Jim Cramer Shares Thoughts On Big Tech As Part Of These 12 Stocks

2. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders In Q4 2024: 223

AI GPU giant NVIDIA Corporation (NASDAQ:NVDA) has been one of the most volatile stocks in 2025 so far. The shares are down by 2.8% year-to-date as they have recovered most of the losses since the DeepSeek selloff and other market turmoil. Cramer’s previous comments about NVIDIA Corporation (NASDAQ:NVDA) have remained optimistic as he continues to believe that the firm is heralding in a new industrial revolution. His latest comments followed a similar tune:

“Look, it’s a great, an enjoyable keynote. If you want to find out why everyone loves him, you can get it all on that. Because he’s talking about how, look I want people to by some of us, they don’t have to buy all of us. . . He’s making some available to companies that don’t use his stuff. Who [are] in the data, in the cloud. So I thought it was very very positive. I mean look he has this string of companies, and once again if you wanted to buy what’s most impacted it would be Dell. I thought Marvell was mentioned very positively. Cisco, was mentioned. These were companies that can link it to other companies that may not right now be using him. But I think overall what he’s saying is look, this isn’t a revolution. It’s an information management revolution. We’ve never seen anything like it. David he talks about, there was electricity was the first okay. And then the internet. And now this. And he’s the leader of this. And I don’t know. That felt comfortable. Obviously people bid it up, they knew there was going to be a some sort of announcement, which was major countries. We didn’t get that.

“True, but I know that there are big countries over there that want to have sovereign AI. But I guess they didn’t feel that they had to, they had the permission to get it yet. Remember everything was led by. . . .but the the sovereign AI was very significant and the stock moved up greatly on that.

“I just thought, overall, this was not a speech about how we’ve got to change the rules. It was more of a speech of we got a lot of things going. Was it breakthrough? I mean, I was listening to it. Man it was on from 11 to one fifteen, I shifted it to three thirty after checking in with his people.

“He talked about DeepSeek. And what a great partner they can be. And I thought that was really interesting. Because he’s saying listen, we work with DeepSeek all the time. And they work with everybody. And I think once again you come and you say dominant player in this era, Carl.

“And that’s why Jensen says look it’s a worldwide revolution. Because everybody, nothing works without it. By the way he had those robots, he did hint that we’re all gonna get a robot. He also said that they drive dogs crazy.”