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Jim Cramer on NVIDIA: “We Gotta See a Breakout Next Week”

NVIDIA Corporation (NASDAQ:NVDA) is one of the 17 stocks that Jim Cramer commented on. While discussing NVIDIA Corporation (NASDAQ:NVDA), Cramer said that he is expecting a breakout.

“Alright, NVIDIA, stuck here at $141.42. We gotta see a breakout next week when Jensen goes to Paris for Paris GTC.”

A close-up of a colorful high-end graphics card being plugged in to a gaming computer.

NVIDIA (NASDAQ:NVDA) develops advanced computing, graphics, and AI platforms used across gaming, data centers, professional visualization, and automotive technologies. The company provides GPUs, software, and cloud-based services tailored for enterprises, developers, and other technology partners. Around the end of May, Cramer made the following comments after the company reported a strong and solid quarter:

“Currently, NVIDIA makes the most sophisticated chips in the world, and until a few years ago, it had 95% of the Chinese market, giving potential Chinese rivals zero room to compete. Now that was a pretty great situation, but our nation’s interests in China have totally diverged under Trump… Last night, after NVIDIA reported one of the best quarters I’ve ever seen, CEO Jensen Huang made a plea on this show to keep doing business with China, both to maintain U.S. semiconductor supremacy and to keep the profits flowing…

He said that we act like China can’t build the highest-end chips themselves when we know they’re doing so, including DeepSeek’s new semis that were just announced. If we sell our chips to China, he says we can regain our supremacy, but if NVIDIA can’t do that business, it’s effectively a huge subsidy for the Chinese chip makers. Hmm, look, I’m a hardliner on China, but I see the point… NVIDIA could cede its crown to China very quickly if it isn’t allowed to sell a lot of chips there, returning a lot of the profits from that $50 billion in sales to the U.S. to build more capacity here. I just don’t know if President Trump cares because from his latest actions, it feels like we’re just a few years away from a total shutdown in relations with China…

Fortunately, there’s still a ton of opportunity for NVIDIA outside of China because its chips are that great. To me, though, the president’s in no mood for any of our companies to do more business in China than they have to. I think that’s a mistake when it comes to semiconductors, but right now, I fear that’s exactly what’s going to happen.”

While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None.

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:

A few years from now, you’ll wish you’d owned this stock.

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