In this article, we will take a detailed look at Jim Cramer’s Latest Stock Moves: Top 10 Calls.
Jim Cramer in a recent program on CNBC expressed his frustration over the recent market selloff following tariff uncertainties. Cramer said non-US markets are performing well and had something to say to President Donald Trump.
“Remember, this whole situation is manufactured by the Walmart White House because almost every other market around the globe is crushing ours. They’re all doing better than we are. I don’t know who’s advising the president. I know what he is doing is important work, and I am no free trader. I am not even a fair trader. I’m a tariff guy. But I think you can kill more flies with honey right now, and certainly more than nuclear weapons.
Now, the president can roll him back if he wants to, but he generally believes his tariffs are the right thing to do, which is why they’ll probably keep coming with no finesse whatsoever — just brute force. Which I have to tell you, and including you, Mr. President, there are other ways and better ways to get things done.”
READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In
For this article, we picked 10 stocks Cramer recently discussed during his program on CNBC. With each company we have mentioned the number of hedge fund investors. 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).
10. Timken Co (NYSE:TKR)
Number of Hedge Funds Investors: 25
Jim Cramer was recently asked about bearings and power transmission products company Timken Co (NYSE:TKR). The CNBC host said he’s bearish on the stock.
“They’re leaving a bunch of industries that are really slowing down. As much as I like the company very much, I’m going to have to say no to Timkin.”
SouthernSun Small Cap Strategy made the following comment about The Timken Company (NYSE:TKR) in its Q1 2023 investor letter:
“The Timken Company (NYSE:TKR), a global leader in engineered bearings and industrial motion products, was a top contributor again this quarter, reporting 10% organic sales growth and 56% Adjusted EPS growth in the fourth quarter of 2022 compared to the same period the previous year. The company saw growth across most of its end markets and expects a continuation in 2023 with guidance of mid-single digit growth in sales and Adjusted EPS. A secularly growing renewable energy business has also become TKR’s largest end market. Financial flexibility remains adequate with net debt/EBITDA at 1.9x and significant free cash flow expected in 2023, driven by improved working capital and higher earnings. We continue to believe TKR is a durable, niche-dominant company, run by a rational and owner-oriented management team. We would highlight that the company has increasingly become more diversified and higher margin since it spun off Timken Steel in 2014. Despite this increase in quality, the business still trades at a multiple roughly in line with its post-spin valuation. While the investment meets our return hurdle without multiple expansion, we believe a recognition by the market of this increase in quality provides potential upside.”
9. On Holding AG (NYSE:ONON)
Number of Hedge Funds Investors: 35
A caller recently asked Jim Cramer about Crocs. Cramer recommended the investor to buy On Holding AG (NYSE:ONON) instead.
“Crocs, got On Holdings, and you come to me with Crocs? Come on, man, Jake, step up .. Crocs, no, On yes.”
American Century Investments International Growth Fund stated the following regarding On Holding AG (NYSE:ONON) in its Q3 2024 investor letter:
“On Holding AG (NYSE:ONON). The stock performed well, helped by the introduction of new products and a positive price mix. The company has outperformed larger and more mature brands in its peer group like NIKE and Adidas. Demand remained strong across all regions, including Asia as the Chinese market improved.”
8. Autozone Inc (NYSE:AZO)
Number of Hedge Funds Investors: 47
Jim Cramer was recently asked about Autozone Inc (NYSE:AZO) on CNBC. Here is what he said:
“In this type of economy, I love it that they buy back with so much stock. It’s really incredible. I think those guys are fantastic.”
Brown Advisors Global Leaders Strategy stated the following regarding AutoZone, Inc. (NYSE:AZO) in its Q4 2024 investor letter:
“AutoZone, Inc. (NYSE:AZO) is the leading replacement automotive parts retailer and distributor in the US, servicing both the Do-it-Yourself (DIY) and Do-it-for-Me (DIFM) segments of the used car market, a market that is structurally growing as the fleet expands, with a high degree of visibility into future demand of the 6+ year used car cohort, which is AutoZone’s core target market. AutoZone is expanding into the faster growing DIFM market, as well as into Brazil and Mexico. The company’s superior customer outcome is immediate parts availability and the meaningful de-risking of the balance sheets of smaller garages which do not need to hold inventory themselves. It offers a differentiated service for customers based on local availability of parts (“in stock, in market”), quick turnaround speed and advice (including free specialty tool loans so DIY customers can complete necessary maintenance at lower cost but generating enduring loyalty). All this has historically proven difficult to replicate in an e-commerce setting. While there are a small number of large companies operating in this growing market, further consolidation of smaller competitors is expected as leading retailers’ scale (depth and breadth of inventory) and network effects (proximity to customers in immediate need of repair) constitute strong moats. One of the impressive characteristics of the company’s capital allocation is that it has delivered exceptional capital discipline and deployed its cash flow into share buybacks which has reduced the company’s share count by about 85% since 2000.”
