Jim Cramer Made A Big Prediction About OpenAI & Discussed These 20 Stocks

17. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holdings in Q4 2025: 264

AI GPU giant NVIDIA Corporation (NASDAQ:NVDA)’s shares have performed well lately, as they are up by 29% over the past month. The performance has vindicated Cramer, who maintained throughout the year that the shares had to go higher and the reasons behind their weakness were incomprehensible. Bernstein discussed the firm on April 17th as it reiterated an Outperform rating and a $300 share price target. The financial firm had set the rating and the target after NVIDIA Corporation (NASDAQ:NVDA) had reported its fourth quarter earnings in February. In this appearance, Cramer discussed the firm after Intel’s earnings report and discussed that the GPU company could benefit from a CPU shortage that Intel’s CEO had commented on:

“NVIDIA’s not up, and a lot of people feel that’s because everybody has to spend a lot on CPUs they thought [inaudible] the money for GPUs. That’s exactly the opposite of what Lip-Bu is saying, which is that the amount of demand for everything is just far in excess of what he thought and what anyone thought.”

Nightview Capital discussed NVIDIA Corporation (NASDAQ:NVDA) in its Q1 2026 investor letter:

“The AI efficiency selloff in NVIDIA Corporation (NASDAQ:NVDA) earlier this year gave us an opportunity to add to our position. Our view: the demand for AI compute is not declining; the efficiency of that compute is improving. These are not contradictory trends. Jevons’ Paradox is real and relevant here — as the cost per unit of AI output falls, the total demand for AI output rises. More compute gets consumed, not less. NVIDIA’s H100 and Blackwell architectures remain the preferred infrastructure for training and inference at scale. The company’s software ecosystem, from CUDA, cuDNN, to the broader developer platform, represents a switching cost that is rarely fully appreciated in market discussions.”