Jim Cramer and Jeff Marks held the CNBC Investing Club’s November Monthly Meeting on Thursday. Let’s start with something simple. I cannot recall a time this year when it feels this good to be diversified among a whole host of great growth stocks, because growth of all kinds always works. Until now, it’s been terrific for all of 2025 to own nothing but data center and AI and nuclear and quantum stocks — whether they make money or not. But that’s become way too risky. It just took much longer than expected for that risk to surface. Am I hitting the sell, sell, sell button on my “Mad Money” board for the whole sector? No. There will be a lot of money made in the real companies that know how to spend and build and generate earnings. I’m talking about Club names Amazon , Meta Platforms , Microsoft , Broadcom , and, of course, Nvidia . But now, it’s too late to press bets unless we have a giant move down. So, what stocks are ones to buy? Watch our November Monthly Meeting , exclusively for Club members, to find out. (See here for a full list of the stocks at Jim Cramer’s Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
