We recently published a list of 10 Jim Cramer Stocks to Watch as US-China Prepare to Begin Talks. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against other stocks that Jim Cramer discussed.

The optimism over US-China trade talks is increasing as the US Treasury Secretary is set to meet China’s trade negotiator in Switzerland later this week.

In a latest program on CNBC, Jim Cramer expressed his renewed optimism for major tech stocks and said the negative market sentiment about these companies was weakened after the latest quarterly reports.

“Sometimes you forget why you ever liked something in the first place. Take the super stocks, the hyperscalers, the tech titans—I don’t care whatever you want to call them. These stocks all got lumped together because of their size, their gigantic market caps that dwarf the rest of the market, and then they lost their juice,” Cramer said. “It’s their scale, their smarts, their moats, their balance sheets, and their sensational products.”

Jim Cramer also talked about the latest data in company reports that shows the demand for data centers remains strong.

READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In.

For this article, we picked 10 stocks Jim Cramer recently talked about during his programs on CNBC. With each stock, we mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Investors: 193

Jim Cramer in a latest program on CNBC said the market concerns about data center demand were crushed amid latest reports from major technology companies. Cramer said he stuck with tech investments at his charitable trust despite skeptics saying that the demand for data centers is declining.

“I found it incredibly frustrating because we never had clear evidence that there was anything wrong with the AI infrastructure thesis to begin with. The idea that hundreds of billions of dollars are going to be spent on these new data centers is true, and that’s why we stuck with the stocks for the Charitable Trust. We defied the data center bears, aided by an interview with data center expert  Jensen Huang, CEO of Nvidia, who told us that demand for his highest-end chips is stronger than ever. And we felt like idiots for doing so. Day after day, we heard about little chunks of the story that, when added together, meant you were long in the tooth if you stayed positive and you were going to lose a lot of money. Until earnings season came along and the data center bears started getting gored by the bulls. That’s when we realized we were right all along.”

The market will keep punishing Nvidia for not coming up to its gigantic (and sometimes unrealistic) growth expectations. About 50% of the company’s revenue comes from large cloud providers, which are rethinking their plans amid the DeepSeek launch and looking for low-cost chips. Nvidia’s Q1 guidance shows a 9.4% QoQ revenue growth, down from the previous 12% QoQ growth. Its adjusted margin is expected to be down substantially as well to 71%. The market does not like it when Nvidia fails to post a strong quarterly beat. The stock will remain under pressure in the coming quarters when the company will report unimpressive growth.

Ithaka US Growth Strategy stated the following regarding NVIDIA Corporation (NASDAQ:NVDA) in its Q1 2025 investor letter:

“NVIDIA Corporation (NASDAQ:NVDA) is the undisputed leader in accelerated computing, with dominant market share in Graphics Processing Units (GPUs) powering AI workloads across data centers, edge devices, and emerging platforms. Its end-to-end ecosystem—from silicon to software (CUDA, networking, and AI frameworks)—creates high switching costs and a widening competitive moat. With secular demand for AI infrastructure still in its early innings, Nvidia stands to benefit from sustained topline growth and strong operating leverage. In early January, a little known Chinese AI company, DeepSeek, released its large language model (LLM), DeepSeek-R1, to an unexpecting world. This model was purportedly trained on very few high-end Nvidia chips and was highly efficient when compared to other leading models. This release set off a chain reaction where investors have had to grapple with the idea that the world may not need as many GPUs as previously thought, which hampered the Nvidia buy case and sent the P/E multiple down to its cheapest level in the past 5 years.”

Overall, NVDA ranks 4th on our list of stocks that Jim Cramer discussed. While we acknowledge the potential of NVDA, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than NVDA but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.