An inflection point might have arrived for Yahoo! ( YHOO), where bears are no longer inclined to push their luck, Jim Cramer said on CNBC's "Stop Trading!" segment Tuesday.

Some critics of the stock have gone from being "viciously negative to just being neutral," Cramer observed, suggesting it is "too late to short the group." "Do I want to get ahead of it big-time? Do I look like a moron?" Cramer said. Still, "I do recognize when guys who are incredible bears become more like Yogi and Boo Boo."

Another bullish play could be Coca-Cola ( KO), which has put up its "fifth quarter of good news and is annualizing a very difficult comparison." Cramer predicted "multiple upgrades" on Wednesday.

Cramer was less enthusiastic about IBM ( IBM), whose earnings after the bell Tuesday "might confound the bears for about 35 seconds," particularly if they announce a big buyback. More likely, however, it will spark some kind of semiconductor rally.

Cramer was glad to see Freeport-McMoRan ( FCX) in the green after its "unbelievable" quarter because sentiment on the group is so "unbelievably negative." The company has a "gigantic amount of cash, is doing incredibly good, but is on the dark side of the moon. Nobody cares."
At the time of publication, Cramer was long Yahoo! and United Technologies.

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