NEW YORK (TheStreet) -- "If I had to start over again, I would be in the tower business," said Jim Cramer on CNBC's "Stop Trading!" on Monday. "It's just a remarkable business."

He said that the only way to deal with such problems as frequent dropped calls on cell phones is to build more cell phone towers. "We need more infrastructure," he said. Well-positioned to benefit from this, he said, is

American Tower

(AMT) - Get Report


The "tsunami of mobile Internet" is so powerful that there's room in it for


( PALM),


(AAPL) - Get Report


Research In Motion

( RIMM), Cramer said.

Mobile Internet "is the most powerful trend in tech," he said. "It reverberates, whether it be


( TLAB), up today, whether it be


TST Recommends

(QCOM) - Get Report




, too, is part of the trend and is also up today, he said.

Cramer turned to cancer-drug stocks, including



. The comapny came out with "some really interesting data" on breast-cancer drug Nexavar, he said, but "the stock didn't pop that much." Apparently, as

Adam Feuerstein

reported, investors might have been concerned about side effects from the drug.

"It's just so interesting that we seem to continually bump up against a wall to make great progress" in treating cancer, said Cramer. Still, he said, "Onyx is doing a lot of things right," as is


(CELG) - Get Report


-- Written by Rebecca Corvino in New York.

(Editor's note: At the time of publication, Cramer owned Qualcomm for his Action Alerts PLUS charitable trust.)