Investors / stance tracking
What Jim Cramer is saying
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Media
189 dated public stances tracked since 2021-05-05, most recently 2026-11-02. 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'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 is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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189
tracked stances
146
themes
7
side flips
2026-11-02
last heard
Returns 90d +0.5% 51% correct · 39 calls · 180d +9.7% 67% correct · 9 calls · 1y +27.3% 67% correct · 9 calls
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. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|---|---|---|---|---|
| 2026-07-10 | long GOOGL / long AMZN / long AAPL / long META (+2 legs) | basket | +10.4% | — | — |
| 2026-07-10 | SPX | bullish | +2.8% | — | — |
| 2026-07-10 | GOLD | bullish | +0.4% | — | — |
| 2026-07-10 | BANKS | bearish | +7.0% | — | — |
| 2026-07-09 | WELL | bullish | -4.4% | — | — |
| 2026-07-09 | PNTG | bullish | -2.1% | — | — |
| 2026-07-09 | PLPC | bullish | +17.5% | — | — |
| 2026-07-09 | PEP | bearish | +9.3% | — | — |
| 2026-07-09 | META | bullish | +14.3% | — | — |
| 2026-07-09 | MAR | bullish | -4.1% | — | — |
| 2026-07-09 | IBM | bullish | -24.8% | — | — |
| 2026-07-09 | GOOGL | bullish | -2.3% | — | — |
| 2026-07-09 | CVS | bullish | -13.9% | — | — |
| 2026-07-09 | CRS | bullish | -33.8% | — | — |
| 2026-07-09 | Big Tech | bullish | +4.9% | — | — |
| 2026-07-09 | AAPL | bullish | +6.6% | — | — |
| 2026-07-06 | TJX | bullish | -10.9% | — | — |
| 2026-07-06 | STZ | bullish | -12.6% | — | — |
| 2026-07-06 | SBUX | bullish | -7.0% | — | — |
| 2026-07-06 | PEP | bullish | -11.4% | — | — |
| 2026-07-06 | PANW | bullish | +13.8% | — | — |
| 2026-07-06 | NVDA | owns | +22.3% | — | — |
| 2026-07-06 | JNJ | bullish | -2.0% | — | — |
| 2026-07-06 | GS | bullish | -14.9% | — | — |
| 2026-07-06 | DE | bullish | +7.6% | — | — |
| 2026-07-06 | CRWV | bullish | +1.1% | — | — |
| 2026-07-06 | CRWD | bullish | +36.8% | — | — |
| 2026-07-06 | BROS | bullish | -43.9% | — | — |
| 2026-07-06 | BKNG | bullish | -12.3% | — | — |
| 2026-07-06 | BFLY | bullish | +14.0% | — | — |
| 2025-10-27 | long CRWD / long PANW | basket | -14.0% | -15.6% | +92.4% |
| 2025-10-27 | TSLA | bullish | -3.8% | -16.3% | -9.9% |
| 2025-10-27 | QBTS | bearish | +32.2% | +46.3% | +65.4% |
| 2025-10-27 | LULU | bearish | -6.3% | +19.0% | +42.3% |
| 2025-10-27 | COF | bullish | -1.1% | -12.5% | -7.6% |
| 2025-10-27 | CMG | bearish | +3.3% | +18.1% | +31.9% |
| 2025-10-27 | BA | bullish | +11.4% | +3.7% | -24.6% |
| 2025-10-27 | ADBE | bearish | +14.8% | +33.1% | +30.6% |
| 2021-05-05 | PFE | bullish | +16.4% | +11.2% | +25.5% |
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.
