Jim Cramer Discusses Joe Rogan, Elon Musk, And These 13 Stocks

2. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders In Q3 2024: 193

NVIDIA Corporation (NASDAQ:NVDA) has nearly appeared regularly on Cramer’s morning show in 2025 due to several factors. Firstly, CEO Jensen Huang’s opening Keynote at the Consumer Electronics Conference (CES) in Las Vegas saw the TV host share his thoughts before and after the announcements. In his previous remarks, Cramer was bullish on NVIDIA Corporation (NASDAQ:NVDA)’s ability to usher in a new industrial revolution through its AI products and by targeting industries such as robotics. More recently, his attention has shifted to media reports suggesting that NVIDIA Corporation (NASDAQ:NVDA) is suffering from supply problems with its latest Blackwell AI GPUs and new US export control rules:

“And you know look, I think you can’t be sanguine. You keep seeing things, the last minute things, uh, from President Biden. About what’s going on. This place has been completely roiled by what’s going on this weekend when it came to sovereign nations being able to have GPUs, being able to have the key generative AI chips and accelerated computing chips. I spoke to Jensen Huang last night. I mean there is just the CEO of NVIDIA, there’s just this chaos about what this administration’s doing at the last minute. David I don’t know what the administration is doing at the last minute. It’s almost as if they’re just saying, you know what, we’re going to throw up anything, we’re going to do anything. I’m waiting for something really horrible [for] oil and gas at the last minute.”

“[On NVDA customers facing delays because of glitches in server racks] Okay, story comes out, when? The day when quiet period begins. That happened the previous quarter. The day when quiet begins. It was done by The Information. You know David, it could be the disinformation. It could be, remember Pravda? I find that this kind of attack on NVIDIA has become standard. And instead I go to Jensen Huang, maybe he knows more, because he’s called the CEO. And he says that absolutely it’s shipping 45 factories. They’re getting them out as fast as they can. If anyone’s complaining, give me a break, I think that it is, next to David Ricks’ launch, Eli Lilly, for GLP-1s, I think the launch of Blackwell is as successful. So I get tired of the attacks on NVIDIA, they bore me.”

“I come back to the idea that we have one stock that is the elephant in the room, which is NVIDIA. I believe that NVIDIA has been hurt by the Commerce Department’s rules. I think those rules, these are the ones that came out at midnight this weekend, were a little absurd. They picked [inaudible] we have 18 friends. 18 friends. I mean by the way EU has 29 countries. What happened to Mexico. What happened to Israel. What happened to Iceland. Which is the 100% um clean energy. They were absurd. They were completely out of touch. I think NVIDIA can bounce back.”