Jim Cramer Recently Discussed These 13 Stocks Interest Rates And Recession

1. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders In Q3 2024: 193

AI GPU designer NVIDIA Corporation (NASDAQ:NVDA) has been a regular feature of Cramer’s morning show in 2025. He started the year by expressing optimism about the firm’s upcoming announcements at the CES in Las Vegas. Following NVIDIA Corporation (NASDAQ:NVDA)’s keynote, Cramer highlighted the firm’s robotics announcements. Following the Biden administration’s fresh AI GPU export control rules, Cramer contended that the government was treating NVIDIA Corporation (NASDAQ:NVDA) unfairly. This time around, he commented on the contention that some of the firm’s total addressable market (TAM) estimates were unreasonably high:

“[On NVDA’s TAMs being unreasonably large] We’re talking about multiple trillions, against that we did have a statement put out by [then] President Biden, which is starting to talk about really restricting where you can sell. It actually is the point where NVIDIA put out an incredibly harsh statement, really just saying this kind of thing can’t go on. My sources indicate that the new administration would not, would balk, at these, this would be another thing [country chip caps] that may be rolled back”

NVDA is a stock Jim Cramer recently talked about. While we acknowledge the 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 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: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap

Disclosure. None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and investors. Please subscribe to our daily free newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.