By Luke Fountain
Publication Date: 2025-11-25 23:39:00
CNBC’s Jim Cramer said Tuesday that investors obsessed with the selloff in Nvidia and other AI companies are approaching the market with the wrong mindset. In his view, owning artificial intelligence stocks requires conviction — and if you don’t have it, there’s a whole world of safer, slower-growth names to choose from.
“You either believe in artificial intelligence or you should just stay away,” Cramer said.
Cramer said that too many investors treat markets as a zero-sum fear game: they buy only after stocks rally and sell the moment they fall. He says the people who’ve missed out on huge gains over the past decade are the ones who couldn’t tolerate weakness or trust the companies they owned.
That philosophy underpins his long-running support for the Magnificent Seven — Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla. Cramer said the companies earned their trillion-dollar valuations through consistent execution, enormous profits and the ability to adapt when their core businesses face pressure.
He pointed to Tesla as a prime example: when electric-vehicle competition intensified and profits were squeezed, the company didn’t change, but investor perception did. Shares rebounded from steep declines after the narrative shifted toward self-driving technology and robotics.
Nvidia is now facing a similar moment of doubt.
Shares have been hit hard by concerns that Alphabet is relying more on its own AI chips, developed with Broadcom, instead of Nvidia’s flagship…