The world of semiconductors took a hit a few weeks ago when SanDisk, the big maker of flash memory chips, made an extremely negative declaration ahead of earnings and caused its stock to plummet.
Thanks to SanDisk, there has been a looming shadow over the whole semiconductor space. If you were there to hear what SanDisk had to say, Cramer thinks you would be pretty bearish on the whole group, too.
But then Skyworks Solutions managed to blow out numbers, and it keeps setting all-time highs.
What the heck is going on with semiconductors, and why is SanDisk not worth owning while Skyworks a buy?
"I see SanDisk going lower; after all, the average memory stock trades at just 7.5 times earnings—half its current valuation. Whereas Skyworks, even at new all-time high today, has a lot more room to run," said Cramer.
The analysts might not have figured it out yet, but Cramer anticipates that SanDisk will keep disappointing in the future. Skyworks, on the other hand, is a buy buy buy next time it is down.
Read More Cramer: Dump SanDisk, and buy Skyworks—room to run
Apple reported yet another mind-blowing quarter this week, and while Cramer is already hearing the skeptical questions from investors—he thinks this amazing stock could roar even higher this year.
"If Tim Cook says, as he did on the call, that he can't live without his watch then you will probably not be able to live without your watch."
So, if Apple says there is still demand for their phones, and that most people haven't upgraded or bought an iPhone yet—believe the tech giant.
This is another reason why Cramer thinks this year could be the year that Apple rules retail. He speculated that those retailers that have not yet adopted Apple Pay will have to this year just to protect themselves from the customers who demand it.
The "Mad Money" host is on Cook's side. After all, numbers don't lie and Apple has put out some monstrous numbers. Cramer's bottom line? Own it, don't trade it. You and your portfolio will be thanking him in the future.
Read More Cramer: Why Apple's gonna roll higher this year