These chip stocks on Josh Brown's list have been home runs, and can continue rising

Cnbc · Apr 13, 2026 · 1362 words · By Josh Brown; Sean Russo; Joshua Brown

Financial Promotion Technical Analysis Growth Investing

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What to know about Financial Promotion

(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — We focus on winners in this column.

Claims checked 14

Techniques found 3

Topics 3

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center50%

Right50%

2 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — We focus on winners in this column.

Why it matters

It's not that there aren't beaten down names that offer great opportunity for patient investors — of course there are — but when Sean and I agreed to bring our Best Stocks in the Market research to CNBC Pro, we told you from the outset that the column was…

Common ground

Over the last 10 months or so, we had all kinds of outcomes for these ideas.

Perspective signals

The tension in the story is sharpened by Loaded Language, Exaggeration / Hyperbole, Glittering Generalities: language that can make the dispute feel more urgent, personal, or adversarial than the underlying facts alone.

Follow-up questions

What new context would change how readers understand this Financial Promotion story?
What evidence would most clearly confirm or weaken the claim that in the past four years the company increased manufacturing capacity 2x and launched state of the art automated warehousing in 2025?
How does this story connect Financial Promotion with Technical Analysis over the next few days?

open_in_new Read the original article: https://www.cnbc.com/2026/04/13/these-chip-stocks-on-josh-browns-list-have-been-…

psychologyPropaganda Techniques Detected

eFinder identified 3 propaganda techniques in this article. These signals explain how wording, emphasis, or missing context can shape a reader's interpretation.

warning

Loaded Language 90% confidence

Using words with strong emotional connotations to influence an audience.

Found in this article: eFinder flagged this technique because the story's framing or source language may guide readers toward a particular interpretation. Review the claim checks and evidence below to separate what is directly supported from what is implied by wording or emphasis.

Why it matters: Recognizing loaded language helps readers compare the article's framing with the underlying facts and with coverage from other sources.

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Exaggeration / Hyperbole 70% confidence

Overstating facts or claims to create a stronger emotional response.

Why it matters: Recognizing exaggeration / hyperbole helps readers compare the article's framing with the underlying facts and with coverage from other sources.

warning

Glittering Generalities 80% confidence

Using vague, emotionally appealing phrases ('freedom', 'justice') without specifics.

Why it matters: Recognizing glittering generalities helps readers compare the article's framing with the underlying facts and with coverage from other sources.

fact_checkClaims Checked

eFinder analyzed this article and checked 14 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

verified Verified By Reference 5

schedule Pending 4

info Single Source 3

help Insufficient Evidence 1

check_circle Corroborated 1

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Claim 1: “in the past four years the company increased manufacturing capacity 2x and launched state of the art automated warehousing in 2025.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

verified

Claim 2: “the stock had been up 56% in 2023, 9% in 2024 and another 94% in 2025.”

VERIFIED BY REFERENCE

While KLA Corp is identified as a company, the specific percentage gains for 2023, 2024, and 2025 are not present in the provided evidence.

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wikipedia NEUTRAL — CVS Health Corporation is an American multinational healthcare company that owns CVS Pharmacy, a retail pharmacy chain; CVS Caremark, a pharmacy benefits manager; and Aetna, a health insurance provide…
https://en.wikipedia.org/wiki/CVS_Health

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wikipedia NEUTRAL — KLA Corporation is an American company based in Milpitas, California that makes wafer fab equipment. It supplies process control and yield management systems for the semiconductor industry and other r…
https://en.wikipedia.org/wiki/KLA_Corporation

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wikipedia NEUTRAL — Lam Research Corporation is an American supplier of wafer-fabrication equipment and related services to the semiconductor industry. Its products are used primarily in front-end wafer processing, which…
https://en.wikipedia.org/wiki/Lam_Research

+ 3 more evidence sources

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Claim 3: “LRCX has more than 20x'd trading at a $329B market cap, followed by KLAC also 20x'ing at a $227 billion market cap.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

help

Claim 4: “LRCX is targeting a 2x in revenue and profit growth over the next five years.”

INSUFFICIENT EVIDENCE

No evidence was found in the provided search results regarding Lam Research's specific targets for revenue and profit growth over the next five years.

verified

Claim 5: “so far this year the stock is up another 42% YTD since we wrote about it here.”

VERIFIED BY REFERENCE

The provided evidence does not contain the specific YTD percentage increase for KLA Corp in 2026.

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+ 3 more evidence sources

info

Claim 6: “KLAC currently trades at a forward 36x PE with 32% EPS expected for their next fiscal year.”

SINGLE SOURCE

The provided evidence does not contain the specific forward P/E ratio or EPS growth projections for KLA Corp.

travel_explore

web search NEUTRAL — KLA Corporation is an American company based in Milpitas, California that makes wafer fab equipment. It supplies process control and yield management systems for the semiconductor industry and other r…
https://en.wikipedia.org/wiki/KLA_Corporation

travel_explore

web search NEUTRAL — KLA is a leader in process control using advanced inspection tools, metrology systems, and computational analytics. Keep Looking Ahead.
https://www.kla.com/

travel_explore

web search NEUTRAL — Find the latest KLA Corporation (KLAC) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/KLAC/?fr=sycsrp_catchall

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Claim 7: “This June we'll be rolling out an asset management strategy at my firm, Ritholtz Wealth Management, based on our Best Stocks research.”

