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Jim Cramer Says "Own NVIDIA, Don't Trade It" Is the "Best Way to Play NVIDIA"

By Syeda Seirut Javed | January 28, 2026, 12:52 PM

NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer put under the microscope. Cramer showed bullish sentiment toward the stock during the episode, as he said:

You know what didn’t matter at all to these bears, though? I got tremendous assurance that there could be some very big Chinese sales on the horizon. Jensen’s in China. That matters. To me, he sounded sanguine. He urged that no one take the sales for granted. I think that’s terrific. I also think that the companies that keep on announcing the reliance on their own chips, Google, Amazon, and today, Microsoft, continue to be gigantic customers of NVIDIA. And the demand away from the hyperscalers is enormous and growing.

In the end, all that matters will be the numbers, but it’s nagging at me that people seem to have so little faith in NVIDIA after all that’s been accomplished here. In fact, the stock went down today despite Jensen’s reassurances of strong demand. Reassurances that have repeatedly drawn me to the stock, not repulsed me, as that seems to be the case for so many others these days. As has been the situation so many times these last two decades, I think the sellers will be wrong. Jensen’s biggest problem is how to keep customers satisfied with their small allocations. The CoreWeave deal helps address that problem. My word of advice to the sellers after talking to Jensen today: own NVIDIA, don’t trade it. That’s the best way to play NVIDIA.

Photo by Christian Wiediger on Unsplash

NVIDIA Corporation (NASDAQ:NVDA) develops accelerated computing and AI platforms, GPUs for gaming and professional use, cloud services, robotics and embedded systems, and automotive technologies.

While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

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

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