We recently published an article titled Jim Cramer Talked About These 7 Stocks Recently. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against the other stocks Jim Cramer recently discussed.
Jim Cramer, the host of Mad Money, expressed frustration on Thursday over the negative outlook he believes the White House is projecting about the economy. He explained that while he felt a sense of optimism and wanted to get excited about positive developments in the stock market, he held back.
“I wanted to get excited, but you know what I had to do? I had to hold my breath because when this market’s getting ahead of steam going, you know what you can bet on? The president will post something rancorous, dispiriting, and confusing and the market will immediately get put through the meat grinder.”
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Cramer noted that unfortunately, that is exactly what occurred, triggering a wave of selling that persisted throughout the session. Cramer suggested that a shift in attitude from President Trump could change the tone of the market. Cramer said, “I say we do something,” and proposed imagining a scenario where the President took a more positive approach. He suggested that if Trump were to adopt a positive attitude and use his sense of humor in a constructive way, it could help remind the public that things are not as bad as they may seem. Cramer emphasized that such an approach wouldn’t be unrealistic; instead, it would highlight the good aspects of the economy and shift the narrative away from negativity.
Furthermore, he pointed out that what really matters is the administration’s consistent messaging. He noted that both President Donald Trump and the Treasury Secretary seem determined to emphasize the negative, especially by suggesting that tariffs will cause significant pain. While it is a complicated issue, he believes it is unnecessary to continuously highlight the negative aspects without acknowledging any of the positives.
“It’s not necessary to do this, nor will they highlight anything good that’s going on here. It makes people feel like everything’s terrible, which isn’t true.”
He went on to stress that while the White House cannot control every aspect of the economy, they do have the power to shape the narrative. Cramer suggested that rather than focusing on highlighting hardships, they should consider a more subdued approach, especially when it comes to announcing layoffs or making drastic cuts.
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Instead, Cramer urged the administration to quietly focus on improving trade relations with other countries, ensuring that they treat the U.S. more fairly and with fewer punitive measures. If such changes need to be made, he recommended doing so without drawing attention to them.
“So here’s the bottom line: Every day there is something to celebrate in the business world because the business world is fantastic. We’d be in much better shape if the administration would highlight that. Believe me, the bad doesn’t need your help. It’ll get the word out all by itself.”
For this article, we compiled a list of 7 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on March 13. Cramer talked about how President Trump could post about these stocks on social media to justify the positives they have. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2024, which was taken from Insider Monkey’s database of over 1,000 hedge funds.
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).
Nvidia (NVDA) Analyst Calls It ‘The Accelerated Computing Leader’ with Healthcare Potential
A close-up of a colorful high-end graphics card being plugged in to a gaming computer.
Number of Hedge Fund Holders: 223
According to Cramer, NVIDIA Corporation (NASDAQ:NVDA) deserves praise and said:
“And then a simple one, ‘I hear Nvidia’s got the Woodstock of Al, can’t wait to hear that Jensen keynote. He’s a COOL guy. I hear he’s a great cook, too. Renaissance man.’”
NVIDIA Corporation (NASDAQ:NVDA) is known for its innovations in graphics, computing, and networking technologies, particularly its graphics processing units and the CUDA software platform. Columbia Threadneedle Investments stated the following regarding NVIDIA Corporation (NASDAQ:NVDA) in its Q4 2024 investor letter:
“NVIDIA Corporation (NASDAQ:NVDA) continued to outperform the market during the fourth quarter. The technology giant and top position in the fund delivered on sky-high expectations during the quarter and reported quarterly expectations that exceeded expectations. The red-hot company provided forward-looking expectations which were regarded as slightly lackluster as compared to prior quarters that smashed expectations. While the stock did churn a bit in the quarter, the AI giant remains top of mind for investors, especially as the company is on pace to satisfy the ‘staggering’ demand for its new product, Blackwell, which is poised to enter the market over the next year. The company’s position of owning all the major pieces of the evolving AI data center enables it to strengthen its competitive position and to define the technology roadmap for generations to come.”
Overall NVDA ranks 5th on our list of the stocks Jim Cramer recently discussed. While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. 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 the cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.
