In This Article:
We recently published a list of Jim Cramer Was Talking About These 10 Stocks Amid Trump’s Trade Wars. In this article, we are going to take a look at where Powell Industries Inc (NASDAQ:POWL)stands against other stocks that Jim Cramer was talking about amid Trump’s trade wars.
Jim Cramer in a latest program on CNBC urged investors to start accepting the reality of the new economic system under President Trump and said the new tariffs will result in higher prices and more volatility. Cramer said Trump does not “care” about stock prices or inflation and wants to punish the country’s trading partners.
“Yes, I want this over. Yes, I want clarity. I want some sense of how this can all end, but that makes me a fool like the rest of us. We keep thinking that’s the point. That’s how… that’s not how Trump sees it. Here is the point: we should simply be looking at companies that cater to small- and medium-sized businesses that can’t be hurt by tariffs. We need to accept a higher level of inflation because it’s coming. We should take our out some money and put it on the sidelines, betting that this will end someday, even if we don’t know when. But right now, we have to get with the program and the president. The program is taking down our trading partners and hurting bottom lines all over the place. He doesn’t care. He demonstrated that tonight. So you better get used to it.”
READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In
For this article we picked 10 stocks Jim Cramer was talking about over the past few weeks. With each stock, we have 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 circuit breaker installed in a control panel illuminated by bright LEDs.
Powell Industries Inc (NASDAQ:POWL)
Number of Hedge Fund Investors: 26
Jim Cramer in a latest program on CNBC analyzed the downfall of Powell Industries Inc (NASDAQ:POWL) from being a data center darling to seeing massive declines, especially after the launch of DeepSeek in China. Cramer said Powell Industries Inc (NASDAQ:POWL) rose due to the data center boom but started losing value once the AI trade began to cool off.
“This is not an ordinary moment, people. It’s been really interesting to watch Powell stock since the calendar flipped to 2025. It actually went on a huge run in mid-January, climbing quickly from around $230 to nearly $330 in a blistering six-day rally. At one point, that was right after SoftBank, Oracle, and OpenAI announced their $500 billion Stargate AI data center investment project at the White House. Like I said, when the data center was hot, this thing was unstoppable. However, you live by the data center sword, you die by the data center sword. That January rally was followed almost immediately by a sickening 16% decline on January 27th. You know, that day is now known on Wall Street, at least, as “DeepSeek Monday,” when the AI data center stocks just collapsed after the release of a reportedly low-cost Chinese model that seemed to perform just as well as the US competition while using far less hardware. Since then, POWL stock has become the house of pain. Of course, Powell’s not alone here. Everything connected with the data center theme, as I said at the top of the show, has been taking a hit, including the old-line industrial plays that looked like they had made it last year. I think this is now overdone, but many think that the buildout was overdone and we are now past our due date if we own these stocks.”