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Jim Cramer is getting bullish about tech stocks and isn’t worried about a Lehman-style collapse in the stock market anymore. His interview with Tim Geithner made him believe that Europe will be able to handle the debt crisis and diffuse the crisis eventually.

During the September 19th show, Jim Cramer discussed the following stocks:

Apple (NASDAQ:AAPL): Cramer thinks Apple’s stock performance today, reaching new all-time highs, proves analysts’ 2012 earnings predictions are too low. Current estimates range from $32 to $37 per share, but Cramer thinks Apple can earn $45 per share, which would make the stock cheap on fundamentals. Apple currently trades at 15.9 times earnings and has a $381.6 billion market cap. Bill Miller of Legg Mason Capital Management has 2.31% of his portfolio in Apple.

United Technologies (NYSE:UTX): United Technologies is looking to buy Goodrich (NYSE:GR) and Cramer hopes UTX will own as much of the plan as possible in order to improve sales and profit margins. United Technologies has a $68.65 billion market cap, trades at 14.6 times earnings and yields 2.5%.

General Mills (NYSE:GIS): A viewer wanted to know which food company Cramer preferred: General Mills or Kraft (KFT). Cramer said Kraft is going from “bad-to-better” and recommended owning it if more upside is desired. Cramer recommended General Mills if consistent earnings, a 3.5% yield and “sleep-at-night” stability is what you’re looking for.

General Mills has a $24.21 billion market cap and trades at 14 times earnings. Kraft trades at 20 times earnings and has a $61.5 billion market cap. Louis Navellier of Navellier and Associates reduced his position in General Mills by 3%.

International Paper (NYSE:IP): Although the paper industry is typically cyclical, Cramer gave International Paper a buy recommendation because of the 3.85% yield, its acquisition of Temple-Inland for $4.3 billion and consolidation in the industry as a whole, giving IP more control of pricing and larger profit margins. This paper company has a $12.07 billion market cap and trades at 9.5 times earnings.

Juniper Networks (NYSE:JNPR): This networking equipment maker is down 55% from its 52-week high and the company missed on every single metric during its Q2 earnings report. The estimates have been cut so low, it’s practically impossible for the company to disappoint on earnings estimates. It didn’t help that the company lowered full-year guidance.

However, Cramer recommends owning Juniper Networks, which is profitable with a healthy balance sheet. Cramer’s charitable trust owns JNPR. Juniper Networks has superior technology with relatively small market share, which gives it room to take share from competitors. Juniper Networks has $3.2 billion in cash and a $10.6 billion market cap.

Xerox (NYSE:XRX): Cramer thinks Xerox is in for a slow grind and doesn’t recommend owning it. The iconic company has a $11.1 billion market cap, trades at 11.5 times earnings and yields 2.1%.

Nokia (NYSE:NOK): While it is the largest mobile phone manufacturer, Cramer thinks it is simply a flat-line situation and recommends buying at $5.90 and sell at $6.90. He said compared to Apple, there are no winners.

First Solar (NASDAQ:FSLR): Cramer doesn’t like this stock and said it is not a long-term stock to own. He gave it a sell recommendation. The energy company has a $7.24 billion market cap and trades at 14.6 times earnings.

MetroPCS (PCS): Cramer gave this mobile communications company a sell recommendation, citing the missed quarter. Cramer said, “We have enough problems with companies that actually make their quarter.” The company has a $3.62 billion market cap and the stock trades at 15.8 times earnings.

New York Community Bancorp (NYB): Cramer immediately gave a “don’t buy” recommendation for this stock, as he doesn’t want to buy any banks at the moment. The bank has a $5.5 billion market cap and offers a high yield because the stock has fallen so low.

Deere (NYSE:DE): Cramer’s charitable trust owns the farming equipment manufacturer and Jim Cramer recommends buying it and holding onto it for 2012. Deere offers a 2.1% yield and trades at 12.8 times earnings.

O‘Reilly Automotive (NASDAQ:ORLY): Recently hitting its 52-week high, Cramer said O‘Reilly and AutoZone (NYSE:AZO) are poised to go even higher and gave them both a buy recommendation. The auto parts provider has a $9.75 billion market cap and trades at 22 times earnings.

Prudential Financial (NYSE:PRU): While not keen on owning financials, Cramer’s charitable trust owns Prudential and is the only insurance play Cramer said he would make, citing the company’s limited exposure to day-to-day financial worries. Prudential trades at 8.9 times earnings, has a $24.1 billion market cap and provides a 2.3% yield.

Sanofi-Aventis (NYSE:SNY): Cramer gave this fast-growing big pharmaceutical company a buy recommendation. The drug company is recession-resistant and offers a 5.3% yield. Cramer advises buying the next time bad news out of Europe drags the stock down. Cramer said he owns it for his charitable trust because of the company’s product profile and execution. It is the lowest-risk, highest-growth play in the pharmaceutical sector. The France-based drug maker has a $88.85 billion market cap and trades at 20 times earnings. Ken Fisher of Fisher Asset Management increased his position by 11%.

Cramer repeatedly advises owning a position in gold in some form or another. While traditionally shying away from producers in favor of an ETF, he said there are a number of producers and miners that may be ready to take off.

Newmont Mining (NYSE:NEM): The miner announced an increased dividend because of steadily rising gold prices, which reminded Cramer of the days where gold producers offered the highest dividends in the market. Newmont currently yields 1.8% and trades at 14.7 times earnings. The company has a $32.3 billion market cap.

Agnico-Eagle (NYSE:AEM): Agnico-Eagle just announced plans to acquire Grayd Resource for $280 million, which will give the Canadian mining company a presence in Mexico. Agnico-Eagle has a $11.49 billion market cap and trades at $36 times earnings.

Rangold Resources (NASDAQ:GOLD): This miner has large land positions in Africa and has long been a favorite mining company of Cramer’s. Rangold has a $10 billion market cap and trades at 49 times earnings.

Goldcorp (NYSE:GG): Cramer likes Goldcorp for a “monster mine” that is currently being developed in Mexico, which could provide the company with more of the precious metal to support the stock into the future. Goldcorp has a $40.9 billion market cap and trades at 24 times earnings.

Barrick Gold Corporation (NYSE:ABX): Cramer said Barrick Gold is a consistent winner and doesn’t foresee any changes in the near future. Barrick has a $53.4 billion market cap and trades at 14 times earnings.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

Source: Jim Cramer's Stock Picks From September 19th