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| AAPL | 3 | 2 bullish / 1 bearish | 2026-11-02 | |
| BANKS | 3 | 1 bullish / 2 bearish | 2026-10-15 | |
| GOLD | 3 | 2 bullish / 1 neutral | 2026-10-20 | |
| GOOGL | 3 | 2 bullish / 1 bearish | 2026-10-29 | |
| META | 3 | 2 bullish / 1 bearish | 2026-10-26 | |
| APP | 2 | 1 bearish / 1 neutral | 2026-10-30 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-11-02
long MDT / long GEHC / long ISRG / long ABT
basket
CNBC (uncut) · uncut_tv
Medical-device stocks (non-traditional tech) are the market's favored growth proxy in the current lower-rate tape, with Intuitive Surgical and Abbott still playing catch-up
“this market has crazy eyes for medical devices”
CNBC uncut 2026-11-02 18:03 ET (5 min)
2026-11-02
long PG / long CL
basket
CNBC (uncut) · uncut_tv
Procter & Gamble and Colgate have staying power as non-tech growth proxies at a moment when money is rotating out of tech and rates are easing
“these stocks are just proxies for growth, as tech stocks continue to lose their luster”
CNBC uncut 2026-11-02 18:03 ET (5 min)
Apple's Q4 guidance will disappoint shareholders despite a record September quarter, driving near-term price weakness
“short term, I expect the stock to go down”
CNBC uncut 2026-11-02 18:08 ET (5 min)
Caterpillar failed to raise estimates as the market expected, sending the stock into a downtrend that warrants trimming exposure
“I think you should sell half tomorrow, and then watch it”
CNBC uncut 2026-11-02 18:08 ET (5 min)
2026-11-02
TECH STOCKS
bearish
CNBC (uncut) · uncut_tv
Tech remains under structural pressure with none of four recovery hurdles cleared — ugly double-top technicals with death crosses in Broadcom/GEV/Alphabet, hyperscalers dialing back CapEx (notably Microsoft) rewarded by market, midterm election overhang…
“Without it, I expect many more days like the last few where the most important tech stocks just cannot hold their games”
CNBC uncut 2026-11-02 18:18 ET (5 min)
2026-11-02
RL
bullish
CNBC (uncut) · uncut_tv
Under CEO Patrice Leve, Ralph Lauren has consistently outperformed apparel peers with a 13% CAGR in sales and 57% CAGR in adjusted EPS over five fiscal years, and the pullback in interest rates benefits consumer spending heading into the holiday gifting…
“Ralph Lauren has been my favorite stock in the apparel sector”
CNBC uncut 2026-11-02 18:23 ET (5 min)
Said again: 2026-11-02 (CNBC (uncut))
Levi's CEO credibly acknowledged supply shortfalls in high-demand styles and is correcting quickly, the stock is cheap at ~14x earnings with a 2.8% yield and buyback, and the broader denim strength trend provides a tailwind
“I think this is a good option to play the border strength and denim”
CNBC uncut 2026-11-02 18:28 ET (5 min)
2026-11-02
REF
bullish
CNBC (uncut) · uncut_tv
Reformation is a recent IPO with strong growth, profitability, a differentiated in-store technology experience, and genuine brand resonance with younger consumers confirmed by his own team, having already gained 31% in October
“I liked what I saw”
CNBC uncut 2026-11-02 18:28 ET (5 min)
Nike is washed out after a steep decline and analyst capitulation, leaving limited downside risk and asymmetric upside on any positive result
“I know that it's washed out... I'm not going to bet against it. I rather unbelievably bet with it”
CNBC uncut 2026-11-02 18:33 ET (5 min)
2026-11-02
CONSUMER RETAIL STOCKS
bullish
CNBC (uncut) · uncut_tv
Consumer retail offers better opportunities than tech right now as interest rates fall and the holiday gifting season approaches
“If you're looking for opportunities outside of tech, I think consumer retail stocks are a good place to go right now”
CNBC uncut 2026-11-02 18:33 ET (5 min)
Disney's new CEO is executing well, the cruise line business is improving, and falling gasoline prices should drive better consumer spending numbers
“I think he's doing a great job and I think you're gonna make money with the stock of the Walt Disney Company”
CNBC uncut 2026-11-02 18:33 ET (5 min)
Nebius is not a high-quality tech company and should be declining faster than it already has given the broader rout in lower-quality names
“Nibius is not high quality. Sorry.”
