Cramer Urges Investors to Own Nvidia and Cisco, Citing Cisco's 40% Gain Since 2025
Updated
Updated · CNBC · Aug 13
Cramer Urges Investors to Own Nvidia and Cisco, Citing Cisco's 40% Gain Since 2025
1 articles · Updated · CNBC · Aug 13
Summary
Jim Cramer said investors are letting memories of past crashes scare them out of current winners, arguing they should take profits along the way rather than avoid tech altogether.
Nvidia was his clearest example: skeptics say chip values historically fade fast, but Cramer pointed to CoreWeave renting six-year-old Nvidia GPUs through 2029 at higher prices, helped by software updates.
Cisco also shows why old comparisons can mislead, he said, noting the stock has climbed more than 40% since finally topping its dot-com-era peak in December 2025.
Workday fits the same pattern, according to Cramer, because takeover talks involving Silver Lake undercut the view that AI will inevitably crush traditional software companies.
Cramer still said the AI and data-center boom will peak, but argued that eventual downturns do not erase the gains investors can make before that happens.