The One Thing Jim Cramer Demands From Tech-Only Investors Before He’ll Bless the Strategy
Key takeaways
- NVIDIA (NVDA) reported quarterly revenue of $81.6B, up 85% year-over-year, signaling semiconductors have taken charge over software in the tech sector.
- The analyst who called NVIDIA in 2010 just named his top 10 stocks and Invesco QQQ Trust wasn t one of them.
- Jim Cramer just refused to bless a portfolio built almost entirely on his own stock recommendations, and no question that the lesson is worth pausing on.
The One Thing Jim Cramer Demands From Tech-Only Investors Before He’ll Bless the Strategy David Beren Tue, May 26, 2026 at 12:16 AM GMT+7 6 min read NVDA QQQ SPY TSLA GOOG Quick Read Invesco QQQ Trust (QQQ) has returned 17% year-to-date and 40% over one year, compared to SPDR S&P 500 ETF Trust (SPY) at 9% year-to-date and 28% over one year, yet Cramer refused to bless a tech-only portfolio without adding an index fund and at least one non-tech stock as insurance. NVIDIA (NVDA) reported quarterly revenue of $81.6B, up 85% year-over-year, signaling semiconductors have taken charge over software in the tech sector.
Jim Cramer requires tech-concentrated portfolios to include a 50% index fund hedge plus at least one non-tech anchor stock (or two for investors in their 50s or older) because tech’s true market weight far exceeds the official 26-30% sector label once you account for Amazon, Tesla, and both Alphabet share classes dominating the S&P 500.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and Invesco QQQ Trust wasn t one of them. Get them here FREE.