Jim Cramer Discussed These 15 Stocks Recently

12. KLA Corporation (NASDAQ:KLAC)

Number of Hedge Fund Holders: 58

Discussing KLA Corporation (NASDAQ:KLAC), Cramer highlighted the company’s critical role in the semiconductor industry:

“Regular viewers know I’m a huge believer in the AI revolution, and aside from Nvidia, there are winners that stay out of the headlines. KLA is one of them. It’s the brains behind a lot of what you hear when you talk about semiconductor companies.”

KLA Corporation (NASDAQ:KLAC) provides process control and yield management solutions for semiconductor manufacturing. Their advanced inspection and metrology systems are essential for chipmakers aiming to expand production, especially for high-end AI-driven chips.

Cramer emphasized how KLA bounced back after the recent “Deep Seek” scare, which temporarily drove the stock down:

“This company reported an impressive set of results at the end of January, and upbeat guidance for the current quarter has helped the stock recover after it got hammered by the Deep Seek scare. But those numbers were incredibly misleading, and I think this could be a great buying opportunity.”

Cramer also pointed out KLA’s resilience during a period of heightened geopolitical tensions and export controls:

“People think we don’t make anything in this country, but KLA proves them wrong. They make the most sophisticated equipment in the world and export 88% of their products. This is where the real intellectual property resides—this is what we do best in America.”

With strong fundamentals, continuous innovation, and a dominant position in semiconductor manufacturing, Cramer views KLA as a stock worth holding for the long term. As he put it:

“We want this to be the stock you put away in the drawer. No drama, just steady growth.”