Cramer’s Stop Trading: Nvidia
Speakers
Jim Cramer
— Host, Mad Money
Summary
Jim Cramer discusses the impact of open AI models on the market, highlighting that despite concerns about cybersecurity, he remains bullish on CrowdStrike and Palo Alto. He also reaffirms his conviction in Nvidia, citing its strong balance sheet and implicit government support amid US-China tech rivalry.
- Cramer explains that Nvidia is driving open models allowing hyperscalers to use cheaper Chinese AI models.
- He notes that some investors fear this trend could reduce the need for cybersecurity.
- Cramer dismisses that fear, stating cybersecurity companies like CrowdStrike and Palo Alto will still perform well.
- He addresses the recent decline in Nvidia stock, saying he still owns it and considers selling absurd.
- He cites Nvidia's unmatched balance sheet and the U.S. government's desire to beat China as key supports.
- Cramer also highlights the geopolitical nature of the AI race, with Commerce Secretary Lutnick involved in Ohio-related deals.
Ideas
Cybersecurity stocks do very well.
Cramer believes that despite the emergence of open models making some investors worry about cybersecurity demand, cybersecurity companies will still perform very well. He mentions CrowdStrike and Palo Alto as original signers involved, reinforcing his positive view on the sector.
Nvidia has best balance sheet and government backstop.
Cramer is still long Nvidia despite the stock going down, emphasizing that the company has the best balance sheet of any company in the world and that the U.S. government provides a subtle backstop because it does not want China to win the AI race, making the sell-off absurd.
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This CNBC video, published July 27, 2026, features Jim Cramer discussing CRWD, PANW, NVDA. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Jim Cramer · Tickers: CRWD, PANW, NVDA