We recently published a list of Jim Cramer Reveals Details Of Trump’s Tariff Negotiations & Discusses 10 Stocks. In this article, we are going to take a look at where Vertiv Holdings Co (NYSE:VRT) stands against other stocks that Jim Cramer discusses.
In his recent appearance on CNBC’s Squawk on the Street, Jim Cramer commented on the supply chain disruption that firms were facing and planning for in the wake of President Trump’s tariffs. “I think that this was the week where people said I better have an alternative supply chain, I just have to. Wherever it is, which is going to hurt the gross margins,” Cramer said.
Cramer also linked the current supply chain disruptions to the one that businesses faced during the coronavirus pandemic. Cramer mentioned an unnamed CEO who had prepared for the current disruption by learning lessons from COVID. According to Cramer:
“I’m speaking to a major CEO, at a major tech company who said, do you think that we didn’t learn anything from COVID? COVID was a total shutdown [in] China and we learned to move away from China. And China misjudged what we learned during COVID.”
The conversation then shifted to President Trump’s negotiations with America’s trading partners. While most media attention has focused on China, he mentioned negotiations with Japan and South Korea. Starting with Japan, Cramer outlined:
“I was talking to someone who has been in on the Japanese negotiations. And I asked for color. And he said, they’re color-full. But that someone’s playing very hardball, in our country, and I presume, that someone is, obviously our President. And I said, does he know that you are our friends, and he just didn’t respond. I thought it was interesting.”
As for Korea, he believes that the country is the Trump administration’s favorite due to its already sizable manufacturing presence in the US. Cramer shared:
“My answer on Korea is, that. . . they are loved. . . Okay, so Korea builds plants here right, and they are not the plants like the Germans they are not assembly plants, they make everything here, so they are brought up, constantly as the paradigm, like why can’t you guys be like Korea? Where all the intellectual property is made here. And I think it’s rather amazing. . .I brought them up as being why are they getting a free ride to some people? And they said no, there’s no free ride, they actually listened to what we wanted.”
Of course, since China is the President’s first target when it comes to negotiations, it was unsurprising that the country came up. Cramer isn’t a fan of China. What amazed Cramer was Hayman Capital Management founder and CIO, Kyle Bass’s comments where he outlined “one country lies, one country doesn’t. . .China lies. Look I find these talks unfathomable. I don’t see any progress.”
As for who has the cards in the negotiations between the US and China, Cramer said: “Well, that’s the problem. We don’t know.”
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on April 25th.
For these stocks, we also mentioned the number of hedge fund investors. 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
A close-up of a group of technicians working on complex data center systems.
Vertiv Holdings Co (NYSE:VRT)
Number of Hedge Fund Holders In Q4 2024: 92
Vertiv Holdings Co (NYSE:VRT) is a data center hardware firm whose shares have been hit hard in 2025. The stock is down by 27% year-to-date as the firm has struggled with cooling investor sentiment for AI and data centers. Cramer, however, is a believer. In his. previous remarks, he has defended Vertiv Holdings Co (NYSE:VRT) and maintained that the firm has a strong order book. Here are his latest thoughts:
“It is the most successful, and it was all downhill at the beginning. No I like DraftKings, but I’s saying Vertiv’s about to go, I think Vertiv’s about to explode here. I like CoreWeave and I like Vertiv. And I have Vertiv on this week and I can’t believe the amount of business they have have. They have huge acceleration from Q4 to Q1. Huge. And yet everyone wrote them off and the stock was cut in half. Vertiv is the play. And by the way, Dave Cote, still there working real hard. Former CEO of Honeywell. Wow, shake it David.”
“Well I’m just saying. I had em on . .the orders, they’re never filled. There’s just too much business. Too much business.”
Overall, VRT ranks 7th on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of VRT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than VRT but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.