The bulls won out this week. Next week, the stock market will temporarily take its eyes off Washington and look to the Federal Reserve, Jim Cramer told his Mad Money viewers Friday, as he laid out his game plan for next week's trading.

The banks need higher interest rates, Cramer said, so the markets need to hear that the economy isn't cooling.

On Monday, Cramer said, he wants to hear more from Fed members as to where they see the economy, and interest rates, heading for the back half of 2017. He'll also be listening to Agilent Technology (A) and the Xilinx (XLNX) analysts' meeting, for good news out of those companies.

Next, on Tuesday, Cramer focuses on Toll Brothers (TOL) , Take Two Interactive (TTWO) , AutoZone (AZO) and Red Robin Gourmet (RRGB) . Cramer expects good things from the first three and is curious to hear from Red Robin on whether casual dining is making a comeback.

Wednesday brings earnings from Lowes (LOW) , which like Home Depot (HD) , should be fantastic; apparel maker PVH (PVH) and Tiffany (TIF) , which should also see strong earnings.

Then on Thursday, more retail earnings with Best Buy (BBY) , Costco (COST) , Burlington Stores (BURL) and Ulta Beauty (ULTA) , along with medical device make Medtronic (MDT) . Cramer said there are reasons to be bullish on all of these stocks.

Finally on Friday, it's BigLots (BIG) reporting, and like Burlington and Ollie's Bargain Outlet (OLLI) , this discounter should also be strong.

This week's selloff followed the classic pattern, with the buyers back in force today, buying up everything from Deere & Company (DE)  (up 7.3%), to McKesson (MCK)  (up 8.1%) and even Autodesk (ADSK) , which rocketed higher by 14.6%.

Cramer reminded viewers that on Day One of a selloff, you'll typically see strength in the soft goods by the close. Then on Day Two, the fast-growing stocks will rally. Then on Day Three, everything heads higher, with the industrials in the lead -- as they were today.

But Cramer wondered whether this quick decline and recovery was enough to shake out all of the weak hands in the market. There are still many bears betting on the Trump-Russia scandal to derail the markets, but Cramer said he sees it as a win-win for stocks no matter what happens. That means while it may be too late to buy, it's still too early to sell as well.

Meanwhile, over on Real Money, Cramer goes into detail why he thinks it may be too risky to be a buyer or a seller here. Get more of his analysis with a free trial subscription to Real Money.

Semiconductor Secrets

The semiconductor sector has been on fire, Cramer told viewers, which is why he's recommended just about everything from Nvidia (NVDA) to LAM Research (LRCX) . But there is one company that Cramer's neglected to mention and it just might be the best of the bunch.

Versum Materials (VSM) is a maker of specialty chemicals and gases exclusively for the semiconductor industry and since the company was spun off from Air Products (APD) in October of last year, shares are already up 30%.

When companies break up, they unlock a lot of value, Cramer reminded viewers, and that's certainly been the case with Versum, which derives 78% of its revenues from specialty materials and gases and the other 22% from delivery and storage systems for those materials. The company has 290 U.S. patents and a robust research and development platform.

Cramer explained that chips today are designed differently, with more layers and a three-dimensional architecture that is not only more complex, it takes more chemicals and materials to make. The chip industry is also a lot less cyclical than it's been in the past now that chips are use for everything from smartphones to self-driving cars.

Cramer said shares of Versum are a steal, trading at less than 16 times earnings with 16% revenue growth and virtually no sponsorship on Wall Street.

Off the Tape

In his "Off The Tape" segment, Cramer sat down with Jeff Glueck, CEO of the privately held Foursquare, the social networking app the pivoted in 2015 to begin leveraging its trove of location data and turn it into a map of interesting places around the globe. That helped Foursquare make it to No. 46 on the CNBC Disruptor 50 list this year.

Glueck explained that Foursquare has a map of more than 100 million places around the world and thanks to billions of check-ins by users, they can now do magical things with their data. He said their customers include businesses of all kinds, including hedge funds, which can look at activity to forecast foot traffic at various locations. He said there's no limit to the types of businesses that can benefit from mobile data.

That's why Foursquare was able to grow revenues 74% last year and why they're on target to reach $100 million in revenues in the near future. 

Off the Tape II

In a second "Off The Tape" segment, Cramer sat down with Tony Atti, co-founder and CEO of the privately-held Phononics, No. 33 on CNBC's Disruptor 50 list. Phononics is revolutionizing refrigeration by replacing liquid coolants with semiconductors.

Atti said that Phononics has products for a wide range of industries from hospitals and commercial beverages to telecommunications cooling and wine preservation. His company just announced a new partnership with ThermoFisher (TMO) , a company that appreciated the performance and redundancy that Phononics' products provide.

Phononics is about more than just end markets, Atti noted, saying that distributors and bottlers of refrigerated products also benefit from his company's smaller, more efficient units that help their companies and the environment at the same time.

Lightning Round

In the Lightning Round, Cramer was bullish on Incyte (INCY) and Tanger Factory Outlet Centers (SKT) .

Cramer was bearish on Gilead Sciences (GILD) and Qorvo (QRVO) .

On a recent call with his AAP investment club members, Cramer said a Trump impeachment wouldn't kill stocks. Get in on the conversation, hear his insights and get a free trial subscription to Action Alerts PLUS.

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At the time of publication, Cramer's Action Alerts PLUS had no position in stocks mentioned.

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