“It’s NVIDIA (NVDA) That You Should Be Buying,” Says Jim Cramer

Group 1 - Jim Cramer continues to defend NVIDIA Corporation (NASDAQ:NVDA) as a worthwhile investment despite a nearly 8% decline in the stock over the last two months of 2025 and a year-to-date loss of approximately 1.5% [2] - Analysts attribute the stock's weakness to concerns regarding the profitability of AI, with Wolfe Research maintaining an Outperform rating and a $250 price target, while Jefferies raised its target to $275, indicating potential revenue growth for NVIDIA in the coming years [2] - The company's shipments of the China-specific H200 GPU may be affected by a 25% tariff announced by the White House on China [2] Group 2 - Cramer highlighted a recent fireside chat between NVIDIA CEO Jensen Huang and Eli Lilly CEO David Ricks, suggesting that discussions around innovative topics could positively influence investor sentiment [3] - There is a belief that while NVIDIA has potential, other AI stocks may offer higher returns with limited downside risk, indicating a competitive landscape in the AI investment sector [4]