Lam Research Gains 2.52% on AI-Driven Momentum, But Cramer Shifts Focus to Alternative AI Stocks as $0.8B Volume Ranks 123rd

. 5, , ranking 123rd in market activity. , driven by demand in semiconductor manufacturing tied to AI growth. However, recent commentary from CNBC’s suggested a shift in focus, arguing that alternative AI stocks may offer superior returns with lower risk, despite acknowledging LRCX’s strategic role in chip equipment and U.S.-China trade dynamics.

Cramer’s latest assessment contrasts with his earlier endorsement of LRCX following a July earnings report, . He emphasized the importance of timing re-entry into the stock but highlighted competing opportunities in the AI sector. Meanwhile, U.S. Congress members have engaged in mixed trading activity for LRCX, with partial sales and purchases across multiple sessions, reflecting varied institutional sentiment.

Backtesting a strategy involving the top 500 most liquid U.S. stocks for a one-day hold is constrained by current analytical tools, which lack automated re-ranking capabilities. Alternatives include narrowing the scope to an ETF proxy or refining the universe to manageable subsets like the S&P 500. Further clarification is required to establish a feasible framework for evaluating short-term liquidity-driven strategies.