GE Vernova (GEV) Is Talking About 2029 When It Comes To Nuclear Plants, Says Jim Cramer

We recently published 12 Latest Stocks on Jim Cramer's Radar . GE Vernova Inc. (NYSE:GEV) is one of the stocks Jim Cramer recently discussed.

Power generation equipment manufacturer GE Vernova Inc. (NYSE:GEV) is one of Cramer’s top plays in the nuclear power industry. He has discussed nuclear stocks, such as Oklo, several times over the past couple of months and asserted that GE Vernova Inc. (NYSE:GEV) remains the strongest play in nuclear power. Cramer holds this opinion due to the firm’s building activities, and in this appearance, he outlined that GE Vernova Inc. (NYSE:GEV) believes nuclear plants could be brought online in 2029:

“[After David Faber pointed out that nuclear power plants will take a long time to come online] People talking about moving that up. . .GE Vernova is talking about 2029 . . .people are talking about the TVA.”

“Now, here’s one that’s… kind of fallen off, that people are a little down on right now, I think it’s wrong, GE Vernova. It’s supply-constrained with its power equipment. They make giant turbines that burn natural gas, the principal energy source powering the data center. I think both GE Vernova and Boeing will be winners. One of the reasons is because they can make machines that cost up to a hundred million dollars a piece. Ordering these big-ticket items is the easiest way for our trading partners to ingratiate themselves with President Trump, short of, you know, like some sort of like bribery or something. Those orders go a long way toward closing any trade deficit.”

While we acknowledge the potential of GEV as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.