Cramer's 'Mad Money' Recap: Capitalizing on the Selloff (Final)

Stock quotes in this article: SE , AMD , NVDA , HD , CSX , VFC  

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NEW YORK (TheStreet) -- "Once you connect the dots, the picture is not only worth a thousand words, it's worth thousands of dollars as well," Jim Cramer said on his "Mad Money" TV show Wednesday.

While pundits will likely use today's weakness to try and scare investors out of the market, Cramer said investors need to be thinking, "What should I buy next?"

Cramer said in order to see what's working, investors need only to connect the dots. He said there's been incredible strength in Apple (AAPL Quote), Palm (PALM Quote) and Research In Motion (RIMM Quote) that underscore his mobile Internet thesis.

Yet despite huge gains in all of these names, Cramer said investors are still not seeing the pattern.

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Cramer's been preaching his mobile Internet thesis for weeks on his show. His Mobile Internet Index, a basket of 21 stocks levered to the trend, was created on Aug. 11, and is currently up 15.5%, while the S&P 500 is up just 6.5%.

Cramer said proof of this group's strength can be found in stocks like Ciena (CIEN Quote), Sandisk (SNDK Quote), Skyworks Solutions (SWKS Quote) and CTV (CTV Quote).

Investors just need to see the forest through the trees, he said.

Cramer said Research In Motion reports tomorrow: "If we're lucky, it'll head lower so we can buy even more."

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