Group 1 - GE Vernova Inc. (NYSE:GEV) has seen a 78% year-to-date increase in its shares, primarily due to its exposure to the data center industry [2] - Jim Cramer highlighted that GE Vernova is the only firm capable of delivering nuclear power projects, emphasizing its strong position in the market [2][3] - Cramer praised GE Vernova's decision to exit the wind power market, noting that the maintenance costs associated with wind power are significant and that the company is better positioned focusing on natural gas [2][3] Group 2 - Cramer mentioned that the electricity production market is experiencing a bull run, driven by the demand from AI data centers, which benefits GE Vernova's power business [3] - GE Vernova is recognized as the best-performing industrial stock in the S&P over the past year, although it has faced challenges due to political opposition to wind subsidies [3] - The company is primarily viewed as a natural gas play, which is expected to be more profitable compared to its wind division [3]