Jim Cramer Says Nvidia Chips Are Scarce and Holding Value. Here Is What Investors Need to Know Today.

Quick ReadCramer noted NVDA chips are scarce and holding value as the stock climbed 2.93% to $206.64, extending a 12.8% year-to-date gain. NVIDIA's forward supply commitments surged to $119 billion from $50 billion two quarters prior, with Q2 revenue guided to $91 billion excluding China. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. CNBC's Jim Cramer distilled the current NVIDIA setup into one sentence on X: "you get a couple of reports that Nvidia chips are holding their value and are scarce and the stock soars." Sustaining that gross margin while revenue nearly doubles is the fingerprint of pricing power created by supply that trails demand.