Jim Cramer, the host of Mad Money, has been considering the uncertainty surrounding 2025 and the ongoing macroeconomic challenges that are sparking important questions. One of the main points Cramer has been grappling with is the direction Washington will take in the coming months. He highlighted that, despite two months of processing the election results, there’s still a lack of clarity about what the priorities will be and what Congress might actually pass. Cramer also brought up several important questions about President Donald Trump’s stance on various issues.
“Is president-elect Trump serious about large widespread tariffs or is the tough talk just a negotiating tactic? How serious is Trump about mass deportations? Which, if enacted, would likely have an impact on… the labor market.”
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Another major question Cramer raised was about deregulation, how much benefit will companies truly see from it, and how quickly? In terms of corporate taxes, Cramer also noted that the extension of the 2017 Tax Cuts and Jobs Act seems likely, but he questioned whether Trump might push even further, potentially altering the tax landscape in a more significant way. Perhaps one of the most pressing questions Cramer raised concerned the bond market and its tolerance for large U.S. government budget deficits.
“And considering that last question, here’s a doozy: Will the bond market continue to tolerate big budget deficits from the US government?”
He pointed out that some argue the bond market has already begun to take a more stringent stance on national debt, evident in the rising treasury yields over recent months. Still, Cramer left it at that, suggesting the situation remains uncertain.
“Difficult to answer because as we learned last time, I mean, Donald Trump is not a predictable president, great for cable news ratings, but sometimes frustrating when you’re in the business of making predictions. Hmm, maybe a higher cash position than normal could beckon.”
Jim Cramer Shed Light on These 9 Stocks
Our Methodology
For this article, we compiled a list of 9 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on January 7 and 8. We listed the stocks in ascending order of their hedge fund sentiment as of the third quarter, which was taken from Insider Monkey’s database of 900 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 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).
Jim Cramer Shed Light on These 9 Stocks
9. Serve Robotics Inc. (NASDAQ:SERV)
Number of Hedge Fund Holders: 5
A caller asked Cramer about Serve Robotics Inc. (NASDAQ:SERV) but Cramer was quick to suggest Nvidia, calling the company “the king of robots”.
“Yeah. Okay, now this is one of these, look, we are going to revert to what, if you want robotics, here’s what you’re going to get from me. You’re gonna get Nvidia because they’re the king of robots. That’s it. Nobody else.”
Serve Robotics (NASDAQ:SERV) designs, creates, and operates low-emission robots that deliver food to people in public spaces across the United States, focusing on self-driving delivery robots. Over the past 12 months, the stock has seen a decline of over 35%. Meanwhile, NVDA stock is up more than 98% over the same period.
8. Lemonade, Inc. (NYSE:LMND)
Number of Hedge Fund Holders: 16
Cramer noted that Lemonade, Inc. (NYSE:LMND) stock is too high and mentioned that it is losing a lot of money.
“Okay, Lemonade’s stock is one of those stocks that I’ve been talking about on this show. It’s up too much. You gotta let it come down. It’s not a joke stock, but it’s losing a fortune. Companies that are losing fortunes go over your portfolio if you own them.”
Lemonade (NYSE:LMND) offers a variety of insurance products, including coverage for property, liability, and personal needs, while also acting as an agent for other insurance companies. Back in November 2024, a caller inquired about the company, and here’s what Mad Money’s host said, “I think this is a real short squeeze…Let’s wait ’til Friday and then maybe take some profits.”
