Jim Cramer Commented on These 17 Stocks

2. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders: 212

NVIDIA Corporation (NASDAQ:NVDA) is one of the 17 stocks that Jim Cramer commented on. While discussing NVIDIA Corporation (NASDAQ:NVDA), Cramer said that he is expecting a breakout.

“Alright, NVIDIA, stuck here at $141.42. We gotta see a breakout next week when Jensen goes to Paris for Paris GTC.”

NVIDIA (NASDAQ:NVDA) develops advanced computing, graphics, and AI platforms used across gaming, data centers, professional visualization, and automotive technologies. The company provides GPUs, software, and cloud-based services tailored for enterprises, developers, and other technology partners. Around the end of May, Cramer made the following comments after the company reported a strong and solid quarter:

“Currently, NVIDIA makes the most sophisticated chips in the world, and until a few years ago, it had 95% of the Chinese market, giving potential Chinese rivals zero room to compete. Now that was a pretty great situation, but our nation’s interests in China have totally diverged under Trump… Last night, after NVIDIA reported one of the best quarters I’ve ever seen, CEO Jensen Huang made a plea on this show to keep doing business with China, both to maintain U.S. semiconductor supremacy and to keep the profits flowing…

He said that we act like China can’t build the highest-end chips themselves when we know they’re doing so, including DeepSeek’s new semis that were just announced. If we sell our chips to China, he says we can regain our supremacy, but if NVIDIA can’t do that business, it’s effectively a huge subsidy for the Chinese chip makers. Hmm, look, I’m a hardliner on China, but I see the point… NVIDIA could cede its crown to China very quickly if it isn’t allowed to sell a lot of chips there, returning a lot of the profits from that $50 billion in sales to the U.S. to build more capacity here. I just don’t know if President Trump cares because from his latest actions, it feels like we’re just a few years away from a total shutdown in relations with China…

Fortunately, there’s still a ton of opportunity for NVIDIA outside of China because its chips are that great. To me, though, the president’s in no mood for any of our companies to do more business in China than they have to. I think that’s a mistake when it comes to semiconductors, but right now, I fear that’s exactly what’s going to happen.”