Jim Cramer Responds to Investor With 60% of Portfolio in NVIDIA
Key takeaways
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and GE Vernova didn t make the cut.
- On the May 29, 2026 episode of Mad Money, a caller named Patrick from Virginia brought Jim Cramer a problem most investors would love to have.
- Cramer s answer doubled as both a green light on the new pick and a defense of the original thesis: "I still like NVIDIA very much.
Jim Cramer Responds to Investor With 60% of Portfolio in NVIDIA Thomas Richmond Mon, June 1, 2026 at 11:22 PM GMT+7 4 min read NVDA GE VERNOVA GEV Quick Read Nvidia continues to benefit from accelerating AI factory buildout, while GE Vernova captures secondary gains by providing the massive power generation and transmission equipment required to run data centers.
Nvidia (NVDA) reported Q1 FY2027 revenue of $81.6B, up 85.2% year-over-year, with Data Center revenue surging 92% to $75.25B, while GE Vernova (GEV) booked $2.4B in data center electrification orders in Q1 2026 and raised full-year free cash flow guidance.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and GE Vernova didn t make the cut. Grab the names FREE today.