The Walt Disney Company: "I think patience is required because of the Fox deal, but here's what I have to say about Disney: it ain't going away. It's going to get strong. But don't look at it every day. It requires patience."
RH: "[CEO] Gary Friedman's doing the right thing, but you may have to buy [shares] a little bit lower if it gets there. But wow, Gary, what an operator."
Disclosure: Cramer's charitable trust owns shares of Nvidia.