Nice catch-up day as in catch-up on the winners.

Take a look at these examples: Fedex (FDX - Get Report) had an amazing quarter and after advancing a tad it pulled back. Now it's on a deserving roll.

Oracle (ORCL - Get Report) and Adobe (ADBE - Get Report) rallied on their quarters but not enough and it's away we go with these. I think both can go much higher. Oracle's still cheap and Adobe had the best growth of any of the mega cap cloud companies.

Apple's (AAPL - Get Report) been way too stalled and it's now back on track recognizing the next phone cycle.

Broadcom (BRCM) should have gone up yesterday on news from AT&T (T - Get Report) that a ton of spending has to happen for the next cellphone rollout and Broadcom will get more than its fair share.

And Flex (FLEX - Get Report) is moving, deserving because it makes the faster-manufactured Nikes that would be going to Amazon.

Delayed reactions all, and most welcome for certain.

Meanwhile, Jim Cramer isn't buying Apple here, and says Facebook and Alphabet look better on a dip.

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At the time of publication, Action Alerts PLUS, which Cramer co-manages as a charitable trust, was long AAPL and ADBE.