Jim Cramer’s 21 Stock Calls: Micron, Affirm, and the Strength of the Data Center Complex

11. Valero Energy Corporation (NYSE:VLO)

Valero Energy Corporation (NYSE:VLO) was among Jim Cramer’s stock calls on Mad Money as he discussed how semiconductor and AI infrastructure stocks are driving the market higher. A caller asked if the stock is a buy here or if it makes sense to wait for “more clarity.” In response, Cramer said:

I like Valero. I mean, Valero’s got that, look, as long as we’ve got this spread that they’ve got right now between the price of gasoline and what they buy the oil for, you are just going to print money, and Valero will print money for you.

Valero Energy Corporation (NYSE:VLO) produces and sells petroleum-based and low-carbon fuels, including gasoline, diesel, jet fuel, renewable diesel, and ethanol, along with petrochemical products and co-products for animal feed. During the January 5 episode, Cramer discussed the stock and said:

The US refiners, especially Valero, may be a big beneficiary of that oil because they still have refineries that can handle what’s known as heavy crude. That’s what Venezuela produces. Valero, Phillips 66, and Marathon Petroleum could be big winners in the US, but only if they can divert that oil to the Gulf. Who knows? Venezuela’s oil infrastructure is a mess, though.