Jim Cramer focused his Real Money column Thursday morning on the semiconductor sector.
"Is it too late to get on board the semiconductor train? Have you missed the moved that seems to have engulfed everything from Micron Technology MU to Teradyne TER to Nvidia NVDA and Lam Research LRCX?" wrote Cramer. "I don't think you missed it, if the stocks pull back for an exogenous reason. And it is case by case. Some have pulled out. Some haven't -- and the have-nots may not play catch up."
But, for investors looking to spot a pullback, what are some of the signs?
"Okay, well look...I wrote that piece in advance of doing another when Skyworks reports. So you need to see Apple continue to order. You need to see, I mean this is what would really be bad. Let's say Apple is hurt by Wuhan, by the Coronavirus that you know, you gotta see the Coronavirus off the table. Okay. And then, for the semis, uniquely, you've got to see who is taking share. And in this case, I'm talking about AMD versus Intel," said Cramer.
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