Jim Cramer's Semiconductor Stock Picks Amid Chip Shortage

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One of Jim Cramer’s stocks that he was focused on Monday morning was Applied Materials  (AMAT) – Get Report ahead of the analyst day. 

The stock is up 240% in the past year.

So, what does he make of the stock for investors who already own it? Watch the video above.

Recap TheStreet Live: Everything Jim Cramer Is Watching Monday