Cramer cited the long-term demand trends, as semiconductors become integral to a growing number of products from cell phones to automobiles."Think of them as the limited arms dealers in the semiconductor cold war. I'd buy them on any dip, however shallow," he said.is considered a best-of-breed company in the world of cloud-based data analytics and monitoring, he believes investors are better suited in a different part of the stock market right now.
"This thing lost 8% of its value yesterday for no particular reason and then tumbled another 3.7% today. ... It's not the kind of stock you can afford to own when rates are on the rise," Cramer said.—which has TurboTax, QuickBooks and Credit Karma in its product suite — has the best chance of any company on the list to repeat its"terrific" 2021 performance this year.
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