Jim Cramer compared owning tech stocks to being tied to railroad tracks while a freight train approaches, and he has a very specific set of sectors in mind as the escape route.

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S&P 500, Dow Snap Three-Day Losses, Nasdaq Ends Best Day In Three Weeks As Earnings Take Centerstage — GOOGL, AAPL, AMD, TSLA, DIS In Focus

Yahoo2026.07.21

The Philadelphia Semiconductor Index jumped over 5%, its best single-day gain in a month, as bargain buyers piled onto semiconductor stocks.