"I think it's starting to dawn on people," said Jim Cramer on Monday's "Stop Trading!" segment regarding reports of $2.25 gasoline, that that would be "a major tax relief bill for America."

He mentioned Oppenheimer's upgrade of Best Buy ( BBY) and Thomas Weisel's upgrade of SanDisk ( SNDK). "This is all gadget-buying," he said. "The gadget-buying rally was really something that got started when gasoline was going down."

He said that Goldman's upgraded of Discover ( DFS) was interesting because "it said that the consumer losses have peaked. That is a very contrary call to what you read in the papers."

And Rockwell's ( ROK) upgrade by JPMorgan also got Cramer's attention. "You buy Rockwell when you think the economy's about to roar," he said.

As for Goldamn's ( GS) stock, which Cramer owns for his Action Alerts PLUS charitable trust, he said he'd "actually be trimming a little bit because I don't like to buy stocks that are up $7 ahead of earnings."

But it "probably will be a good quarter," he said. "Is there anyone who doesn't know that?"

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