Jim Cramer Warns of a 36% Market Drop & Reviews These 9 Key Stocks

8. Amazon.com Inc. (NASDAQ:AMZN)

Number of Hedge Fund holders: 339

Amazon.com Inc. (NASDAQ:AMZN) was brought up frequently during the show as a prime example of how the tariffs, especially on China, are affecting large retailers. Cramer highlighted the risk Amazon faces due to these tariff disruptions, suggesting that inventory tied to Chinese suppliers may be frozen as the company is forced into difficult negotiations:

“But I do believe right now there’s negotiations, let’s say with Amazon. Amazon has a lot of stuff that is made, that’s branded, and I don’t think that stuff’s coming here. I think that stuff’s frozen until they come up with negotiations. […] You’re Amazon, you want to screw the Chinese, the Chinese want to screw you. The only thing you can do is have some sort of meeting of the minds and someone has to pay. […] I’m looking to see whether Amazon’s going to go out of stock on some key things because they were made in China and they cancelled the purchase order. I think that they will.”