GoKawiilCramer: Political backlash on data centers favors Amazon, Alphabet, Microsoft, Meta
Jim Cramer said on 'Mad Money' that rising political and community pushback over electricity and water use is slowing the unrestrained buildout of data centers, citing tighter demands from officials in Pennsylvania and Texas. He argued this won't kill the data center trade but will make smaller speculative developers and suppliers like GE Vernova, Micron, Sandisk, Western Digital and Seagate less attractive to investors at premium valuations.