By Thomas Richmond
Publication Date: 2026-06-01 16:22:00
Quick Read
Nvidia continues to benefit from accelerating AI factory buildout, while GE Vernova captures secondary gains by providing the massive power generation and transmission equipment required to run data centers.
Nvidia (NVDA) reported Q1 FY2027 revenue of $81.6B, up 85.2% year-over-year, with Data Center revenue surging 92% to $75.25B, while GE Vernova (GEV) booked $2.4B in data center electrification orders in Q1 2026 and raised full-year free cash flow guidance.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and GE Vernova didn’t make the cut. Grab the names FREE today.
On the May 29, 2026 episode of Mad Money, a caller named Patrick from Virginia brought Jim Cramer a problem most investors would love to have. He bought NVIDIA (NASDAQ:NVDA) back in 2017 when Jim Cramer called it “the stock of our generation,” and over the next eight years, the position grew to roughly 60% of his individual stock portfolio. Patrick has spent the past year actively trimming the position and asked Cramer whether GE Vernova (NYSE:GEV) made sense as a stock to diversify into.
Cramer’s answer doubled as both a green light on the new pick and a defense of the original thesis: “I still like NVIDIA very much. I’m not backing away from NVIDIA.”
The 60% Problem
A single stock growing into majority control of a portfolio is the kind of outcome long-term investors fantasize about, and few know how to manage. Selling can be…
