Cramer Says Retail Beat the Pros on Nvidia as Analysts Reaffirm AI Bull Case
His remarks tie fresh sell-side optimism to AI-fueled cloud demand ahead of earnings.
Overview
- Jim Cramer said Nvidia has been a stock where individual investors outperformed institutional investors.
- He cited a Melius Research note from Ben Reitzes that reiterated a Buy rating with a $300 price target.
- Cramer pointed to Citi’s view that growing AI workloads are expanding big tech cloud businesses.
- He characterized OpenAI’s Sam Altman as a potential market risk, calling him the “chief villain” in a downturn.
- The coverage included a publisher promotion touting a separate AI stock with extreme upside claims and stated “Disclosure: None.”