As Jim Cramer watched Nintendo's stock soar thanks to the "Pokemon Go" craze, he couldn't help but wonder if getting older has somehow disqualified investors from being able to make money. "Our sons and daughters are beyond our command and doing things with technology that we can't understand, but we better start or we will be left by the order that is rapidly changing," the "Mad Money" host said. It is clear to Cramer that the world of youth has overtaken the world of stocks. And those looking to enter the world of investing must be aware of the changing environment. "No, this isn't some sort of mid-life crisis, if I can still go by the mid-life rubric. I'm talking about the need to keep with Instagram, Snapchat and Boomerang and a host of other applications or you simply won't understand why a cohort of stocks is going higher," Cramer said. Cramer was in Silicon Valley a few weeks ago and when he asked investors what the next big thing was, most of them said augmented reality (AR). The "Pokemon Go" craze is driven by AR. While the game could be the hot trend today and gone tomorrow, Cramer doesn't expect the AR concept to go anywhere. He recommended investors think about buying Twilio, as he thinks the stock could double from its current levels. After reviewing Alcoa's earnings released Monday, Cramer came to the conclusion that the global economy is gaining momentum. "I say the low interest rates at last might be working, and China and Europe might be joining the U.S. in some decent growth. That would be a gigantic, totally unexpected positive," Cramer said. Cramer always listens to Alcoa's conference call because it makes aluminum, which is influenced by several end markets around the world. He believes the call gives a better read on the economy than any brokerage house out there. Alcoa painted a fantastic picture of the world in its second-quarter results, with CEO Klaus Kleinfeld confirming that aluminum has now become the go-to metal for automobiles, replacing steel. It is expected to grow at 20 percent annually until 2020. Kleinfeld also affirmed strong auto production in Western Europe and China. China alone had a 5.2 percent increase in auto production year-over-year, an increase in sales by 9.3 percent, which included a 34 percent rise in crossover and SUV sales. "Those are staggeringly good numbers, much better than anyone is talking about," Cramer said. The charts showed the same strength coming for semiconductor stocks, which Cramer regards as the rocket fuel for the averages, with the ability to send stocks higher. Cramer spoke with Bob Lang, a technician and founder of ExplosiveOptions.net and colleague of Cramer's at RealMoney.com. Lang took a close look at the charts of Intel, NXP Semiconductors, Skyworks Solutions and Qualcomm to determine if they were ready to roar. "If Lang is right that the semiconductor stocks are ready to roar, then that would be a huge positive for the overall stock market, not to mention the semis themselves, which could be part of the fuel needed to take this market up to even higher levels," Cramer said. As the market continues to rally in the second half of 2016, Cramer took a look at some of the strongest groups from the first half of the year. The strongest group was the consumer staples stocks, up 9 percent on average. Investors crowded groups like consumer staples and utilities as a flight to safety caused by the economic chaos overseas and a search for yield, especially since the return from Treasurys was increasingly weaker. The five best performers in the staples sector were Hershey, Campbell Soup, Tyson Foods, McCormick and Sysco. The worst performers were Walgreens, Costco, Whole Foods, Kroger and Hormel Foods. One utility that landed on Cramer's radar was Avangrid, which formed when UIL Holdings merged with Iberdrola USA back in December. The deal combined UIL's gas and electric operations in New England with Iberdrola's utility business in New York and Maine, including its large wind power portfolio. The newly created Avangrid gave investors a 20 percent gain since its merger, and has both traditional utility business and wind farms across America. To learn more, Cramer spoke with Avangrid's CEO James Torgerson. "Wind power is competitive today. When you look at the cost for wind, it's very comparable to a gas combined cycle plant. So, you can generate wind at the same price you can get for any other electricity source," Torgerson said. In the Lightning Round, Cramer gave his take on a few caller favorite stocks: Tractor Supply Company: "They pre-announced that last quarter and when I look at what they did, I still think it was weather related. I'm sticking by TSCO." Cambrex Corporation: "A life sciences company. We like that ... we like Thermo Fisher, that's our favorite. Illumina is up 9 points. This group is on the move, I like it." Source: CNBC
