Lam Research’s (LRCX) Going to “Have Orders as Far as the Eye Can See,” Says Jim Cramer

3 hours ago 1

Ramish Cheema

Sun, November 16, 2025 astatine 9:03 AM CST 2 min read

We precocious published 9 Stocks Jim Cramer Talked About successful a Show Where He Advised OpenAI to Slow Down. Lam Research Corporation (NASDAQ:LRCX) is 1 of the stocks Jim Cramer discussed connected the show. Cramer has started to often sermon semiconductor manufacturing instrumentality supplier Lam Research Corporation (NASDAQ:LRCX) recently. He believes the precocious request for HBM representation chips volition assistance the steadfast and reiterated the sentiment successful this quality arsenic well:

"Now I'm trying to separate betwixt the companies that are making a batch of wealth and the companies that are conscionable having immoderate revenues and not making wealth astatine all. Citi takes Lam Research from 175 to 190. They marque a batch of the instrumentality that you request successful bid to beryllium capable to person precocious bandwidth representation which is immense successful the information center. And they are highly profitable, and I deliberation that's a large call. That I like. I conscionable privation to bargain companies that are lucrative astatine this signifier of the cycle.

Lam Research's (LRCX) Going to "Have Orders arsenic Far arsenic the Eye Can See," Says Jim Cramer

"Look, Lam is going to person orders arsenic acold arsenic the oculus tin see. They can't marque it up. No 1 thought that determination would beryllium this overmuch request for precocious bandwidth memory, and, Micron benignant of thing. And I conscionable say, good good there's a winner. "Lam has taken the, Tim Archer, helium took a mates of cardinal dollar hit. And truthful yo're de-risked from China and the orders conscionable support flowing, it's a large company. I retrieve erstwhile it was. . .Novellus was, the feline who runs it now, Tim Archer, is from the Novellus side, I similar him."

While we admit the imaginable of LRCX arsenic an investment, our condemnation lies successful the content that immoderate AI stocks clasp greater committedness for delivering higher returns and person constricted downside risk. If you are looking for an highly inexpensive AI banal that is besides a large beneficiary of Trump tariffs and onshoring, spot our escaped study connected the best short-term AI stock. READ NEXT: 30 Stocks That Should Double successful 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This nonfiction is primitively published at Insider Monkey.