TheStreet's Action Alerts PLUS Portfolio Manager and Host of CNBC's 'Mad Money' Jim Cramer said Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOGL) are all 'long games' and he 'wants to be in them.' Cramer said Microsoft has pivoted so radically to the cloud that he can't believe it.' Microsoft CEO Satya Nadella had said his plan was to move the tech giant deeper into the cloud and Cramer is very impressed with the direction the company is moving in. Apart from the cloud business, Cramer is also a fan of how well the adoption of Windows 10 is going. Cramer believes the stock is still 'very cheap.' As for Amazon, Cramer said the online retailer is continuing to take market share away from Walmart (WMT). Cramer believes Amazon can 'turn on the profit when they want to.' As for Alphabet, the company formerly known as Google, which also reported quarterly results, Cramer said it's 'all about Ruth Porat.' Porat became CFO at Alphabet after leaving Morgan Stanley earlier this year. 'She shows you very clearly where they are going to start making money.' Cramer said Alphabet has a good understanding of the implications of mobile surpassing desktop search. TheStreet's Rhonda Schaffler has details from the floor of the NYSE.
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