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Jim Cramer is Still Enthusiastic About NVIDIA (NVDA)

We recently published 10 Stocks Jim Cramer Discussed & Continued To Talk About AI & Enterprise Software.  NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer discussed.

NVIDIA Corporation (NASDAQ:NVDA)’s shares are up by 47% over the past year and by 2% year-to-date. While the stock became one of the top performers in the early stages of the AI era, the shares have struggled recently. In fact, on February 18th, Morgan Stanley pointed out that NVIDIA Corporation (NASDAQ:NVDA) was one of the most under-owned large-cap technology stocks in the market. Morgan Stanley added that the other technology stocks were also under-owned. NVIDIA Corporation (NASDAQ:NVDA) has spent a busy couple of weeks in February. For instance, the firm announced a mega partnership with social media giant Meta to provide it with AI GPUs and CPUs. Earlier in the month, investment bank Goldman Sachs also discussed the firm. It kept a Buy rating and a $250 share price target on the firm. In his recent remarks about NVIDIA Corporation (NASDAQ:NVDA), Cramer pointed out that the total cost of ownership of the firm’s AI products was lower than AMD’s GPUs. This time he tweeted that his enthusiasm for the firm hadn’t dropped:

“Ardor for NVDA not diminished buy i continue to be impressed with Lisa Su’s transformation of AMD as the greatest turnaround perhaps in history other Jobs/Apple”

Posonskyi Andrey/Shutterstock.com

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: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

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:

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