Apologies to investors that thought they were suddenly a stock picking genius overnight, but Cramer says there's a stronger force at work.
Stocks have been going up because of the positive backdrop created by President-elect Donald Trump, Cramer said. Trump is the most pro-business President-elect he has seen in ages. The results of his victory are unfolding in the market every day.
"It's not that we have all become a bunch of genius stock pickers overnight. It is that we are in the right place at the right time, the stock market in this post-election era of good feelings," Cramer said.
Cramer compared the stock market to a game of leapfrog. When one stock moves up, it causes others in the sector to be revalued higher, almost instantly.
Maker of commodity computing components have struggled in the past few years as investors assumed that the PC had peaked and was in a secular decline. However, stocks like Western Digital have suddenly caught fire in the past six months.
And it wasn't a sudden recovery in PCs that fueled Western Digital's run, Cramer said. It was the transformation the company has undergone to transition beyond hard drives. Seven months ago the company closed on its acquisition SanDisk for $16 billion. This allowed the company to offer semiconductor based flash storage in areas where its disk drive technology was slowing.
Cramer spoke with Western Digital's CEO Steve Milligan, who said the entire platform for the company was based on the premise of capitalizing on the substantial amount of growth in people's personal and professional lives.
"It's really about the ability of a company and a set of individuals, which I am proud to be the CEO of, to be able to transform from a technology, from a product perspective, from a capability perspective to enable us to grow and thrive into the future," Milligan said.