People Should Have Listened to NVIDIA (NVDA)’s CEO, Says Jim Cramer

NVIDIA Corporation (NASDAQ:NVDA)’s shares are down by 1.3% year-to-date. RBC Capital acceptable an Outperform standing for the banal and a $240 stock terms people for the steadfast successful mid-January. Some of the factors that the fiscal steadfast discussed arsenic driving its optimism included a $500 cardinal backlog, beardown AI demand, and a sizable ecosystem. Cramer has besides regularly discussed NVIDIA Corporation (NASDAQ:NVDA) implicit the past mates of months. Even though the shares person performed sluggishly, the CNBC TV big has asserted that the semiconductor institution volition proceed to execute good owed to the sizable request for its processors. Along with RBC Capital, Wolfe Research besides kept an Outperform standing connected NVIDIA Corporation (NASDAQ:NVDA)’s shares successful January. The fiscal steadfast kept a $250 stock terms people and discussed the interaction of China H200 GPU shipments. Cramer mentioned the firm’s CEO, Jensen Huang:

“Jensen knew, Jensen saw it coming. People should person listened to Jensen Huang. They should person listened to him. They didn’t.

Giverny Capital Asset Management besides mentioned NVIDIA Corporation (NASDAQ:NVDA) successful its third 4th 2025 capitalist letter:

“I volition extremity with a enactment of caution. While I americium excited implicit TSMC’s prospects, I besides comprehend that enthusiasm implicit Artificial Intelligence has reached a level of euphoria. In precocious September, NVIDIA Corporation (NASDAQ:NVDA) announced a woody successful which it would put $100 cardinal successful Open Al, the developer of ChatGPT. Open Al volition usage that wealth to bargain Nvidia chips to usage successful caller information centers. Nvidia fundamentally is financing a lawsuit who mightiness not different person the capableness to bargain $100 cardinal of Nvidia chips. Nor does the lawsuit person a proven concern model: Open Al is expected to suffer $14 cardinal successful 2026. Nvidia has done akin deals with different start-ups, astir notably CoreWeave.