5. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 223
NVIDIA Corporation (NASDAQ:NVDA) was mentioned during the episode and here’s what Cramer had to say:
“It’s terrifying when you own a nuclear power derivative and a big nuclear believer says it might not need that much, that much energy. Either that or it isn’t going to order a lot of chips from NVIDIA, which reports Wednesday. I’m trying to prep you. Of course, this whole alleged slowdown in the data center occurs right in front of NVIDIA’s earnings. Here’s a terrific company with a stock that’s just absolutely wilted. I mean unbelievable.
Now it, it, has Nvidia been a part of the froth? Let’s just say that it won’t be if it keeps delivering the way it used to, but it will be if it gives up the ghost… Less frothy than usual, but still frothy. Nonetheless, that’s how NVIDIA feels to me… I still say own it, don’t trade it, but don’t have any expectations of this particular quarter.”
NVIDIA (NASDAQ:NVDA), recognized for its innovations in graphics, computing, and networking technologies, is experiencing substantial growth driven by its GPUs and the CUDA software platform, both of which play an important role in AI infrastructure. The company delivered another beat and raise quarter on Wednesday when it reported results for the fiscal fourth quarter of 2025, posting an EPS of $0.89 on revenue of $39.33 billion. The Street was looking for $0.85 in per share earnings on sales of $38.14 billion. Here’s what Cramer said after the company’s latest earnings beat on February 26:
“Now, I don’t wanna obscure the company where the stock… that I always say own, don’t trade Nvidia. After the close, it was a very good quarter. Everyone thought this would be the most eventful quarter of earnings season, but it was a non-event. Why? Because it was terrific and Jensen Huang gives us terrific numbers.
He’s about as steady as the president is mercurial. The company put up solidly better-than-expected sales and earnings with strong guidance for the quarter, driven by the strength of their new high-end chips, Blackwell chips. Fantastic. Bravo. While we still have to worry about tariffs and export restrictions, I have to tell you, the numbers were excellent.”
