In February, he declared that Skyworks Solutions, Intel, Qualcomm, Broadcom, and Xilinx were the top five semiconductor companies that stand to benefit from the building of 5G infrastructure.
from the building of 5G infrastructure. Nearly three months later, he reevaluated their movements and offered an updated outlook for each stock.
host said. "You gotta keep finding the right stocks, which is exactly why I'm trying to keep you up to date on this story."Since giving an "optimistic" forecast on Qualcomm in early February, Cramer noted that the share price has surged 69% with the help of its "I think it's a phenomenal long-term story, and it doesn't hurt that the stock sells for just 12-times earnings estimates," he said. "Skyworks reports on Thursday night. I expect them to tell a good story, but if the company stumbles and the stock gets hit, [buy it]."Intel's share price is up more than 2% since the stock was recommended in early February, but there was a lot to dislike in its latest earnings call, Cramer said.
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