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 .”
7. Arm Holdings plc (NASDAQ:ARM)
Number of Hedge Fund Holders In Q3 2024: 38
Arm Holdings plc (NASDAQ:ARM) is a chip design house whose products allow firms to create data centers and smartphone chips. In today’s AI-driven stock market where most investor attention has been on NVIDIA, the firm has sought to position itself as an AI CPU provider. However, with lofty expectations comes the risk of sharp downfalls and this was the case with Arm Holdings plc (NASDAQ:ARM)’s stock this month. The shares dipped by 3% in premarket after the firm’s fourth-quarter earnings guided Q1 revenue at a $1.23 billion midpoint which failed to impress growth investors. Cramer commented on Arm Holdings plc (NASDAQ:ARM)’s exposure to CPUs and how it’s outperforming AMD:
“Tomorrow, we’re going to hear from Arm. And you’re going to hear Arm saying listen we’re winning that arms race in CPUs too. So there’s just a lot of them and they have a confluence of things with Jensen. But I just come back and say, Rene Haas doing better, at Arm, Jensen Huang doing better in NVIDIA.”
6. FMC Corporation (NYSE:FMC)
Number of Hedge Fund Holders In Q3 2024: 41
FMC Corporation (NYSE:FMC) is an agricultural inputs company that sells insecticides, herbicides, and other associated products. Its shares closed 2024 22% lower as the firm struggled from a weak agricultural market beset with inventory problems. FMC Corporation (NYSE:FMC)’s shares were dealt a hefty blow in February when they dropped by a stunning 33% in one day following the firm’s fourth-quarter earnings. The results saw the firm’s midpoint 2025 earnings guidance of $3.48 miss analyst estimates of $4.36 by a wide margin. Here’s what Cramer said as FMC Corporation (NYSE:FMC)’s shares were falling:
“There’s a company called FMC. And that’s an agricultural company. It’s an old food machinery company, it’s based in Philadelphia. And the stock is down 35% today because they have inventory problems. Too much of the crop chemicals used for . . . corn, potatoes, and sorghum. I just remind that there certain industries that are in this economy that are seemed to just, I don’t know we have to stay close to ag[riculture]. That’s a very very bad number. And I’m kind of shocked because it’s a pretty reliable company. But the ag business maybe not as great as we think judging from the fact that they have a lot of insecticides, herbicides. So, stay close to ag.”
5. Mondelez International, Inc. (NASDAQ:MDLZ)
Number of Hedge Fund Holders In Q3 2024: 51
Mondelez International, Inc. (NASDAQ:MDLZ) is a well-known food products company that sells items such as Oreos, Dairy Milk, and Toblerone. Like its peers, the firm closed 2024 on a muted note as high inflation dealt it with a double whammy. Higher cocoa prices meant that Mondelez International, Inc. (NASDAQ:MDLZ) struggled with cost inflation, while higher consumer inflation reduced the demand for its products. Cramer’s previous remarks about the firm have focused on cocoa prices. Here are his latest comments:
“Okay so Mondelez is emblematic of what’s happening here. This time, what’s playing havoc with them is high cocoa price. I thought they would come down. They haven’t come down. So what you have is you have this echo right through, we have Oreos, price of the Toblerone, anything from chocolates. So what happens David is people saying can they pass through the price increases. They kind of can. So their margins get squeezed. Very typical of what’s happening in this moment.”
4. Johnson Controls International plc (NYSE:JCI)
Number of Hedge Fund Holders In Q3 2024: 52
Johnson Controls International plc (NYSE:JCI) sells heating, ventilation, fire suppression, and other products to the construction industry. Despite interest rates reducing construction activity in 2024, Johnson Controls International plc (NYSE:JCI)’s shares close the year 38% higher. Several catalysts drove this performance. For starters, the firm’s HVAC orders grew by 20% annually during the third quarter particularly due to high data center demand. Johnson Controls International plc (NYSE:JCI)’s former CEO left after discussions with activist investor Elliot last year. The shares surged by 11.3% in February after the firm announced a new CEO and lifted its profit forecast to range between $3.50 and $3.60 per share from an earlier $3.40 to $3.50. Here is what Cramer said:
“[JCI’s earnings] Oh wow, look at that. Good stuff. Industrials. Yesterday it was Cummins, that’s what people want, okay. That’s the stocks that people want.”
3. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holders In Q3 2024: 68
Intel Corporation (NASDAQ:INTC) is a well-known chip manufacturer currently racing to regain advanced process technology leadership and streamline its balance sheet. The firm’s shares lost 59.6% in 2024 after a slow PC market dented its income statement. The financial troubles led to Intel Corporation (NASDAQ:INTC) CEO Patrick Gelsinger’s surprising departure as well. Now, the stock’s narrative is focused on its leading-edge 18A chip process and the state of operations at its chipmaking division. Cramer’s remarks for Intel Corporation (NASDAQ:INTC) surrounded its CPU industry problems:
“They [AMD] are doing very well versus Intel on the less expensive CPUs.”
“Intel doing worse, but they’re CPUs. And it’s a product glitch so to speak.”
2. Chipotle Mexican Grill, Inc. (NYSE:CMG)
Number of Hedge Fund Holders In Q3 2024: 69
Chipotle Mexican Grill, Inc. (NYSE:CMG) is a restaurant chain known for its Mexican cuisine. Despite inflation hitting consumers hard in 2024, the stock closed the year after gaining 33% primarily on the back of the firm’s growth strategy. Through this strategy, Chipotle Mexican Grill, Inc. (NYSE:CMG) aims to further extend its presence in Canada and Mexico and open more than 300 restaurants this year. Year to date the shares are down by 3.97% after its annual sales growth forecast sat below analyst estimates. Here’s what Cramer said about Chipotle Mexican Grill, Inc. (NYSE:CMG):
“Okay so January’s not so good.”
“[On top line growth of 13.1%, total revenue of $2.8 billion and same store growth of 5.4% but stock still being down] No because they did talk about the future and the future was not great. January was not a good month. Negative month. A lot of people are going to hope that we’ve saved by the honey chicken. Which is incredibly popular. By the way, the costs were fine. A lot of people were worried about avocado. Turns out that they source 50% away from Mexico. That was good. They’re doing a lot of stuff behind the scenes that I think are very good to bring the costs down. But, Carl, when you have a weak January, people just say what have you done for me lately? And what have they done for them lately is not great. As much as I think Scott Boatwright’s doing a good job, what can I say, they didn’t shoot the lights out of the January.”
1. The Walt Disney Company (NYSE:DIS)
Number of Hedge Fund Holders In Q3 2024: 76
The Walt Disney Company (NYSE:DIS) is one of the most commonly discussed stocks on Jim Cramer’s morning show. The host believes that the firm’s upcoming quarterly earnings can deliver a positive surprise. He has also remained optimistic about The Walt Disney Company (NYSE:DIS)’s streaming business and the firm’s theme parks. Cramer’s latest remarks about the firm wondered about the recent selling pressure on the stock and praised The Walt Disney Company (NYSE:DIS)’s management:
“Disney was down hideously today. And I found myself saying . . .why are they selling it. So you dig, you dig, you dig, you speak to Hugh Johnson, you get a little back and forth, and then you realize, maybe they’re selling it because it’s wrong to sell.”
“They are looking at a particular line, in this case Disney+. No but Disney+ was, I mean there are many, many lines. And one of the things that’s happened is . . . there might be twelve important lines. One was bad. Disney+ because they decided they had a little bit more churn because they raised numbers. And then people say well wait a second, Netflix doesn’t have churn. And all I can say is, Netflix is a beast. And if you’re gonna go up against Netflix, you’re gonna make a comparison to Netflix, I mean that’s like making a comparison to 27 Yankees. Don’t do it.”
“[when Faber pointed out that Disney+ subs were falling] But at the same time I think Bob Iger would say, how many ships does Netflix have? How are the Netflix theme parks doing? I thought the theme park was supposed to . . hurricanes, everything was supposed to be. . .the gods turned on them. Obviously not the fires, it wasn’t this quarter. And I say, you know what, that’s a good business. Now Netflix doesn’t need it, cause Netflix walks on water. I mean Netflix is incredible. But when I look at what Disney’s doing, I say jeez you know, I thought that theme parks were too expensive. Obviously not.”
“They use Salesforce by the way, and they’re getting a lot more out of an individual customer. By the way, Hugh Johnson, formerly at PepsiCo, he runs a conference call, that says to me, what a pro. These guys are pros. I like that.”
DIS is a stock Jim Cramer recently discussed. While we acknowledge the potential of DIS 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 timeframe. If you are looking for an AI stock that is more promising than DIS but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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