Jim Cramer’s Take on These 10 Stocks

2. Vertiv Holdings Co (NYSE:VRT)

Number of Hedge Fund Holders: 92

A caller asked if they should buy more of Vertiv Holdings Co (NYSE:VRT) or ride out the storm. In response, Cramer commented:

“Okay, Vertiv’s probably going to go down about, between 10 and 15% off this news that we got tonight and then you might want to take a look at it. But a lot of people feel it’s a broken stock. It does make the innards of data center[s]. It is doing incredibly well… but that doesn’t seem to matter at this moment because the market’s highly emotional.”

Vertiv (NYSE:VRT) focuses on providing and supporting essential digital infrastructure solutions. The company offers lifecycle services for data centers, communication networks, and different commercial and industrial sectors. On March 13, Cramer stated:

“There isn’t [a change to the order flow]. The CoreWeave guys . . .would tell you work is just I mean, you know wow, Vertiv is doing really, really well. And I spent some time with David Cote this weekend, who is the chairman. And, I just think that’s just all sentiment. You can’t, any of the electrical numbers show you that Vertiv, uh, they’re putting them up left and right still. But that’s all, that’s all zeitgeist. That’s zeitgeist with the idea that’s over. I think GTC next week with Jensen Huang that’s the Woodstock of AI, you’ll hear good things about Vertiv. But it’s part of the accursed business which is the data center ever since DeepSeek is over. Now that’s a complete canard. But no one’s been able to reverse the narrative no matter how hard they try.”