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Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Tuesday December 10.

Valuation Is Skin Deep: Twitter (NYSE:TWTR), LinkedIn (NYSE:LNKD), Facebook (NASDAQ:FB), Green Mountain Coffee Roasters (NASDAQ:GMCR), Ulta Salon (NASDAQ:ULTA), Starbucks (NASDAQ:SBUX), Gilead (NASDAQ:GILD), 3D Systems (NYSE:DDD), Yelp (NYSE:YELP)

The Dow fell 52 points, and Cramer is concerned about what stocks are leading the markets. It seems that highly valued stocks with high short positions are going higher, especially in the social media space. Twitter (TWTR) is coming back up, but Cramer would buy Facebook (FB), which he believes is cheaper, on the trend. Yelp (YELP) and LinkedIn (LNKD) are on their way up, but who knows how long. "Valuation is like beauty. It is in the eye of the beholder," said Cramer. Even as these stocks rise, who knows how high they can go. Green Mountain (GMCR), Ulta Salon (ULTA) and Starbucks (SBUX), all stocks with strong short positions rose, but Cramer likes SBUX more than the other two. Gilead (GILD) was brought down on rumors. Cramer would buy SBUX or GILD on the decline.

Cramer took some calls:

3D Systems (DDD): Cramer would not sell the 3D stocks, because he thinks they are going higher.

Where is Apple (NASDAQ:AAPL) Going? Other stocks mentioned: Rackspace (NYSE:RAX), Netflix (NASDAQ:NFLX)

Cramer consulted the charts to see where Apple (AAPL) is going. The stock spent its year in the wilderness, but it is up dramatically since June. Carolyn Boroden of FibonacciQueen.com thinks that Apple will have difficulty if it can't pass the $575 level. However, Bob Lang believes the stock could go higher since it has risen hard into strong volume, and thinks that by the end of 2013, Apple could see $600. Tim Collins points out that Apple has not dipped below a crucial point in 8 years, and sees a cup and handle formation. Collins thinks Apple could eventually see $900. Cramer is bullish on Apple on its fundamentals and believes it is a buy.

Cramer took some calls:

Rackspace (RAX) is a commodity cloud play and has no proprietary products that interest Cramer.

Netflix (NFLX) is a great stock for investors who like momentum.

CEO Interview: Morris Goldfarb, G-III Apparel Group (NASDAQ:GIII). Other stocks mentioned: Phillips-Van Heusen (NYSE:PVH)

G-III has been a great performer while much of retail has been a mixed bag. The stock is up 100% for 2013, and has risen 500% since 2006. The company licenses big brand names and has its own brands. Its partnership with Phillips-Van Heusen (PVH) for the Calvin Klein brand has been close and beneficial for both companies. GIII reported a 24 cent earnings beat on sales that increased 23%. CEO Morris Goldfarb emphasized the longevity of the business and its great partnerships. He feels that, with 20 brands, the company is safe, and he feels confident about the holiday season.

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Source: Cramer's Mad Money - Valuation Is Skin Deep (12/10/13)