We recently published a list of Jim Cramer Shares Thoughts On Big Tech As Part Of These 12 Stocks. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against other stocks that Jim Cramer recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the trade deficit, interest rates, and apprehensions about the US budget deficit. He commented on the divide in thinking between older and younger people. While younger people prefer Bitcoin due to ballooning deficits, older people are more relaxed. According to the CNBC host:
“I think that older people just kind of laugh at this. And just say, I’ve been through this. They’re not going to make any changes in Congress. So it’s gonna be one-off. It’ll be down. Then some people say to me, hey listen, this is going to be the Achilles Heel for the President. If they don’t get this, if rates keep going, then we’re gonna get into a whole new thing about inflation. Look rates should [be] higher, judging on the deficit. But again what you said, is where are they gonna go?”
However, Cramer’s also disappointed in the Trump administration’s efforts to reduce the deficit. While Elon Musk is adamant that his DOGE department has reduced spending, Cramer thinks otherwise as he remarked: “I just thought that we were going to have the budget cut because of DOGE. It’s obviously didn’t work.”
Another bit of financial news that rocked markets recently was Moody’s decision to cut America’s credit rating from a perfect AAA to AA+. Cramer wasn’t surprised as he remarked:
“I mean, I look at it as someone who just says, how could they not try to cut this deficit? How could they continue to be part of the problem. So I understand the downgrade, but I also understand the notion that if the Republican Party is no longer the party of fiscal responsibility, who is? Who is responsible?”
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on May 19th.
For these stocks, we also mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
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.”
Overall, NVDA ranks 2nd on our list of stocks that Jim Cramer recently discussed. While we acknowledge the 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. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than NVDA but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.
