Jim Cramer calls Linde (LIN) selloff "stupid" after Taiwan Semi contract win
As seen on the 24/7 Wall St. homepage on July 31, 2026.
Cramer views the dip as a buying opportunity tied to Linde's major Taiwan Semi contract win.
The selling in Linde is beyond stupid. They just got the biggest, best contract from Taiwan Semi in Arizona. It will be down for a couple of days and then come back... Investing Club holding
- Replies1
- Reposts0
- Likes2
Continue ReadingShow less
Linde recently secured what Cramer described as the biggest, best contract from Taiwan Semiconductor's Arizona operation, a win he argues makes the current selling pressure completely unwarranted. His view is that the stock's weakness is a short-lived overreaction rather than a reflection of any underlying problem with the business.
Cramer expects the dip to last only a couple of days before the stock recovers, and he is putting his money where his mouth is — Linde is a holding in his Investing Club portfolio. That designation signals he is not just commentating from the sidelines but considers it a position worth owning through the turbulence.
Disclosure
1 INVESTMENTS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE Brokerage and Active investing products offered through SoFi Securities LLC, member FINRA( www.finra.org )/SIPC( www.sipc.org ). 2 The probability of a member receiving $3,000 is 0.028%. If you don’t make a selection in 45 days, you’ll no longer qualify for the promo. Members must fund their account with a minimum of $50.00 to qualify. The probability percentage is subject to decrease. Members are only eligible for the Stock Award promotion upon opening their first brokerage account; subsequent cash brokerage accounts are ineligible for the promo, including for members with multiple accounts. 3 Other fees, such as exchange fees, may apply. Please view our fee disclosure to view a full listing of fees. 4 There are limitations with fractional shares to consider before investing. During market hours fractional share orders are transmitted immediately in the order received. There may be system delays from receipt of your order until execution and market conditions may adversely impact execution prices. Outside of market hours orders are received on a not held basis and will be aggregated for each security then executed in the morning trade window of the next business day at market open. Share will be delivered at an average price received for executing the securities through a single batched order. Fractional shares may not be transferred to another firm. Fractional shares will be sold when a transfer or closure request is initiated. Please consider that selling securities is a taxable event.
SoFi Active Invest is offering a limited-time promotion. Open an account, fund it with $50 or more, and you could receive up to $1,000 in complimentary stock for Active Invest accounts. See for yourself by clicking here now. (Sponsor)
For investors watching LIN, the key factor to track is how the market digests the Arizona contract news as the initial selling pressure fades. Cramer's framing positions any continued weakness as an opportunity tied directly to that major industrial gas supply win.
Mentioned: LIN