"Fast Money" Recap: Happy Days are Here Again

Tech Gets High

52-week highs were achieved by leading technology stocks like Research In Motion(RIMM Quote) and Apple(AAPL Quote). Najarian calls it "the wireless run that isn't over". He also steers investors to memory plays like SanDisk(SNDK Quote) and Micron(MU Quote)

Macke owns Intel(INTC Quote) for PC growth and continues to hold it. He sees it going to $30, if the consumer hangs in. Microsoft(MSFT Quote) has Adami's attention and he is calling for it to trade up through $32. (RealMoney Take: Dan Fitzpatrick said recently, "I'm hoping and praying for a pullback! I like Apple and believe in an iPod and iPhone iChristmas." To read more on what Fitzpatrick said, click here.)

Here Comes the Sun

Joining the bull party, solar stocks exploded higher this week. Najarian offers Cypress Semiconductor(CY Quote), which owns a chunk of SunPower(SPWR Quote). (RealMoney Take: Mark Manning said recently, "As long as SunPower can hold above the $70 area, I would expect that we will likely see the stock continue to outperform the market." To read more on what Manning said, click here.)

Word on the Street

General Motors(GM Quote) traded higher after striking a deal with the United Auto Workers. Macke comments that it was a great deal for General Motors and the labor union took it on the chin. The deal will also benefit Ford(F Quote). Finerman prefers the auto suppliers and picks Lear(LEA Quote) as the best choice.

Warnings from Target(TGT Quote) and Lowe's(LOW Quote) helped to put pressure on consumer stocks this week. Macke points out that the consumer is a mixed bag right now, and regardless of the warnings, investors should own a best of breed stock like Target. Contrarian Najarian says sell Target and buy Kohl's(KSS Quote) instead.