Jim Cramer Picks 4 Stocks for New Members Across 33-Stock Portfolio

5 articles · Updated · CNBC · May 27

At CNBC Investing Club’s May meeting, Jim Cramer highlighted four buys for new members: Alphabet, Goldman Sachs, Boeing and TJX Companies.
The recommendations paired AI-heavy winners with diversification plays, as Cramer argued long-term investors should not rely solely on the market’s dominant artificial-intelligence theme.
Alphabet was labeled his top buy now, while Boeing gained nearly 2% after CEO Kelly Ortberg said the company met requirements to raise 737 Max production.
The 33-stock review also flagged pressure points: Microsoft and Meta were given more time to prove their AI cases, while Wells Fargo, Nike and some lagging industrial names faced sharper scrutiny.
Newer positions such as FedEx and Arm were presented as catalyst-driven additions, reinforcing the club’s broader strategy of balancing AI exposure with banks, health care, retail and industrials.

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