Cramer has a piece about why he thinks JDSU is the best way to play the coming capex spending by big telcos. But that same capex spending is what will benefit ALU in this coming year. You can read the article under JDSU news.
First of all he could be referring to 'anything". Secondly, earlier in the show he said those words referring to J&J and has also mentioned that recently on Mad Money. So it could also be that.
Since we are just speculating on this, my guess is that he will foam at the mouth about Nokia (NOK). He has been rabidly against it since its rise from $2.
At some point (and now that a good % of the easy money has already been made), he has to find a way to save face.
I'm long both NOK and ALU, so we'll see.