12 Latest Stocks Jim Cramer Discussed

8. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders In Q1 2025: 212

August has been an interesting month for NVIDIA Corporation (NASDAQ:NVDA), as after the firm received the Trump administration’s approval to sell China the H20 GPUs, reports started to flow about potential security vulnerabilities or tracking software in the chips. While NVIDIA Corporation (NASDAQ:NVDA) asserted that no such vulnerabilities are present, more reports came to light and suggested that the Chinese government was advising firms not to buy its products. Cramer commented on yet another report about the firm:

“But we’re seeing a lot of crazy stuff. I mean yesterday NVIDIA was down all day. I said why? Well it turns out that there was a short story out there that NVIDIA’s gonna get late with the next chip which is the Vera Rubin, and therefore the MI450 by AMD is going to be in ascendance. The story was, I’ll just use a word that I think is really kind of indicative of where we are. It was a lie. It was a lie. . .it was untrue. And it caused a lot of people to buy AMD up nine and sell NVIDIA. Now there’s probably a new story about why NVIDIA’s down today. Because  NVIDIA is so easy to known down right now because they’re an honest company. They don’t come in and they’re not a hyped company. They’re like, okay, they don’t come in and say what do we have to refute today? The fact is that the most major story about NVIDIA is a positive one. Which is that DeepSeek can’t make it so called [inaudible] chips that it needs and they need the H20.

“. . .I don’t know spreads these things. I spend so much time shooting these things down, it’s like, I got the call at four o one saying finally got the saying here’s what happened. I said, well you know, three fifty nine the call would have been more effective cause the market closed. But everyone was focused on Mr. Bullish or whatever.