What’s actually slowing this PC down?
Pick the symptom - the matching free tool is one click away.
The two stocks are NVIDIA (NASDAQ: NVDA) and Micron Technology (NASDAQ: MU). The Motley Fool reported on October 5, 2026, that Jim Cramer remained bullish on both after major share-price gains. That is a report of Cramer’s opinion—not an independent stock rating or a guarantee of future returns. Whether either stock is suitable to buy now depends on what investors expect from AI infrastructure spending, each company’s business, and the price of its shares.
What Cramer said—and what the reported gains mean
The Motley Fool reported five-year share-price gains of more than 1,030% for NVIDIA and more than 1,410% for Micron in its October 5, 2026 article. Those are historical figures cited by the article, not current returns or a forecast. Past gains can make a stock more sensitive to disappointment if its price already reflects expectations for continued growth.
The article quoted Cramer calling NVIDIA “the best investment in the world” and recommending, “Own it. Don’t trade it.” On memory stocks, it quoted him saying in August, “While I acknowledge that I am not early, I do not think I am late,” and, about Micron, “I think Micron can double again before the boom comes to an end, assuming there’s no data center slowdown.” These are opinions reported by The Motley Fool, not company guidance or evidence that either stock will rise.
NVIDIA: an AI-computing platform with substantial data-center exposure
NVIDIA sells GPUs and develops the CUDA software ecosystem used in accelerated computing. Its investment case depends on demand for computing capacity and on the company retaining a strong position as customers build and operate AI infrastructure.
Windows Errors? Fix Them Before They Spread
Repair common Windows errors and clear accumulated junk for a smoother, more stable PC - no reinstall needed.Free scan · no reinstallCrashes, No Sound, or Screen Glitches?
Random freezes, missing sound and display glitches usually trace back to one bad driver. Find and replace yours safely.Free scan · under a minute#1 Best Overall
NVIDIA reported $96.2 billion in revenue for Q2 FY2027, the quarter ended July 26, 2026; $89.0 billion came from its Data Center business. The company reported a 75% gross margin for that quarter. These are company-reported results for one quarter, not a guarantee that growth or margins will continue. In its August 26 results release, CEO Jensen Huang said, “AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue.” That is the CEO’s characterization of the market, rather than an independent forecast. See NVIDIA’s Q2 FY2027 results.
What to assess
- Whether customers continue funding data-center construction and buying accelerated-computing systems at a pace that supports growth.
- Whether NVIDIA can defend its position as alternatives, customer-designed chips, and changes in computing demand affect purchasing decisions.
- Whether the share price already assumes a long period of strong demand. Recent revenue and margin figures describe reported performance; they do not establish that the stock is attractively valued.
On September 28, 2026, NVIDIA announced an additional $150 billion share-repurchase authorization, bringing the remaining authorization to $235 billion, and said it expected to execute the remaining program through FY2028. An authorization permits future repurchases; it does not mean NVIDIA has already spent that amount or that its shares are undervalued. Details are in the company’s repurchase announcement.
Micron: an AI-memory supplier exposed to supply and pricing cycles
Micron makes DRAM, NAND, and NOR memory and storage products. AI systems require memory as well as computing power, giving Micron exposure to data-center investment—but through a different part of the technology stack than NVIDIA. Micron’s results are also sensitive to the balance between memory supply and demand, product mix, and pricing. Strong demand in one period does not prove that elevated prices will persist.
Micron reported Q4 FY2026 revenue of $54.23 billion and full-year FY2026 revenue of $133.19 billion. These company-reported figures show the scale of its recent business, not how much revenue or profit it will earn in a future quarter. The company’s FY2026 results release describes its business and results.
What to assess
- Whether AI-related memory demand continues to grow, and whether Micron can supply the products customers need.
- Whether industry supply expands quickly enough to pressure prices. A memory stock’s earnings can change materially as supply and pricing conditions shift.
- Whether the share price assumes that favorable demand and pricing will last. A low forward earnings multiple by itself does not prove that a cyclical memory stock is cheap; expected earnings may fall if conditions turn.
How the two investment cases differ
| Question | NVIDIA | Micron |
|---|---|---|
| Where it sits in the AI stack | Accelerated computing, GPUs, and the CUDA software ecosystem. | DRAM, NAND, and NOR memory and storage used across computing systems. |
| Reported recent evidence | Q2 FY2027 revenue of $96.2 billion, including $89.0 billion from Data Center; 75% gross margin. Quarter ended July 26, 2026. | Q4 FY2026 revenue of $54.23 billion and FY2026 revenue of $133.19 billion. |
| Key business sensitivity | Continued demand for data-center computing and NVIDIA’s ability to sustain its competitive position. | Memory demand, product mix, supply growth, and pricing cycles. |
| Shared risk | A slowdown in AI infrastructure investment could weaken demand across both businesses, though through different products and market dynamics. | |
Are either still worth buying after the run-up?
The reported gains alone do not answer that question. The useful test is whether a prospective investor believes future business performance can justify the current share price, while allowing for setbacks. The supplied figures do not establish either stock’s current valuation or a personalized buy decision.
Quick Recap
Best Value
- NVIDIA: The case is stronger for an investor who expects sustained data-center computing demand and believes NVIDIA can preserve its competitive position, while accepting that expectations may already be high.
- Micron: The case is stronger for an investor who expects AI-related memory demand to remain robust and understands that supply and pricing can make earnings more cyclical.
- Either stock: Consider what could change the thesis—especially slower data-center spending—and whether the investment fits your time horizon, risk tolerance, and diversification. A high-profile investor’s endorsement is not a substitute for that assessment.
Product prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on Amazon at the time of purchase will apply.
