Jim Cramer initially appeared in the Blunt 6-word message on Nvidia Stock on TheStreet.
NVIDIA Stocks ((NVDA) The stock rose 1.2% to $166 on July 11 after becoming the first company ever to reach a market value of $4 trillion.
The milestone was attacked on July 9 and the momentum continued after the following meetings. This $4 trillion figure accounts for about 14% of the total U.S. GDP.
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The chipmaker has benefited greatly from the generated AI boom after Chatgpt launched. Its stock received an astonishing 171% in 2024, one of the highest stock winners of the year. So far, the stock has risen nearly 24% by 2025.
The company’s massive scale raises questions about how much higher the stock can be.
Even as geopolitical tensions and export restrictions continue to weigh on its business with China, the recent NVIDIA rally has emerged.
The company faces several rounds of regulatory pressure this year, including export restrictions on China’s A100 and H100 GPUs.
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In the April quarter, NVIDIA charged $4.5 billion in fees and said it could generate another $2.5 billion in revenue, if not an export route.
CEO Jensen Huang repeatedly warned that the controls could hurt U.S. chipmakers and threaten the country’s position as a global technology leader.
“If we want the U.S. technology stack to win around the world, it is unwise to give up 50% of the global AI researchers,” Huang said on CNBC.
Nevertheless, in other regions, including the Middle East, demand for Nvidia chips remains high. The company said it will supply AI chips to Saudi Arabia’s emerging technology company Humain.
On May 28, NVIDIA reported strong fiscal first-quarter results. Adjusted revenue reached 96 cents per share, with revenue of $44.06 billion, estimated at 93 cents and $43.31 billion. Stocks soared 3.2% after the report.
In the quarter, NVIDIA expects revenue to be $45 billion, slightly lower than analysts’ expectations of $45.9 billion. The company noted that without Chinese restrictions, revenue could increase by $8 billion.
Jim Cramer, host of CNBC’s popular TV show “Mad Money”, offers another bullish view to Nvidia Stock.
“Please have it, don’t trade it. I don’t want people to be hurt, and my opinion of Nvidia is well known. People watching the party don’t know what they are doing.”
