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Stocks discussed on Jim Cramer's Stop Trading! Monday November 29.

Neftlix (NFLX), Amazon (AMZN), Apple (AAPL), Cree (CREE), Nvidia (NVDA), Akamai (AKAM), F5 Networks (FFIV)

The concept of "cyber Monday" is becoming antiquated, now that consumers are spending more time shopping for the holidays online whenever they want to. Cramer believes the iPad is driving holiday shopping, and the days when consumers were worried about using their credit card online are long gone. Netflix (NFLX), Amazon (AMZN), Akamai (AKAM) and F5 Networks (FFIV) are all benefiting from the trend.

Of all online retailers, Amazon understands best the importance of keeping goods in stock. "'They seem to have this online world, you've got to be stocked. People don't want to go to the stores."

People continue to bet against Nvidia (NVDA), but Cramer thinks it is "one of the cheaper semiconductors out there" in a world where people want to own semi stocks. From now until the end of the year, "I think tech is the place to be," said Cramer.

Cree (CREE) had some inventory problems, but investors foresee a Cree revival as its LED lights are slowly replacing regular light bulbs. While Cramer likes Cree's story, he would use caution and wait for a good quarter from Cree before buying. Picking up shares before then is "jumping the gun."


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Source: Cramer's Stop Trading! The iPad Is Driving Holiday Shopping (11/29/10)