Jim Cramer Discusses These 13 Stocks & Criticizes Billionaires

5. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders In Q4 2024: 223

NVIDIA Corporation (NASDAQ:NVDA) is the premier GPU company and stock that has faced a lot of trouble in 2025. Its shares are down by 16.2% year-to-date. NVIDIA Corporation (NASDAQ:NVDA)’s poor stock performance is driven by the DeepSeek selloff in January and investor concerns about additional US sanctions that might prevent the firm from selling any GPUs to China. In his previous comments, Cramer asserted that NVIDIA Corporation (NASDAQ:NVDA)’s Blackwell GPUs enjoy a sustainable competitive advantage and can play a key role in developing humanoid robots. Here are his latest comments made before the latest earnings report:

“Cause last night the story comes out that Meta’s gonna spend two hundred billion . . . so I think immediately that NVIDIA’s gonna be up five. But it’s only [inaudible] three and that’s just about the, you know the Workday trade, you know there were some good quarters last night.”

“Okay look NVIDIA’s really, hard, there’s a good scorecard out today, one of the firms, I think NVIDIA has to do beat and raise, traditional beat and raise. And I think the problem is that their major product Blackwell was still hard to get. Although SuperMicro by the way, congratulations on not being de-listed, has been putting a lot in. Remember the problem is, and Dell too. HPE, not as many. The problem is the actual, you have to build them, take em apart and them build them again. That’s a very complicated process. And also we have the DeepSeek, although I think that Jensen will say, the CEO, he’ll say that DeepSeek’s actually good for them. I have been telling people this is not the quarter that is really important because they can’t ship in volume. But I don’t, the confidence level that I have in this quarter is not as high only because, we thought that Blackwell, that is the major version, would be out right now. And I remember Francis, you have to go back to when Intel might be late with 386 or 486 and there would be a gap. And then you had to buy the gap. So what I’m saying is this that if it really gets hit, and they indicate that the rest of the year is going to be fine. I think you take advantage of it. But, it’s got so much, I mean, this morning Frank, they had a guy on. The number of, it was actually, it was. . . talked about all the different instruments that are betting on it. And then I talked with Vlad Tenev at Robinhood, the number of zero day, not the movie, the number of zero day options that are bet on this thing, have made it so it’s actually in control of the actual underlying!”