Cramer’s Morning Take: Nvidia 1/6/26

SPEAKER_1 (0:00)

Thy ticket, Lady Jennifer of Coolidge.

Jim Cramer (0:03)

Well, many thanks, good sir.

SPEAKER_3 (0:05)

Heareth my Discover card. They accept Discover at Renaissance Fairs?

SPEAKER_1 (0:10)

Yeah, they do here.

SPEAKER_3 (0:12)

Discover is accepted at the places I love to shop.

SPEAKER_1 (0:15)

Getteth with the times. With the times? You're playing the lute. Yeah, and it sounds pretty good, right?

Jim Cramer (0:23)

Discover is accepted at 99% of places that take credit cards nationwide.

SPEAKER_4 (0:27)

Based on the February 2025 Nielsen Report.

SPEAKER_1 (0:30)

At Capella University, we believe accessible education can make a difference. That's why we offer scholarship opportunities to all eligible students. Un futuro diferente está más cerca de lo que crees con Capella University. Learn more at capella.edu.

Jim Cramer (0:47)

Hey, it's Cramer, and this is my morning take on the market from today's CNBC Investing Club morning meeting.

SPEAKER_4 (0:53)

The big reason why this all came after Jensen at CES. We talked a lot about Rubin vs. Blackwell. Rubin on track for the second half.

Jim Cramer (1:01)

Which is good because last year, this time Blackwell was not on track.

SPEAKER_4 (1:04)

Yeah. Big performance uplift. Ten times reduction in inference token costs. Three and a half more trading performance. Two point eight times more memory bandwidth. So you're getting even more power for the same, if not less. And apparently he said he doesn't have the same cooling needs despite that higher power. So that's why we're seeing some of this sell off.

Jim Cramer (1:24)

He often talks to me about total cost of ownership. It's not done, not talked about enough. Meaning that if you add all in what you get when you buy one of theirs versus all the others that you would have to put together, it's cheaper. And the idea of having to put everything together is what people have been doing. And so if you buy four of Blackwell's, you may only need to have one of your Rubens. And I think the people have to recognize, as Jensen says at the beginning of Keynote, look, we don't do these things idly.

We don't just put out a new one and it's incrementally better, it's dramatically better, which is one of the reasons why I like the stock so much. Now is it up as much as Sandisk? I can go over that and kick myself, whatever. That doesn't make us any money. What I say is this is still the king. And that was definite after listening to the conversation.

SPEAKER_4 (2:14)

And Jensen's using 10 trillion of AI infrastructure that needs to get ripped out for AI.

Jim Cramer (2:22)

Start your day with my outbook on the market every morning. Visit cnbc.com/morningtake to become a CNBC Investing Club member at a special rate today.

SPEAKER_3 (2:35)

All opinions expressed by Jim Cramer on this podcast and in connection with the CNBC Investing Club are solely Cramer's opinions and do not reflect the opinions of CNBC or its parent company or affiliates and may have been previously disseminated by Cramer on television, radio, internet or another medium. No specific outcome or profit is guaranteed in connection with your reliance upon or other use of the content from Cramer. The opinions offered in connection with this podcast and the CNBC Investing Club are not an attempt to induce any particular trading behavior, investment or strategy. To view the full CNBC Investing Club disclaimer, please visit cnbc.com/investingclubdisclaimer.

SPEAKER_1 (3:07)

At Capella University, we believe accessible education can make a difference. That's why we offer scholarship opportunities to all eligible students.

A different future is closer to what you think with Capella University. Learn more at capella.edu.