10 Stocks on Jim Cramer’s Radar

5. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders In Q2 2025: 235

NVIDIA Corporation (NASDAQ:NVDA) was in the spotlight after President Trump’s latest comments following his meeting with Chinese President Xi Jinping. The President told reporters that the firm’s Blackwell GPUs were not discussed in his meeting, and Cramer commented on Trump’s revelation:

“No, exactly, and there is a real tug of war in Washington about what happens if we give them our best. Which is Blackwell. There is a lower end Blackwell that I think could sell. Now David, I think we’ve got to accept the fact that last night was the night where if you spend too much with Jensen, your stock goes down. Alright. So that’s a negative for NVIDIA. You did not hear what you wanted to hear. Which is that they are going full board to give the PRC, NVIDIA Blackwell. So it’s going to be a day where it’s going to fall back under five trillion. I urge people to not take a minute-to-minute, but there are people in Washington, David, who feel like this could be used militarily, Jensen has said over and over again to me, look, how are, they’re not going to use it militarily, they committed, it would be stupid for them to do it.”