Ramish Cheema
3 min read
In This Article:
We recently published a list of Jim Cramer Discusses Melting Trade Tensions & These 12 Stocks. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against other stocks that Jim Cramer discusses.
NVIDIA Corporation (NASDAQ:NVDA) is another frequently discussed stock on Cramer’s morning show. While market sentiment has weakened for the firm since January’s DeepSeek selloff, Cramer is still a believer. He believes that not only can NVIDIA Corporation (NASDAQ:NVDA) benefit from AI rollout, but also due to its exposure to humanoid robots. Throughout his appearance, he has asserted that the firm and its CEO Jensen Huang are ushering in a new AI revolution. This time around, he commented on NVIDIA Corporation (NASDAQ:NVDA)’s dealings with the US government and American sanctions on AI GPU sales to China:
“I mean NVIDIA when you left, NVIDIA looked like a heart attack. I mean who wants to touch that . . .today’s there’s a piece about what they’re doing with Blackwell in China.
A close-up of a colorful high-end graphics card being plugged in to a gaming computer.
Recently, he also discussed NVIDIA Corporation (NASDAQ:NVDA)’s potential to benefit from global sovereign AI rollout:
“[On Melius note highlighting 16 GW of new incremental AI compute build out] I loved this piece this morning cause it said that sovereign AI really matters. That the UAE really matters. David, the big project that you guys talked about with Larry Ellison. . . .that’s very good for NVIDIA. What I worry about Carl, is that he took on, the government. Very, very hard. Saying, look, we are doing the wrong thing in China. That we should get them basically, they used to be all built on us. Now it’s 50%, they’re [inaudible] to use second rate rather than us. We have to chane the rules and we have to go back to being the dominant player in China cause it’s good for our country. It’s very philosophical. I regard Jensen as right. . .he’s the best there is.”
Overall, NVDA ranks 1st on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.
