We recently published a list of Jim Cramer Wants US To Be “As Good As” Europe & Discusses These 12 Stocks. In this article, we are going to take a look at where GE Vernova Inc. (NYSE:GEV) stands against other stocks that Jim Cramer discusses.
GE Vernova Inc. (NYSE:GEV), an industrial equipment provider, caters to the needs of the power generation industry. Before investors were shaken by the DeepSeek selloff in January, it was one of Cramer’s top nuclear power stocks. In fact, the CNBC host promoted only GE Vernova Inc. (NYSE:GEV) as he believed that nuclear power rollout is a long-term play with few short-term yields. More recently, Cramer has maintained his belief that the firm is the only one in the industry with the sound technical and engineering capabilities to build a nuclear power plant. Here are his latest thoughts about GE Vernova Inc. (NYSE:GEV):
“You’re going from 2.5 growth to now 5. Rusty Brazil, my guy on energy is just saying, listen we do not have enough turbines. But anybody that has turbines is going to work. . . .I’m capitulating on the idea that we need more power, I just, there’s nothing I can do. Anyone who’s in it Now there’s GE Vernova, that’s the one.
“Ooh GE Vernova was one of those moments where I said, this is the big rollover, because it’s had such a move. These are all parabolic moves. At the same time, there isn’t a day goes by that people don’t say I need more power. And GE Vernova, by the way is not building new plants. They’re not doing that. Because everybody’s been burned so many times. . . but I think this is the time you want to do it. I think you have to build out there.”
An overhead view of electricity transmission towers, showing the scale and reach of the company’s network.
GE Vernova Inc. (NYSE:GEV) has also factored into Cramer’s analysis of President Trump’s negotiations with China. For instance, during a recent Mad Money episode he remarked:
“So, how could the president turn around these negotiations with the Chinese? Okay, so I’ve been thinking about this. I always like to be constructive. I’m a constructive fella… Hey, how about turbines from power players? GE Vernova has installed 240 gas turbines in China, there you go, for about 50 million a pop. Just servicing these turbines gives us some cards to play.
China needs these, especially if anyone maybe just realizes that they’re making all these coal plants and does something to try to stop it. Now, those aren’t low cards. They’re kind of, I don’t know, maybe 8s and 9s. You can split them if the dealer has a 4, but I don’t think Xi’s got a 4. He’s got a king showing. Now there are some other things that could work out… GE Vernova might have room to expand its capacity, but there’s so much demand from the American hyperscalers that they might not have time for China.”
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READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.
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