On CNBC's “Mad Money Lightning Round,” Jim Cramer recommended buying Devon Energy ( DVN ) as “they have tremendous natural gas, and that's what we're great at.”

Lending support to his choice, Wells Fargo analyst Hanwen Chang, on Monday, maintained Devon Energy ( DVN ) with an Overweight rating and raised the price target from $66 to $68.

Cramer said USA Compression Partners ( USAC ) hit a 52-week high on Monday, but “I think that's just another nice one to have, and it won't go down as much as the others because it's got that good yield.”

On the earnings front, USA Compression Partners ( USAC ), on May 5, posted mixed results for the first quarter.

Taiwan Semiconductor Manufacturing Co ( TSM ). might “not necessarily skyrocket,” but it's going to go higher.

As per the recent news, Taiwan Semiconductor Manufacturing ( TSM ) is accelerating investments in advanced chips, packaging, and AI infrastructure as company executives position the foundry giant to capture long-term growth from the expanding artificial intelligence market.

When asked about STMicroelectronics ( STM ) , he said, “We're late, we're late, we're late — 51 times earnings does not make it for me, even if it's a good company.”

In other words, STMicroelectronics ( STM ) may be a good company, but Cramer thinks the stock has become too expensive after its recent run-up.

STMicroelectronics ( STM ) reported mixed first-quarter results on April 23 and issued second-quarter sales guidance above estimates.

Solv Energy ( MWH ) is a “great niche” company, Cramer said.

Supporting his view, SOLV Energy ( MWH ) reported better-than-expected first-quarter sales on May 12.

Price Action

USA Compression Partners ( USAC ) shares gained 1.8% to settle at $30.19 on Monday.

Taiwan Semiconductor shares declined 2.1% to close at $395.95.

Devon Energy ( DVN ) shares gained 0.4% to settle at $49.68 during the session.

STMicroelectronics ( STM ) shares declined 0.7% to settle at $60.96 on Monday.

Solv Energy ( MWH ) shares fell 7% to close at $40.42.