Jim Cramer Discussed These 7 Stocks

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1. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders: 193

During the episode, Cramer mentioned NVIDIA Corporation’s (NASDAQ:NVDA) Jensen’s speech on Monday and said:

“Tech was strong all day today, you know, it’s the leader again in part thanks to the buzz around Nvidia, CEO Jensen Huang’s speech at CES on Monday night, Vegas. Right now, as I’ve stressed… I think we could be dazzled by the use cases for Nvidia’s latest chips, especially the video component. Any company that buys the platform of GPUs and software can make a fortune from it. That’s important because we keep hearing that Amazon wants to compete head-to-head with Nvidia. Something, by the way, I don’t even believe.

Customers want cheaper chips. Amazon’s trying to make them. That said, if Jensen can give his customers a four times return on investment, that’s what he’s gonna talk about and show us on Monday night: actual cases of how that can be accomplished. I doubt Amazon or anyone else could compete with that and maybe Nvidia actually goes to a new all-time high.”

NVIDIA (NASDAQ:NVDA) is a well-known name in the graphics, computing, and networking industries and its graphics processing units and the CUDA software platform have become crucial for AI infrastructure. At the CES 2025 event, the company revealed several new products.

CEO Jensen Huang presented innovations targeting AI applications, including those designed to advance robot and vehicle training, along with new gaming chips and a debut desktop computer. One of the highlights of the event was the introduction of Cosmos foundation models, a new AI model. These models, which generate photo-realistic video, offer a more cost-effective method of training robots and self-driving vehicles compared to traditional data usage.

Additionally, Huang unveiled the new RTX 50 series gaming chips, which incorporate NVIDIA’s (NASDAQ:NVDA) Blackwell AI technology, a key driver behind the company’s growth in data centers. Huang also provided a financial outlook for NVIDIA’s automotive hardware and software division, forecasting revenue of $5 billion for fiscal 2026, up from an expected $4 billion in fiscal 2025.

While we acknowledge the potential of NVIDIA Corporation (NASDAQ:NVDA) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. 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 the cheapest AI stock.

READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock.

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