"If people are still calling it a rally in a bear market, then what is a bull market?" said Jim Cramer on CNBC's "Stop Trading!" segment on Tuesday.

He said he's "blown away" by stocks such as

Marvell Technology

(MRVL) - Get Report

and

Texas Instruments

(TXN) - Get Report

and recommended buying

RF Micro

(RFMD)

. "When was the last time that RF Micro did well?" he said.

As for

Skyworks

(SWKS) - Get Report

, Cramer said it's "going to keep growing."

Action Alerts PLUS

name

Qualcomm

(QCOM) - Get Report

is the "guts of all the 3G and 4G," he said.

Host Erin Burnett asked Cramer for his "biggest gamble" pick of 10 TARP repayers, and Cramer picked

Capital One

(COF) - Get Report

. "The biggest high-risk/high-reward play in this group is Capital One," he said. It "could be a gigantic stock, if you believe, as I do, that the economy's not running off the rails."

At the time of publication, Cramer was long Qualcomm.

Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for

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