Why Cramer Says Nvidia Sellers Are Getting It Dead Wrong

Group 1 - Nvidia reported a revenue of $68.13 billion for the fourth quarter, representing a 73% year-over-year increase and surpassing the consensus estimate of $66.0 billion [4] - Earnings per share were $1.62, exceeding the consensus of $1.53 [4] - Data center revenue reached a record $62.3 billion, marking a 75% increase from the previous year [4] Group 2 - Cramer emphasized the significance of Nvidia CEO Jensen Huang's earnings call, particularly the focus on AI coding tools like Claude Code, OpenAI Codex, and Cursor, which are driving growth [2][3] - Cramer suggested that the real growth is occurring in AI coding rather than in cloud services like Amazon Web Services or Azure [3] - Despite strong earnings, Nvidia's stock experienced volatility, initially rising 3.5% in after-hours trading before declining below $200 [5]