Jim Cramer Says Tariff Pain Isn’t Over Yet And Reviews These 9 Stocks

5. Broadcom Inc. (NASDAQ:AVGO)

Number of Hedge Fund Holders: 339

Broadcom Inc. (NASDAQ:AVGO) was highlighted as a stock that has dropped sharply despite continued strong performance. Concerns around data center cost pressures and tariff-linked demand issues have weighed on shares, but Cramer pointed to the silver lining:

“And there are a lot of stocks that are down 50%. Look at Broadcom, which announced a $10 billion buyback. And by the way, just so you know, that has to be done by year end. Hock Tan, the key line was, and we’re going to buy it by year end. That stock was down 38% and it hit every quarter. So, I mean, there you go. Like, what was that doing down 38%? Well, because it’s data center. The word about data center is… And so there’s one you can buy because it’s underneath. They will always be there. We’ll get a big sell-off tomorrow, say, because of China.”