We recently published a list of Jim Cramer Hints at a Bigger Agenda Behind Tariffs and Breaks Down These 7 Stocks. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against other stocks that Jim Cramer discusses.
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer suggested the recent tariffs might not simply be about economic leverage. He hinted at a deeper agenda within parts of the administration that goes beyond trade policy:
“There’s plenty of sense that something’s going to happen that’s going to take this away. In fact, just because of what we saw the other day with it going to 10 percent, I don’t see that at all. I think these are very different kinds of tariffs. I mean, this is a tariff where I think there’s some people with the administration who actually ultimately have a goal of regime change.“
READ ALSO: Jim Cramer Reacts to the Surprise Market Surge and Highlights 8 Key Stocks and Jim Cramer Questions Market Logic and Dissects These 7 Key Stocks
Discussing the likelihood of a negotiated settlement between Washington and Beijing, Cramer expressed deep skepticism that China would retreat under pressure. Instead, he described a Chinese leadership that had long prepared for confrontation:
“When do the Chinese back down? Right now they’re not, but I don’t know. I think the Chinese have been ready for this since first Trump. I think that they are ready for tariffs. I think they’re going to build coalitions worldwide. I do not think they’re paper tigers. I think that they’re a strong country and they’re ready. They’re ready for the fight. And I’m afraid that we have many divisions that were behind enemy lines before this war started, including Apple.”
To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on April 11th.
For these stocks, we also mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Number of Hedge Fund Holders: 223
Cramer maintains his long-standing bullish stance on NVIDIA Corporation (NASDAQ:NVDA). During the show, he contrasted short-term analyst pessimism with the company’s massive role in powering the AI revolution and urged investors not to be shaken out. Here are his comments:
“You have a stock like, again, the key to the market is NVIDIA, where you had a price target cut for the first time. The stock’s still up. […]
While revisiting the AI and semiconductor trade, Jim Cramer laid out his theory on why NVIDIA Corporation (NASDAQ:NVDA) is still a winner, saying:
“Okay, here’s my theory. And so far, okayed by the powers that be. There is a shift from hyperscaler to others who need the latest and greatest. What does that mean? And by the way, Grace Blackwell sold out, which is the current chip, sold out. […] And I will tell you that if you’re a robot maker, you need all the ones that you can possibly get. Self-drive, you need all these. These are not hyperscale. […] I think what you find is that people who have felt that NVIDIA was an easy short, maybe not so easy.”
Overall, NVDA ranks 2nd on our list of stocks that Jim Cramer discusses. 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 time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. 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 this cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.