Jim Cramer Says Bears Got ‘Pantsed’ & Discusses These 10 Stocks

6. Vertiv Holdings Co (NYSE:VRT)

Number of Hedge Fund Holders In Q4 2024: 92

Vertiv Holdings Co (NYSE:VRT) is a data center hardware company that caters to the needs of the data center industry. As a result, the firm’s shares have struggled in 2025 as investor sentiment about the data center industry has cooled. Cramer has repeatedly asserted that the demand for data center products is strong and investor concerns are overblown. He maintained the theme in his latest comments about Vertiv Holdings Co (NYSE:VRT):

“I have . .GE Vernova and I’ve got Vertiv on tonight. . the CEOs. And I just want to say that there’s been a lot of what I regard as misinformation about the data centers slowing. And both, when you read the Vertiv notes, like forget it, the business is on fire.

“Well I don’t like compressed multiples and that’s what we’ve been getting. One of the things about compressed multiples is, as we say [inaudible] with NVIDIA, is that as people think wow . . it’s getting really cheap at 26, at 25, at 24, no, that’s a belief that, things are not going to work out. People expect. I believe in the data center but I think that there are people who just say Vertiv’s view of it is too bullish.

“I think that Vertiv will tell you, I think that GE Vernova will tell you, but look here’s what I worry about with the data center. It’s not like you have them saying, there’s even more orders, although you know GE Vernova said the orders were good. You still have this lingering idea that well Oracle can’t possibly be spending this much, Amazon can’t . . .”