15 Fresh Stocks Jim Cramer Discussed

12. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holdings: 234

With the year settling in, Jim Cramer has continued to defend NVIDIA Corporation (NASDAQ:NVDA)’s shares as well. While the stock lost close to 8% in the final two months of 2025, the CNBC TV host asserted that the firm was worth investing in. Year-to-date, NVIDIA Corporation (NASDAQ:NVDA)’s shares have lost close to 1.5%. Analysts and media reports have attributed the weakness in the shares to concerns about AI’s profitability. Wolfe Research maintained an Outperform rating and a $250 share price target on the shares in mid-January. The firm outlined that NVIDIA Corporation (NASDAQ:NVDA)’s shipments of the China-specific H200 GPU could be impacted by the White House’s announcement of a 25% tariff on China. Jefferies raised the firm’s share price target to $275 from $250 and kept a Buy rating in January. It commented that NVIDIA Corporation (NASDAQ:NVDA) could experience revenue growth over the next couple of years. Cramer discussed the recent share price performance and CEO Jensen Huang’s fireside chat with Eli Lilly CEO David Ricks:

“Do the traders who’ve left NVIDIA behind see everything? Were they at the David Ricks fireside chat where they talked, where Jensen talked about living forever? I mean, that was a new one. I’m raising numbers on that one partner, living forever.

“. . .it’s NVIDIA that you should be buying, but, Carl, the skepticism for NVIDIA remains and I don’t think it’s going to change.”