We recently published 10 Stocks Jim Cramer Discussed. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks on Jim Cramer discussed.
Cramer discussed AI GPU giant NVIDIA Corporation (NASDAQ:NVDA) in great detail after quite some time in this appearance. The tail end of 2025 hasn’t been kind to the shares, as they are down by 7.9% since the start of November. The past couple of months have seen reports of an AI bubble, and the strength of Google’s tensor processing units (TPU) chips make rounds in the media. Google’s chips are cheaper to use than NVIDIA Corporation (NASDAQ:NVDA)’s products. However, more recently, the stock has benefited after reports have suggested that the firm will be able to ship its H200 GPUs to China. These chips have been a thorny issue in 2025 after the Trump administration restricted their sale. Cramer discussed all of these factors when talking about NVIDIA Corporation (NASDAQ:NVDA):
“Right I did a piece this weekend for club members, Where I just said, NVIDIA has been disparaged, knocked down, viewed as being second class for the last three months. A lot of people felt, this deal couldn’t happen. A lot of people felt it wouldn’t even matter, wouldn’t be in volume. If they can get these numbers, very important, because these numbers are not in NVIDIA’s estimates. I think this is the first, we have GTC, the big conference coming up, I think this whole notion that NVIDIA is just a chip and it’s not as good as everybody else’s chips, forget it’s a platform, it’s a system, everybody wants it. And they can all claim they don’t want it. And I’m kind of sick of it, because everybody does want it. The Chinese want it. Because it’s far superior to anything else. And why write your programs on an inferior chip? Now I know, look I think Alphabet has great stuff, absolutely. I’ve been a little critical of Amazon, but they’ve got a great chip. But you want to be in NVIDIA’s Vera Rubin, the next generation. And they’re ready. And I just think we have to start talking again about the leapfrog. How much better Jensen Huang’s platforms, I don’t want to call them chips anymore, platforms are. And this is a good example. They don’t put some number out without orders. They don’t, because there’s only one time that I’ve seen them in the last decade where they got something wrong. And that was with, they didn’t know crypto was using one series of their chips and then crypto went away and they were long. . .one time, in the last, I don’t 15 years that they’ve got it wrong.
“I think that there’s a belief that the buildout can’t happen, the buildout can’t be as aggressive. I think there’s a belief that Google is better, that AMD is better. That Amazon is better. It’s all wrong. It’s all wrong and we have to stop making it so that there are four companies all in the scrub. There’s NVIDIA and then there’s everybody else. And you think the Chinese don’t want NVIDIA? I mean the Chinese want NVIDIA, why is it like this? Because I think that the whole narrative in the last four months has been that NVIDIA’s lost its edge. And it couldn’t be more wrong. And the idea that all these companies don’t need NVIDIA, they all need it, they can’t afford it, Jensen hasn’t cut price! Holy cow, and he’s got all the clients he wants! . . .I’m all aboard the love train.”
While we acknowledge the risk and potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NVDA and that has 10,000% upside potential, check out our report about this cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.
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