#1
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business18h ago
Miss the rally in memory stocks? Cramer sees an even better way to play the memory shortage
- Cramer tells investors not to chase the memory-stocks rally and points to equipment makers as a safer play.
- He recommends semiconductor capital equipment makers like ASML, Applied Materials, KLA Corp and Lam Research as a durable play.
- Cramer notes memory stocks have surged; he expects possible long-term gains from equipment makers if others dip.
- Cramer cites ASML’s 54% and Lam Research’s 137% moves as examples of equipment peers' strength.
- He suggests investors may buy ASML, Lam Research or KLA if shares dip after quarterly results.
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