2025-04-10T17:11:15.000Z

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In a recent episode of Mad Money, host Jim Cramer provided insights on the stock market, specifically focusing on Broadcom Inc. (NASDAQ:AVGO) and its positioning among other stocks currently on his radar. Cramers commentary comes in the wake of fluctuating market conditions influenced by new tariff policies imposed by the U.S. government.

On Tuesday, Cramer expressed his astonishment at the sudden volatility in the market. He explained, The market looked terrific when I went out to lunch today Then I came back and all the gains that I saw were gone. So many wins had turned into losses. So much had melted down. I mean, holy cow. An incredible reversal, a severe reminder of the fragility of this market. His candid remarks highlight the unpredictable nature of stock trading, where fortunes can shift dramatically within hours.

Cramer then shifted his focus to the U.S. administration's decision to impose a hefty 46% tariff on imports from Vietnam. He noted that the U.S. market had been flooded with products from Vietnam, while the country itself imports very little in return. Cramer questioned the rationale behind the tariff, especially considering Vietnam's economic status as a developing nation that may struggle to afford U.S. goods. So why did the White House hit Vietnam with a 46% tariff? Because the trade team believes that Vietnams a transshipment country. They think the Chinese use it as a backdoor to get around the tariffs, he elaborated.

This statement drew attention to the complexities of international trade, where countries often engage in practices to circumvent tariffs. Cramer pointed out that many American companies that had moved their manufacturing operations from China to Vietnam did so believing they would benefit from lower tariffs. Unfortunately, this anticipated advantage did not materialize as expected, leading to negative impacts on their stock prices.

He further commented on the broader implications of such policies, noting that the fallout is significant. The fallout from the policy is significant as the stocks of these companies take a hit, he remarked. This indicates a troubling future for companies that depend on overseas manufacturing, as they will likely see continued declines in their stock values until a resolution is reached. Cramer emphasized that the previous administration's approach appeared to target foreign trading partners and incentivize U.S. companies to relocate manufacturing back to American soil.

The bottom line: You could conclude that I shouldnt go to lunch. Or maybe you should accept that things are going to be treacherous for companies that make things overseas no matter what. Its just too difficult to own these stocks until the estimates are brought down to levels that can be beaten. And obviously from todays action, we just arent there yet, he concluded, encapsulating the uncertain climate for investors.

Our Methodology

In this article, we compiled a list of 10 stocks that were highlighted by Jim Cramer during the episode of Mad Money aired on April 8. The stocks were arranged in the order Cramer mentioned them. We also included hedge fund sentiment for each stock as of the fourth quarter of 2024, sourced from Insider Monkeys extensive database of over 1,000 hedge funds.