NVIDIA Corporation (NVDA): Worried 'That He Took On, The Government,' Says Jim Cramer

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2 days ago

We recently published a list of . In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against other stocks that Jim Cramer discusses.
NVIDIA Corporation (NASDAQ:NVDA) is one of Cramer's top stock picks. He has remained optimistic about the firm despite recent share price weakness. NVIDIA Corporation (NASDAQ:NVDA)'s shares are down 2% year-to-date as they have yet to recover all the losses from January's DeepSeek selloff. However, despite the weakness, Cramer believes the firm will usher in a new industrial revolution. Apart from AI, he believes that robotics will play a key role in NVIDIA Corporation (NASDAQ:NVDA)'s future business. His recent comments reflected the role the firm can play in the rollout of sovereign AI:
'[On Melius note highlighting 16 GW of new incremental AI compute build out] I loved this piece this morning cause it said that sovereign AI really matters. That the UAE really matters. David, the big project that you guys talked about with Larry Ellison. . . .that's very good for NVIDIA. What I worry about Carl, is that he took on, the government. Very, very hard. Saying, look, we are doing the wrong thing in China. That we should get them basically, they used to be all built on us. Now it's 50%, they're [inaudible] to use second rate rather than us. We have to chane the rules and we have to go back to being the dominant player in China cause it's good for our country. It's very philosophical. I regard Jensen as right. . .he's the best there is.'
A close-up of a colorful high-end graphics card being plugged in to a gaming computer.
NVIDIA Corporation (NASDAQ:NVDA)'s charismatic CEO Jensen Huang recently spoke at a conference in Taiwan. Here's what Cramer said after his speech:
'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.'
Overall, NVDA ranks 3rd on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of NVDA, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about this cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.