Jim Cramer on Applied Materials: “It Got Away From Us”

Group 1 - Applied Materials, Inc. (NASDAQ:AMAT) has seen a significant increase in its stock price, up over 4,000% since the end of 2015, with a 50% rise in 2025 alone due to high demand for semiconductors [1] - The company has reduced its share count by 31% since the end of 2015, contributing to its strong performance and making it a recommended stock by investment analysts [1] - AMAT's performance is highlighted as a long-term investment opportunity, with a 1,200% increase since 2015 compared to 229% for the S&P 500, driven by both core business strength and aggressive share buybacks [1] Group 2 - The semiconductor capital equipment sector, where Applied Materials operates, is experiencing insatiable demand, particularly for commodity semiconductors, which in turn boosts demand for the machines that produce them [1] - Investment analysts suggest that while AMAT is a strong investment, there are AI stocks that may offer greater upside potential and less downside risk, indicating a competitive landscape in the tech investment space [2]