NVIDIA Corporation (NASDAQ:NVDA) is one of the Jim Cramer’s Hottest Robotics and Physical AI Stock Picks.
AI GPU giant NVIDIA Corporation (NASDAQ:NVDA)’s shares are up by 56% over the past year and by 45.5% since Cramer discussed the firm in March 2025. Throughout 2025, the CNBC TV host remained one of the firm’s most ardent supporters despite periods of turmoil in the stock. On October 28th, NVIDIA Corporation (NASDAQ:NVDA)’s shares 4.9% higher the day CEO Jensen Huang spoke at a developers conference in Washington. At the event, Huang outlined that America could lead the battle for global AI supremacy if developers all over the world, including China, relied on the firm’s products. Then, on the 29th, NVIDIA Corporation (NASDAQ:NVDA)’s stock closed 2.9% higher as it became the first firm to have a $5 trillion market capitalization. Earlier in the week, Huang had also announced $500 billion in AI chip orders. More recently, the shares closed 4% lower on March 26th on the day a federal judge certified a class action lawsuit, which alleges that NVIDIA Corporation (NASDAQ:NVDA) had misrepresented cryptocurrency-related revenues in the 2017-2018 period. Here is what Cramer said about the firm on March 3rd, 2025:
“[On Huang saying NVDA will be the foundation for the world] I wish I could say it was just hubris. The market seems to think it is. Stock’s selling for arguably 19 times earnings. I think it’s all wrong. I think NVIDIA’s an inexpensive stock. One trillion in total addressable market for the cloud. One trillion for autonomous vehicles. One trillion for robots. The robots I saw David were really the stars of the show. They were remarkable whether they’d be little droids or whether it be robots I had a very robust discussion with. The only thing they wouldn’t talk about is tariffs. They’re much better sweeping floors and putting things in the dishwasher.
“. . .Well I think that Jensen feels that the last year this time he had a good business. Now it’s a hundred times more than he thought. Literally. 365 days. Again, the stock is saying, don’t believe what that man says. Just ignore him. I can’t do that. He’s too good. He’s too rigorous. I’m against the sellers who come out every single morning . . .in a moment of exasperation said, they’ve turned the greatest company we have in this country into a meme. The traders don’t know what they’re doing.”
Photo from Tower Semiconductor website
While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
Facts Only
NVIDIA Corporation (NASDAQ:NVDA) is a publicly traded company in the AI and GPU sector.
NVIDIA’s stock price increased by 56% over the past year.
The stock rose by 45.5% since March 2025, when CNBC host Jim Cramer discussed the company.
On October 28, 2025, NVIDIA’s stock increased by 4.9% after CEO Jensen Huang spoke at a developers conference in Washington.
Huang stated that America could lead global AI supremacy if developers, including those in China, relied on NVIDIA’s products.
On October 29, 2025, NVIDIA’s stock closed 2.9% higher, becoming the first company to reach a $5 trillion market capitalization.
Earlier in the week, Huang announced $500 billion in AI chip orders.
On March 26, 2025, NVIDIA’s stock closed 4% lower after a federal judge certified a class action lawsuit alleging misrepresentation of cryptocurrency-related revenues from 2017-2018.
Jim Cramer defended NVIDIA on March 3, 2025, calling it "inexpensive" and highlighting its potential in cloud computing, autonomous vehicles, and robotics.
Cramer criticized traders for treating NVIDIA as a "meme stock."
The article mentions a free report suggesting other AI stocks may offer greater upside potential with less downside risk.
Executive Summary
NVIDIA Corporation (NASDAQ:NVDA) has seen significant stock growth, rising 56% over the past year and 45.5% since March 2025, when CNBC host Jim Cramer discussed the company. Cramer has remained a vocal supporter, even during periods of volatility. Key events include a 4.9% stock surge on October 28, 2025, following CEO Jensen Huang’s speech at a Washington developers conference, where he emphasized NVIDIA’s role in global AI leadership. The next day, NVIDIA became the first company to reach a $5 trillion market capitalization, with shares rising 2.9%. Huang also announced $500 billion in AI chip orders earlier that week. However, on March 26, 2025, shares fell 4% after a federal judge certified a class action lawsuit alleging NVIDIA misrepresented cryptocurrency-related revenues between 2017-2018. Cramer defended NVIDIA, calling it "inexpensive" and highlighting its potential in cloud computing, autonomous vehicles, and robotics, while criticizing traders for treating it as a "meme stock." Despite NVIDIA’s strong performance, some analysts suggest other AI stocks may offer better risk-reward profiles, particularly those benefiting from tariffs and onshoring trends.
The narrative presents NVIDIA as a dominant force in AI, with Huang’s leadership and Cramer’s endorsement reinforcing its market position. However, legal challenges and market fluctuations introduce uncertainty. The discussion also reflects broader debates about AI’s economic impact and the sustainability of NVIDIA’s growth.
Full Take
The strongest version of this narrative positions NVIDIA as an unassailable leader in AI, with Jensen Huang’s vision and Jim Cramer’s endorsement framing the company as both a technological and financial powerhouse. The stock’s meteoric rise, milestone achievements, and Huang’s bold claims about global AI dominance create a compelling story of innovation and market dominance. However, the narrative also includes counterpoints—legal challenges, market volatility, and skepticism about valuation—which introduce necessary tension. The article’s structure balances enthusiasm with caution, though it leans heavily on Cramer’s perspective as a credibility anchor.
Pattern scan: The piece employs a classic "authority games" tactic by leveraging Cramer’s endorsement to bolster NVIDIA’s legitimacy (ARC-0031 Borrowed Credibility). The juxtaposition of Huang’s ambitious statements with the stock’s performance could also hint at "emotional exploitation" (ARC-0012 Fear of Missing Out), though this is subtle. The mention of a "free report" promoting alternative AI stocks introduces a potential "false framing" (ARC-0028 False Equivalence) by implying a binary choice between NVIDIA and other opportunities without deeper analysis.
Root cause: The narrative reflects the broader paradigm of AI as a zero-sum geopolitical and economic race, where dominance is measured in market capitalization and technological supremacy. The unstated assumption is that NVIDIA’s success is synonymous with American leadership in AI, a framing that aligns with nationalist economic policies like tariffs and onshoring. This echoes historical patterns of tech-driven industrial competition, where companies become proxies for national power.
Implications: For human agency, the narrative reinforces the idea that individual investors must align with "winning" stocks to avoid being left behind, potentially overshadowing ethical or systemic risks. The beneficiaries are clear—NVIDIA shareholders and executives—but the costs (e.g., market concentration, legal liabilities) are distributed unevenly. Second-order consequences could include regulatory scrutiny, increased competition, or a backlash against AI hype.
Bridge questions: How might NVIDIA’s legal challenges reshape investor trust in AI stocks? What alternative metrics, beyond market capitalization, could better assess the sustainability of AI leadership? If NVIDIA’s growth is tied to geopolitical tensions, what risks does that introduce for long-term stability?
Counterstrike scan: A coordinated influence campaign would amplify NVIDIA’s dominance while downplaying risks, using authoritative figures like Cramer to dismiss criticism as "meme stock" noise. The actual content aligns partially with this playbook but includes enough counterpoints (lawsuit, valuation concerns) to avoid outright manipulation. The "free report" teaser could be a red flag if it were more aggressively promoted, but here it serves as a minor counterbalance rather than a coordinated attack.
Patterns detected: ARC-0031 Borrowed Credibility, ARC-0012 Fear of Missing Out (subtle), ARC-0028 False Equivalence (minor)