Avago's $37 billion acquisition of Broadcom last year is increasingly becoming the greatest deal in ages to Cramer.
The joint company created the third largest semiconductor company in the world now named Broadcom Limited. Back in April the stock traded at $157, and now trades at $177 — and Cramer thinks it could head higher.
For those investors that missed the first leg of the newly combined company after it reported its first quarter, Cramer said not to worry.
"This has been one of the great growth stocks of the last decade, and I don't think it's done," Cramer said.
As investors brace for an expected rate hike from the Federal Reserve this week, many investors will continue to swap out of higher yielding bond market equivalents like real estate investment trusts, and go into bonds.
Cramer was on the hunt for REITs that have bucked the trend, such as DCT Industrial Trust. DCT owns bulk distribution warehouses and light industrial buildings. In a way, the stock is a play on ecommerce — the more people shop online, the more warehouse space is needed to store goods.
Cramer spoke with DCT's CEO Phil Hawkins, who encouraged investors not to look at interest rates, but look at the underlying business.
"As we go into this environment with a rising economy accelerating growth that is good for our business. Our business is focused on U.S. consumption. The better U.S. consumption is, the better we will do," Hawkins said.
In the Lightning Round, Cramer gave his take on a few stocks from callers:
Gilead Sciences: "Bruce Kamich who does the technical work at RealMoney.com said it looks like that stock's finally washed out. I've been waiting for that, I think it is being washed out. I would not sell the stock, I am more inclined to buy it."
PolyOne Corporation: "I like the chemicals here, but I am partial to Dow Chemical because I like the yield and I like the balance sheet."
Correction: This article was updated to reflect attribution to Phil Hawkins stating growth is good for business for DCT.