Cramer Adds More Apple and Amazon to Portfolio, Highlights Brand Moats

  cramer-adds-more-apple-and-amazon-to-portfolio-highlights-brand-moats.html
  Stocks and Investing on Wed, Nov 19th, 2025 by CNBC
      Locale: UNITED STATES

Cramer’s Bold Moves: Buying More of Two Iconic Brands While Admitting Regret on a Third

On November 19 2025, CNBC’s flagship “Mad Money” host Jim Cramer delivered one of the most anticipated segments of the year, revealing a fresh set of stock‑picking priorities that left many viewers scrambling to update their watchlists. The seasoned television personality announced that he plans to “add more of two iconic brands to my portfolio” while openly admitting that he has some buyer’s remorse regarding a previous purchase. In a candid, three‑minute confession, Cramer offered a rare glimpse into the decision‑making process behind his most public investment recommendations.

The Two Iconic Brands Cramer Wants to Buy More Of

Cramer’s two picks—Apple Inc. (AAPL) and Amazon.com Inc. (AMZN)—are no surprise. Both companies are household names, enjoy massive market capitalizations, and generate revenues that dwarfed most peers in their respective sectors. However, Cramer provided a number of fresh reasons why he feels these stocks are now ripe for a “buy” or “add” rating:

1. Apple – The Ecosystem Advantage
   Cramer highlighted Apple’s continued dominance in the smartphone market, citing the launch of the iPhone 17 series and the company’s steady shift toward subscription services (Apple Music, iCloud, Apple TV+). “Apple’s services revenue is growing at double‑digit rates,” he said, noting that the company’s margin expansion and massive free‑cash‑flow generation make it a “great defensive play in a bullish market.” Cramer also pointed out that Apple’s price‑to‑earnings multiple, while still elevated, is justified by the company’s historical revenue‑growth trajectory and its near‑unmatched brand loyalty.

2. Amazon – Cloud Growth and E‑Commerce
   While Amazon’s retail business has faced pressure from higher inflation and supply‑chain disruptions, Cramer argued that the company’s AWS division is a “high‑margin engine” that continues to outpace competitors. He praised Amazon’s investment in autonomous delivery and its new warehouse‑automation tech, saying that the “logistics network will keep the company ahead of the curve for years.” Cramer also touched on Amazon’s plans to expand its advertising business, noting that this could become a new source of top‑line growth.

Cramer stressed that both Apple and Amazon “are not just products, they’re lifestyles,” and that their consumer‑centric positioning offers a buffer against the volatility that plagues many tech stocks. “These are companies with a moat that is built on brand, not on cost structure,” he told viewers, while simultaneously noting that his own portfolio was already heavily weighted toward high‑growth tech, so adding more of Apple and Amazon would simply consolidate his focus on “blue‑chip” technology.

Admitting Buyer’s Remorse on a Third Pick

While celebrating his forthcoming purchases, Cramer took a surprisingly honest turn and confessed that he has “some buyer’s remorse” regarding a previous buy: Tesla Inc. (TSLA). The segment, which included a quick recap of the Tesla story, explained that the electric‑vehicle maker’s stock price had been highly volatile over the past year, and the company’s most recent earnings report had shown a flattening of its gross margin—a potential red flag for investors who rely on profit‑margin expansion to justify high valuations.

Cramer summarized his regret with a quick, “Tesla was a beautiful story, but the price tag and the recent margin squeeze make me question whether it’s still a buy.” He explained that the decision was largely driven by the company’s aggressive expansion into battery manufacturing and the potential upside from its upcoming new Gigafactory. Still, he added, “When the numbers come out and it’s not as clean as the narrative, it’s tough to justify holding.”

The segment’s commentary on Tesla was accompanied by a link to a CNBC analysis of the company’s earnings, which discussed its quarterly profit margins and supply‑chain constraints. Viewers were also directed to a separate CNBC piece that examined how Tesla’s valuation compares to other electric‑vehicle competitors.

How the Public Is Responding

Cramer’s confession drew a mixed reaction from viewers. Twitter was flooded with comments ranging from “Glad you’re honest about Tesla!” to “I had the same feelings, maybe we should sell!” CNBC’s comment section for the article was also lively, with many users debating whether Cramer’s “buyer’s remorse” might signal a broader shift in the market’s appetite for high‑growth tech.

In the comments, one user noted that Cramer’s approach—buying more of the same iconic brands—could be interpreted as a bet on stability rather than speculation. Another comment highlighted that Cramer had previously criticized other stocks that had become overvalued and suggested that his new choices are more defensively positioned.

Where to Look Next

Cramer hinted that his next “Mad Money” episode would feature a deeper dive into Apple’s upcoming product line and Amazon’s new logistics initiatives. The CNBC article also linked to a recent feature on Apple’s quarterly earnings report, which highlighted a $30 billion net income gain for the quarter, as well as a link to Amazon’s AWS earnings call, where the company announced a 15 % increase in cloud revenue.

In addition, the article linked to an external CNBC report that looked at how “iconic brands” are being affected by macroeconomic factors such as inflation, supply‑chain disruptions, and consumer sentiment. That report also examined how these factors are influencing valuation multiples and the risk‑reward profile of these stocks.

Bottom Line

Cramer’s segment was a concise yet powerful reminder of the cyclical nature of market sentiment. While he’s eager to add more of two iconic tech giants—Apple and Amazon—his candid admission about Tesla demonstrates a willingness to reassess and recalibrate his portfolio in light of new data. For retail investors, the take‑away is clear: even seasoned analysts can experience buyer’s remorse, and the most iconic brands are not immune to market forces.

As investors continue to navigate a turbulent economic landscape, Cramer’s approach—emphasizing brand strength, free cash flow, and a defensible moat—provides a useful lens through which to evaluate the next wave of tech investments. Whether or not the “add” on Apple and Amazon yields the upside Cramer expects, his transparency about Tesla’s performance offers a valuable lesson in risk management and the importance of constant portfolio review.