NEW YORK ( TheStreet) -- "Don't be too skeptical of big trends that can make you money," Jim Cramer told the viewers of his "Mad Money" TV show Thursday. On the 10-year anniversary of the Nasdaq's all-time high, Cramer said there are stark differences between the tech rally back then, and the tech rally of today. Cramer said sometimes it seems like this market just won't quit, with even the most speculative of tech stocks heading higher and higher day after day. But unlike the dot-com tech bubble of 2000, Cramer said today's tech rally is not about mindless speculation, but rather speculation done right. He said today's speculative companies aren't being judged on eyeballs or page views, but instead on actual earnings. What's driving the current tech rally? Cramer identified three themes powering tech stocks higher. The first is the need for a faster Internet that's capable of carrying more services, including video, to more and more consumers. He said this theme is driving stocks like F5 Networks ( FFIV), JDS Uniphase ( JDSU) and Akamai ( AKAM), to triple-digit gains for the year.