With apologies to Charles Dickens it was the best of times it was the worst of times. But this isn't a tale about Paris and London, it's about technology.
Shares of Google roared 3% higher on Wednesday driving year to date gains to around 30%. Meanwhile shares of Apple dropped 3% on Wednesday sending year to date losses to approximately 20%.
Why is the price action in these two tech titans so incredibly divergent?
"Hardly a day goes by where we don't have some analyst making a bold call about where
In addition, Google's core search business remains solid and the promise of YouTube gives the company strong growth potential. "Morgan Stanley makes Youtube sound like it is the next ABC, NBC, CBS, FOX, and Time Warner combined," noted Cramer.
Also, Google's Android operating system has leaped past Apple's software to become the most popular smartphone software, used on more than 70 percent of devices, according to industry research firm Gartner.
"There's also a ton of innovation," said Cramer, "everything from Google Glasses, to new Google maps. Some of these are going to pan out, and maybe pan out big, which means the earnings estimates for Google could be too low, and that its earnings and revenues might be accelerating."
All told, there are plenty of reasons to buy.