest earnings which presented investors with weaker-than-expect Cloud sales. However, after the earnings, Cramer maintained that Alphabet Inc. (NASDAQ:GOOGL)’s other businesses, like YouTube, are performing well. Here are his latest remarks:
“I watched Google turn around very quickly. And I don’t understand that. You know Alphabet’s trading rather erratically. And I don’t really know what the fundament of the erratic is.”
3. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders In Q4 2024: 262
Meta Platforms, Inc. (NASDAQ:META) is one of the top-performing mega-cap stocks in 2025. The shares have gained 8.4% year-to-date as the firm is not exposed to AI data center spending and stands to benefit from rolling out AI initiatives on its social media platform. Cramer has also attributed Meta Platforms, Inc. (NASDAQ:META)’s strong stock performance to the firm’s cost-cutting initiatives. This time around he commented on a report about the firm spending billions of dollars on data centers:
“I would regard their statement as denying the claim of The Information. But I’m not gonna disagree with you. Just that I was saying that the reaction to, the The Information’s story was very muted because people didn’t believe. And now we come out and they have the claim. I have no doubt in my mind, Carl . . .what I’m trying to say is this is not the fulcrum quarter. Is that, I think that everyone has to add more of these, they have to keep adding, remember this is a software platform. People don’t understand, this is a software [inaudible] that Meta needs, that NVIDIA’s offering. And you can buy more and put em’ in, put em’ in. But I hope that Jensen starts talking about video, I think the major problem is this that he’s not communicating the video story.”
2. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders In Q4 2024: 317
Microsoft Corporation (NASDAQ:MSFT) is the world’s largest software company. Its stock has struggled recently due to investor worries about the firm’s multi-billion dollar AI initiatives not yielding sufficient profit. In his previous comments, Cramer has wondered whether the firm’s CoPilot AI platform is gaining traction with businesses. Microsoft Corporation (NASDAQ:MSFT)’s shares are down by 5.4% year-to-date, primarily due to a weak fiscal second-quarter report. Here are Cramer’s latest comments:
“Microsoft is really the outlier. I felt that one of the stories that I felt was, let’s say they do have a real dispute with ChatGPT, they don’t want to be building for ChatGPT. But you did correctly say to me that it is still a bonafide union between the two.”
“Let’s just leave it like this. I don’t want people to say, you know what, we should just trade NVIDIA. I don’t think that’s the right thing to do because they still are, the king of the most important trend out there. But people doubt the trend in part because Microsoft was the [inaudible].”
1. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders In Q4 2024: 339
Amazon.com, Inc. (NASDAQ:AMZN) is an eCommerce and SaaS company. Its shares have lost 5% year-to-date as poor cloud computing revenues have created doubt in investors’ minds about the return from the firm’s multi-billion dollar AI investments. Cramer’s previous comments about Amazon.com, Inc. (NASDAQ:AMZN) have shared concerns regarding a slowdown in data center spending and its impact on the company. This time around, he commented on Amazon.com, Inc. (NASDAQ:AMZN)’s Alexa assistant:
“They have promised, some of us, who have complained about Alexa, that it’s going to be very useful tool when you come downstairs. Look I’m very excited about it. I also hope that they get it right. Because there is very little classical music that you can play. If you ask for Beethoven’s First, they give you Alfred Brendel doing a concerto. If you ask for the concerto, they give you Mozart. It is so erratic that it’s not usable. So I hope they fix that. And they want it to be your personal assistant. Which I’d like. Because right now she’s dumb as wood. I mean plywood. I mean sometimes I argue with her it’s incredible. I wanted to hear West Side Story. That’s way too hard. You know what’s really hard for them? Literally anything, anything involving Cajun music.”
“I mean when I ask them directly, they think it’s gonna be your personal assistant. You’ll want to pay for it. That’s why they, when I said I’m not paying for Alexa, she doesn’t know anything other than that there’s a package downstairs. And they said, no, she will be able to really communicate with you much better. . .Well basically it doesn’t have enough NVIDIA. And, it will, also Trainium, their own chips. I love em’.”
“But you know it’s wrong so often. All of these things are in their infancy, and they probably need more NVIDIA.”
AMZN is a stock Jim Cramer recently discussed. While we acknowledge the potential of AMZN 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 AMZN but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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