They are two polar opposites: Apple the great innovator, and IBM the old -school techie company that is getting swept away in the cloud.
Apple was the market leader of the pack on Monday, up 24 percent for the year. Then there was IBM, which was crushed on a miserable earnings report, falling 7 percent.
The good news is that despite the size of IBM's $166 billion prominent stake in the Dow Jones industrial average, the index barely blinked and still finished up 19 points. Cramer added that just because Apple smashed quarterly earnings, he doesn't think this stock should be traded. He hopes investors are in it for the long run.
"We all know about Apple, which blew away the numbers when it reported on Monday. I've said over and over again that Apple should not be traded, just owned. I feel no different now."
Apple reported higher than expected revenues, with 39.3 million iPhones sold making it the best iPhone launch quarter in five years. Even better, the management gave upside guidance for next quarter.
"This is why we don't flit in and out of Apple, we just own the darned thing and watch it go higher long-term," added Cramer.
So how in the world did IBM get crushed so badly?
When Cramer started in the industry, there were five bug tech hardware companies: Burroughs, Univac, NCR, Control Data and Honeywell. Known as BUNCH.
One by one the components of BUNCH have fallen wayside, mostly because IBM succeeded in innovation over the years. Now the tables have turned.
Cramer thinks that this comes down to the fact that technology, as IBM sees it, is no longer the tech that companies are looking for. They are fleeing from IBM's expensive one-stop software into less expensive cloud-based software. IBM's loss is becoming Apple's gain.
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The only bright spot in Cramer's opinion was when IBM's CEO, Ginni Rometty, mentioned a partnership with Apple where IBM will supply "a new class of enterprise-ready mobile first business applications" for Apple's operating system.
In the end, the "Mad Money" host believes that what matters most in relevance. That is something that Apple has, and IBM just doesn't. Irrelevance is what doomed BUNCH, as Honeywell is the only remaining company still in one piece.
"I would now substitute an I for the H, except BUNCI doesn't sound like much of an acronym. But then maybe IBM isn't much of one anymore either," Cramer said.
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