We recently published Jim Cramer Discussed These 10 Stocks & Commented On Gold Price. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer discussed.
In this episode, Cramer ended up discussing NVIDIA Corporation (NASDAQ:NVDA) in detail after quite some time. The CNBC TV host had recently tweeted about the firm’s investment in CoreWeave and commented that talk of circular deals for the firm was unmerited. NVIDIA Corporation (NASDAQ:NVDA)’s shares are up by 48% over the past year and by 1.5% year-to-date. Not only Cramer, but analysts from Needham also discussed the CoreWeave. They were optimistic about the affair and pointed out that the partnership should help the data center company develop as much as 5GW in capacity. Two key factors that the financial firm discussed were backstops and GPU life cycle, both of which have created headwinds for CoreWeave. Earlier in the year, Stifel had reiterated a $250 share price target and a Buy rating for NVIDIA Corporation (NASDAQ:NVDA). The firm outlined that the AI GPU company could benefit from H200 sales to China. Media reports once again suggested last week that the Chinese government had asked local technology giants to prepare themselves for buying NVIDIA Corporation (NASDAQ:NVDA)’s AI chips. The CNBC TV host is skeptical as he commented:
“And by the way, can I just be skeptical? Everyone knows that I think the world of NVIDIA, I’ve read this story a hundred times, yeah, that the Chinese government’s fine with it. . .I’ve read this story before, and it’s always the same characters. It’s always, Bytedance, it’s always Alibaba, it’s always Tencent. And I just urge people to be skeptical. Do I think NVIDIA’s undervalued? Of course, I think the multiple keeps shrinking. Is this a shortage day? No, because Intel basically blew the shortage. But suffice to say, if you’re buying NVIDIA off this story, you better have, and I just think that when you see these stories when it says that the government is okay with it, does anyone really think that the government has ever told an American journalist what they’re going to do?
“Because Jensen’s coming to China, and in the end, the government is quite respectful, of what Jensen’s done. They recognize that this man is different, he is not a house man. Interesting enough because he has a close relationship with Trump. . .but I would say that this man, transcends, typical borders. And that’s because everyone has a respect for his vision. Everyone shares his vision. So I think it’s a red carpet issue if it’s true. And I think it’s terrific, it’s a sign of, don’t forget who you’re dealing with when you’re dealing with Jensen Huang.
“[When asked whether analysts would include the China sales into their models] No, I think they can’t afford to because then it could be taken out immediately. But I do think that, as we get closer to GTC, not to the earnings, which are again in February, but to the actual March rollout of Vera Rubin, I think we’re going to start seeing, the perception, that with the right hands, with the ChatGPT, with the Gemini, we’re now in a thinking partnership role. . . but we’re going to begin to believe that it’s just, it’s robots . . .but it’s going to be people who are above us. And that’s what people don’t understand. We will be reporting to robots, they won’t be reporting to us.”
Just like Cramer, Bailard Inc. is also optimistic about. The Bailard Technology Strategy stated the following regarding NVIDIA Corporation (NASDAQ:NVDA) in its third quarter 2025 investor letter:
“NVIDIA Corporation (NASDAQ:NVDA) (+216 bps to Strategy; +18.10%) – A cornerstone holding, Nvidia continues to lead in accelerated computing and datacenter networking. Its unmatched developer ecosystem and innovation cadence underpin dominance across the AI value chain.”
While we acknowledge the risk and potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NVDA and that has 10,000% upside potential, check out our report about this cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.
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