11 Stocks on Jim Cramer’s Radar

9. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holdings: 234

On the day of this show, AI chip giant NVIDIA Corporation (NASDAQ:NVDA) was due to present at the Consumer Electronics Show in Las Vegas. As 2025 ended, Cramer had defended the stock despite modest performance during the year’s final quarter. NVIDIA Corporation (NASDAQ:NVDA) ended the year on a high note after it announced that it had bought $5 billion worth of shares in Intel. On December 29th, Mizuho reiterated a Buy rating and a $245 share price target for the firm. At the CES, NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang claimed that the firm’s latest Vera Rubin chips could boost performance by up to 10x. Cramer had been optimistic about Rubin ahead of the event, and here’s what he said before Huang made the remarks:

“If you want to know what’s front and center, it’s Jensen Huang speaking this evening. NVIDIA. And laying out a vision of the next industrial revolution, combination of accelerated computing. And, the, what I regard as being the stack. You’re going to hear a lot more about the stack. And the stack means, we are not a chip, we are software. . .

“I think that that’s something that’s front and center, data center, and reality is that, I think the last few months have been tough on NVIDIA. And maybe we could be in a period where the doubters are done, given the fact that the demand from China for the H200 is off the chart. It’s possible 50 billion. Bytedance buying a huge percentage. All the lies that we’re told about how China is not interested, well those people [inaudible] going to get away with it. . .those who said that China wasn’t interested, well maybe the PRC wasn’t taking them down. But Bytedance will take everything.

“But I would say that NVIDIA is the one to watch because it’s been underperforming in the last month and it’s going to come fast out of the gate. And I think this revolutionary speech, that I expect Jensen to give tonight, is going to quantify why accelerated computing is often left out of the equation.

“You gotta own that, it doesn’t reflect that. I think it’s going to have a great first quarter, the price-to-earnings multiple is going to shrink when you actually see the numbers. . .”