We recently published a list of Jim Cramer Talks About Elon Musk & Discusses These 11 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 recently discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer commented that he believed that Elon Musk’s Department of Government Efficiency, or DOGE, would target wasteful government spending. Musk, during the latest earnings call of his car company, shared that he would soon step back from DOGE and return to managing his businesses. The news sent the shares of his firm soaring by 10% since the report, and media reports since then have also pointed towards disagreements between him and Treasury Secretary Scott Bessent.
Cramer commented:
“I’m beginning to think that, I thought Medicaid would be immune, look, do I want it to be immune? I don’t want anything to be immune. I kept hoping that DOGE would go after where the real money is, uh, Medicaid, that could hurt a bunch of companies. Medicaid, David, is bedrock.”
He also mentioned that businesses continued to face uncertainty when it came to the impact of tariffs. Recalling a recent conversation, Cramer outlined: “I was talking to someone today, he said look, we do business in China. How do you think we’ll do with the tariff, the 200% tariffs? I said no, that’s an embargo, that’s not a tariff. You don’t understand. . .that’s not meant to be used.”
The CNBC host also highlighted that perhaps markets opened in the green that day because “the President said nothing nasty. He’s not been vicious. He’s not called names.”
Cramer also commented on Vice President Vance’s visit to India and wondered whether the US could increase its coal exports to the country as part of the President’s bid to reduce the trade deficit. “I know India needs coal. We got coal,” said Cramer. “We are the Saudi Arabia of coal. And not anthracite cause that’s a little too dirty,” he added.
One sector that entered 2025 with high hopes but has faltered since then is data center. Data centers form the backbone of AI computing, and the stocks have struggled ever since the DeepSeek selloff in January. According to Cramer:
“Oh my god the data center, oh, remember when the data center was this growth industry where everything . . .woah, Amazon Web Services, actually not really. Microsoft, not really. But it doesn’t matter. The data center is now kryptonite, it’s like look out this thing, no, you don’t wanna be in here.”
When asked what would it take for investors to realize that data centers are still a growth industry, here’s what he said:
“You have to see the CapEx numbers and realize the CapEx numbers have not declined. And think that’s what’s gonna happen because I still think that there’s a tremendous, tremendous opportunity to be the number one search.”
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 22nd.
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).
Jim Cramer on Vertiv Holdings Co (VRT): A Fantastic Company Nobody Seems to Care About
A close-up of a group of technicians working on complex data center systems.
Vertiv Holdings Co (NYSE:VRT) is a computer hardware company that provides products used to build data centers. As a result, the shares have struggled in 2025. They have lost 34% year-to-date and have failed to recover from the massive 30% dip in January during the DeepSeek selloff. Cramer’s previous comments about Vertiv Holdings Co (NYSE:VRT) have shared that the firm is performing well despite the pessimism surrounding its shares. Here are his latest thoughts:
“I mean Vertiv, which I think is a fantastic company, is going to report. And I think that people think that Vertiv’s not gonna make the number. And I think they’re gonna make the number, but nobody cares. It’s a rather amazing moment where the companies all are doing incredibly well, Vertiv especially. And Vertiv’s gonna report. And people are going to say, nah, it’s last good quarter. And it’s devastating.”
Overall, VRT ranks 9th on our list of stocks that Jim Cramer recently discussed. 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.