7. Sirius XM Holdings Inc (NASDAQ:SIRI)
Number of Hedge Funds Investors: 49
Jim Cramer in a latest program on CNBC recommended investors to “stay away” from Sirius XM Holdings Inc (NASDAQ:SIRI).
“It is related to autos, and autos aren’t selling well right now. And that’s going to be, everyone’s going to know that. I just told it to you right now. Everyone’s going to know that we’re going to stay away from Sirius. It’s just not a serious stock at this point.”
Warren Buffett’s company already owned roughly a third of the satellite radio operator’s shares as of the start of 2025. Berkshire recently purchased another $54 million worth of company shares in February.
Weitz Multi-Cap Equity Fund stated the following regarding Sirius XM Holdings Inc. (NASDAQ:SIRI) in its Q4 2024 investor letter:
“Sirius XM Holdings Inc. (NASDAQ:SIRI) and its predecessor, Liberty SiriusXM, were among the year’s most notable detractors. The merger of SiriusXM and the Liberty holding company was a clear positive but saddled the company with a heightened debt load. Management has outlined achievable plans to retire debt through highly visible savings, beginning in 2025. We increased our holdings in SiriusXM Holdings post-merger.”
6. Colgate-Palmolive Co (NYSE:CL)
Number of Hedge Funds Investors: 54
Jim Cramer in a latest program on CNBC said Colgate-Palmolive Co (NYSE:CL) stock could decline as it’s “not performing well.”
“These two companies, SJM and Colgate, are not performing well, having had suboptimal results. For the market to bottom, J&J needs to return to the 160 level, Smucker to the 110 level, and Colgate to the 92 level, where their ascents began. These companies are not performing well enough to justify their rallies, which have been driven by traders who seem to execute trades without proper strategy. Had the orders been managed differently, this action would not have occurred.”
5. Dell Technologies Inc (NYSE:DELL)
Number of Hedge Funds Investors: 60
Jim Cramer in a latest program on CNBC mentioned some reasons behind the unimpressive stock performance of Dell Technologies Inc (NYSE:DELL).
“Dell Technologies, the iconic maker of personal computers, servers, and storage equipment that I’ve liked for a very long time, has gone from one of the big winners of the AI infrastructure story to a name that just can’t seem to catch a bid, as investors have turned against anything AI-related. Dell servers are the way that many enterprise customers actually get access to NVIDIA’s fancy chips, and their storage products are used in many AI infrastructure stacks. On top of the hardware, the company has a consulting business that basically tells customers what they need as they build out their AI infrastructure. That’s why the stock rallied 90% in 2023 and more than doubled in the first five months of last year, charging all the way up to 180 in last May. Those were house-young times. Since then, though, the stock of this amazing company has been acting terribly. It’s essentially been cut in half, falling back to the low 90s today. Now, initially, there was a period of choppy trading last summer, and after a couple of mixed quarters, well, you know what? That’s what happened. When I covered the stock last September at 110, I told you it was still worth owning. Sure enough, the stock then rebounded to $147 and change in late November. Since then, though, the stock’s really rolled over again, and it’s been trading—well, let’s say it’s been trending lower, how about that? Some of it has to do with the belief that no one’s going to make any money off of AI except Nvidia.”
Over the past one year Dell Technologies Inc (NYSE:DELL) shares are down 19%.
4. Regeneron Pharmaceuticals Inc (NASDAQ:REGN)
Number of Hedge Funds Investors: 62
Jim Cramer said in response to a question during a recent program on CNBC that he’d recommend investors own Regeneron Pharmaceuticals Inc (NASDAQ:REGN).
“I will tell you this for Regeneron, I want you to own it. I think it’s doing better than people realize. That is a good stock, and I’m going to give it too. I still like Bristol Myers.”
Amalthea Fund stated the following regarding Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) in its Q3 2024 investor letter:
“Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) – the biggest loser in the book by absolute dollars. Regeneron is a large position for us. We wrote the position up in June 2021 letter. The stock has almost doubled since the original write-up, but it is down on the month. Allow some time for an explanation There are two ways of looking at Regeneron. The sum-of-the-parts way and the platform way.
Regeneron has 11 approved drugs but two comprise most of the cash flows. The two are Eylea and Dupixent.
