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Tickers in this article: AAPL FB GOOG MSFT

Normally, I would put Google in the penalty box for at least a quarter after that terrible miss. Now, instead, I think that the Washington-related decline may be just what you need to get back into the stock. I don't like it as much as I like Facebook, which I think is transitioning into a terrific mobile play. But these changes at Google within the time frame of the last quarterly report are too terrific to ignore, and the stock has become a buy-on-weakness, not sell-on-strength, situation.

Action Alerts PLUS, which Cramer co-manages as a charitable trust, is long AAPL.