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 how day traders were trading the shares of Wall Street’s favorite AI GPU stock. He recalled a conversation that he had with Vlad Tenev, who’s the CEO of the most popular stock trading platform in the US. Cramer shared that the number of zero-day options that were actually being traded for the stock around the time of its fiscal fourth-quarter earnings release meant that the options, instead of the fundamentals, were driving the share price.
He also marveled at the fact that trading these options came with little risk. According to Cramer: “And what’s amazing is this it actually makes sense! I mean when I was with [Vlad Tenev], you don’t want, time degradations, you can actually put that bet on, this morning. And if it doesn’t work, doesn’t work.” He added: “There are many professionals who are using zero-day through Robinhood because they’ve got the most, they’ve got the cheapest market.”
The CNBC TV show host also commented on how the GPU company needed to “get away from this five clients syndrome.” He believes that if the firm’s only clients are going to be mega-cap technology giants then “We’re all gonna just keep saying, are they ordering? Are they ordering? If you have an order book that includes say, many countries, uh that’d be great.”
Cramer’s co-host David Faber asked him about his recent discussion with Trump advisor Peter Navarro, here’s what Cramer said:
“Okay, so it’s really interesting, really interesting to say that because the larger takeaway was missed. It was meant to be a stop to the Mag 7. It was meant to be, listen, we’re gonna protect you from the honey pot, that so many people, we wake up all the time and we see ‘oh, billion dollar fine by so and so’. . . so Peter thought that it would be welcomed by the tech companies because they’re the ones, they’ve been complaining about it endlessly, but it did not resonate like that. And I think that one of the part is because there was like, oh how about the copper tariff?”
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).
14. Anheuser-Busch InBev SA/NV (NYSE:BUD)
Number of Hedge Fund Holders In Q4 2024: 31
Anheuser-Busch InBev SA/NV (NYSE:BUD) is an alcoholic beverage company. Its shares closed 2024 after shedding 22% as the firm struggled with dropping demand for its products amidst rising prices and lower demand for its beverages. 2025 has been somewhat of a turnaround for Anheuser-Busch InBev SA/NV (NYSE:BUD)’s shares. They have gained 23% year-to-date and marked 12% in gains following the firm’s fourth-quarter earnings. The results were nothing short of stellar as the firm’s $14.84 billion in revenue marked a 3.4% growth while analysts had penned a 2.9% drop to $14.05 billion. Here’s what Cramer said:
“Organic growth was good! I was surprised, now of course they missed the number.”
13. Sempra (NYSE:SRE)
Number of Hedge Fund Holders In Q4 2024: 34
Sempra (NYSE:SRE) is a struggling Californian utility that has struggled amidst dropping demand. The firm’s shares fell by 19% in February after it reduced its 2025 profit-per-share guidance to $4.50. Sempra (NYSE:SRE)’s earnings report was followed by a multitude of analyst downgrades, the most recent of which came when Jefferies cut the price target to $77 from $96 and dropped the rating to Hold from Buy. In its note, the firm pointed out risks from the California wildfires. In his earlier remarks, Cramer had also warned about these, before the Jefferies note. Here are his latest comments:
“And then last night, you know we had this yesterday, there was this piece from, but there was a, Sempra, got in trouble yesterday, it was down 20%. And, read between the lines, I think that it’s because California’s trying to make a decision, fires, uh, climate, rate payer, and I think, sotte voce, are we really going to favor the data centers and the companies that are behind them over the rate payers?
“Are we gonna let the shareholders have the advantage over the people who pay the electric bills? This is California.
“I think the utility holding commission is speaking about all the, there is tremendous demand and they need to be able to build a, what, what Sempra’s doing is building up. . . .they’re building up Texas. I think you could say they’re slightly in California. I don’t think any of this, Jeff Martin is a terrific guy, the CEO. But the stock’s down 20%, this is a utility. The reason I really mention is that there is no place to really, there’s not a lot of good yielders right now. And Sempra has been a good yielder, so many stocks down 20%.”