10. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holdings in Q4 2025: 264
NVIDIA Corporation (NASDAQ:NVDA) is a firm that Jim Cramer discusses almost daily in his morning appearance. Its shares are up by 102% over the past year and by 5.8% year-to-date. April has been a good month for the stock as it has gained 14.6%. Rosenblatt discussed NVIDIA Corporation (NASDAQ:NVDA)’s shares on March 23rd. It reiterated a Buy rating and kept a $325 share price target for the firm. In his previous comments, Cramer has stuck by the firm as he attested to the high demand for its products. In a recent appearance on Mad Money, the CNBC TV host remarked that a flurry of news items led the stock lower but ended up being too painful for the sellers. In this appearance, he discussed NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang’s comments about custom, non-NVIDIA AI chips called TPUs:
“Saying, why don’t you go benchmark? Why don’t you go benchmark? But you know what this is like?. . .basically these guys, I mean, Jassy, when you talk to Jassy about Trainium, he’s like, you know we’ve got a great chip. Well why doesn’t he benchmark it? Why doesn’t he put it against it the. . .tests? That’s Jensen. Why do I love Jensen? That was an evisceration!. . .It had rigor. You know what he is? He is a serious person!”
Alger Capital Appreciation Fund discussed NVIDIA Corporation (NASDAQ:NVDA) in its Q1 2026 investor letter:
“NVIDIA Corporation (NASDAQ:NVDA) is the world’s leading designer of graphics processing units (GPUs) and accelerated computing platforms, providing the foundational hardware and software that power artificial intelligence training and inference across data centers, cloud infrastructure, and edge applications globally. The company’s GPUs have become the de facto standard for AI workloads, and its expanding ecosystem of networking, software, and systems solutions has deepened its strategic importance to hyperscalers, enterprises, and sovereign AI initiatives worldwide. We believe Nvidia is a direct beneficiary of the AI infrastructure buildout given its dominant market position, unmatched product roadmap, and rapidly expanding addressable market. During the quarter, shares detracted from performance despite the company delivering record fiscal fourth-quarter results that exceeded expectations on both revenue and earnings, with strong forward guidance that pointed to continued acceleration. However, a sharp post-earnings sell-off reflected broader investor anxiety around the sustainability of AI capital spending, lingering questions about whether more cost efficient AI models could reduce demand for high-end computing hardware, and a wider rotation out of mega-cap technology names. Despite the near-term volatility, we believe the structural demand for accelerated computing remains firmly intact.”
