Squawk on the Street Cramer's Morning Take: Nvidia & GE Vernova 4/28/25
Apr 28, 2025
The podcast dives into Nvidia's struggles with tariffs and inventory issues, while examining the broader market's resilience. Discussing energy, it covers investment strategies in the turbine market amid geopolitical tensions. The conversation shifts to Europe's electrification trends and the urgent need for reliable energy sources, highlighting Germany's nuclear energy initiatives. Plus, listeners get insights into becoming more engaged with the investing community.
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Impact of Government on NVIDIA
- NVIDIA struggles due to strong government opposition that investors cannot ignore.
- The government's stance against NVIDIA is unwavering, affecting the company's market performance significantly.
China's Power Advantage on Chip Efficiency
- New NVIDIA chips are more powerful but less energy efficient than the H100 model.
- Energy efficiency matters less in China due to its heavy investment in nuclear and solar power.
Buy GE Vernova for Trade Balance
- Consider buying GE Vernova stock due to its strategic role in balancing US-China trade deficits with turbines.
- GE Vernova is fairly valued, only up 12% this year despite strong fundamentals and market potential.