c8alpha
Investors / stance tracking

What Jim Cramer (CNBC) is saying

Host, CNBC's Mad Money

43 dated public stances tracked since 2025-10-27, most recently 2026-07-10. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.

The stances below are c8alpha's editorial distillation of Jim Cramer (CNBC)'s public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Jim Cramer (CNBC) is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.

Think we got something wrong? Report a misattribution — we correct it or take it down.

43
tracked stances
35
themes
1
side flips
2026-07-10
last heard
Returns  90d +5.4% (n=11) · 180d +6.1% (n=11)

Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.

View flips

Where the tracked view on a theme reversed between appearances — bullish to bearish or back. Dates are the episodes on each side of the turn.

PEP — bullish2026-07-06 → bearish2026-07-09

Most-argued themes

ThemeStancesLeanMixLast
CRS22 bullish2026-07-09
NVDA22 bullish2026-07-09
PEP21 bullish / 1 bearish2026-07-09
SBUX22 bullish2026-07-07
STZ22 bullish2026-07-07
TJX22 bullish2026-07-07

Tracked stances

bullish / bearish is a view they argued; owns / short is a position they said they hold.

2026-07-10 COPPER neutral CNBC Television · video
Cyclical companies are hostage to the broader economy with violently volatile earnings, making them only temporarily tradeable rather than long-term compounders — avoid in a core portfolio
“we want one-way stocks that can thrive even in a bad economy”
Mad Money 07/10/26 | Audio Only
2026-07-10 SPX bullish CNBC Television · video
An S&P 500 index fund should form 50% of a portfolio as a hedge against mistakes in individual stock picking, providing consistent 8-10% annual returns as a safety floor
“I still recommend putting 50% of your savings in index fund”
Mad Money 07/10/26 | Audio Only
2026-07-10 GOLD bullish CNBC Television · video
A single non-stock hedge (gold or crypto) should be included in a five-stock portfolio to provide uncorrelated protection against equity market drawdowns
“one non-stock hedge like maybe gold or even crypto”
Mad Money 07/10/26 | Audio Only
2026-07-10 BANKS bearish CNBC Television · video
Financial institutions carry uncontrollable credit risk and are the first to be crushed in downturns or inflation scares, and can vanish overnight — making them unsuitable for a core long-term portfolio
“Financial institutions can vanish overnight”
Mad Money 07/10/26 | Audio Only
2026-07-10 long GOOGL / long AMZN / long AAPL / long META (+2 legs) basket CNBC Television · video
Magnificent 7 are secular growth companies that are rate-proof, recession-proof, and capable of massive scaling — their consistent earnings growth justifies premium valuations and long multi-year holds
“as long as I think these proven winners can stay strong and deliver, I'll stick with them”
Mad Money 07/10/26 | Audio Only
2026-07-09 CRS bullish CNBC Television · video
Carpenter Technology is a high-quality specialty materials company with a strong chart that warrants buying both at current levels and on pullbacks
“I would buy some here and buy some coming down. Definitely add some right here”
Lightning Round: Carpenter Technology is a 'terrific company', says Jim Cramer
2026-07-09 META bullish CNBC Television · video
Zuckerberg's massive capex on custom chips and data centers likely targets a profitable new revenue stream—cross-referencing Meta's 3.5B users with cloud/agent services and monetizing WhatsApp—not reckless spending, as evidenced by the stock's intraday…
“Zuckerberg's not a bozo. You can quote me on that.”
Mad Money 07/09/26 | Audio Only
2026-07-09 Big Tech bullish CNBC Television · video
SK Hynix controls 56.4% of the high-bandwidth memory market—the hottest commodity in AI infrastructure—supply won't catch demand until 2027-2028, it has a multi-year Nvidia supply partnership, and despite massive gains the stock still trades at only 7x this…
“If you're willing to accept the volatility, I think you'd do a lot worse than this one.”
Mad Money 07/09/26 | Audio Only
2026-07-09 MAR bullish CNBC Television · video
Marriott Hotels (not Marriott Vacations) offers much better long-term growth as a global lodging brand and is a long-term winner even after a nearly 70% YTD move
“I think this is a long-term winner. I've been saying this.”
Mad Money 07/09/26 | Audio Only
2026-07-09 PLPC bullish CNBC Television · video
Preformed Line Products makes connectors, cable hardware, and fiber infrastructure that are critical bottlenecks in the data-center and grid-upgrade buildout; it posted 24% sequential earnings growth, could earn ~$13/share by 2028, and is a potential…
