Winners are companies immunized by the tariffs, says Jim Cramer

In any given market, you need to understand the themes, what's really going on, not in the averages, but underneath. So, on a day where the Dow lost 224 points, as we shed 008%, but the NASDAQ, where the hottest stocks are, gain 35%. Let's take a moment to figure out where the money's going and where it's coming from.Let's do the winners first as they are stark and glaring. The first and most exciting group are the tech companies that suddenly feel like they've been immunized against tariffs. Yesterday's sh ...