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Jim Cramer’s 12 Stock Calls: GE Vernova, Arm, and Vertiv

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In this article, we will look at Jim Cramer’s stock calls as he suggested that many red-hot stocks can keep making investors money. The host of CNBC’s Mad Money said on Wednesday that in a fast-moving market, investors need the discipline to pay up for high-quality stocks or risk being left behind.

I missed it. Sorry, I missed it. Next. Tonight, we are going full-scale self-remonstration, 100% flagellation, a bonfire of second-guessing, the cultural revolution as brought to you by Jim Cramer… Tonight… I want to walk you through something that is driving me crazy. It’s these animal-spirited stocks, the ones that are just, they’re making me nuts because my Trust doesn’t own them.

READ ALSO Jim Cramer’s 17 Stock Calls: Applied Materials and CoreWeave and Jim Cramer’s 16 Stock Calls, Including NVIDIA, Coterra, and Honeywell

Cramer noted that these names are hard to ignore because they move higher in steady increments, rising little by little without losing momentum. He pointed out that many of these companies are tied to data centers and the ongoing buildout of artificial intelligence, which continues to attract heavy investor interest. Among the 16 stocks that he discussed, he highlighted names like Dell, CoreWeave, Vertiv, Coherent, and Lumentum.

But here’s the bottom line: If you want to buy these so-called red-hot stocks, don’t be hesitant about it. As long as the bond market stays stable and you stay diversified, I think the red-hots can keep making you money. But you gotta do this, you gotta divide by 10, and maybe then it will make a lot more sense.

Our Methodology

For this article, we compiled a list of 12 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 22. We listed the stocks in the order that Cramer mentioned them.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).

Jim Cramer’s 12 Stock Calls: GE Vernova, Arm, and Vertiv

12. GE Vernova Inc. (NYSE:GEV)

GE Vernova Inc. (NYSE:GEV) was among Jim Cramer’s stock calls as he suggested that many red-hot stocks can keep making investors money. Cramer mentioned that he was bullish on the stock during the Investing Club’s recent meeting, as he said:

We had a one for the ages quarter from GE Vernova… Here’s some irony… GE Vernova’s market cap just passed namesake GE itself, the aerospace company, $303 billion versus $289 billion. That’s nothing short of unbelievable. How did GE Vernova get to such exalted heights? How about being the venerable, unique player providing power to the data centers and the utilities that are all struggling to meet demand from the data centers? With these results, GE Vernova said the company already had more data center orders in the first quarter than it had in the entirety of 2025. And it’s got a backlog so full that it’s almost impossible to get a new turbine… for the next two years. Given the sequential cost savings they seem to find each quarter, I’m confident that you’ll see much better and better margins ahead.

When you see that GE Vernova has 100 gigawatts worth of gas power business…. You know what? That’s enough to power a hundred million homes. Then you can understand why I told viewers of our… Investing Club… that this quarter was one for the ages. We rate stocks by the number for the Club, with one meaning buy, two meaning hold, three meaning sell. We usually downgrade stocks… after this kind of serious move… But I said this morning that we can’t take it from one to a two. It’s just too… good…

By the way, GE Vernova is the only serious nuclear energy builder, and it’s putting up the first new plant in ages in Ontario. So far, so good. It’s also going to start building nuclear reactors for the Tennessee Valley Authority… Remember, the rest of them that you’re trying to buy, they tend to be science projects. Now, GE Vernova has wind too, which used to be the fastest growing business, but now is a drag on the earnings. It can’t interfere with the greatness here, though, and that’s what you should be thinking about. How long can this last? I think it’s just beginning.

GE Vernova Inc. (NYSE:GEV) provides products and services for generating, converting, storing, and managing electricity, including gas, nuclear, hydro, and wind technologies. On April 17, whilst presenting his game plan, Cramer remarked:

Wednesday is pure dynamite. The Charitable Trust… owns the stock of Boeing and GE Vernova, and both could be huge movers… GE Vernova builds turbine engines that have been in high demand for data centers. It’s entirely sold out in the near term. So you’d be buying it on the promise of firm orders in the out-years, and I think you’re going to get them. I hope they talk about the nuclear program, and I hope… they raise the price.

11. Alphabet Inc. (NASDAQ:GOOGL)

Alphabet Inc. (NASDAQ:GOOGL) was among Jim Cramer’s stock calls as he suggested that many red-hot stocks can keep making investors money. When a caller inquired about the stock, Cramer said, “I think Alphabet’s going to $400. I think you… win on Alphabet.”

Alphabet Inc. (NASDAQ:GOOGL) provides technology-related products and services, including search, advertising, cloud computing, AI tools, and digital content platforms such as YouTube and Google Play. Cramer has been bullish on the company for a while now, and he explained why he has stuck with the stock on April 7, as he said:

Yesterday was Alphabet. I kept hearing that Google was doing badly, which would slow down the growth of Gemini. With Anthropic coming on strong, albeit for business, ChatGPT maintaining its success, you might have to abandon ship Alphabet. I just started buying it for the Charitable Trust. I thought it made no sense whatsoever. You get YouTube, Waymo, Search, Chrome, Gemini. So I didn’t dump it. I stayed in. It was a pretty bold thing to do. Now, it ramped up again, nearly 2%.

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