4 hours Ago By Insider Monkey
In This Article: We recently published a list of Was Jim Cramer Right About These 12 Stocks? In this article, we are going to take a look at where Hasbro (NASDAQ:HAS) stands against other stocks that Jim Cramer discussed 6 months ago. Back in July, Cramer was talking about the market’s turbulence which was driven by a rotation out of large-cap tech stocks and into small-cap stocks. He said: Cramer suggested that this “change in market leadership” began on July 11, following the release of a “cooler than expected” CPI report.
Cramer also talked about key events that further propelled this change in the markets, such as Donald Trump becoming the frontrunner for the U.S. presidential elections and then doubling down on his protectionist economic stance by selecting J.
D. Vance as his running mate, a move that was seen as “incredibly hostile towards companies that move their manufacturing overseas”. The rotation from large-cap tech to small-cap was exacerbated due to Trump’s comments where he questioned whether it was worth defending Taiwan from China.
These remarks specifically hit Nvidia at the time, due to the company’s reliance on Taiwan for advanced semiconductor manufacturing. Cramer expressed his concerns about the U.S.
government policies regarding semiconductors labelling them as “the heart of computing and artificial intelligence” at the time. Former U.S.
Secretary of Commerce Gina Raimondo also joined his show six months ago and discussed semiconductors, as the Mad Money host was worried about escalating tensions between the U.S. and China back then.
Throughout the episode, Cramer examined a variety of stocks and industries, providing bullish or bearish perspectives on their performance and potential. For this article, we went over all of the stocks that Jim Cramer talked about during his program on CNBC and how they fared since the episode aired. Our Methodology For this article, we compiled a list of 12 stocks that were discussed by Jim Cramer during the episode of Mad Money on July 26, 2024.
We then calculated their performance from July 26, 2024, market close to January 28, 2025, market close. We have also included the hedge fund sentiment for the stocks, which we sourced from Insider Monkey’s Q3 2024 database of over 900 hedge funds. The stocks are listed in the order that Cramer mentioned them.
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