NVIDIA Corporation (NASDAQ:NVDA) is one of the Jim Cramer’s Hottest Robotics and Physical AI Stock Picks.
AI GPU giant NVIDIA Corporation (NASDAQ:NVDA)’s shares are up by 56% over the past year and by 45.5% since Cramer discussed the firm in March 2025. Throughout 2025, the CNBC TV host remained one of the firm’s most ardent supporters despite periods of turmoil in the stock. On October 28th, NVIDIA Corporation (NASDAQ:NVDA)’s shares 4.9% higher the day CEO Jensen Huang spoke at a developers conference in Washington. At the event, Huang outlined that America could lead the battle for global AI supremacy if developers all over the world, including China, relied on the firm’s products. Then, on the 29th, NVIDIA Corporation (NASDAQ:NVDA)’s stock closed 2.9% higher as it became the first firm to have a $5 trillion market capitalization. Earlier in the week, Huang had also announced $500 billion in AI chip orders. More recently, the shares closed 4% lower on March 26th on the day a federal judge certified a class action lawsuit, which alleges that NVIDIA Corporation (NASDAQ:NVDA) had misrepresented cryptocurrency-related revenues in the 2017-2018 period. Here is what Cramer said about the firm on March 3rd, 2025:
“[On Huang saying NVDA will be the foundation for the world] I wish I could say it was just hubris. The market seems to think it is. Stock’s selling for arguably 19 times earnings. I think it’s all wrong. I think NVIDIA’s an inexpensive stock. One trillion in total addressable market for the cloud. One trillion for autonomous vehicles. One trillion for robots. The robots I saw David were really the stars of the show. They were remarkable whether they’d be little droids or whether it be robots I had a very robust discussion with. The only thing they wouldn’t talk about is tariffs. They’re much better sweeping floors and putting things in the dishwasher.
“. . .Well I think that Jensen feels that the last year this time he had a good business. Now it’s a hundred times more than he thought. Literally. 365 days. Again, the stock is saying, don’t believe what that man says. Just ignore him. I can’t do that. He’s too good. He’s too rigorous. I’m against the sellers who come out every single morning . . .in a moment of exasperation said, they’ve turned the greatest company we have in this country into a meme. The traders don’t know what they’re doing.”
Photo from Tower Semiconductor website
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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