Renowned investor Jim Cramer reiterated his conviction in NVIDIA's long-term dominance, urging investors to treat the stock as a core holding rather than a speculative trade. He cited its unmatched AI leadership and sustained revenue momentum.
- NVIDIA reported Q3 2026 revenue of $26.2 billion, up 145% YoY
- Gross margins held steady at 78% in Q3 2026
- Full-year 2026 revenue projections exceed $100 billion
- Mutual fund ownership of NVDA increased by 12% QoQ
- NVDA share price advanced 4.2% following Cramer’s comments
- Cramer urged long-term ownership over short-term trading
Jim Cramer delivered a forceful endorsement of NVIDIA (NVDA), declaring the semiconductor giant 'meant to be owned, not traded' in a recent market commentary. The sentiment underscores a strategic shift toward long-term positioning amid escalating volatility in tech equities, particularly within the artificial intelligence sector. Cramer emphasized that NVDA’s competitive moat, driven by its CUDA architecture and ecosystem lock-in, positions it for continued growth beyond short-term price swings. The company reported fiscal Q3 2026 results with revenue of $26.2 billion, up 145% year-over-year, fueled primarily by data center demand. This surge reflects strong adoption of its Hopper and Blackwell GPU platforms across cloud providers and enterprise clients. Gross margins remained elevated at 78%, a testament to pricing power and efficient production scaling. Analysts now project full-year 2026 revenue exceeding $100 billion, marking a 53% increase from 2025 levels. Cramer warned traders against chasing quick gains, noting that frequent trading in high-beta stocks like NVDA can erode long-term returns due to transaction costs and emotional decision-making. Instead, he advocated for accumulation through dollar-cost averaging, especially for investors targeting exposure to AI-driven infrastructure. He specifically highlighted institutional buying patterns, with mutual funds increasing their NVDA holdings by 12% quarter-over-quarter, signaling confidence among professional capital allocators. Market impact has been significant: NVDA shares rose 4.2% the day after Cramer’s remarks, contributing to a broader rally in mega-cap tech names. The S&P 500 gained 0.9%, while the Nasdaq Composite closed higher by 1.3%. Investors across retail and institutional channels are reassessing their allocation strategies, with some repositioning portfolios to increase exposure to AI infrastructure leaders. The focus remains on scalability, execution fidelity, and earnings sustainability.