Jim Cramer Discusses Quantum Computing Stocks Among These 12 Stocks

9. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders in Q1 2025: 212

NVIDIA Corporation (NASDAQ:NVDA), the world’s largest AI GPU company, is a regular feature on Cramer’s show. The CNBC host’s opinion about the firm has continued to evolve this year. Ahead of NVIDIA Corporation (NASDAQ:NVDA)’s conference in January, Cramer was optimistic about AI demand. After the conference, he wondered whether NVIDIA Corporation (NASDAQ:NVDA) could experience demand from humanoid robots as well. Yet, once the stock bled close to $600 billion in value after the DeepSeek selloff, he remarked that it was too early to comment on NVIDIA Corporation (NASDAQ:NVDA)’s future. More recently, he’s back to being bullish and continues to believe that the market is treating the firm unfairly. His latest comments about NVIDIA Corporation (NASDAQ:NVDA) revolved around quantum computing and trade negotiations:

“Uh, but, there’s, you might see NVIDIA going up here. Now, NVIDIA gave a very good talk, this was Jensen’s time to go. Uh, sovereign AI again. . . but I have to tell you Carl, here it goes again, I talked about it last night at the top of the show. They’ve made a manifesto about quantum, about how quantum’s here. There are four quantum stocks that we have to follow. Some of my people that I work with were very, I think that they were, probably concerned that I went out and said, look we ought to be looking at Rigetti, we ought to be looking at, you know the ones that people talk about. But they’re gonna fly!”

“When I first talked to him about it, a year ago, it’s like Jim, I mean come on, quantum isn’t even that good. Now quantum is, uh, wow, really good.”

“Taiwan Semi was the proxy, as that went up you could buy NVIDIA. David, all anyone cares about, and I think this is wrong, is that an NVIDIA chip requires a package [trade deal package with the EU]. . . yes, that’s all people care about. I think that’s a big mistake. There’s much more to it than that. But that is the focus.”

Recently, Cramer pointed a potential breakout level for NVIDIA Corporation (NASDAQ:NVDA)’s share price:

“Alright, NVIDIA, stuck here at $141.42. We gotta see a breakout next week when Jensen goes to Paris for Paris GTC.”