“I think PLPC is a great derivative play on the market's biggest theme.”
Mad Money 07/09/26 | Audio Only
2026-07-09 PNTG bullish CNBC Television · video
Pennant Group, a senior living operator, has broken out above multi-year resistance at $37 on high volume after forming a textbook bowl base, and the depth of the basing action suggests a move to $55 is plausible by year-end as AI-driven labor efficiency…
“This thing can sail to $55. I agree with Fitz before the end of the year.”
Mad Money 07/09/26 | Audio Only
2026-07-09 CRS bullish CNBC Television · video
Carpenter Technology (specialty alloys/advanced materials) has a great chart and is a terrific company; Cramer recommends building a position now and adding on any pullback
“I would buy some here and buy some if it comes down.”
Mad Money 07/09/26 | Audio Only
2026-07-09 WELL bullish CNBC Television · video
Welltower is in a clean 3-year uptrend as the largest senior housing REIT; the 80+ U.S. population grows 30% by 2030 while construction of senior housing has hit decade lows, creating a structural supply-demand gap that makes existing assets more valuable
“I find it hard to disagree because the senior housing shortage is a phenomenal long-term theme.”
Mad Money 07/09/26 | Audio Only
2026-07-09 GOOGL bullish CNBC Television · video
Gemini is the default AI on Apple's 2.5B-device installed base, giving Google the same structural moat in AI that Google Search had over prior challengers, while YouTube and Waymo are underappreciated assets the market ignores
“Do you think YouTube may be the most profitable large-scale business ever invented?”
Mad Money 07/09/26 | Audio Only
2026-07-09 NVDA bullish CNBC Television · video
Nvidia is the most proprietary chip company in history, still supply-constrained and at the heart of the data center, yet trades at a lower P/E multiple than commodity memory makers like Sandisk—a valuation anomaly Cramer considers an insult to Jensen Huang
“Nvidia is the most proprietary chip company in the history of the world.”
Mad Money 07/09/26 | Audio Only
2026-07-09 IBM bullish CNBC Television · video
IBM is inexpensive relative to peers and CEO Arvind Krishna is executing well; panic-driven dips are buying opportunities
“I want you to buy the stock, Craig, of IBM. I think IBM's terrific.”
Mad Money 07/09/26 | Audio Only
2026-07-09 PEP bearish CNBC Television · video
Frito-Lay North America turned negative on lower net pricing as gas prices and cumulative inflation caused consumers to trade down on snacks, and Cramer believes only drastic price rollbacks—not incremental fixes—can stop the domestic revenue erosion…
“I fear that only drastic pricing can reverse a domestic dive.”
Mad Money 07/09/26 | Audio Only
2026-07-09 CVS bullish CNBC Television · video
CVS is the last mass-market pharmacy standing as Walgreens shrinks and Rite Aid is gone, with Amazon as the only real competitor, while Aetna's insurance business is 'crushing it' and provides a moat Amazon cannot easily replicate
“It's a strong buy... CVS has got Aetna. Amazon doesn't. Aetna is crushing it.”
Mad Money 07/09/26 | Audio Only
2026-07-09 AAPL bullish CNBC Television · video
Apple has an unmatched consumer product installed base of 2.5B devices—now delivering Gemini AI as the default—and historically makes the best version of everything it commits to, so despite a currently sub-optimal Siri the long-term consumer AI opportunity…
“I say don't sell Apple. History says they will eventually get there.”
Mad Money 07/09/26 | Audio Only
2026-07-07 STZ bullish CNBC Television · video
Constellation Brands' most recent quarter was the first to show signs of an earnings bottom, especially in beer, while the stock has been sold off to $130 with a 3% yield and World Cup disappointment already priced in
“I think there was enough here to say that we got a bottom in earnings”
You may want to start a position in Constellation Brands, says Jim Cramer
2026-07-07 TJX bullish CNBC Television · video
Consumer trade-down mode drives shoppers to TJ Maxx while excess inventory from struggling retailers gives TJX cheap merchandise pickup, and the stock is down 20 points from its high on indiscriminate rotation selling
“the trade down and the amount of excess inventory they can pick up from struggling retailers for pennies on the dollar”
You may want to start a position in Constellation Brands, says Jim Cramer
2026-07-07 SBUX bullish CNBC Television · video
