Jim Cramer Hints at a Bigger Agenda Behind Tariffs and Breaks Down These 7 Stocks

2. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders: 223

Cramer maintains his long-standing bullish stance on NVIDIA Corporation (NASDAQ:NVDA). During the show, he contrasted short-term analyst pessimism with the company’s massive role in powering the AI revolution and urged investors not to be shaken out. Here are his comments:

“You have a stock like, again, the key to the market is NVIDIA, where you had a price target cut for the first time. The stock’s still up. […]

I’m getting Nvidia sold out, but these guys, you know, say, oh, no, they had a bad 48 hours. I mean, the short-sighted nature of Nvidia. I want every retail investor who’s in Nvidia to not be shaken out by Wall Street, which is saying, you know what, you’ve got to be very careful about the last 48 hours of Nvidia. Right. That’s really the way to play it.”

While revisiting the AI and semiconductor trade, Jim Cramer laid out his theory on why NVIDIA Corporation (NASDAQ:NVDA) is still a winner, saying:

“Okay, here’s my theory. And so far, okayed by the powers that be. There is a shift from hyperscaler to others who need the latest and greatest. What does that mean? And by the way, Grace Blackwell sold out, which is the current chip, sold out. […] And I will tell you that if you’re a robot maker, you need all the ones that you can possibly get. Self-drive, you need all these. These are not hyperscale. […] I think what you find is that people who have felt that NVIDIA was an easy short, maybe not so easy.”