Jim Cramer Recently Discussed These 11 Stocks & Said The Robots Are Coming

7. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders In Q1 2025: 212

NVIDIA Corporation (NASDAQ:NVDA)’s shares are off to a great start in the year’s second half. They are up by 14.9% year-to-date and have recovered all losses since January’s DeepSeek selloff. Unsurprisingly, AI is at the heart of NVIDIA Corporation (NASDAQ:NVDA)’s newfound bullishness. Investors have rewarded the firm after several analysts speculate that GPUs will continue to grow their enterprise computing market share over the coming years and the AI market will expand. NVIDIA Corporation (NASDAQ:NVDA) has also benefited from its competitiveness as its GPUs continue to be the highest-performing and most widely sought AI hardware in the world. In this appearance, Cramer commented on NVIDIA Corporation (NASDAQ:NVDA)’s CEO and his thoughts about the future:

“[On research reports showing limitations with the reasoning ability of generative AI] Why is NVIDIA bothering to put out new iterations? Well because each one is better and Jensen is about, he will tell you, the one he’s thinking about a few years from now, will be, he would say smarter than you. It’d be smarter than you. And you know that will be intimidating. You will say, like you heard Jassy talk about, he went back and forth about the Kentucky Derby winner, well it’s entirely possible that this next one will be able to say, well listen, right now if you send that to an upper left corner pitch, Bryce Harper’s going to strike out with that. It’s going to know these things.

“But I’m saying that, when I talk to Jensen about what’s coming, what’s coming is so smart, look we can’t just get there.”

Later in the day, on Mad Money, Cramer shared some reasons behind NVIDIA Corporation (NASDAQ:NVDA)’s share price movement:

“But then at the beginning of April, the stock collapsed on word that the president didn’t want NVIDIA to sell any of its AI chips to the Chinese… That eventually caused NVIDIA to take a $4.5 billion write-off as they lost access to a market Jensen said could be worth as much as $50 billion.

When that happened, the memesters left the building. Stock bottomed at 86 bucks and change in April. Can you believe it? And that was the time to buy as NVIDIA began its unheralded run all the way to $158, where it closed last night. The amazing thing, this rally was based on nothing more than semiconductor superiority and persistent demand from the hyperscalers, the same things that had the stock roaring all last year. I guess you could say that there was nothing wrong with NVIDIA the whole time… So, what did we discover?… NVIDIA’s artificial intelligence chips remain unrivaled…”