Jim Cramer's Stop Trading! Qualcomm Questions

Cramer says stay away from this rally.
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Don't touch this

Qualcomm

(QCOM) - Get Report

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) - Get Report

, 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) - Get Report

, saying that "when farmers get money they buy equipment," and

Bunge

(BG) - Get Report

, the sultan of soybeans.

But best of all is

Archer Daniels

(ADM) - Get Report

, 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."

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

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