“I do believe genuinely that this is a real turn,” Cramer said during Wednesday’s Stop Trading!.

The Mad Money host is incredibly bullish after strong earning reports from JPMorgan Chase, Intel and CSX. One of the biggest rails, the biggest bank and the biggest chipmaker all are saying, “We have too much business,” Cramer said. “We have to go higher.” He called that “the kind of boom that you want to own the stocks of.”

While some may say that they’ve missed the move, especially given the Dow’s run over the past year from 6,500 to over 11,000, but Cramer disagreed. Not with Intel trading at just 12 times earnings and JPMorgan up barely a few points from its last secondary offering.

Also, others may claim that stocks are too expensive, with Caterpillar trading at 47 times earnings and Boeing trading at 39 times. But that’s exactly how stocks are supposed to trade at the trough, Cramer said. Multiples are high, but earnings are low. For that reason, he said CAT would be even more attractive at a higher multiple, and he likes Boeing as a play on what should be a multiyear aerospace cycle.

Plus, CSX, JPM and INTC all point to job creation. Cramer said CSX will need to hire to keep pace with its business, and JPMorgan and Intel both announced they’d soon be hiring, with the former taking on 9,000 employees and the latter adding 1,300.

Cramer said that right now the US is “more investable than most.” Columbia and Brazil have run too much, China’s trying to cool off its economy and Europe is struggling with debt problems. Meanwhile, the US has a “very good course of growth” and great leaders at Treasury and the Federal Reserve in Timothy Geithner and Ben Bernanke, respectively.

Speaking of the Fed chief, Cramer defended his continued emphasis on keeping interest rates low until the US economy is completely in the clear. And apparently inflation isn’t yet a problem because today’s number was a “thing of beauty,” Cramer said. Still, he said that interest rates could start to rise, so people want to lock in low mortgage rates while they can, because he believes they’re being kept artificially low.

Cramer also offered up a couple pin-action plays during today’s Stop Trading!. He said CSX’s bullish comments about metallurgical coal, which is used to make steel, is a positive sign for Walter Energy . WLT uses CSX to ship its met coal.

And lastly, “Ford is the winner off” Toyota’s Lexus problems, Cramer said. He thinks consumers will turn to the American auto giant as a result.

Cramer's charitable trust owns Intel and JPMorgan Chase.

Call Cramer: 1-800-743-CNBC

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