Jim Cramer Put These 14 Stocks Under the Microscope

3. GE Vernova Inc. (NYSE:GEV)

Number of Hedge Fund Holders: 111

Discussing GE Vernova Inc. (NYSE:GEV), Cramer said:

“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.”

GE Vernova (NYSE:GEV) supplies technology for generating, moving, converting, and storing electricity, with a focus on gas, nuclear, wind, and digital power solutions. The company’s products are built to upgrade energy systems and support cleaner power infrastructure.