Semiconductor Stocks Soar High Performance Investments

• KLA Corp (KLAC) and Lam Research (LRCX) have delivered high returns, rewarding investors who resisted selling at all-time highs.
• Both companies have shown strong fundamentals and growth potential in the semiconductor industry.
• Technical analysis suggests ongoing upward trends for both stocks, with key support levels identified for risk management.
• Ritholtz Wealth Management is launching an asset management strategy based on the Best Stocks research.

Those Explosive Stocks

Alright, you Powder Monkeys, Jinx here, reporting live from somewhere more interesting than your boring portfolios. Word on the street is, these eggheads at Ritholtz Wealth Management are all excited about what they call the "Best Stocks in the Market." Sounds kinda tame for my taste, but hey, even I gotta pay attention when things go BOOM. Apparently, they've been tracking stocks with "underlying buying pressure" and "technical set-ups." Translation? Stocks that are likely to make shiny things go *up*. They admit some fizzle out faster than my patience, some are slow burners, but a few? A few are the real deal. Like finding a loose cannon on deck – chaotic, but potentially very rewarding. They even have some fancy graphs and charts to try to make sense of all the chaos. Who needs rules when you got explosions, am I right?

Semis in the Spotlight

Now, Ritholtz is focusing on these "Semi" companies, KLA Corp. and Lam Research. Apparently these companies are important. "Importance is subjective" I always say when shooting rockets. Sean, one of the guys in charge of this, made it clear that back in 2026 these stocks where already doing great, making 56%, 9%, and 94%. But even if they were doing great he taught people to unlearn "selling all time highs". Speaking of explosions, remember that time I tried to upgrade Fishbones with a semiconductor? Didn't end well. Turns out, precision engineering and rocket launchers don't exactly mix.

KLAC: The Defect Detective

This KLA Corp (KLAC) sounds like my kinda company. They're like detectives for defective chips, helping those fancy chipmakers pump out more gadgets. More gadgets mean more things to… "borrow", obviously. According to this Sean character, if you had this stock in 2023, 2024 and 2025 most investors would have wanted to take the "chips off the table". But he says that you need to unlearn this and to continue with it. Apparently, it is back at highs again, and this year is up 42%.Mullin Advances Despite Temper Tantrums Senate Panel Greenlights DHS Nominee, you could argue that some people need a defect detective just like chipmakers and they still advance despite their temper tantrums.

Digesting the Gains

According to some Josh guy, KLAC already did the hard part. That multimonth consolidation from January into March wasn't random and it was the market working off the excess from the prior run. The price moved sideways to down while the trend held and momentum reset. For traders, the breakout needs to hold, a failure back below $1,500 and the 50-day tells you it needs more time. If you are an investor, the trend remains intact unless you're talking about a deeper break toward the $1,194 200-day. Until that happens, this is a leadership stock finishing a reset and trying to make new highs. If you ask me, sounds like they’re overthinking it. Just point and shoot, people.

LRCX: Wafer Wizards

And then there's Lam Research (LRCX). These guys make the machines that *make* the chips. It's like the difference between Fishbones and the factory that made him – both essential for maximum mayhem. They ended 2025 up an astounding 139%, and they are up another 51% so far this year. They're even talking about *doubling* their revenue and profit in the next five years. Who needs Piltover when you've got growth like that?

Momentum Matters

Josh says Lam Research already worked through its consolidation, and it's spent the last few months resetting after the prior run, and is now back pushing to new highs around $263. This wasn't a straight shot up, it digested gains, held trend, and rebuilt momentum along the way. So, there you have it, folks. Stocks going up, companies making chips, and fancy charts that are probably wrong anyway. Now, if you'll excuse me, I have a rocket launcher to upgrade and a city to… "redecorate".