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Cramer likes Intercontinental Exchange and says Blackstone is still inexpensive.
It's only now dawning on investors just how frozen our economy was before Donald Trump, and how quickly things are thawing, Cramer says.
Jim Cramer says he doesn't like solar companies, but ICE is cool. Cable stocks, he says, are underrated.
Staying home is the new going out, and these companies are profiting, Cramer says.