10 Stocks On Jim Cramer’s Mind As He Discussed A “Weird Number”

4. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders In Q1 2025: 212

Not a day goes by without Jim Cramer discussing Wall Street’s AI darling, NVIDIA Corporation (NASDAQ:NVDA). The firm is now the most valuable company in the world, primarily on the back of analyst and investor bullishness about the long-term demand for AI GPUs. 2025 has been a tricky year for NVIDIA Corporation (NASDAQ:NVDA) as the firm has navigated US sanctions on its products only to emerge victorious due to its CEO, Jensen Huang. In this show, Cramer discussed how he was experiencing pushback for praising the CEO:

“Okay, I’m getting a lot of pushback for my like of Jensen Huang, saying he’s really a globalist. It’s not what we want. I’m saying, if everything is based on his chips, we are a new kind of reserve currency. And it’s kind of exciting. . .new semiconductor, it’s another thing that we’re great at. That’s Jensen. And Jensen, see a lot of this is what it’s written on, what are they going to build on. . .and if you have to write on NVIDIA, David, instead of Huawei, the Chinese could end up being the pitiful, helpless giant.”

Here is what Cramer previously said about NVIDIA Corporation (NASDAQ:NVDA):

“When you hear about the spending, you should be thinking one thing: NVIDIA. You can’t be dominant in search unless you buy the latest and greatest chips from Jensen Huang, the CEO of NVIDIA. The naysayers tell us that spending’s a big waste of money, but if you listen to Jensen, he says his best hardware and software stacks can give you four times your money’s worth.

Given what Alphabet said last night, you know what? I think it probably works out to about four times now. NVIDIA is not a tax on the system. It’s an expander. It’s a force multiplier. That’s why it is so important for the US government to allow China to have a version of NVIDIA’s AI technology. You know, we tend to assume that China makes everything we want while needing nothing from us, aside from those NVIDIA semiconductors. That’s not really true… Here’s what I do know: The more new chips you have from NVIDIA, the less likely your AI will get things wrong.”