A Question About Vertiv (VRT) Leads Jim Cramer to a Bigger Infrastructure Story

During the October 7 episode of Mad Money, a caller asked whether Jim Cramer had concerns about data center infrastructure while discussing Vertiv Holdings Co (NYSE:VRT). He replied: No, no. I think Vertiv is a good company. I think they've got a great order book. I think if you believe in the data center, then I think you have to believe in Vertiv. I think it's a really good company. I like to buy it when it's down. And I've got to tell you, it's not even, it's not a spec. It's a very good situation, though. And I want to be really clear about this. If you had to buy one, other than GE Vernova, that handles the whole soup to nuts and it's down a lot, I would buy Vertiv.