NEW YORK (TheStreet) -- On his Monday Stop Trading! segment on CNBC, Jim Cramer said that ARM Holdings (ARMH) and Cirrus Logic (CRUS) - Get Report are "far more levered to Apple" (AAPL) - Get Report than SanDisk (SNDK) .
Though flash memory cards, a staple SanDisk product, are important for smart phone technology, Cramer contended that SanDisk is more commodity-oriented than the other two companies.
SanDisk's stock was one of the biggests gainers on Nasdaq Monday, rising more than 6%.
Cramer noted that oil-tanker cargo rates continue to skyrocket and pointed to
Nordic American Tanker
, whose "dividend can go higher."
"We're not getting away from crude any time soon," he said.
As public outrage over the
oil spill continues, and President Obama uses the occasion to advocate reducing the country's dependence on fossil fuels, Cramer suggested a middle ground: natural gas.
"I do believe that nat gas is the bridge fuel -- but not overnight," he said.
Cramer's Stop Trading: Bristol-Myers
Click here for Cramer's Friday Stop Trading! segment.
-- Reported by Andrea Tse in New York
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