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NVIDIA Corporation (NVDA): I Spend A Lot Of Time Shooting Down Rumors, Says Jim Cramer

We recently published 12 Latest Stocks Jim Cramer Discussed. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer recently discussed.

August has been an interesting month for NVIDIA Corporation (NASDAQ:NVDA), as after the firm received the Trump administration’s approval to sell China the H20 GPUs, reports started to flow about potential security vulnerabilities or tracking software in the chips. While NVIDIA Corporation (NASDAQ:NVDA) asserted that no such vulnerabilities are present, more reports came to light and suggested that the Chinese government was advising firms not to buy its products. Cramer commented on yet another report about the firm:

“But we’re seeing a lot of crazy stuff. I mean yesterday NVIDIA was down all day. I said why? Well it turns out that there was a short story out there that NVIDIA’s gonna get late with the next chip which is the Vera Rubin, and therefore the MI450 by AMD is going to be in ascendance. The story was, I’ll just use a word that I think is really kind of indicative of where we are. It was a lie. It was a lie. . .it was untrue. And it caused a lot of people to buy AMD up nine and sell NVIDIA. Now there’s probably a new story about why NVIDIA’s down today. Because  NVIDIA is so easy to known down right now because they’re an honest company. They don’t come in and they’re not a hyped company. They’re like, okay, they don’t come in and say what do we have to refute today? The fact is that the most major story about NVIDIA is a positive one. Which is that DeepSeek can’t make it so called [inaudible] chips that it needs and they need the H20.

Photo by Luke Chesser on Unsplash

“. . .I don’t know spreads these things. I spend so much time shooting these things down, it’s like, I got the call at four o one saying finally got the saying here’s what happened. I said, well you know, three fifty nine the call would have been more effective cause the market closed. But everyone was focused on Mr. Bullish or whatever.

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.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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We alerted our subscribers, and BTI returned 90% in just 16 months.

Now if you had invested just $10,000 in BTI in June 2024, you’d be sitting on $19,000 in October 2025.

Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

While the market panics over a surface-level revenue decline, our PhD-led research shows management has actually surgically cut $100 million in waste to focus on high-margin growth.

This pattern is a hallmark of our 16.5% annual return track record. The current opportunity offers a 400% upside potential—dwarfing even our 90% BTI return.

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