---
title: "Jim Cramer trims chip stocks, eyes AI bargains after rally"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286551330.md"
description: "Jim Cramer is cautious about semiconductor stocks, which he believes have surged too much, prompting him to take profits. He is now focusing on AI-driven companies like Meta and Shopify, which are down significantly despite strong earnings. The tech sector is experiencing rising earnings and easing valuations, presenting selective investment opportunities amidst bubble-like conditions in some areas."
datetime: "2026-05-15T10:53:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286551330.md)
  - [en](https://longbridge.com/en/news/286551330.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286551330.md)
---

# Jim Cramer trims chip stocks, eyes AI bargains after rally

Why the caution: Cramer warns semiconductor stocks have gone 'parabolic' after historic gains, prompting him to lock in profits on some winners. Where he's buying: He favors AI-driven companies like Meta and Shopify, which are down 24% and 46% from highs despite strong earnings and growth prospects. Tech sector context: Broader tech earnings are surging while valuations ease, creating selective opportunities even as some areas show bubble-like behavior.

### Related Stocks

- [SHOP.US](https://longbridge.com/en/quote/SHOP.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [SHPU.US](https://longbridge.com/en/quote/SHPU.US.md)
- [FBL.US](https://longbridge.com/en/quote/FBL.US.md)
- [METU.US](https://longbridge.com/en/quote/METU.US.md)

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