Squawk on the Street Cramer’s Morning Take: Nvidia 12/9/25
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Dec 9, 2025 Jim Cramer discusses the surprising market reaction to NVIDIA's new strategy in China, pointing out misconceptions in media coverage. He highlights the U.S. approval of H200 AI chips for select Chinese customers and its positive revenue implications. Cramer believes any potential sales in China are a bonus, reinforcing NVIDIA's solid valuation. He addresses the political dynamics surrounding chip sales and urges investors to focus on fundamentals, dismissing misleading headlines.
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China Demand Vs. Market Narrative
- Jim Cramer says NVIDIA's China opportunity is bigger than headlines imply.
- He argues market reaction mismatches the company's intent and demand in China.
Veteran Journalist On Misleading Headlines
- Cramer recounts his 40-year journalism perspective on misleading headlines.
- He warns stories can be wrong and still go unpunished in media.
Stock Drop Surprises Company Insiders
- Cramer is surprised NVIDIA's stock fell after the China H200 approval.
- He calls the decline inconsistent with the upside he expects from approved sales.