Buy

Ciena

(CIEN) - Get Report

and

Level 3

(LVLT)

, Jim Cramer said Thursday on

CNBC

's "Stop Trading!" segment.

Cramer said a speech Wednesday by

Verizon

(VZ) - Get Report

chief Ivan Seidenberg shows that the growth of YouTube will bolster companies such as Ciena and Level 3 that benefit from rising Internet traffic.

Cramer also likes a lot of chip stocks for a trade, saying tech "is making money right now." Cramer sees

Intel

hitting $27 from a recent $24.25,

SanDisk

(SNDK)

notching $50 from a recent $48.20 and

Nvidia

(NVDA) - Get Report

rising $7 from its recent $42.50.

Cramer also sees

EMC

(EMC)

going to $20 from $18. "These are all trades, and they are working," Cramer said. The semiconductor group, he adds, "has legs."

At the time of publication, Cramer had no positions in stocks mentioned.

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