Don’t Ignore This Market Rotation: Jim Cramer’s Views on Intel, Vertiv, TSMC, and More

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9. Vertiv Holdings Co (NYSE:VRT)

Vertiv Holdings Co (NYSE:VRT) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. Cramer commented on the company’s latest quarter, as he commented:

Vertiv had an amazing quarter, the best backlog of any of the data center stocks, but at 53 times earnings, I gotta say no thanks.

Vertiv Holdings Co (NYSE:VRT) designs, manufactures, and manages power and cooling systems for data centers and digital networks. The company also provides services to keep these systems running smoothly and efficiently. A caller asked about the stock during the lightning round of the May 12 episode, and Cramer said:

Okay, here’s what I want you to do with Vertiv. I think they’ve got great orders. I think if you want to put a position on, you buy half and then you wait for a decline. If it doesn’t decline, that’s too bad because the stock is just, it is just a tiger right now, and I don’t want you to get burned.

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