‘The Stock Can’t Stabilize Until These Weak Shareholders Sell Out’

[Pelican Press 0]

This is the hidden content, please

• Sign In
• or
• Sign Up

‘The Stock Can’t Stabilize Until These Weak Shareholders Sell Out’

We recently compiled a list of the

This is the hidden content, please

• Sign In
• or
• Sign Up

. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against the other AI stocks.

With the first quarter of 2025 well underway, Jim Cramer hasn’t been short of comments on artificial intelligence. AI stocks, which entered 2025 with optimism and tailwinds were dealt a shock during January’s DeepSeek selloff. The selloff was centered around stocks of firms that investors believe stand to benefit from billions of dollars in AI GPU spending.

The firm that led the DeepSeek selloff was the AI GPU stock that has been Wall Street’s favorite. Its shares dropped by 17% during the day and are flat year to date after having gained 17% since the selloff. Cramer has also been one of the firm’s biggest fans. For instance, consider his remarks made in January before the selloff. Cramer started out by bemoaning a lack of knowledge about the firm and shared:

“Okay, some of the analysts are good, but some of the analysts are just talking about the quarter! And these are people, who are, they are bound by the four walls of idiocy. This is one of the greatest companies in the world, these people want to buy sell, buy sell, they don’t recognize that [the firm] is doing things that are just running circles around.”

In fact, Cramer went as far as to suggest that the firm was ushering in an industrial revolution. According to him:

“Industrial revolution, why can’t we believe? Do you remember, did you read that, book about John Garfield, where they talked about the telephone, and Alexander Graham Bell tries to get it into the centennial in Philadelphia, and only because the Brazilian guy there doesn’t get to represent it. And Alexander Graham Bell says you know this could revolutionize all of how we do things. And the American judges were like who is this clown?”

However, the CNBC TV show host had to naturally adjust his expectations after investors re-calibrated their AI GPU spending. Appearing on Squawk on the Street the day after the selloff, he shared

This is the hidden content, please

• Sign In
• or
• Sign Up

. According to Cramer, these factors are energy spending and GPU orders. Investors have focused on energy stocks, particularly those that deal with nuclear energy –  a fact that has sent some stocks to gain as much as 140% over the past year. As for GPU orders, the Q4 2024 earnings season has seen big tech firms persist in their multi-billion dollar AI capital expenditure commitments.

Story Continues

In another morning appearance, Cramer also commented on an outfit he had discovered that was better than DeepSeek. He shared:

“Now there’s an outfit that I’ve been dealing with called you dot com. . . .I really like you dot com. It’s one of those companies that is really ahead of DeepSeek, it’s way ahead.”

He added that after digging deeper, he found that the AI GPU firm mentioned above was actually this outfit’s largest investor. The investment signaled to Cramer that there are alternatives better than DeepSeek as he commented that “the long knives came out” for it at the slightest hint of trouble.

To compile our list of Jim Cramer’s bold predictions about AI stocks, we scanned the stocks he mentioned in Mad Money and Squawk on the Street as far back as September 2024. Then, we picked out stocks with AI computing, hardware, and energy generation exposure, and ranked them by the number of hedge funds that had bought the shares in Q3 2024.

For these stocks, we also mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds invest in? 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 275% since May 2014, beating its benchmark by 150 percentage points. (

This is the hidden content, please

• Sign In
• or
• Sign Up

).

Is NVIDIA Corp. (NVDA) the Most Profitable Tech Stock to Buy Now?

A close-up of a colorful high-end graphics card being plugged in to a gaming computer.

Number of Hedge Fund Holders In Q3 2024: 193

Date of Cramer’s Comments: September 4th, 2024

Performance Since Then: 30.7%

NVIDIA Corporation (NASDAQ:NVDA) is Wall Street’s favorite AI GPU stock we mentioned in our introduction. Its entire narrative is built on AI data center spending and the nascent humanoid robot industry. NVIDIA Corporation (NASDAQ:NVDA)’s shares have gained 30.7% since Cramer’s remarks making them rank low in performance terms when compared to some other stocks in our list.  The tepid performance is due to cost overruns and supply constraints of the Blackwell GPU. NVIDIA Corporation (NASDAQ:NVDA)’s shares dipped by 17% during the DeepSeek selloff. Here’s what Cramer has said about the stock in September:

“What about tech weakness as a recession signal? I keep hearing Nvidia may have missed its quarter due to economic softness. Let’s put that rumor to bed. The issue wasn’t demand; it was Nvidia’s inability to produce enough of its high-end Blackwell chips due to supply constraints. This wasn’t a demand issue.”

Overall NVDA ranks 4th on our list of the AI stocks Jim Cramer recently talked about. 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. 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

This is the hidden content, please

• Sign In
• or
• Sign Up

.

READ NEXT:

This is the hidden content, please

• Sign In
• or
• Sign Up

and

This is the hidden content, please

• Sign In
• or
• Sign Up

Disclosure: None. This article is originally published at 

This is the hidden content, please

• Sign In
• or
• Sign Up

.

This is the hidden content, please

• Sign In
• or
• Sign Up

#Stock #Stabilize #Weak #Shareholders #Sell

This is the hidden content, please

• Sign In
• or
• Sign Up

This is the hidden content, please

• Sign In
• or
• Sign Up

For verified travel tips and real support, visit: https://hopzone.eu/