We recently published a list of Jim Cramer’s List of 16 Stocks to Buy Right Now. In this article, we are going to take a look at where CrowdStrike Holdings, Inc. (NASDAQ:CRWD) stands against other stocks on Jim Cramer’s list to buy right now.
On Monday, April 14th, Jim Cramer opened the Mad Money episode with a striking observation on the dramatic change in market sentiment and what is going on in the markets right now, saying:
“If you told me this is where the market was headed two or three months ago, I would have thought you were insane, even crazier than I am. This radical transition over the past few weeks has just been frankly unfathomable. We’re now buying stocks we hated and we’re despising, and guess what we are now selling short the stocks that we used to worship. And it’s all happening on the fly. […] You can’t tell what’s underneath though but that makes it much easier for those real seekers who want to surf the Trump ‘stock wave’.”
READ ALSO: Jim Cramer Sounds the Alarm on China Rhetoric and Dollar Panic Then Analyzes 11 Key Stocks and Jim Cramer Hints at a Bigger Agenda Behind Tariffs and Breaks Down These 7 Stocks
Cramer noted that the market’s rotation under the Trump administration has been profound, pushing investors to abandon old favorites in favor of new, domestically focused winners:
“We have to think about how to profit from this new market if it means making some pretty sharp changes to your portfolio and believe me this is something I think about every day for the club. […] See something happened this weekend that crystallized things for me. The Wall Street Journal put together this incredible chart of the stocks that are winning so far under the reign of Trump. Oh my! The extraordinary lack of economic sensitivity, the amazing America first nature of the businesses, the pure service nature of so many of these companies, they couldn’t be less like what we liked under President Biden. Rip up the old playbook; there’s a new stock sheriff in town so here’s what I did: I looked at the winners so far this year from the chart and thought about which ones were good to go, and which ones maybe needed to be demoted for a better substitute because perhaps they moved too far.”
The Mad Money host then outlined the common traits of the strongest performers and offered viewers a curated group of stocks he believes are worth buying now, saying:
“Look I’ve got no illusions after going over these companies I see several things the winners have in common. They don’t have a lot of competition, they’re largely domestic, they don’t need a strong economy, you can’t tariff them out of existence, they have scale, and most have fat margins […] Take advantage of this list. We will have down days. Keep the list handy, I’ll refer to it many times. It’s the right place to be, even in a recession, which again is a possibility given how stuck much of the economy really is right now.”
Our Methodology
For this article, we compiled a list of 16 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 14. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2024, which was taken from Insider Monkey’s database of over 1,000 hedge funds.
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).
Security personnel at their consoles, monitoring a global network of threats in real-time.
CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
Number of Hedge Fund Holders: 77
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) provides cloud-native endpoint protection and cybersecurity services to businesses worldwide. Cramer emphasized that while most tech stocks are out of favor, cybersecurity remains a winning niche, calling it a critical “anti-China” play. He provided a very bullish outlook on CrowdStrike, saying:
“Have you seen the stock of CrowdStrike? This thing is a horse. One year after it had a computer glitch – not a hack – that shut down millions of computers across the globe, it’s coming back incredibly strong. CEO George Kurtz hates to lose and his worldwide apology tour to agrieve customers saved a lot of business and may even bring about more business than he had. You can bet that the second half of the year is going to be very strong for this stock. Why do I say that? Because Kurtz told us that when he was here last.
During another Mad Money show from April, Jim Cramer commented on CrowdStrike Holdings, Inc. (NASDAQ:CRWD) as he said:
“Finally, they’re a little pricey but I want to own some cybersecurity companies, and the trust owns two of them because they can’t really be tariffed and they have no natural enemies, including states that have sided against us in the trade war. For the cybersecurity firms, countries with state-sponsored hackers like China, they are an annuity stream. We have not one, but two for the trust, as I mentioned, Palo Alto, PANW, and CrowdStrike, CRWD. And I’ve got to tell you, either one is just terrific. Just terrific.”
Overall, CRWD ranks 8th on our list of stocks on Jim Cramer’s list to buy right now. While we acknowledge the potential of CRWD 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. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than CRWD but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.
