We recently published an article titled Jim Cramer says AI is back and discusses these 10 stocks. In this article, we will look at the position of NVIDIA Corporation (NASDAQ:NVDA) against other stocks.
Jim Cramer recently made a comment on Squawk on CNBC Street, and his market sentiment for AI seems to be changing. "Yes, it's a moment, if you have AI, we're saying it's good now," he said. "Remember, we've been tired of AI for a while, and now it's on the back of AI."
He also commented on tensions in the United States and China over artificial intelligence and overall trade. The U.S. sells a restriction on China's advanced AI chips, and for Kremer, the current environment "feels like Russia and the United States in the Khrushchev era, which is true." He added that American technology is better than Chinese technology, and when co-host David Faber pointed out that China is launching many STEM graduates, Kremer replied: "We are four times as much as ours. Our schools. Our schools are four times better."
The US AI chip sanctions include limiting the access to the latest AI chips in all countries except 18 countries. The law was introduced in the Biden administration, and Cramer was their critic. When Faber asked him to explain the rules of the "Diffusive Rules" outlined by Cramer:
"Well, Biden picked 18 friends. 18 friendly countries were allowed to get all of these chips. Then, the next group wasn't very friendly, and when looking at it, it was a lot of EU countries, and I always thought it was NATO because NATO was a friendly thing.
Cramer added fairly mysteriously: "Now some people feel they will provide permission for a country that is really bad. Worse than Biden."
He added:
"No, they have to change that because... if you go check it out, Jensen Huang did it... He's doing a huge tour around the world to all these countries that will be basically denied and unfriendly."
As for the impact of tariffs on economic growth, Clay defaults to: "Well, we have to look at it, the next quarter is a quarter that everyone is so concerned about."
To list the stocks Jim Cramer talked about, we list the stocks he mentioned on CNBC's Squawk on the Street on May 1.
For these stocks, we also mentioned the number of hedge fund investors. Why are we interested in stocks that hedge funds to accumulate? The reason is simple: Our research shows that we can beat the market by mimicking the top stocks of the best hedge funds. Our strategy for quarterly newsletters selects 14 small and large stocks every quarter, returning 373.4% since May 2014, beating its benchmark by 218 percentage points (See more details here).
Close-up of inserting a colored high-end graphic card into a gaming computer.
Number of hedge fund holders 2024: 223
Nvidia Corporation (NASDAQ:NVDA) is the world's leading AI GPU designer and its stock has been struggling this year. Investors are concerned that demand for AI GPUs and the increased restrictions on GPU sales in China are some of the factors that affect the stock. Cramer's previous speech defended NVIDIA Corporation (NASDAQ:NVDA) and asserted that the company would experience a lot of demand. Here is his recent thought:
“This is also something Jensen Huang didn’t say the president and stocks were finally out of the way.”
Overall NVDA Ranked third On our stock list, Jim Cramer has recently discussed it. Although we acknowledge the potential of NVDA as an investment, our belief is that certain AI stocks have greater hope to offer higher returns and perform within a shorter time frame. AI stocks have risen since the beginning of 2025, while popular AI stocks have lost about 25%. If you are looking for AI stocks that are more promising than NVDA but have less than 5 times its earnings, check out our report Cheapest AI stocks.
Read the next article: Buy 20 Best AI Stocks Now and According to the billionaire, there are now 30 best stocks.
Disclosure: None. This article was originally published in Internal monkey.