CNBC uncut 2026-11-02 18:48 ET (5 min)
Howmet Aerospace has been severely beaten down (eviscerated) while its fundamental numbers continue to be good, offering value in a non-tech aerospace name
“I like it because it's just been a viscerated”
CNBC uncut 2026-11-02 18:48 ET (5 min)
2026-10-30
long MDLZ / long CL / long JNJ / long PG (+1 legs)
basket
CNBC (uncut) · uncut_tv
End-of-fiscal-year rotation out of tech ('four-letter symbols') and into consumer staples as memory-driven demand destruction in tech accelerates and mutual fund fiscal year closes in October
“Get out of those four letter symbols, get into Mongelees, Colgate, J and J, Proctor”
CNBC uncut 2026-10-30 09:26 ET (5 min)
Constellation Brands' core beer segment is solid and taking share, wine and spirits are finally turning with 15% shipment growth, the Spike acquisition is a major optionality, and the stock is still cheap at 11x earnings with a 3% yield under a new CEO…
“the worst is behind constellation brands and the stock's still just cheap at 11 times early”
CNBC uncut 2026-10-30 18:28 ET (5 min)
Said again: 2026-10-30 (CNBC (uncut))
Starbucks has completed its turnaround under Brian Niccol and is now a high-growth stock delivering fiscal 2027-caliber results in 2026, with morning peak extension and higher attachment rates driving durable transaction growth
“you are no longer running a turnaround. You are now running a high-class growth stock that's putting up numbers that look like what I expected in 27 right now in 26”
CNBC uncut 2026-10-30 09:11 ET (5 min)
Said again: 2026-10-30 (CNBC (uncut))
The market is infatuated with drug stocks after AstraZeneca and Merck posted giant results, and Pfizer is positioned to follow with similar momentum into earnings
“two that I think have a chance to follow in this week's giant footsteps of AstraZeneca, Merck, will be Pfizer”
CNBC uncut 2026-10-30 18:03 ET (5 min)
Intel's PC correction is accelerating beyond expectations, the company is losing CPU market share to AMD and ARM, the $95 secondary was poorly timed given known PC weakness, and management failed to adequately communicate deteriorating conditions — making the…
“this company, which was saved from bankruptcy, is not ready to do the things that I thought it was”
CNBC uncut 2026-10-30 09:01 ET (5 min)
Said again: 2026-10-30 (CNBC (uncut)), 2026-10-30 (CNBC (uncut))
Moderna has 39 vaccines and drugs in the pipeline with strong trial results, and AI enabling drug companies to skip phase one and two trials will dramatically accelerate speed to market and cut costs
“the future's bright... the speed to market will be greater, the cost savings will be tremendous”
CNBC uncut 2026-10-30 12:27 ET (5 min)
Marvell's acquisition positions it to dominate fiber optics in data centers as copper is inevitably replaced by faster, cooler-running fiber, locking up valuable intellectual property unlike the speculative JDSU deal of 2000 because real users are paying for…
“I reject the analogy though, these companies can sew up a great deal of intellectual property for the data centers for years to come”
CNBC uncut 2026-10-30 18:03 ET (5 min)
Said again: 2026-11-02 (CNBC (uncut)), 2026-11-02 (CNBC (uncut)), 2026-11-02 (CNBC (uncut))
Lumentum shareholders benefit from the Marvell acquisition deal which carries strong strategic logic around fiber-optic data center dominance
“That's how much this transaction could mean to Marvell and Lamentum shareholders”
CNBC uncut 2026-10-30 18:03 ET (5 min)
Amgen stands to benefit from the drug-stock fever following AstraZeneca and Merck's strong weeks, and Repatha is an underappreciated real product asset beyond the obesity-drug narrative
“they should talk more about Repatha, that's a real good thing”
CNBC uncut 2026-10-30 18:03 ET (5 min)
