NVIDIA Corporation (NVDA): Do Not Doubt Its CEO, Says Jim Cramer

We recently published 10 Stocks Jim Cramer Talked About As He Warned About “Have-Not” Stocks. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer recently discussed.

NVIDIA Corporation (NASDAQ:NVDA) is a regular feature of Cramer’s morning show. The firm’s had a colorful 2025, to say the least, as it has fought through panic-driven market selloffs and restrictions on its products. Recently, NVIDIA Corporation (NASDAQ:NVDA) scored a win after it revealed that the Trump administration had allowed it to sell H20 GPUs to China. In his previous comments, Cramer remained skeptical about reports claiming that the firm was struggling with H20 inventory. This time, he commented on reports suggesting that NVIDIA Corporation (NASDAQ:NVDA) was tracking the H20 GPUs:

“This notion about the H20 and whether it is a Trojan horse against the Chinese is front and center. I have not been able to get a comment yet. . .

“Now, look, once again you’re casting aspersions on a man, Jensen Huang, that you better know your stuff. You better know your stuff before you make those challenges. Because they’ve scrubbed the H20.  Now one thing is for certain, you’re writing on a NVIDIA platform and that’s what the story is, not that there is some sort of Trojan horse. I don’t buy it. A lot of people feel buy the way that the Chinese put Trojan horses in our chips, or in theirs, which includes by the way includes the rare metals that go into the F-35.”

Here are Cramer’s comments about NVIDIA Corporation (NASDAQ:NVDA)’s H20 inventory problems:

“By the way, Cadence, that is, when people look at Cadence, the number one partner is NVIDIA. Now NVIDIA also has the story out there, but not confirmed by me, that there’s, the H20 orders from China are huge. There had been some talk that maybe they wouldn’t be. Cadence is a fantastic company. And I think that was the sign that NVIDIA is in great shape in China. NVIDIA’s doing so well, what are you going to do? It just keeps, it’s just relentless.”

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Disclosure: None. This article is originally published at Insider Monkey.