NEW YORK (TheStreet) -- TheStreet's Jim Cramer says everyone is talking about Apple  (AAPL) right now, but what will they be talking about tomorrow after President Barack Obama gives his speech at 9 p.m. EST on Wednesday?

Cramer says Obama must come up with a way to destroy ISIS without putting boots on the ground because he has already said he will not do that. Cramer thinks the President might try to train other nations to fight ISIS.

But Cramer says investors should keep an eye on Alliant Techsystems  (ATK) , a bullet company to which many people were opposed because Afghanistan and Iraq had wound down. But he thinks they will come back into focus, and Alliant is very inexpensive.

Must Watch: Jim Cramer Gives His Defense Stock Picks Ahead of Obama's Speech

He also thinks Northrop Grumman  (NOC) and Lockheed Martin  (LMT) will come back because the former has a great buyback and the latter has a great yield. Cramer also wants people to consider Raytheon  (RTN) , which has huge operating cash flow and a tremendous business involving missiles, jamming, and radar.

Cramer likes these four stocks ahead of Obama's speech tonight.

ATK Chart ATK data by YCharts

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