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Updated from 11:17 am EDT to correct the third paragraph, first sentence on Apple's plans in China.

Shares of Apple (AAPL) - Get Apple Inc. Report  are up by less than 1% Tuesday but TheStreet's Jim Cramer, co-manager of the Action Alerts PLUS portfolio, sees that number going a lot higher.

Why? Because the AAP holding's suppliers have gained. That means Avago Technologies (AVGO) - Get Broadcom Inc. Report , SkyWorks Solutions (SWK) - Get Stanley Black & Decker, Inc. Report and NXP Semiconductor (NXPI) - Get NXP Semiconductors NV Report .

According to the Wall Street Journal, Apple will launch its Apple Pay service in China this February, Cramer added, but the 5.5% gain in NXP Semi, 1.5% gain in Avago and 1% rally in Skyworks is more responsible for the Apple stock rise, he said on CNBC's "Stop Trading" segment.

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Apple AAPL data by YCharts

When these supply stocks move higher, it's usually because someone knows something positive, he added. If Apple is able to fuel a comeback, it could lead the broader market higher, too. 

There will likely be good news for the supplier stocks, which have low valuations and a lot of production ahead of them. "I think Apple goes higher," Cramer concluded.

At the time of publication, Cramer's Action Alerts PLUS had a long position in AAPL.