Jim Cramer's Stop Trading! Qualcomm Questions

Don't touch this Qualcomm (QCOM Quote - Cramer on QCOM - Stock Picks) rally, Jim Cramer said Friday on CNBC's "Stop Trading!" segment.

Cramer said he believes the fundamentals are solid at the San Diego-based wireless chip company, but he doesn't like the trading in Qualcomm stock, up 54 cents Friday at $42.79. Cramer said he sees some "walking up" buying by funds that want to nail down an outperforming quarter by pushing the stock higher. Buying into such a rally is dangerous because the rest of tech has been so tepid, Cramer said.

Cramer also questions the rush into Take-Two (TTWO Quote - Cramer on TTWO - Stock Picks), saying that it's not easy to "clean up financials" and that the video gamer is emerging as "such a promised-land situation."

Cramer likes the best-of-breed agriculture plays, though, citing the nation's attraction to the ethanol silver bullet. Cramer likes Deere (DE Quote - Cramer on DE - Stock Picks), saying that "when farmers get money they buy equipment," and Bunge (BG Quote - Cramer on BG - Stock Picks), the sultan of soybeans.

But best of all is Archer Daniels (ADM Quote - Cramer on ADM - Stock Picks), which Cramer said is "in the sweet spot." He rules out more speculative ethanol-only names, saying there's no need to "roll the dice."