Opinions Jim Cramer - Mad Money
NVIDIA CorporationNVDABUYNov 09, 2026
Jim Cramer - Mad MoneyStock price when the opinion was issued
As of Nov 10, 2026. Market Open.
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CEO Jensen Huang probably didn't know the woman he was having an affair with was an agent for China. Investors shouldn't be focussed on that aspect. This may dampen Jensen's reputation as a leader in AI a little bit. In the bigger picture, this is relative noise and shouldn't matter too much.
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Premium contentIn the last quarter, the company reported 2.22 USD per share, beating the 2.09 USD estimate by 6.22%. Revenue for the same period reached 96.22 B USD, despite the estimate of 92.27 B USD. For the next quarter, analysts expect 2.47 USD in earnings per share and 108.80 B USD in revenue. Social media mentions are up 517% in the past 24h.
Probably the most solid of the semis. In consolidation range since end of April. Trading above rising 200-day MA. He's concerned about the sector; SOXX has broken down fairly badly today (only ~24% of companies are on favourable technical footing).
Best chart and fundamental picture. Quality name. That said, if it breaks the 200-day MA then he's gone. Hanging in pretty well, hold for now.
David BurrowsPremium contentIn the last quarter, the company reported 2.22 USD per share, beating the 2.09 USD estimate by 6.22%. Revenue for the same period reached 96.22 B USD, despite the estimate of 92.27 B USD. For the next quarter, analysts expect 2.47 USD in earnings per share and 108.80 B USD in revenue. Social media mentions are up 1,046% in the past 24h.
Circular financing is definitely the biggest pushback in the AI trade. That's why it and AVGO are raising money to buy chips for Anthropic. Huge need for this technology for the industry to grow, but cashflow and payback aren't yet high enough.
In middle innings of the AI buildout, and NVDA will participate. Guiding to 70% revenue growth next year (and that's not just circular financing). One of his largest holdings.
Jamie Murray Buying this name is like buying GM in 1920. Largest company in the world. Dominating the AI trend with chips that perform the best, everyone else is trying to catch up. Between 20-30x PE, growing 70%. Revenue forecast of 73% this year.
Sees no slowing till AI peak, which is probably 7-10 years away. Everyone should own this. Yield is 0.42%.
Bruce MurrayPremium contentTrading at its lowest PE valuation in a decade, we again reiterate NVDA as a TOP PICK. The company continues to aggressively buy back shares and cash reserves are growing -- albeit with higher debt. Revenues and net income are projected to grow 90% this fiscal year. We continue to recommend a stop at $200, looking to achieve $294 -- upside potential of 28%. Yield 0.2%
(Analysts’ price target is $333.47)
She trusts him. Until NVDA breaches $230-236, it will rangebound from $210-230. But once it breaks that, the stock will go meaningfully higher. Until then, sell calls.
Bryn TalkingtonThinks we're now in the later innings of the GPU cycle. Bifurcation between open- and closed-source models. Over time, NVDA will be the leader for open source. But Anthropic, OpenAI, and others like them will move ahead in closed-source. Over time, what part of the market will NVDA capture? Valuation's not expensive.
After owning for 5 years, she sold.
Exploding growth, visibly growing 48% compounded annually from 2026-2030. Trading 14x PE for 2028. Just beat and raised. Moat. Exceptional margins of 75%. Concerns on circular financing. 5 customers control 70% annual recurring revenue. Competition is trying to break in. Cyclical.
People aren't crediting it with enough value. Still a Buy. Still going to go up a lot. Yield is 0.45%.
Greg NewmanCritics say Nvida is making investments to keep all their balls in the air -- making money by paying their customers, which is called circular financing. It's considered a sign of danger, because we saw this happen leading up to the Dotcom collapse. He strongly disagrees. NVDA's CEO knows that the companies that are using his chips are starting to make a ton of money, so why not back them up? The Dell CEO confirmed that to him.
We saw NVDA jump yesterday after another quarter of blowout earnings. They surprised on both the top and bottom line. EPS growth rate of 111% versus this time last year! Sales growth of 106%. Question is whether that's going to be sustainable long-term?
Not that it won't continue to be innovative and profitable, but some of these tech giants in the AI space have analyst expectations set very high.
CEO Jensen Huang admitted to an affair with a woman who could be a Chinese spy. NVDA's board is investigating and Huang removes CEO, but we have to consider a Jensen-less Nvidia. We don't know who could replace Jensen, but there is a real bench at the company. Don't dump Nvidia; if you dumped Apple after Steve Jobs died, you lost a fortune when Tim Cook took over. Nvidia has the best technology and remains the undisputed leader in the industry, but AMD is becoming a more capable competitor. Would Jensen, now distracted, remain as competitive? Did Jensen give up any plans or secrets to the alleged Chinese agent? If yes, then it would jeopardize Jensen's role at NVDA. Our interest remains: Is NVDA still a buy? His answer: Yes, still a buy, but be prepared for a CEO change. NVDA can go forward just on the strength of its multi-year product plan already developed, but he's concerned that the Democrats will slow data centre growth. NVDA relies on this growth to keep beating estimates; NVDA is worth less now than before the Midterms. Voters rejected data centres in 40 of 41 ballot measures. It could lead to in 2028 Washington regulating the data centre industry, a definite negative, like it monitors pipeline builds. He feels there is a window to permit new data centres in some parts of the U.S., but the endless build-out is over. You have to scale back your data centre holdings; he started to when the group went parabolic, before the vote. It looks what happened at the end of last week was a liquidation by hedge funds who held too much of the data centre stocks. We remain in a period of high volatility. He isn't judging Jensen Huang, but feels Nvidia is a less attractive stock than a week ago, even if the business remains strong.