Cramer's Morning Take: GE Vernova 10/20/25

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Jim Cramer (1:02)

Hey, it's Cramer, and this is my morning take on the market from today's CNBC Investing Club Morning Meeting. Nuclear power. Well, Patti Poppy, who runs Pacific Gas Electric, PG&E, has said, look, all this building's gonna probably end up nil, because there's a lot, a lot of spare power.

SPEAKER_4 (1:21)

Yeah, I was curious about that, because I think that kind of goes against what GE Vernova's been saying, too, and just how important we need to continue to build out all these gas turbines and all the gigalots added.

Jim Cramer (1:33)

Well, she's saying that if you look at the grid, the grid is more robust than people utilize.

SPEAKER_4 (1:38)

Underutilized, I think she was saying.

Jim Cramer (1:39)

Underutilized, is what she's saying. Underutilized. And also, Hamid Moghadan is building using solar panels, and you don't need as much power. And he said that all of the hyperscalers are calling him, and they don't seem to know all that much about power. So, I just keep in mind that I think a lot of these nuked plants, I think it's just sell the nuked stocks. At least sell some.

SPEAKER_4 (2:05)

The ones that are probably, you know, no revenues, maybe little revenue.

Jim Cramer (2:08)

Right.

SPEAKER_4 (2:09)

A lot of the speculative areas, you continue to beat the drum on that.

Jim Cramer (2:12)

Well, I need that because I can't have it to be... In 2000, at thestreet.com, I wrote this piece saying, okay, look, it's over, and I'm going into bonds. It was not looked at at all. It was March 15th. It was one of the best calls of my life, and I don't want this call to be overlooked. I'm trying very hard to get people to take profits in Nuke, take profits in Rare Earth Metal without doubt, take profits in the data center adjacencies. I'm not buying those. Please, take profits.

SPEAKER_4 (2:44)

So take profits in some of these more speculative areas, buy real companies with those winnings, maybe one like Apple, stocks higher again.

Jim Cramer (2:50)

I'm not buying Dell. I mean, Dell's fine. AMD's fine. Nvidia's fine, okay? But I just can't have people lose money on this. And I am being really serious to people. If you're watching this, you're going to go take something off, okay? Just go take something off.

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All opinions expressed by Jim Cramer on this podcast and in connection with the CNBC Investing Club are solely Cramer's opinions and do not reflect the opinions of CNBC, NBC Universal or their parent company or affiliates and may have been previously disseminated by Cramer on television, radio, internet or another medium. No specific outcome or profit is guaranteed in connection with your reliance upon or other use of the content from Cramer. The opinions offered in connection with this podcast and the CNBC Investing Club are not an attempt to induce any particular trading behavior, investment or strategy. You should be aware of the risk of loss in following any strategy or investment discussed in the content from Cramer. To view the full CNBC Investing Club disclaimer, please visit cnbc.com/investingclubdisclaimer.

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