Cramer: Better conditions than expected will drive higher Nvidia stock prices

4 days ago 4

Jeremy Phillips

Wed, March 18, 2026 astatine 7:47 AM CDT 4 min read

  • Nvidia (NVDA) reported Q4 FY2026 gross of $68.13B, up 73.2% year-over-year and beating estimates, with Data Center Networking surging 263% year-over-year arsenic NVLink adoption accelerated.

  • Short-term banal suppression stems from covered telephone selling by nonrecreational traders collecting options premium alternatively than cardinal weakness, portion underlying request from agentic AI adoption remains structurally beardown according to CEO Jensen Huang.

  • A caller survey identified 1 azygous wont that doubled Americans’ status savings and moved status from dream, to reality. Read much here.

Jim Cramer came backmost from proceeding straight from Jensen Huang with a connection that cuts done the short-term noise: things connected the crushed are amended than helium expected, and that matters for wherever Nvidia goes from here.

"Things are amended than I thought erstwhile I got retired here. That volition yet construe into higher banal prices for Nvidia and galore different techs, adjacent if close present it's the hieroglyphics and the troglodytes who are successful complaint until the company's 4th is over."

That past portion is Cramer's colorful mode of describing a precise existent marketplace dynamic worthy understanding.

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Nvidia (NASDAQ:NVDA) is sitting astatine $181.93, down astir 1.53% implicit the past week adjacent arsenic galore stocks successful the Nvidia ecosystem traded higher. Cramer's mentation for this disconnect centers connected options mechanics, specifically covered telephone selling.

Here's however it works successful plain terms: erstwhile a banal has richly priced telephone options and retail enthusiasm is moving hot, nonrecreational traders merchantability those calls to cod premium. That strategy profits astir erstwhile the banal goes sideways. The seller has an inducement to support the banal pinned beneath the onslaught terms until expiration. The much retail enthusiasm determination is, the much premium is disposable to collect, and the stronger the suppression effect. Cramer attributed the short-term terms suppression straight to this dynamic.

Reddit sentiment information backs this up. Sentiment connected NVDA dropped to 33.30 connected March 10 arsenic retail YOLO losses dominated wallstreetbets, past snapped backmost to 75.51 by March 16 arsenic GTC 2026 announcements hit. That benignant of reactive plaything is precisely the retail enthusiasm Cramer is describing.

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