TheStreet's Action Alerts PLUS Portfolio Manager Jim Cramer gave Nvidia (NVDA) a thumbs up with a caution. "Just be careful -- I think Nvidia is a great company but the stock is elevated versus its comparisons," he said.

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Jim Cramer and the AAP team are discussing fallout from first-quarter earnings from Apple (AAPL) and Facebook (FB) and how to play the big tech names. Get his insights or analysis with a free trial subscription to Action Alerts Plus.