Jim Cramer’s Game Plan: 17 Stocks in Focus

14. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders: 223

Cramer reaffirmed his view that investors should own, rather than trade NVIDIA Corporation (NASDAQ:NVDA) stock and expressed trust in CEO Jensen Huang.

“And then there’s the most important company to report this week, if not this year, okay, Nvidia. We had many reports offering forecast of how the $3 trillion AI and accelerated computing company might be doing. They all came out today. They were all positive. All I can tell you is that we had a huge sell-off in the semis today and the chief, with the chief index off 3%.

It’s not a good sign for Nvidia, which got decked and it fell a significant 4%. I say own it, don’t trade it but our strength may be tested by the possibility of a slow ramp in its Blackwell platform launch. New iterations of Nvidia chips have always been questioned for their worth. I bet CEO Jensen Huang offers a clear path for those who want to join the new industrial revolution that he’s helped create. Oh, I hope it matters.”

NVIDIA Corporation (NASDAQ:NVDA), known for its advancements in graphics, computing, and networking technologies, is driving significant growth through its GPUs and the CUDA software platform, both of which are vital for AI infrastructure.