Squawk on the Street Cramer's Morning Take: NVIDIA 11/10/25
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Nov 10, 2025 Cramer dives into the impact of Sam Altman's leadership on investor sentiment, particularly relating to NVIDIA's stock. Despite recent downfalls, he remains bullish on the tech giant. The discussion touches on the importance of Taiwanese semiconductor manufacturing and recent earnings reports. Uncertainties around Chinese demand for AI hardware are examined, alongside potential export restrictions. Cramer invites listeners to a deeper market outlook, promising insights for savvy investors.
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NVIDIA Hurt By OpenAI Doubts
- Jim Cramer believes NVIDIA's share weakness is partly due to doubts about OpenAI order fulfillment under Sam Altman.
- He still expects the orders to materialize and remains bullish on NVIDIA ahead of earnings and related indicators.
Unchecked AI Spending Is A Market Risk
- Cramer contrasts Sam Altman with Alex Karp, saying Altman lacks a profitable track record and is overspending.
- He argues uncontrolled AI spending without clear returns is a major market problem.
Members Showed Their Winning Statements
- Jim Cramer recounts club members showing statements and becoming millionaires from past recommendations.
- He uses this to underscore the Investing Club's track record and how members consume his market takes.