Jim Cramer on GE Vernova (GEV): “I Bet It Keeps Winning”

We recently published a list of Jim Cramer Talked About These 13 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.

Calling GE Vernova Inc. (NYSE:GEV) the “unknown soldier” that made it, Cramer said:

“… GE Vernova is the unknown soldier, okay? The one that got to the other side, and I think is going to keep going, and that’s what matters… GE Vernova is at the heart of every major power trend there is, except solar, which is lucky because the solar stocks got eviscerated today by the big ugly bill that just passed out…

I think the nat-gas for data center and nuclear opportunities are some of the biggest out there, and GE Vernova dominates both of them. So the tariff avoidance theme, they got that too. I was a skeptic about nuclear power because the CEO, Scott Strazik, told me I was too bullish about it when I interviewed him back when GE Vernova came public. Scott’s not dissuading me anymore… The possibility of what could go right at GE Vernova is so incredible that the stock’s value just can’t measure up to the opportunity.

The bottom line: No wonder when I surveyed the battlefield, I could only find one soldier left standing that I like, one that fixes trade surpluses, restarts a new nuclear trend, and solves the conundrum of powering the data center and firing up the growing electric grid. GE Vernova is made for this moment. This is the one big stock that’s survived the making and passing, at least in the House of that big beautiful bill, and I bet it keeps winning.”

GE Vernova Inc. (NYSE:GEV) provides technologies and services for generating, transferring, converting, and storing electricity, offering solutions across gas, nuclear, hydro, steam, wind, solar, storage, and grid systems. Moreover, the company offers software and hardware for managing and distributing electrical power efficiently.

Overall, GEV ranks 1st on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of GEV as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than GEV and that has 100x upside potential, check out our report about this cheapest AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.