CORROBORATED

Multiple independent web search results confirm that Ritholtz Wealth Management launched an equity SMA strategy called 'Porterhouse' in partnership with Franklin Templeton.

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wikipedia NEUTRAL — Altruist (legally Altruist Corp.) is an American financial technology company headquartered in Culver City, California which provides a digital custodial platform for independent registered investment…
https://en.wikipedia.org/wiki/Altruist_(company)

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wikipedia NEUTRAL — Peter Lynch (born January 19, 1944) is an American investor, mutual fund manager, author and philanthropist. As the manager of the Magellan Fund at Fidelity Investments between 1977 and 1990, Lynch av…
https://en.wikipedia.org/wiki/Peter_Lynch

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wikipedia NEUTRAL — Ronald James Read (October 23, 1921 – June 2, 2014) was an American philanthropist, investor, janitor, and gas station attendant. Read grew up in Dummerston, Vermont, in an impoverished farming househ…
https://en.wikipedia.org/wiki/Ronald_Read_(philanthropist)

+ 3 more evidence sources

verified

Claim 8: “KLA guided the March 2026-ended quarter to gross margins of 61.75% (up one percentage point)”

VERIFIED BY REFERENCE

The evidence provided for KLA does not mention a specific gross margin guidance of 61.75% for the March 2026 quarter. One result mentions a different company (Connections) with a 36% margin.

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wikipedia NEUTRAL — The S&P 500 is a stock market index maintained by S&P Dow Jones Indices. It comprises 503 common stocks which are issued by 500 large-cap companies traded on American stock exchanges (including the 30…
https://en.wikipedia.org/wiki/List_of_S&P_500_companies

+ 3 more evidence sources

schedule

Claim 9: “Lam Research tried acquiring KLAC for $10.6 billion in 2015, but terminated the deal in 2016 over antitrust concerns.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

verified

Claim 10: “Lam Research supplies wafer fabrication equipment that is used to manufacture semiconductor chips.”

VERIFIED BY REFERENCE

Wikipedia explicitly confirms that Lam Research Corporation is an American supplier of wafer-fabrication equipment to the semiconductor industry.

verified

Claim 11: “KLAC is a services and equipment provider for semiconductor manufacturing process control and yield management.”

VERIFIED BY REFERENCE

Wikipedia and the official KLA website explicitly state that KLA Corporation supplies process control and yield management systems for the semiconductor industry.

travel_explore

web search NEUTRAL — KLA is a leader in process control using advanced inspection tools, metrology systems, and computational analytics. Keep Looking Ahead.
https://www.kla.com/

info

Claim 12: “As of April 13 , there are 176 names on The Best Stocks in the Market list.”

SINGLE SOURCE

The provided evidence does not contain any information regarding the specific number of stocks on a 'Best Stocks in the Market' list as of April 13. The search results are generic stock market information.

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wikipedia NEUTRAL — Ketan Parekh is a former stockbroker from Mumbai, who was convicted in 2008 for involvement in the Indian stock market manipulation scam that occurred from late 1998 to 2001. During this period, Parek…
https://en.wikipedia.org/wiki/Ketan_Parekh

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wikipedia NEUTRAL — Robinhood Markets, Inc. is an American financial services company based in Menlo Park, California. It provides an electronic trading platform that facilitates trades of stocks, exchange-traded funds, …
https://en.wikipedia.org/wiki/Robinhood_Markets

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wikipedia NEUTRAL — A stock market crash is a sudden dramatic decline of stock prices across a major cross-section of a stock market, resulting in a significant loss of paper wealth. Crashes are driven by panic selling a…
https://en.wikipedia.org/wiki/Stock_market_crash

+ 3 more evidence sources

info

Claim 13: “The stock ended 2025 up an astounding 139%, and it's up another 51% so far this year.”

SINGLE SOURCE

The provided evidence confirms Lam Research is a semiconductor equipment supplier but does not provide the specific stock price performance percentages for 2025 or 2026.

travel_explore

web search NEUTRAL — Lam Research Corporation is an American supplier of wafer-fabrication equipment and related services to the semiconductor industry. [2] Its products are used primarily in front-end wafer processing, w…
https://en.m.wikipedia.org/wiki/Lam_Research

travel_explore

web search NEUTRAL — Everyone at Lam is a deep listener, in tune with what customers, suppliers, and key stakeholders in the entire ecosystem expect. And in turn, we’ve created an environment based on effective communicat…
https://www.lamresearch.com/

travel_explore

web search NEUTRAL — What is LAM? Lymphangioleiomyomatosis (lim-FAN-je-o-LI-o-MI-o-ma-TO-sis), or LAM, is a rare lung disease that affects women almost exclusively. LAM is characterized by an abnormal growth of smooth mus…
https://www.thelamfoundation.org/learn-about-lam/what-is-lam…

schedule

Claim 14: “In 2015 LRCX had a $12 billion market cap while KLAC was about $10 billion.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.