AMD is consistently taking PC share from Intel while simultaneously building a large data center GPU franchise that directly rivals Nvidia, making it a far stronger earnings story than Intel despite near-term memory-price headwinds
“it has data center galore, including GPUs, direct rivals to Nvidia, and I think that it will do much better than Intel”
CNBC uncut 2026-10-30 18:03 ET (5 min)
2026-10-30
CONSUMER STAPLES
bullish
CNBC (uncut) · uncut_tv
Consumer staples are a classic defensive sector up nearly 11% in October and would not be hurt by a Middle East conflict escalation that would damage tech and other risk-on groups
“if there is a pickup in the war, it actually will not hurt. And I'm talking about the consumer staples”
CNBC uncut 2026-10-30 18:23 ET (5 min)
Costco and Walmart are outperforming because consumers reward retailers that actively fight inflation, and every prior time Cramer turned bearish on the stock proved to be a buy signal
“every time I have felt that, it is time to buy”
CNBC uncut 2026-10-30 18:33 ET (5 min)
Abercrombie & Fitch is a turnaround-in-progress apparel name worth a speculative position as the business recovers
“I'm still going to take a flyer with a company that is on the men[d]... for apparel”
CNBC uncut 2026-10-30 18:38 ET (5 min)
AppLovin is too speculative to add to a diversified portfolio and has already had its run, making the risk/reward unattractive
“App Lubbins way too speculative for me that ship is sale”
CNBC uncut 2026-10-30 18:43 ET (5 min)
Intel's turnaround timeline has slipped to 2028-29 rather than being a near-term catalyst, so the stock is a hold—too low to sell but not a buy now
“My mistake wasn't believing that the future was now as opposed to the future being in 28-29”
CNBC uncut 2026-10-30 18:43 ET (5 min)
Archer Aviation is a pure speculative play but at ~$4 the entry price is acceptable for investors comfortable with spec risk in eVTOL
“right now, right here at $4, it's not a bad buy”
CNBC uncut 2026-10-30 18:48 ET (5 min)
JFrog is a good company but trades at a high PE multiple, making the stock risky in the current market — Cramer would take profits now and wait to re-enter on weakness
“it's a high priced earnings multiple stock right now... I would want to take profits and then I would want to buy”
CNBC uncut 2026-10-30 18:48 ET (5 min)
Oracle is a fundamentally strong business with a good recent earnings report but carries a heavy debt load that makes the stock unattractive as an investment separate from its business quality
“I feel very good about it as a company, not as a stock — sometimes they're two different things”
CNBC uncut 2026-10-30 18:48 ET (5 min)
CrowdStrike's 5% sympathy selloff with Fortinet is unjustified because Fortinet is a share donor to CrowdStrike's full-suite platform, meaning Fortinet weakness is a CRWD positive not a negative
“Not only are Palo Alto and CrowdStrike not guilty by association, but my work shows that Fortinet has been a share donor”
CNBC uncut 2026-10-29 18:54 ET (5 min)
Said again: 2026-11-02 (CNBC (uncut))
PANW's 20% drop from guilt-by-association with Fortinet is unwarranted because Fortinet is a legacy appliance firewall losing share to PANW's full-platform one-stop-shop model, making PANW a net share beneficiary not a casualty
“Their stocks should be bought not sold because Fortinet's wages is not a tell about a slowdown in cybersecurity”
CNBC uncut 2026-10-29 18:54 ET (5 min)
Said again: 2026-10-29 (CNBC (uncut)), 2026-11-02 (CNBC (uncut))
AI-driven queries are yielding less advertising revenue than traditional search, creating an existential monetization threat that could leave Alphabet structurally less profitable.
“Now, it seems like people who will go to the site, they may not make that much money, which we now know could be considered existential.”
