CNBC's "Fast Money" Nvidia Rough Patch Ahead of Results… And Tesla’s Next Charge Higher 11/17/25
Nov 17, 2025
Jim Cramer, a seasoned market commentator and host of Mad Money, shares his insights on Nvidia's recent struggles and upcoming earnings. He argues that Nvidia's decline could be beneficial, touching on margin concerns and the competitive landscape with AMD. The conversation shifts to Tesla, where Cramer analyzes its flat stock performance and highlights Stifel's bullish case, focusing on full self-driving and robo-taxi potential. Cramer also advises young investors to prioritize stable companies over volatile plays, making for a dynamic discussion on market strategy.
AI Snips
Chapters
Books
Transcript
Episode notes
Nvidia Pullback Could Be A Healthy Reset
- Jim Cramer says NVIDIA's pullback is healthy because it weeds out hot money and sets up a stronger base for buyers later.
- He stresses margins stability for the Vera Rubin chip as the key to re-accelerating the stock.
Wait For Margins Before Buying The Dip
- Do avoid buying the first dip in NVIDIA if margins guidance looks weak and hot money is fearful.
- Wait for confirmation that Vera Rubin margins are stable before committing materially.
Nvidia Keeps Generational Edge Over AMD
- Cramer argues AMD will remain a generation behind NVIDIA because NVIDIA's next-gen chips (Vera Rubin) will outpace AMD's roadmap.
- He sees customer preference and Amazon's unclear AI plan as factors keeping NVIDIA dominant.
