Nov 26, 2025 · 44 min
Cramer makes the case for AI diversification
Mad Money w/ Jim Cramer 11/25/25
The episode tests whether investors can capture AI-related growth without letting hyperscalers or NVIDIA dictate an entire portfolio.
- 1Cramer argues investors can pursue AI-related growth through multiple sectors rather than concentrating in hyperscalers or NVIDIA.
- 2Best Buy’s results and strategy point to durable consumer-electronics demand, including AI-enabled PCs and renewed store traffic.
- 3Agilent’s reshoring and laboratory opportunities broaden the growth case beyond consumer technology and software.
Don't miss
Corie Barry’s interview connects Best Buy’s strong results to sustained computer demand, AI-enabled PCs, marketplace expansion and younger shoppers returning to stores.
The brief
Jim Cramer opens by challenging the assumption that participating in AI requires owning hyperscalers or NVIDIA, framing diversification as an active investment choice rather than a retreat from growth.
Best Buy CEO Corie Barry describes sustained computer demand, AI-enabled PCs, marketplace expansion and younger shoppers returning to stores, giving the retailer’s strong quarter a broader strategic explanation.
The show then moves from Thanksgiving turkey stocks and individual calls to Agilent, where reshoring, laboratory services, AI-enabled maintenance and testing opportunities extend the growth discussion beyond consumer technology.
Cramer closes by arguing for diversified growth silos, so weakness in one technology theme does not determine the performance of an entire portfolio.
What was said on this episode
20 statements · 16 positive · 2 negative · 1 mixed · 1 neutral
Investors do not need to own hyperscalers to participate in markets.
“Nobody demands that you buy the so-called hyperscalers.”
Listen at 0:52
Investors should only buy stocks they would add to during weakness.
“You should never buy anything if you don't trust enough to buy more on weakness.”
Listen at 1:24
Google chips could improve Meta’s gross margins.
“Meta jumped nearly 4% today because investors bought the stock hoping that these new chips from Google could lead to better gross margins for Meta.”
Listen at 5:41
Investors should own NVIDIA rather than trade it.
“I say own, don't trade the stock of NVIDIA.”
Listen at 6:38
Disney should be held rather than sold.
“I think that he's a hold.”
Listen at 8:55
Higher car sales and used-car growth are prerequisites for buying Sirius XM aggressively.
“You need to have more car sales. You need to have more growth in used cars. You need to have that before you can just say, you know what? It's time to load the boat up Sirius.”
Listen at 9:42
Best Buy’s computing demand is sustained rather than temporary.
“This is a beautiful, sustained, and we had talked about this before.”
Listen at 12:04
Best Buy Marketplace has reached 1,000 sellers and eleven times more SKUs.
“A thousand sellers, 11 times more SKUs”
Listen at 13:34
Agentic shopping will become part of all shopping experiences.
“I think agentic shopping will be a part of. all of our experience.”
Listen at 16:08
Best Buy is importer of record for only two to three percent of sales.
“We are the importer of record on only two to three percent of what we sell.”
Listen at 17:03
Best Buy is gaining greater engagement from lower-income and younger consumers.
“we're mixing even further into our lower end consumer and our younger consumers.”
Listen at 19:27
Tyson is a better investment pick than Hormel.
“Tyson's a much better pick than Hormel.”
Listen at 22:57
Investors should wait before buying Hormel ahead of earnings.
“I think it's too early to pile into this one ahead of the quarter”
Listen at 25:03
Tyson is attractively positioned at its current price.
“Honestly, I like Tyson here.”
Listen at 26:47
Investors should avoid Kraft Heinz.
“You're going to have to let that one go.”
Listen at 27:44
Cloudflare is a buy at current levels.
“I think that this stock is a buy right now.”
Listen at 38:17
“I'm not going to abandon Salesforce down here at 2.30.”
Listen at 39:44
Investors should diversify across five sectors with only one technology holding.
“you diversify your holdings across five different sectors, meaning only one tech.”
Listen at 40:52
Lower beef prices should sharply increase Texas Roadhouse gross margins.
“Texas Roadhouse should see its gross margins explode.”
Listen at 42:55
Investors should select four non-technology stocks for diversification.
“So stop wallowing in just tech. Pick four stocks that aren't tech”
Listen at 43:10
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Books & mentions
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