KLIC Kulicke & Soffa Industries, Inc.

Jim Cramer urged investors to move on from Flagstar Bank, warning that a powerful industry trend could create further pressure for the lender. During CNBC’s “Mad Money” Lightning Round. On semiconductor equipment stocks, Cramer praised Kulicke and Soffa as a strong company but said Lam Research remains his top pick in the sector, followed by Applied Materials in second place. His preference highlights his continued confidence in these established semiconductor equipment providers. Cramer also commented on STMicroelectronics, describing the company positively but favoring Intel as a buying opportunity. He recommended purchasing Intel at around $107, signaling optimism about the chipmaker’s potential at that price level. His remarks come amid continued investor focus on semiconductor stocks and the broader industry’s growth prospects. $KLIC $LRCX $AMAT $INTC

$KLIC This company still has a significant amount left of their repurchase program. This is far below fair value at this point. Things always over extend to the upside and to the downside. Unless er is deployable this is a steal here. We will see after todays bell

$KLIC Because expected net income for KLIC is on pace to nearly triple between the cyclical low and the forecasted 2027 peak, evaluating KLIC on a trailing multiple gives a completely distorted view of its actual valuation. At a forward multiple of 11.18, it prices in a steep discount compared to the broader semiconductor equipment industry peer group. $AMKR $INTC $TER $AMAT

$KLIC Chip equipment shrugging off Alphabet’s drop fits basically is saying that more Google spending means more demand for suppliers.