Jim Cramer called Lam Research the best in semiconductor capital equipment but recommended investors buy only 25% of their intended shares due to recent stock volatility. Despite strong quarterly results with revenue up 54.4% and record profits driven by AI demand, the stock has dropped over 26% in the past month. Risks include significant exposure to China and supply chain constraints. Investors are advised to build positions gradually and watch upcoming earnings and guidance updates before adding more shares.
Lam Research shares are trading at USD 239.11 on Pluang as of Oct 31, 2026 17:31 WIB, down 6.01% in the last day. The stock's market cap stands at $299.23 billion, reflecting its significant presence in the semiconductor sector. Pluang order activity shows a majority of 67% buy interest, indicating ongoing investor attention despite recent volatility.
