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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.

READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. 

Disclosure: None. Follow Insider Monkey on Google News.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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