What happened? Competition is what happened. There is competition in both the company and the stock, leaving these stocks to a world of pain.
Cramer suspects Google is sick and tired of being the uncool kid in school, and will deliver a number that Wall Street might like next quarter. That is why his charitable trust hangs on to it.
"But the bottom line on Amazon and Netflix? They don't seem to care at all, and in the supermarket of stocks that means they aren't able to keep up with the competition. Therefore, I just can't be crazy about those two stocks," added Cramer.
With all of this competition online, who can really survive the de-mallification of America?
The retailers with the most bells and whistles and entertainment value will, according to Jim Cramer. That might sound like a silly way to judge a stock, but is actually quite necessary if you want a consumer to get in their car, deal with the hassle of parking at the mall and then go shopping.
Retailers have to really pull out all the entertainment stops to make shopping fun, and the few stores that are doing that are reaping benefits in their stock price.
Cramer visited the maker of UGG Boots store this week, Deckers Outdoor, and was truly blown away at what he saw in their downtown Manhattan location. He was also amazed with what Under Armour has done in their SoHo location. Both featured a three-dimensional shopping experience, which made it thrilling to see their showcase of products.
"In the end, I like entertainment and so do you or you wouldn't be watching this show," he said. "And you can't get that entertainment from Amazon."