'Supply constrained' are the two most important words this earnings season, says Cramer

supply constrained. Those are the two most important words I've heard so far in this earning season, other than of course quantum, of course. For example, last night David Zinser, he's the excellent CFO of Intel, stressed several times that his company supply constraint for a host of products and quote, "In supply has tightened materially." Oh boy, did that work.These shortages are why Intel was able to report sharply better than expected earnings. When you're supply constrained, you have the ability to rai ...