Our need for more power is fueling an infrastructure boom. Jim is highlighting this bull market tonight for his new book Stay Mad for Life. Nuclear power is in the sweet spot right now with Europe always being a big proponent. China and India are making plans to build a number of plants as well. The U.S. is changing its mind almost 30 years after the Three Mile Island accident. Cramer's best play is The Shaw Group Inc. ( SGR ). This stock is up almost 50% since it was recommended by him in June, but is down 10 points from its 52 week high. This discount will not last after the company reported Thursday. Revenues were up 40% year over year and they have a huge backlog of work booked. He said Global Santa Fe which was bought by Transocean ( RIG ) is the only company that has ever had the kind of backlog to market cap ratio like this. SGR has one big nuclear project booked in China and of the 12 in India at least 3 should come to the company. Fluor Corporation ( FLR ), Foster Wheeler Ltd. ( FWLT ) and McDermott International ( MDR ) are almost twice as big as SGR so a takeover may happen. Either way this stock is a buy.