Please enjoy this free sample of our premium content featuring Jim Cramer. To get all of Cramer's premium content free for a limited time, please register here.NEW YORK ( RealMoney) -- Two groups befuddle: semis and banks. I heard all day yesterday that neither group is doing well -- so why should it run? There's no denying the facts. They are awful. There is no revenue growth for the banks and there was a wave of missed quarters for the chips. But there's a considerable short base in the banks that is paper-thin, and the semis have astonishingly low inventories, making it so a positive outlook on any growth -- or on any avoidance of collapse in Europe, a huge tech center -- can spur the group.
|Cramer: It can't get any worse for the banks or the chipmakers, and that makes both beaten up sectors a buy.|