Stay diversified to prepare for any more volatility to come, says Jim Cramer

Watch on YouTube ↗  |  February 05, 2026 at 00:34  |  1:50  |  CNBC
Speakers
Jim Cramer — Host, Mad Money

Summary

Jim Cramer said investors should stay diversified as volatility persists, warning that speculative areas such as bitcoin/crypto derivatives, blockchain, quantum computing, and electric vehicles are shrinking. He argued that solid, cash-generating legacy tech companies with buybacks and dividends can still go higher once the speculative selloff cools, but future gains must come from earnings rather than multiple expansion. He named Kimberly-Clark, Novartis, Regeneron, and FedEx as defensive diversifiers for investors who own speculative assets.

  • Cramer warns volatility could punish undiversified investors.
  • Speculative tech and crypto themes are shrinking.
  • Solid tech with earnings, buybacks, and dividends can recover.
  • Future tech rallies need earnings growth, not multiple expansion.
  • Defensive diversifiers named include Kimberly-Clark, Novartis, Regeneron, and FedEx.
  • Investors in speculative assets still have time to diversify.
Ideas
Jim Cramer Host, Mad Money 0:03
Solid tech can recover on earnings.
Cramer says solid, cash-generating tech companies that do large buybacks and pay dividends can still go higher even though they are currently being penalized alongside weaker tech peers. Once the speculative tech selloff cools, these names should come back, but their future rallies must be driven by actual earnings growth rather than further multiple expansion.
Legacy tech HIGH
Jim Cramer Host, Mad Money 0:28
Avoid shrinking speculative tech themes.
Cramer warns that speculative areas—Bitcoin/crypto derivatives, blockchain, quantum computing, and electric vehicles—are shrinking and should be avoided. He says owners of these assets should not ride them down and that it is not too late to diversify away from them.
BTC BLOCKCHAIN QUBT DRIV HIGH
Jim Cramer Host, Mad Money 0:52
Diversify into defensive names like these.
Cramer urges investors to stay diversified, especially if they own speculative assets, and names Kimberly-Clark, Novartis, Regeneron, and FedEx as defensive, less speculative holdings to own. He warns that if volatility persists and investors refuse to diversify into such names, they risk getting smashed.
KMB NVS REGN FDX HIGH
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This CNBC video, published February 05, 2026, features Jim Cramer discussing Legacy tech, BTC, BLOCKCHAIN, QUBT, DRIV, KMB, NVS, REGN, FDX. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jim Cramer  · Tickers: Legacy tech, BTC, BLOCKCHAIN, QUBT, DRIV, KMB, NVS, REGN, FDX