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On Semiconductor: “The No. 1 5G play is Marvell Technology … I would put the No. 2 as Qorvo … and, then, No. 3 I’m going to say is Skyworks Solution. This one does not fit in, but it’s not a bad company, but what I would do is” ring the register.
FireEye: “I think that the ones that are winning are CrowdStrike No. 1, Zscaler No. 2, and Palo Alto Networks No. 3, and I don’t want to go beyond that, frankly, because that’s enough to do the job.”
Bigcommerce: “I saw that. People didn’t like the quarter. They’ve got to come on … find out whether maybe people were incorrect in not liking the quarter. That’s the only thing I can advise.”
Disclosure: Cramer’s charitable trust owns shares of Marvell Technology.
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