CNBC uncut 2026-10-29 09:01 ET (5 min)
Said again: 2026-10-29 (CNBC (uncut)), 2026-10-30 (CNBC (uncut))
Fortinet is a legacy firewall appliance business that is actively losing enterprise customers to PANW and CRWD's broader platforms, making its earnings weakness structural rather than cyclical
“So why buy a little firewall from Fortinet when you then have to put together a patchwork multi-vendor offerings”
CNBC uncut 2026-10-29 18:54 ET (5 min)
Said again: 2026-10-29 (CNBC (uncut))
2026-10-29
AMC
bearish
CNBC (uncut) · uncut_tv
AMC's heavy debt load makes the stock uninvestable regardless of the seemingly cheap $3 price
“They have a very bad debt position and I'm just not going to recommend a stock that has all that kind of debt”
CNBC uncut 2026-10-29 18:49 ET (5 min)
Insurance stocks offer stability and avoid the wild price swings seen across other equities, making them a preferred holding in a volatile tape
“they don't go up and down crazy, like so many of the stocks that you're watching your screen right now”
CNBC uncut 2026-10-29 18:34 ET (5 min)
Investors who sold Brinker on macro concerns made a mistake — the company delivered 10% same-store-comp growth at Chili's on top of prior-year strength, and raised full-year sales and earnings guidance, driven by a value-focused traffic flywheel
“investors got nervous about consumer stocks and took profits in Brinker. That was a big mistake.”
CNBC uncut 2026-10-29 18:13 ET (5 min)
During volatile down-market days, steady property-and-casualty insurers like Hartford offer defensive stability backed by a two-century track record and a strong small-business franchise
“one group that you might want to consider is the steady property and casualty insurance companies”
CNBC uncut 2026-10-29 18:23 ET (5 min)
Despite a top-and-bottom-line miss driven by retail weakness, Amazon's AWS at $180B run rate growing 39% and its record 13.9% operating margin (nearly $2B above consensus operating income) make the headline numbers misleading and the stock a buy once the…
“even though I think that Amazon's a buy”
CNBC uncut 2026-10-29 18:03 ET (5 min)
Said again: 2026-10-29 (CNBC (uncut)), 2026-10-30 (CNBC (uncut)), 2026-10-30 (CNBC (uncut)), 2026-11-02 (CNBC (uncut)), 2026-11-02 (CNBC (uncut))
ELF Beauty has run too far — PE near 150 after a 475% gain — warranting a partial trim even as the long-term story remains intact
“I want you to cut the position by a third. Let the rest run”
CNBC uncut 2026-10-29 18:08 ET (5 min)
T-Mobile posted strong across-the-board numbers and is positioned as a physical AI beneficiary by deploying GPUs at the edge of its network for robotics and enterprise use cases, while Starlink disruption risk remains a very long-dated concern
“In various use cases they believe as we move into physical AI that they will be a beneficiary”
CNBC uncut 2026-10-29 09:41 ET (5 min)
Mastercard delivered a remarkable quarter with cross-segment revenue up 11%, demonstrating strong execution and evidence that consumer spending remains intact
“remarkable quarter, just straight out positive. Cross quarter up 11%, tremendous execution”
CNBC uncut 2026-10-29 09:36 ET (5 min)
Analysts are misjudging how profitable FedEx is, making the stock a buy at current misperception
“I want you to buy it with federal express”
CNBC uncut 2026-10-29 09:31 ET (5 min)
Said again: 2026-10-29 (CNBC (uncut))
Oracle investor day projections of $30B+ free cash flow by FY2029 combined with peaking CapEx and a completed $20B funding cycle justify taking the stock off the concern list
“I took Oracle off the table as a worry in concern about the bill”
CNBC uncut 2026-10-29 09:31 ET (5 min)
Caterpillar delivered a great quarter but was priced for outsized data-center turbine upside that did not materialize, leaving the stock maxed out after prior analyst excitement
“I just think that they're maxed out. People got too excited because they liked these ancillary plays”
CNBC uncut 2026-10-29 09:31 ET (5 min)
Alphabet's broad, nation-state-scale portfolio and long-term body of work justify owning it despite weak search results and possible overvaluation.
