Squawk on the Street Cramer’s Morning Take: Nvidia 12/23/25
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Dec 23, 2025 Jim Cramer asserts that Nvidia's recent decline makes no sense, emphasizing the need to analyze stocks based on their fundamentals. He also points out the vulnerabilities of Amazon while praising Alphabet for its impressive performance. Join Cramer and Jeff Marks for a deeper dive into the market's major narratives and explore exclusive insights as members of the CNBC Investing Club!
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Beware One-Stock Correlation
- Cramer highlights a web of correlations linking Rockets, Quantum, Crypto, NVIDIA, and Palantir.
- He warns investors to break apart these lumped-together moves rather than treat them as one stock.
NVIDIA Shouldn't Be Down
- Jim Cramer argues NVIDIA should not be trading down amid sector correlations that blur judgment.
- He insists NVIDIA stands apart from loosely correlated names like Rocket, Quantum, Crypto, and Palantir.
Gold Over Bitcoin For Cramer
- Cramer expresses neutrality on Bitcoin and preference for gold instead.
- He signals different convictions across asset classes rather than blanket enthusiasm.