With oil topping $70 a barrel, Cramer did an abrupt turn from viewing solar in a bearish way to thinking it doesn’t look so bad right now. Cypress Semiconductor (CY) is the best of breed because it comes without the risk many companies in this field do. CY controls the best solar technology out there. Called SunPower, it generates up to 50% more electricity than competition. “This company has atleast a 5 point upside,” Cramer says.