In its appearance on Squawk of CNBC in the street on Thursday, Jim Cramer commented on small capitalization actions, Mexican actions, house builder actions and sectors in which money from actions exposed to prices could circulate. Commenting on the fact that Mexican actions prospered while American actions flowed, Cramer linked the country’s decision to work with President Trump as being at the origin of the strong performance. “I know how to look at me, they turned out to be bad,” he said. “You paid the Piper and you bring the things. The Piper is not as bad as you thought. And it’s really good,” added Cramer.
Going to small capitalization shares, Cramer explained why the Russel index had entered a lower market. The index lost 10.7% on Thursday and Friday, and according to Cramer, the downward movement is due to the narrowing of the multiple. He shared:
“It is a multiple narrowing. We are going to go to 16 times 26 times the numbers. This is how you must understand it. You look at it. And that’s where we are going to go.”
The CNBC host did not hold back with regard to the clarity or the call of “reciprocal” prices. He reiterated that the markets reduced the multiple evaluation because the prices can have an impact on the profits of companies. According to him:
“. We will not have clarity. As everyone thought of this so-called compensation event. It was nothing. The reciprocal as we said immediately. I just think you are reduced. And you should keep a little capital so that when we arrive, because we can get there.
He added: “I came to today’s program in 2007 and I said that if you needed money at any time in the next five years, you should sell. And it was an excellent call.”
As for Homebuilder’s actions, Cramer stressed that “rates fall. “I mean, buy the manufacturers of the house,” he wondered.
Developing further on capital flows during the sale, he stressed:
“I just say that the money will revolve places that were like (Michael Dell’s company). And this could go to (house construction actions). Because rates drop. And they drop very hard, very quickly. We should recognize this. The rates are really braked (sic). “
“But you know you just have to look at companies whose brand names are good,” added Cramer. “And it will work. It’s just that there are very little stocks that will work in relation to their situation a week ago. But there are things that will work,” he said.
To make our list of actions that Jim Cramer has spoken, we have listed the actions he mentioned during CNBC Squawk in the street broadcast on April 3.
For these actions, we have also mentioned the number of investors of hedge funds. Why are we interested in the stocks in which the hedge funds stacked? The reason is simple: our research has shown that we can surpass the market by imitating the main choices of stock of the best hedge funds. The strategy of our quarterly newsletter selects 14 shares with small capitalization and large capitalization each quarter and has rendered 373.4% since May 2014, beating its reference with 218 percentage points (See more details here).
Number of hedge holders in the fourth quarter of 2024: 186
The shares of Nvidia Corporation (Nasdaq: NVDA) were among the most efficient in 2025. The title was down 31.8% the year to the loss of 14.6% more Thursday and Friday. Investors are not convinced that the GPU request for the company could materialize and, for its part, Cramer blamed the fate of Nvidia Corporation (Nasdaq: NVDA) on zero day options. He continues to believe that the company is a key player with regard to technologies such as AI and robotics. Here is what he said as Nvidia Corporation (Nasdaq: NVDA).
“Okay, Jensen fled … Nvidia obtained the exemptions. Nvidia was exempt because they make tokens in Arizona. This is the plan. And because the president said that they are too important for AI. So, you can overturn Nvidia everything you want, but Nvidia, they have not done so, the Taiwan tax should not apply.
Overall, NVDA rank 4th On our list of stocks that Jim Cramer discussed. While we recognize the potential of NVDA as an investment, our conviction lies in the conviction that certain AI actions are more promising to provide higher yields and do it within a shorter period. There is a stock of AI that has increased since the beginning of 2025, while the popular AI shares have lost around 25%. If you are looking for a more promising actions than NVDA but which is negotiated within 5 times its income, consult our report on this subject Stock ai the cheapest.
