Hey, I'm Kramer.

Welcome to Mad Money.

Welcome to Kramer.

Other people with my friends?

Hey, I'm just trying to make you a little money.

My job is not just to teach you, but to educate, entertain, too.

So call me a 100-743-C-tweet-me-at Jim Kramer.

In any given market, you need to understand the themes.

What's really going on, not in the averages, but underneath.

So on a day where the Dow lost 224 points,

has to be shed 0.08% with the NASDAQ, where the hottest stocks are,

gain 0.35%.

Let's take a moment to figure out where the money's going

and where it's coming from. Let's do the winners first as they are stark and glaring. The first

the most exciting group are the tech companies that suddenly feel like they've been immunized

against tariffs. Yesterday's shocking decision by the president to bless Apple.

If your CEO, Kim Cook, pledged $600 billion to build up American manufacturing.

Well, that changed the coloration of this entire market.

Suddenly, instead of Apple being a hunted beast, with the president

going after them from making phones in China, then going after them from making phones in India,

Apple became one of the president's favorite companies. Hence the remarkable 3% gain on top of a

gigantic increase just yesterday. Oh, it's a remarkable turn. Come on.

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