TheStreet's founder and Action Alerts PLUS Portfolio Manager Jim Cramer weighs in on the surge of Netflix (NFLX) and Salesforce (CRM) shares.

"What's going on here is animal spirits, a belief that inflation still is low enough, the economy is still strong enough," Cramer noted. 

Netflix shares are up almost 103% since the start of the year, while Salesforce shares are up 36%.

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