“We own them for their body of work.”
CNBC uncut 2026-10-28 18:06 ET (5 min)
GE Vernova is an exceptional growth company whose investment-grade credit rating reinforces its quality relative to weaker diversification alternatives.
“GE Vernova is an incredible company, growth company that had a triple B.”
CNBC uncut 2026-10-28 09:08 ET (5 min)
Said again: 2026-10-28 (CNBC (uncut)), 2026-10-28 (CNBC (uncut)), 2026-10-28 (CNBC (uncut))
Robinhood's quarter was unattractive because its business mix was heavily exposed to speculative crypto and options trading rather than equities, leaving it vulnerable as crypto declines.
“I did not like this quarter.”
CNBC uncut 2026-10-28 09:18 ET (5 min)
2026-10-28
KS
bullish
CNBC (uncut) · uncut_tv
SK Hynix is significantly undervalued, plans substantial share repurchases, and provides a strong positive signal for the broader semiconductor market.
“The stock is incredibly undervalued, we're gonna buy back a lot of stock, and it's for real.”
CNBC uncut 2026-10-28 09:28 ET (5 min)
Accenture has become a leading beneficiary of enterprises needing help deploying AI and addressing cybersecurity vulnerabilities across their organizations.
“They went from being a company...limited into being one of the hottest companies there is.”
CNBC uncut 2026-10-28 09:53 ET (5 min)
2026-10-28
FED POLICY RATES
bullish
CNBC (uncut) · uncut_tv
Persistent inflation fueled by strong consumer and corporate spending, compounded by rising oil prices, will prompt another Federal Reserve rate hike in December.
“I sense another rate hike in December.”
CNBC uncut 2026-10-28 18:01 ET (5 min)
McCormick's acquisition overpayment and valuation compression appear fully reflected near $46, so existing holders should remain invested.
“At this point, I think that the damage has been done.”
CNBC uncut 2026-10-28 18:06 ET (5 min)
Palantir remains a buy because Cramer considers its leadership among the smartest management teams he has encountered.
“Buy. The smartest guys I've come across. I'm not kidding.”
CNBC uncut 2026-10-28 18:06 ET (5 min)
Said again: 2026-10-30 (CNBC (uncut))
Chipotle's better same-store sales are encouraging because Cramer considers them the company's most important performance metric.
“Very encouraged by the most important metric, which is the same-store sales.”
CNBC uncut 2026-10-28 18:21 ET (5 min)
ServiceNow's strong quarterly results and encouraging bookings support the enterprise-software stock's recent recovery.
“Not perfect, but strong.”
CNBC uncut 2026-10-28 18:21 ET (5 min)
The post-earnings decline is overdone because the quarterly weakness came largely from uncontrollable fuel costs while Waste Management reiterated its full-year outlook.
“I'm not too worried.”
CNBC uncut 2026-10-28 18:36 ET (5 min)
Broadcom should be held because Cramer considers it one of the greatest-performing stocks of all time despite its recent stagnation.
“I wouldn't shoot Broadcom”
CNBC uncut 2026-10-28 18:46 ET (5 min)
Vicor remains an AI-infrastructure winner, although its roughly 52-times earnings valuation is under pressure from market-wide multiple contraction.
“Yeah, yes it is.”
CNBC uncut 2026-10-28 18:51 ET (5 min)
2026-10-27
long GS / long MS
basket
CNBC (uncut) · uncut_tv
Goldman Sachs and Morgan Stanley should benefit from lucrative IPO and equity-offering fees because both firms are lean and have effectively adopted AI.
“They're big winners in this. No doubt.”
CNBC uncut 2026-10-27 09:44 ET (5 min)
Showing the 60 most recent of 189 tracked stances.
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