Jim Cramer believes Eli Lilly will reach a $1 trillion market cap

In the context of ongoing economic uncertainty, Jim Cramer discussed his portfolio during the Monthly Meeting held on May 20, 2025. He highlighted several stocks he is excited about as well as those he is concerned regarding. Cramer notably expressed optimism toward Amazon, which has achieved significant gains since their last meeting. DuPont is also looked upon favorably due to an anticipated spinoff enhancing its value. However, disappointment was voiced regarding Danaher and the concern surrounding Disney's stock performance. Additionally, Cramer pointed out worries with stocks like Dover and Eaton, which have seen volatility attributed to misperceptions about their reliance on AI and data centers. Cramer showcased particular excitement for GE Vernova and Honeywell International. He emphasized his positive outlook for Eli Lilly, projecting that it could reach a $1 trillion market cap, significantly higher than its current valuation of $692 billion. He advised against selling this stock, indicating a potential appreciation in value. Cramer encouraged investment in TJX Companies, calling it an opportune time to acquire shares. His approach reflects a cautious optimism in various sectors amid uncertain macroeconomic conditions, which could influence investor strategies moving forward. The overarching theme of Cramer's assessment lies in the necessity for investors to navigate carefully through volatility, especially in companies tied closely to certain industries. With the economic landscape shadowed by uncertainty over tariffs, stock performances have become increasingly unpredictable. Keeping a close eye on these developments will be crucial as investors look to capitalize on potential growth in promising stocks while mitigating risks associated with those underperforming. Overall, Cramer's insights serve as guidance for investors to remain informed and attentive while considering potential market changes. His indications of optimism alongside caution create a balanced perspective that could assist investors in making strategic decisions in a turbulent market environment.