Jim Cramer Discusses These 12 Stocks & Shares Big Buying Signal

7. Vertiv Holdings Co (NYSE:VRT)

Number of Hedge Fund Holders In Q4 2024: 92

Vertiv Holdings Co (NYSE:VRT) makes and sells power and thermal management products along with racks and other items that are used in data centers. As a result, the fact that its shares are up by 13% over the past year is unsurprising. However, equally unsurprising is the fact that Vertiv Holdings Co (NYSE:VRT)’s shares fell by a massive 30% in January in the days of the DeepSeek selloff. Cramer’s previous remarks about the firm have linked it with energy stocks due to the data center exposure. He also opined that the stock drop means there’s an opportunity for timed and cautious buying. Here are his latest comments about Vertiv Holdings Co (NYSE:VRT):

“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.”