We recently published a list of Jim Cramer’s Take on These 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.
On Wednesday, Jim Cramer, the host of Mad Money, shared his concerns about President Donald Trump’s approach to trade and its implications for investors. Cramer argued that the President seems more focused on punishing America’s trading partners than creating a favorable environment for those looking to invest.
“Whether you think it’s good policy or bad policy, it sure seems like Wall Street’s gotten tired of worrying about it and just says, bring it on. Although today in some sort of weird reprieve, the Dow gained 235 points, the S&P advanced 0.67% and the Nasdaq actually climbed 0.87%. You know what? That’s kind of like a joke. See, because that was before all the announcements after hours and the trades after hours are painting a different picture, a horrendous picture.”
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Cramer emphasized that President Trump has not shown much interest in how stock market performance affects everyday investors recently. He pointed out that Trump has not once mentioned investing in stocks during this period of trade conflict. As per Cramer, it signals that the President no longer prioritizes the stock market. Cramer highlighted that instead, Trump’s primary goal seems to be forcing other countries to submit to U.S. demands, even if it leads to higher inflation and rising prices for goods in America. According to Cramer, Trump is willing to accept the negative impact on the market and the broader economy as long as he achieves his objectives in trade.
“Here’s the bottom line: The stock market may matter to you and me. It used to matter to Trump, but that was then, and this is now. He wants to punish our trading partners for taking advantage of us and he’ll do whatever it takes to make that happen, even if it crushes our stock market and results in higher prices for all sorts of goods for you and me in America. If that’s what it takes to get it done, he is going to do it. I say get over it and we will work together to find stocks that no matter what Trump does, he can’t hurt us even as that universe grows smaller by the day. It turns out I was right. It really is the Walmart White House. Trump really does believe in everyday lower stock prices, not in the supermarket, not in the cereal aisle, and not in the fruit aisle, and not in any of the aisles, only these aisles right here in the New York Stock Exchange.”
Our Methodology
For this article, we compiled a list of 10 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on April 2. We listed the stocks in ascending order of their hedge fund sentiment as of the fourth quarter of 2024, which was taken from Insider Monkey’s database of over 1,000 hedge funds.
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).
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.”
Overall, VRT ranks 2nd 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 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.
