Lam Research Corporation (NASDAQ:LRCX) is one of the actions Jim Cramer talked about, along with memory shortages. Cramer highlighted the reason for the stock’s tremendous rally in 2025 and to date in 2026, as he commented: Again, as with Taiwan Semi, these are not memory chips. In this case, Intel cannot produce enough CPUs. That…
We stumbled upon a bullish thesis from United Microelectronics Corporation on Straight_sauce’s r/investing. In this article we will summarize the bulls’ thesis on UMC. United Microelectronics Corporation shares were trading at $8.77 on January 15. UMC’s trailing and forward P/E were 16.37 and 14.35 respectively according to Yahoo Finance. United Microelectronics Corporation (UMC) operates in…
Bailard Inc., an investment management firm, released its Q3 2025 investor letter on “Bailard Technology Strategy.” A copy of the letter can be downloaded here. The strategy generated 9.36% net of fees in the quarter compared to the S&P North American Technology Index’s 13.14% return, the Morningstar US Open End Technology Categories’ 11.64% return, and…
