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NVIDIA (NVDA)’s Gonna Have a Great Q1, Says Jim Cramer

We recently published 11 Stocks on Jim Cramer’s Radar.  NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks on Jim Cramer radar.

On the day of this show, AI chip giant NVIDIA Corporation (NASDAQ:NVDA) was due to present at the Consumer Electronics Show in Las Vegas. As 2025 ended, Cramer had defended the stock despite modest performance during the year’s final quarter. NVIDIA Corporation (NASDAQ:NVDA) ended the year on a high note after it announced that it had bought $5 billion worth of shares in Intel. On December 29th, Mizuho reiterated a Buy rating and a $245 share price target for the firm. At the CES, NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang claimed that the firm’s latest Vera Rubin chips could boost performance by up to 10x. Cramer had been optimistic about Rubin ahead of the event, and here’s what he said before Huang made the remarks:

“If you want to know what’s front and center, it’s Jensen Huang speaking this evening. NVIDIA. And laying out a vision of the next industrial revolution, combination of accelerated computing. And, the, what I regard as being the stack. You’re going to hear a lot more about the stack. And the stack means, we are not a chip, we are software. . .

“I think that that’s something that’s front and center, data center, and reality is that, I think the last few months have been tough on NVIDIA. And maybe we could be in a period where the doubters are done, given the fact that the demand from China for the H200 is off the chart. It’s possible 50 billion. Bytedance buying a huge percentage. All the lies that we’re told about how China is not interested, well those people [inaudible] going to get away with it. . .those who said that China wasn’t interested, well maybe the PRC wasn’t taking them down. But Bytedance will take everything.

“But I would say that NVIDIA is the one to watch because it’s been underperforming in the last month and it’s going to come fast out of the gate. And I think this revolutionary speech, that I expect Jensen to give tonight, is going to quantify why accelerated computing is often left out of the equation.

“You gotta own that, it doesn’t reflect that. I think it’s going to have a great first quarter, the price-to-earnings multiple is going to shrink when you actually see the numbers. . .”

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.

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:

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