Eylea is a VEGF drug that is injected into patients’ eyes and stops macular degeneration (the main cause of blindness in old people). The drug stops capillaries growing in the retina…” (Click here to read the full text)
3. Johnson & Johnson (NYSE:JNJ)
Number of Hedge Funds Investors: 81
Jim Cramer in a latest program on CNBC said that Johnson & Johnson (NYSE:JNJ) stock price can go lower as its gains were driven by “traders.”
“J&J has risen significantly and is at a critical point where it could either break out or be rejected. These three companies have been artificially inflated by a program that shifted from high-performing stocks to these companies, including J&J, which has had suboptimal performance. J&J needs to return to the 160 level. These companies are not performing well enough to justify their rallies, which have been driven by traders who seem to execute trades without proper strategy. Had the orders been managed differently, this action would not have occurred.”
2. Marvell Technology Inc (NASDAQ:MRVL)
Number of Hedge Funds Investors: 70
Jim Cramer said the following about Marvell during a program on CNBC.
“I’d like to highlight Marvell Technologies, MRVL. They did have a great quarter. They do have a good relationship with Amazon which includes I mean investment and the stock has gone it’s very interesting this company right here. They had no AI they had less than 200 million AI right now this is right here okay now they have 1.5 billion in AI and it is below where they had 200 million now you tell me on what construct that can be right I don’t see it.”
The company reported a 78% year-over-year increase in data center revenue for Q4, with AI contributing over 50%, and forecasts a 77.3% growth for Q1 FY2026. AI-related revenue significantly exceeded expectations, totaling $2.5 billion in FY2025, and is expected to grow further in FY2026. Marvell’s margins remain resilient, and non-GAAP EPS is projected to grow by 158% YoY in Q1 FY2026.
Marvell Tech Inc (NASDAQ:MRVL) is rapidly positioning itself as an AI-first company. Marvell has a five-year agreement with Amazon (AMZN) AWS, helping Amazon design its Trainium and Inferentia ASICs, and providing a range of optical interconnect products. Marvell Tech Inc (NASDAQ:MRVL) is now focusing on the AI opportunity, as evidenced by the recent restructuring charges, and is progressing through the design phase of its 2nm platform.
Artisan Mid Cap Fund stated the following regarding Marvell Technology, Inc. (NASDAQ:MRVL) in its Q4 2024 investor letter:
“Among our top Q4 contributors were Atlassian, Spotify and Marvell Technology, Inc. (NASDAQ:MRVL). Marvell Technology is a semiconductor company offering networking, secure data processing and storage solutions to customers worldwide. We believe Marvell has among the broadest range of intellectual property in technological areas (e.g., high-bandwidth data switching and storage applications) that position it well for the growing requirements of data centers, wireless networks and autos. The company delivered strong earnings results, driven by the company’s product lines (e.g., custom silicon, optical connectivity and switching) leveraged to AI data center growth. We believe this could be a significant opportunity for the company as it helps design and manufacture cost-effective custom data center chips that would help reduce cloud providers’ reliance on expensive GPUs. Furthermore, like many other semiconductor companies, a portion of its business may bepoised for a cyclical recovery after the industry’s recent inventory correction.”
1. Micron Technology Inc (NASDAQ:MU)
Number of Hedge Funds Investors: 107
During the Lightning Round program on CNBC, Jim Cramer was asked about Micron Technology Inc (NASDAQ:MU). He said Micron is expected to be under pressure amid Trump’s policies.
“Micron is going to be under pressure. They took some money from the government; it’s not their fault. It was the money they were giving away in the chips program. If they come after—if President Trump comes after Micron, he’s coming after ..Sanjay Mehrotra (CEO) is really terrific, and he’s been an amazing man who has built a manufacturing empire in our country, along with his predecessors. That’s the jewel of our country. Please don’t go after that one, President Trump.”
Micron shares wavered amid Wall Street’s belief that the memory cycle has peaked. However, the growth in High Bandwidth Memory (HBM) demand is expected to generate roughly $3.8B in revenue this fiscal year, offsetting declines in NAND and traditional DRAM revenues. Micron’s fiscal 2026 will see peak revenue and profitability, with HBM contributing significantly to growth.
Delaware Ivy Core Equity Fund stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its Q3 2024 investor letter:
Micron Technology, Inc. (NASDAQ:MU) – Fundamentals here also appear solid though concern about global demand for handsets and PCs drove the shares down during the quarter. We expect Micron to be a significant beneficiary of growth in AI demand as investment in new data centers is extremely memory (semiconductor) intensive.”
While we acknowledge the potential of Micron Technology Inc (NASDAQ:MU), our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MU but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below. You can also look at Jim Cramer Discusses These 12 Stocks & Says Mag 7 Stocks Are A Thing Of The Past and Jim Cramer Discusses These 10 Stocks & Comments On Short Sellers.