Sector rotation has created a rare dip in Starbucks as CEO Brian Nickel's turnaround is ongoing, making this collateral-damage selloff an entry opportunity that seldom appears
“this rotation has put the common stock on sale”
You may want to start a position in Constellation Brands, says Jim Cramer
2026-07-06 CRWD bullish CNBC Television · video
Anthropic's claimed entry into cybersecurity was a media-amplified stalking horse that unfairly crushed CrowdStrike — no insurer would cover a company that used the same AI model for both operations and cybersecurity, giving CrowdStrike a durable structural…
“The club caught nearly a double in CrowdStrike when people realized Anthropic simply wouldn't be able to offer a workable product.”
Mad Money 07/06/26 | Audio Only
2026-07-06 DE bullish CNBC Television · video
John Deere's stock is on a strong run and Cramer believes it has further upside, though management's conservative guidance on conference calls typically causes short-term dips that he views as buying opportunities.
“Deer is just on fire. The stock is incredible and it's not done going higher.”
Mad Money 07/06/26 | Audio Only
2026-07-06 NVDA owns CNBC Television · video
Nvidia created and sustains the entire neocloud ecosystem to prevent hyperscalers from commoditizing it with their own chips, making Nvidia structurally central to AI compute for the foreseeable future — the Anthropic chip story is a negotiating tactic, not a…
“One of the major reasons why I stick with the stock.”
Mad Money 07/06/26 | Audio Only
2026-07-06 PANW bullish CNBC Television · video
Palo Alto Networks was unfairly sold off on unverifiable Anthropic cybersecurity claims — a pattern Cramer views as a media-driven stalking-horse attack rather than a genuine competitive threat to the established security vendors.
“Palo Alto Networks and CrowdStrike — stocks I happen to like very much.”
Mad Money 07/06/26 | Audio Only
2026-07-06 STZ bullish CNBC Television · video
Constellation Brands' latest quarter showed the first credible signs of a bottom in beer, but rotation-driven thin trading knocked the stock down nearly $7 to $130 — half its former level — while the stock now carries a 3% yield.
“I think it's a steal down here. I remember when it was double that.”
Mad Money 07/06/26 | Audio Only
2026-07-06 GS bullish CNBC Television · video
Goldman Sachs at 17x earnings is arguably as cheap as when Cramer first recommended it at $180, with a clear path to $1,700 without the stock becoming expensive given its earnings power.
“The company could easily go to $1,700 without a problem and still not be expensive.”
Mad Money 07/06/26 | Audio Only
2026-07-06 JNJ bullish CNBC Television · video
Rotation-driven selloff from $263 to $256 is a dislocation unrelated to fundamentals — J&J is a pure-play pharma with strong oncology and cardio pipelines, and shedding the orthopedics business (commoditized, elective) raises the P/E multiple.
“This stock was 263 last week. Nothing's happened. What a great level to start a position.”
Mad Money 07/06/26 | Audio Only
2026-07-06 PEP bullish CNBC Television · video
Rotation has knocked PepsiCo all the way back to pre-earnings levels despite a strong prior quarter, and the stock now yields north of 4%, making it an attractive entry ahead of Thursday's report with a CEO unlikely to tolerate flat-year performance.
“I think the rotation has given you a perfect place to start a position ahead of Thursday's report.”
Mad Money 07/06/26 | Audio Only
2026-07-06 SBUX bullish CNBC Television · video
Indiscriminate sector rotation knocked Starbucks down more than $2 to near $100 despite an ongoing turnaround under CEO Brian Nickel — a rare discount in a name that rarely gives breaks.
“This rotation has put the common stock on sale.”
Mad Money 07/06/26 | Audio Only
2026-07-06 BKNG bullish CNBC Television · video
Booking Holdings sold off after a non-blowout quarter — the market punished it for failing to meet the blowout standard it had set — but the miss was priced in and the stock's fundamentals remain strong, making the post-split level a buying opportunity.
“I think it's a buy.”
Mad Money 07/06/26 | Audio Only
2026-07-06 BROS bullish CNBC Television · video
Dutch Bros dropped 5.6% in today's rotation-driven selloff, creating a speculative entry point for growth-oriented investors.
“For those who want to take a risk, you might want to start a position.”
Mad Money 07/06/26 | Audio Only
2026-07-06 TJX bullish CNBC Television · video
