12 Stocks Jim Cramer Discussed As Analyzed Morgan Stanley’s Comments

10. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders In Q1 2025: 212

NVIDIA Corporation (NASDAQ:NVDA) has become the most valuable company in the world once again as we enter the year’s second half. The firm has benefited from long-term investor optimism about AI and a relatively benign impact of US GPU restrictions on China. Cramer is a believer in NVIDIA Corporation (NASDAQ:NVDA) and holds the opinion that apart from AI, the firm can benefit from robotics as well. This time, he commented on NVIDIA Corporation (NASDAQ:NVDA)’s upcoming quarter and a report from The Information:

“NVIDIA’s going to have a good quarter. There’s an article today, from The Information saying they’re gonna have problems with meeting the new Chinese chips. They went into quiet period this weekend. So when I did my check. . . Look, I started the Street.com and I said to people, you know what, it’s a free fire zone when companies are going into quiet. Free fire zone. You have something? We’re like gonna sell subs.”

Earlier, he maintained that NVIDIA Corporation (NASDAQ:NVDA) is ushering in a new industrial revolution:

“NVIDIA, own it, don’t trade it. That’s been my advice for about $3.7 trillion in market capitalization. Today. NVIDIA became the first $4 trillion company, and it’s hard not to celebrate the success of this business or the man behind it… Now let’s talk about this $4 trillion achievement. Let’s put it in perspective. In the last 25 years, only four companies have earned the title of the biggest public company in America: Microsoft, General Electric, Exxon Mobil, and Apple.

GE wore the crown twice, Microsoft, five times, Exxon Mobil seven, and Apple an astounding 11 times, hallowed ground. Of course, GE imploded not long after, too much leverage. ExxonMobil, oil prices shot up, and Exxon was the biggest company in the industry at that time. But the two that still rival NVIDIA, Microsoft, and Apple… But I don’t see it (Apple) taking that crown back from NVIDIA anytime soon… The fact is, neither Microsoft nor Apple can claim that they’re currently creating a new industrial revolution, like NVIDIA can… Bottom line: NVIDIA, own it, don’t trade it. Oh, and see you at $5 trillion.”