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Sep.21
3:19 PM ET

Apple’s iPhone is a “total data hog,” Cramer said during Monday’s Stop Trading!, and it’s causing an information bottleneck that’s frustrating AT&T [T  Loading...      ()   ] customers. He called for an infrastructure build-out to solve the problem.

“The dimension of the data overload in this country is extraordinary. And there’s really no way around it,” Cramer said. “We need more antennas.”

That’s where American Tower [AMT  Loading...      ()   ] comes in. He reiterated his buy call on the company, which makes and leases cell-phone towers, as a play on the inevitable update of wireless networks.

On a related note, Cramer said the mobile Internet “tsunami” is a trend big enough to carry Apple [AAPL  Loading...      ()   ], Research in Motion [RIMM  Loading...      ()   ] and Palm [PALM  Loading...      ()   ]. The demand is so “incredible” that it’s carrying related plays like Tellabs [TLAB  Loading...      ()   ] and SanDisk [SNDK  Loading...      ()   ] as well.

“This is the most powerful trend in tech,” Cramer said.

Lastly, the positive action in Onyx Pharmaceuticals [ONXX  Loading...      ()   ], Celgene [CELG  Loading...      ()   ] and others is a sign, Cramer said, that President Obama won’t get his intended health-care reforms. These stocks wouldn’t have run three months ago when the debate started. Now Cramer is expecting “that expensive drugs will be funded by various governments.”

Call Cramer: 1-800-743-CNBC

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