Rotation-driven selloff pushed TJX below $150 before rebounding — a 20-point drop from its high — creating a rare entry into the premier trade-down beneficiary that also picks up excess inventory from struggling retailers at pennies on the dollar.
“I can't think of a more advantageous place to buy this high quality stock.”
Mad Money 07/06/26 | Audio Only
2026-07-06 SOLSTICE ADVANCED MATERIALS bullish CNBC Television · video
The 15% post-deal-announcement selloff in Solstice (acquiring Element Solutions) is largely arbitrage mechanics, not fundamental rejection — the combined entity creates a world-leading advanced materials business spanning chip fabrication, thermal management…
“I think this is a very smart deal and this pullback may give me a terrific buying opportunity.”
Mad Money 07/06/26 | Audio Only
2026-07-06 CRWV bullish CNBC Television · video
CoreWeave is arguably the best-in-class pure-play neocloud with a diverse client base and nearly $100B backlog providing revenue visibility through 2028, and the stock is currently cheaper than the price at which Nvidia invested in it.
“CoreWeave is arguably the best in the business... currently cheaper than the last price where Nvidia invested in it.”
Mad Money 07/06/26 | Audio Only
2026-07-06 BFLY bullish CNBC Television · video
Butterfly Network's handheld ultrasound technology is medically compelling — doctors Cramer consulted found no flaws — and the stock's collapse from IPO to the $8 range creates a speculative entry at a level where the upside is asymmetric.
“At $8, you can buy some... it is a very promising company. I couldn't find any flies on it.”
Mad Money 07/06/26 | Audio Only
2025-10-27 ADBE bearish The Compound · video
Adobe's stock peaked when free AI-native alternatives like Canva matched its $600 creative suite at zero cost, and that disruption is structural and ongoing as AI commoditizes graphic creation
“His stock peaked when Canva came out with free. These guys are all going to be really challenged.”
90d +14.8% · 180d +33.1%
Jim Cramer Absolutely UNLOADS On Stage, Make Popcorn Now
2025-10-27 TSLA bullish The Compound · video
Elon Musk has successfully shifted Tesla's narrative from auto sales to robotics, autonomous driving, and utility-scale battery storage, making the car-sales bear thesis obsolete
“He's changed the narrative. The narrative is not about cars anymore. Cars are pass with him.”
90d -3.8% · 180d -16.3%
Jim Cramer Absolutely UNLOADS On Stage, Make Popcorn Now
2025-10-27 LULU bearish The Compound · video
Lululemon's management has failed to differentiate against Costco selling equivalent product for $17, and the CEO has not been able to reinvent the brand since the Costco lawsuit signaled the beginning of the end around $350
“Management hasn't been able to reinvent. When Costco got exact same thing for 17 bucks, that was the end of Lululemon.”
90d -6.3% · 180d +19.0%
Jim Cramer Absolutely UNLOADS On Stage, Make Popcorn Now
2025-10-27 BA bullish The Compound · video
Boeing has solved its manufacturing quality problems, demand for aircraft is at record highs, winning the fighter-jet contract signals White House support, and recovering cash flow supports a move toward $300 from ~$219
“I actually love the stock of Boeing... I think you can go to 300 pretty quickly”
90d +11.4% · 180d +3.7%
Jim Cramer Absolutely UNLOADS On Stage, Make Popcorn Now
2025-10-27 CMG bearish The Compound · video
Current Chipotle management does not recognize the quality and cleanliness problems in its stores, making a near-term operational turnaround unlikely at current elevated earnings multiples
“It's not pulling it off. My last one I went to on Sunday night. Dirty, ridiculous. Used to be nice.”
90d +3.3% · 180d +18.1%
Jim Cramer Absolutely UNLOADS On Stage, Make Popcorn Now
2025-10-27 long CRWD / long PANW basket The Compound · video
CrowdStrike and Palo Alto Networks are the two end-to-end ('soup to nuts') cybersecurity platforms best positioned as AI proliferation makes breaches more severe, making cyber the single most obvious secular growth sector outside AI itself
“That's why I like CrowdStrike and Palo Alto so much — they're the two that are most souped to nuts”
90d -14.0% · 180d -15.6%
Jim Cramer Absolutely UNLOADS On Stage, Make Popcorn Now

Idea Scout Weekly

Every Sunday: who said what across the tape we track — 845 voices, 2,419 episodes and articles — with side-flips and points of disagreement called out. Free. How we track it.

Free · double opt-in · unsubscribe in one click

Newest stances reach Brief subscribers first; these pages update on a one-week lag.