CNBC’s Cramer Says Semiconductor Obsession Is Mis-pricing DASH, LDOS, FLEX — Sees Buying Opportunity

CNBC’s Jim Cramer said on May 27, 2026 that an investor rotation into hardware and semiconductors has left some growth stocks oversold, naming DoorDash (DASH), Leidos Holdings (LDOS), and Flex (FLEX) as buying opportunities. He argued that DoorDash, along with Uber and Reddit, has been caught in a broad selloff of platform stocks, not due to fundamental weakness. Leidos, a defense and cybersecurity contractor, has been in a “freefall” that Cramer called overdone, citing its stable government business. He also highlighted Flex, calling it operationally excellent and predicting as much as 50% upside, benefiting from AI server and data center demand. The CNBC host’s commentary comes as the S&P 500’s technology gains remain concentrated in chipmakers like Nvidia, prompting voices like Cramer to warn of mispriced value in the software and services sector.