Cramer’s Mad Dash: GE Vernova

David Faber (Co-anchor of Squawk on the Street) 00:02.260

six minutes before we get started with trading here at the new york stock exchange on this thursday let's get a mad dash in we're going to stay on the power generation theme that

Jim Cramer (Host of Mad Money) 00:10.900

we can

Jim Cramer (Host of Mad Money) 00:12.500

with GE vernova yeah so we have two themes one is we have the actual building the data center and the other is we have did you have enough power do it now GE vernova is the cheap way to do it because they're natural gas the problem is is that they did not increase capacity

Jim Cramer (Host of Mad Money) 00:27.420

there's only three companies that actually make natural gas generators they're one of them they've increased capacity but you can't get one till twenty thirty you get in the queue twenty twenty eight they're sold out the question is twenty twenty nine can you begin to get it

Jim Cramer (Host of Mad Money) 00:40.830

this is the other gating factor that calls for discipline so when you hear sam altman saying listen don't worry we're going to put all we want that's open AI you have to you run smack into G renova and by the way the nuclear power situation that we're hearing that's twenty

Jim Cramer (Host of Mad Money) 00:53.470

thirty five

David Faber (Co-anchor of Squawk on the Street) 00:54.550

that's twenty thirty five all right now obviously this is great but there was quite a move down yesterday so what was that all about i mean was just the overall trade what we saw yesterday before the part related to the oracle story i was talking about earlier

Jim Cramer (Host of Mad Money) 01:07.590

and the day before it had been recommended look my chat was resonance has been a home run but i will tell you i don't like all these calls because what happens is you don't have a lot of pricing power if you're sold out that's sanjay and you know it's not a lot of pressure but

Jim Cramer (Host of Mad Money) 01:23.150

he sold out if you're sold out you can't raise prices because i've already bought it at a certain price now sanjay can ultimately raise prices if he gets equipment but if he gets the equipment then the prices start falling so these are all catch twenty twos i do not think that

Jim Cramer (Host of Mad Money) 01:37.790

this stock which i love and should beat seven hundred is anything but another call for discipline for those who want to put up an endless numbers of data centers forget about it and we can talk about the space data center which could be reality but i need to see oracle do

Jim Cramer (Host of Mad Money) 01:54.030

something that well you know you said equity oracle equity there could be fusion

David Faber (Co-anchor of Squawk on the Street) 02:00.070

i'm not don't make too much of that please

Jim Cramer (Host of Mad Money) 02:03.470

is that like the FT with the blue is that the what

David Faber (Co-anchor of Squawk on the Street) 02:05.870

you're saying at some it's not inconceivable that they might have to who knows but watch me

Jim Cramer (Host of Mad Money) 02:11.590

joe anderson and watch the video

David Faber (Co-anchor of Squawk on the Street) 02:13.950

we'll get to that in a minute are we got an opening bell less than five minutes away don't go anywhere