Cramer Hails Nvidia After Blowout Quarter and Strong Guidance

He points to hyperscaler demand driving growth with margins holding up despite memory constraints.

Overview

Cramer characterized Nvidia as the 'bedrock' of the next industrial cycle and urged investors to own the stock rather than trade it.
Nvidia reported a healthy top- and bottom-line beat for fiscal Q4, highlighted by 75% growth in its data center business.
The company issued better-than-expected guidance for the current quarter, which Cramer said reflects sustained AI-driven demand.
He said Nvidia is winning with major cloud customers, describing demand from hyperscalers as off the charts.
Cramer noted that margin guidance remained strong despite industry memory shortages, reinforcing his long-term bullish view.