Jim Cramer Reveals Stocks Benefiting From Tariff Selloff & Discusses These 8 Stocks

4. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders In Q4 2024: 186

NVIDIA Corporation (NASDAQ:NVDA)’s shares have been among the worst performers in 2025. The stock is down by 31.8% year-to-date as it lost another 14.6% during Thursday and Friday’s selloff. Investors aren’t convinced that the firm’s GPU demand might materialize, and for his part, Cramer has blamed NVIDIA Corporation (NASDAQ:NVDA)’s fate on zero-day options. He continues to believe that the firm is a key player when it comes to technologies such as AI and robotics. Here’s what he said as NVIDIA Corporation (NASDAQ:NVDA)’s shares were falling:

“Okay so Jensen got away. . . NVIDIA got the exemptions. NVIDIA got exempted because they’re making chips in Arizona. That’s they’re plan. And because the President said they’re too important for AI. So you can knock NVIDIA down all you want, but NVIDIA, they did not, the Taiwan tax does not apply to them. People should know that.”