Jim Cramer Discusses Melting Trade Tensions & These 12 Stocks

1. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders In Q4 2024: 212

NVIDIA Corporation (NASDAQ:NVDA) is another frequently discussed stock on Cramer’s morning show. While market sentiment has weakened for the firm since January’s DeepSeek selloff, Cramer is still a believer. He believes that not only can NVIDIA Corporation (NASDAQ:NVDA) benefit from AI rollout, but also due to its exposure to humanoid robots. Throughout his appearance, he has asserted that the firm and its CEO Jensen Huang are ushering in a new AI revolution. This time around, he commented on NVIDIA Corporation (NASDAQ:NVDA)’s dealings with the US government and American sanctions on AI GPU sales to China:

“I mean NVIDIA when you left, NVIDIA looked like a heart attack. I mean who wants to touch that . . .today’s there’s a piece about what they’re doing with Blackwell in China.

“[on whether the market has incorporated what China’s going to look like] No it hasn’t. It hasn’t. And I can’t wait to talk to him [Jensen Huang] . . he travels with the President, he’s got effusive praise for the President. And he’s always been, including with President Biden, tell me what to do. I’m happy to do it. Remember, lover, not fighter. And he’s very happy in working with the President. And by the way, they make that very clear. They make it very clear they watch our shows. Like, look, you know it would be good if you said what is good.”

Recently, he also discussed NVIDIA Corporation (NASDAQ:NVDA)’s potential to benefit from global sovereign AI rollout:

“[On Melius note highlighting 16 GW of new incremental AI compute build out] I loved this piece this morning cause it said that sovereign AI really matters. That the UAE really matters. David, the big project that you guys talked about with Larry Ellison. . . .that’s very good for NVIDIA. What I worry about Carl, is that he took on, the government. Very, very hard. Saying, look, we are doing the wrong thing in China. That we should get them basically, they used to be all built on us. Now it’s 50%, they’re [inaudible] to use second rate rather than us. We have to chane the rules and we have to go back to being the dominant player in China cause it’s good for our country. It’s very philosophical. I regard Jensen as right. . .he’s the best there is.”

While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.