Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks

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17. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holdings in Q4 2025: 264

Even though its shares have remained lackluster in 2026, Cramer is nevertheless one of NVIDIA Corporation (NASDAQ:NVDA)’s biggest fans. The stock is up by 78% over the past year and by 16% year-to-date. Goldman Sachs discussed the firm on May 7th, as it kept a Buy rating and a $250 share price target. The bank’s coverage came ahead of NVIDIA Corporation (NASDAQ:NVDA)’s upcoming earnings report as Goldman remarked that it expected investors to focus on further upside to the firm’s $1 trillion data center revenue guidance and potential tailwinds for its CPU business stemming from agentic AI adoption. Agentic AI and its impact on CPUs has become a hot topic ever since Intel’s latest earnings saw the firm tout the resurgence of the CPU in the AI arms race due to usage by agents. In this appearance, Cramer compared NVIDIA Corporation (NASDAQ:NVDA) to OnlyFans:

“We did a little revenue per share, of the companies, and NVIDIA’s second, per person. . .in tech, NVIDIA’s first, NEtflix is second, Apple’s third, Meta’s fourth, five is Alphabet. . .the only company whose bigger is a company called Only Fans!. . .Is that like a bar stool? 37.6 million per employee, that’s something!”

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