Jim Cramer Comments On Michael Burry’s NVIDIA (NVDA) Short Position

Core Viewpoint - Jim Cramer recently discussed NVIDIA Corporation (NASDAQ:NVDA) in the context of Michael Burry's short position in both NVIDIA and Palantir, emphasizing NVIDIA's strength as a leading technology company [2][3]. Group 1: Discussion on NVIDIA - Michael Burry's fund has acquired over $1 billion in put options for NVIDIA, with $187 million specifically allocated to NVIDIA shares [2]. - Cramer described NVIDIA as the "best" technology company he has encountered, highlighting its valuation history where it previously sold at 28 times earnings compared to a peak of 80 times earnings [3]. - Cramer expressed skepticism about Burry's short position on NVIDIA, noting its significant market capitalization of $5 trillion and questioning its valuation [3]. Group 2: Investment Perspective - While acknowledging NVIDIA's potential, there is a belief that other AI stocks may offer better returns with lower downside risk [4]. - A recommendation is made for an extremely cheap AI stock that benefits from Trump tariffs and onshoring, suggesting it as a promising short-term investment opportunity [4].