10 Stocks Jim Cramer Discussed As He Commented On Latest Tariffs

8. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders In Q1 2025: 212

NVIDIA Corporation (NASDAQ:NVDA) is the world’s premier AI company. June and July have been great months for the stock as they have enabled the firm to once again become the most valuable company in the world. Cramer is an ardent believer in NVIDIA Corporation (NASDAQ:NVDA)’s potential and the promise of robots. His latest comments revolved around these themes as well:

“There’s a man. And that man met with the President yesterday. Jensen. And what he stands for is two things. Accelerated computing and generative, which is incredibly deflationary. Not in the numbers yet. You want to see something in the numbers? David, you go and see the Norwegian robots. The Norwegian robots. . .you go see those robots. I’ve got to tell you. Andy Jassy told me maybe 2030, but these are the most deflationary things I have seen because they can make your bed, they can put the dishes away. They save a lot of marriages, by the way.

“The point of it is that Jensen has said, robots have to be exactly like people because when you ask them to tasks, they have to know where they have to put the dishes away, they have to be like a human. So the robots that I saw, even have human faces. . .but I’ve got to tell you, we’re all gonna have one. We’re gonna rent them first, except for the oligarchs, they’re gonna own as many as possible. The fact that this is actually true is quite scary. But these, hey, are replacing people.. . Jensen would tell you, because we have low birth rate and no immigration, these are our savior. But I can tell you, the deflation that’s coming, from the robots and from the computer programs, just, tin can on the one end, wages. We’re gonna be in a deflationary spiral David that you gotta fight to get out of.”

Previously, the CNBC TV host remarked on how NVIDIA Corporation (NASDAQ:NVDA)’s CEO is changing the world:

“The real Jensen deserves everything. And people don’t understand this man’s changed the world and it’s not just AI. It’s rapid computing. Okay. The faster you are in accelerated computing, the more things you can do. And this is the man that made it so that we’re gonna have robots that make our beds and clean our toilets instead of him. . .Don’t forget when CoreWeave was struggling with its deal, what did he do? He came in and said listen I’ll buy as much CoreWeave as possible. Now, it was viewed as a charity mission. But he bought it at 40. This man is so smart. Does he ever make you feel that you’re dumb? No, he makes you feel that you’re smart.”