Dow futures are rising into record territory Thursday, pulling stocks to all-time highs, as investors continue to bet on near-term economic support from the United States alongside an overhaul of the country's coronavirus prevention strategy.
In the last episode of Mad Money, identified the big themes poised to profit under the Biden administration, starting with e-commerce, financials, healthcare and more.
TheStreet's Katherine Ross and Cramer are talking about Netflix's rise, Cramer's list of stocks to buy and the EV stocks to go after.
Netflix: Buy Or Sell?
Cramer said Netflix had to go higher because it offers products, like in the case of Tesla (TSLA) - Get Tesla Inc. Report and Amazon (AMZN) - Get Amazon.com Inc. Report, that people just cannot resist. "It fits in with themes I talk about all the time like e-commerce, fits in with 5G, it will be even better with 5G, fits in with the remote work, being at home."
EV Stocks and Tesla
Deutsche Bank analyst Emmanuel Rosner on Thursday noted that this year "should indeed see a material acceleration of electric vehicle roll-outs, and provide much clarity on winners and losers from electrification."
Cramer said EV is huge. "Ford (F) - Get Ford Motor Company Report has an EV strategy, GM [General Motors] (GM) - Get General Motors Company Report is doing is a lot of stuff with EV. It is probably the most important theme for 2021."
Cramer's 'Go' List of Stocks
Cramer checked back in with his list of stocks that investors should be looking to buy once the economy opens back up. That list also included names like the FAANG names, 3M Company (MMM) - Get 3M Company Report, Nike (NKE) - Get Nike Inc. Report, and DuPont (DD) - Get DuPont de Nemours Inc. Report.
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