Speculative builders are driving up the cost of data center construction, says Jim Cramer

Does that mean you need to sell your stocks that are involved with the data center. You'd be like us in the trust. I think you sell some.You can't be as heavily invested in this theme because the price turning multiples are not going to expand. And if the dwindling supporters of data centers lose their positions the coming election, the people selling these stocks now will look like Jesus after the election. But let's say how about the uh money that's flowing into Proctor Gamble and Coca-Cola or the United ...