Is NVIDIA (NVDA) Still The Best AI Stock in Jim Cramer’s 2026 Portfolio?

We just covered the Jim Cramer Stock Portfolio: Top 10 Stock Picks. NVIDIA Corporation (NASDAQ:NVDA) ranks #4  (see the Jim Cramer’s top 5 stock picks in 2026 here).

NVIDIA Corporation (NASDAQ:NVDA) remains a core holding in Jim Cramer’s stock portfolio. In December, he reiterated his call for investors to own the stock for the long term and criticized the market for overlooking positive developments related to China. Cramer said investors had previously viewed restrictions on NVIDIA Corporation (NASDAQ:NVDA)’s ability to sell chips in China as a key reason to stay cautious. But when NVIDIA Corporation (NASDAQ:NVDA) later received approval to sell certain chips there, the market showed little reaction and the stock did not move higher, he said.

“Nvidia is what’s known as a retail stock owned heavily by you, by individuals who are easily scared,” Cramer said. “Do you know why I say own Nvidia? Don’t trade it? Because this kind of thing has driven regular individual investors, including perhaps you out of the stock since it was trading at two bucks when I recommended it. And that was a few years ago. I view it as my job to stop the trading madness, to grip so many people, to dispel the needless fear, to quell the rebellion against simply owning a stock.”

Baron Opportunity Fund explained its fourth quarter 2025 investor letter why they were early investors in NVDA and how the stock proved to be a 10-bagger for them. Read the letter here.

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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