Trane ($TT) podcast mentions
Timestamped Trane ($TT) mentions across our podcast corpus.
Meanwhile, cooling methods and electrical architectures keep changing, so they need to spend just to keep up. In the end, even though Acceleration's got an incredible growth rate, I'd rather stick with more established players like Vertiv or Eaton, which we're going to cover well on Thursday's conference call for the club, because I have more confidence in their ability to hit the numbers. Hey, then there's Genevranova supplying power generation and grid equipment. Sterling Infrastructure helped build these facilities. We've had those companies on. Trane supplying cooling. Had them on too. And then Oregon, the power plant builder I covered last night. They serve different parts of the system but all stand to benefit from the same data center buildout. In the end, there are a ton of different ways to play this story. I'd rather go with the ones that have earned my confidence. Acceleration still has those troubled contracts winding down, and I really dislike the fact that the private equity sponsor retains so much control over the business. Plus, if you're going to buy a data center supplier, I think you should wait 3 weeks until after the election. That's when I expect some of the political heat to die down.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/13/26 · 2026-10-13