Jim Cramer advises investors to trim Nvidia stakes due to China exposure and new regulations

From Yahoo Finance: 2025-05-20 11:55:00

1. Jim Cramer recently advised investors to trim their Nvidia stakes due to concerns about the company’s China exposure and new regulations impacting its chips. This shift in recommendation surprised many who followed Cramer’s previous advice.
2. Nvidia is facing challenges from competitors like Apple, Qualcomm, and AMD, who are all vying for TSMC’s 3nm capacity. Additionally, giants like Amazon and Apple are developing their own AI chips, posing a threat to Nvidia’s market dominance.
3. Ithaka US Growth Strategy highlighted Nvidia’s position as a leader in accelerated computing but noted that under the radar AI stocks may offer higher returns in a shorter timeframe. The firm emphasized the potential of another AI stock trading at less than 5 times its earnings for investors seeking growth opportunities.

Read more at Yahoo Finance: ‘You Can’t Own It Like You Used To’