Jim Cramer Talked About These 16 Stocks and Market Froth

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9. Vertiv Holdings Co (NYSE:VRT)

Number of Hedge Fund Holders: 102

Vertiv Holdings Co (NYSE:VRT) is one of the stocks Jim Cramer talked about, along with market froth. A caller inquired if the company would be impacted as a result of NVIDIA’s newer chips, and Cramer replied:

No, my understanding is you’re still going to need Vertiv. You’re still going to need Vertiv, which has the Liebert… system that I don’t think they’re going to stay away… Vertiv is going to still be used… and we also think that Eaton’s going to be used. These are all part of this process of getting electricity… and cooling them. So I’m not backing away from any of those. However, understand… this market does not like the data center at this very moment, and all those I just mentioned are data center plays.

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 December 1, 2025, episode, and Cramer responded:

Well, I think Vertiv actually opened down today because people felt that they were somehow involved with what happened with CyrusOne. All I know about Vertiv is their order book is really full. You need Vertiv. That’s Liebert. That’s the best cooling system. Everybody knows I first started buying Liebert in the 1980s, and that was the highest, best form of air conditioning. That’s what Vertiv is. That’s why everybody loves it. And by the way, I think it’s a buy right here.

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