In this piece, we will look at the stocks Jim Cramer recently discussed.
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer spent nearly all of his show discussing stocks. As has been the case with most of his morning appearances in 2025, he discussed Wall Street’s favorite GPU stock in quite a bit of detail. While we’ve covered a lot of his remarks in our coverage of the stock in our next list, some points are worth mentioning in the introduction.
While Wall Street is focused on whether cloud and data center spending for the firm will materialize after China’s DeepSeek purportedly demonstrated lower training costs and by effect lower spending requirements, Cramer is focused on the firm’s Blackwell GPU.
For Cramer, while the Blackwell GPU is an impressive product, the timeline of its orders materializing is surprising. He commented on a recent share price target reduction by Citi to share that the only significant takeaway for him from the note concerned the orders. Before he read the note, Cramer kept “thinking that Blackwell, which is the next generation, is selling like mad.” However, reading the note surprised him as he learned that the first customer was only starting to receive the products. This leads Cramer to conclude that the money from the latest AI GPUs that the firm earns is “going to be much more forward and not now in front of us.”
Yet, he remains optimistic because the orders will materialize as Cramer believes “because obviously if you’re spending all this money you’re gonna get Blackwell.” The CNBC host then shifted the conversation to the importance of the Blackwell GPUs. After analyzing the GPU orders, “you say to yourself, why do you need Blackwell? Why do you need this incredibly important platform that has software?” he wondered.
The answer to this question, according to Cramer is because “you need it [Blackwell] for both inference and you need it for training,” even though according to him “There are people who said with DeepSeek you don’t.”
The GPU orders are particularly important when we analyze Cramer’s first remarks for the GPU stock after the DeepSeek stock market selloff. Orders are one key metric that Cramer believes investors should watch to confirm whether the damage done by the selloff is permanent. In a recent morning appearance, he outlined that “any [GPU] order pullback” is a key metric along with a potentially reduced focus on energy spending.
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on February 5th.
For these stocks, we also mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds invest in? 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 275% since May 2014, beating its benchmark by 150 percentage points. (see more details here).
9. Mattel, Inc. (NASDAQ:MAT)
Number of Hedge Fund Holders In Q3 2024: 25
Mattel, Inc. (NASDAQ:MAT) is one of the largest toy companies in America. The firm is known for popular toy brands such as Barbie and Hot Wheels. Mattel, Inc. (NASDAQ:MAT)’s shares are up by 12.5% over the past year, primarily on the back of a strong fourth-quarter earnings report in January. The results saw the firm guide its full-year profit at midpoint $1.69 per share which was significantly higher than analyst estimates of $1.58. Mattel, Inc. (NASDAQ:MAT) guided up because it expects President Trump’s tariffs to increase prices. Cramer believes that the firm has plenty of room for price increases:
“When you go on to Costco, and you go on to Amazon, you find that there’s a lot of products that are being commoditized. But you can’t commoditize Barbie, David. Not a chance. I want you to know that. And they have a lot of movies coming it . . .they’re buying back stock furiously.”
8. Dover Corporation (NYSE:DOV)
Number of Hedge Fund Holders In Q3 2024: 32
Dover Corporation (NYSE:DOV) is an industrial equipment company that caters to the needs of clean energy, waste management, aerospace, and other industries. Cramer first shared that his charitable trust was building a position in the stock in December as he believed that the market was “underestimating” the firm. Dover Corporation (NYSE:DOV)’s shares are up by a modest 27.30% over the past year with roughly half of these gains having come in 2025. The shares jumped by 4% in January after the firm’s fourth-quarter profit of $2.20 beat analyst estimates of $2.08. Cramer pointed at a rather unique opportunity for Dover Corporation (NYSE:DOV):
“I keep hoping that cryogenics from Dover replaces just the typical cooling product, the water cooling product. Dover has to scale, and the copper movement to glass is a very nascent one actually led by [inaudible] whose from NVIDIA .”
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