Squawk on the Street Cramer's Morning Take: GE Vernova 10/20/25
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Oct 20, 2025 Jim Cramer raises eyebrows discussing the debate over nuclear power demand, highlighting PG&E's insights on grid capacity. He advises savvy investors to take profits from nuclear stocks and speculative energy plays. The conversation is candid and insightful, aiming to help listeners navigate the complex energy market landscape. Tune in for a strategic take on current investments amid shifting market dynamics.
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Grid More Robust Than It Seems
- Jim Cramer argues the power grid is more robust and underutilized than many expect, reducing urgent need for new large-scale plants.
- He connects solar adoption and hyperscaler behavior to lower incremental demand for new nuclear and gas capacity.
Take Profits From Speculative Energy Stocks
- Jim Cramer tells listeners to take profits from nuclear, rare earths, and data-center-adjacent speculative stocks.
- He urges reallocating proceeds into established companies like Apple, Dell, AMD, or Nvidia to avoid losses.
Cramer’s 2000 Bond Call Recalled
- Jim Cramer recounts his 2000 call to leave stocks for bonds at thestreet.com and that it was one of his best calls.
- He uses this past success to emphasize he wants listeners to heed his current profit-taking warning.