People are spending more and more time in front of screens, and Apple and Facebook are capitalizing beautifully.
Cramer says wait and see on Under Armour and he prefers EOG Resources over Exco Resources.
PPG is not done going higher, but Cramer is only recommending Micron for speculation.
Investors are focusing on the positive instead of the negative, Cramer says.
Greenlight Capital was down for the quarter.