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Stocks discussed in the in-depth session of Jim Cramer’s Mad Money TV program, Friday July 6. Click on a stock ticker for more analysis:

Research In Motion (RIMM), Crocs Inc. (NASDAQ:CROX), Garmin (NASDAQ:GRMN), Baidu (NASDAQ:BIDU), Apple Inc. (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Google Inc. (NASDAQ:GOOG), Nvidia (NASDAQ:NVDA), Level 3 Communications (NYSE:LVLT), Corning (NYSE:GLW), Ciena (NYSE:CIEN),Verizon (NYSE:VZ), Oracle (NYSE:ORCL), Under Armour (NYSE:UA), First Solar (NASDAQ:FSLR)

Cramer believes the market changed while he was on vacation last week; "Pure, unadulterated, oxygenated growth is back," he said, noting that stocks now have the capacity for doubled and redoubled growth as they did in the 90s. He discussed RIMM's jump to 30 last Friday " ... and then it tacks on another 15, as if it's just some bonus play in pinball." The "next RIMM" is RIMM because it can grow more, said Cramer. He reiterated his bullish call on this "four horsemen" tech stocks: APPL, AMZN, GOOG and RIMM, and predicted APPL will go to $150. Cramer dismissed skepticism about continued growth for CROX, GRMN and BIDU. There isn't a price people won't pay for stocks like FSLR, explained Cramer, because when using 2012 estimates on the stock, it is "dirt cheap." Cramer also likes NVDA, and YouTube's 7% weekly growth will spell a broadband shortage and is good news for speculative play LVLT and investment GLW. He added praise for CIEN, VZ and "the great stock" ORCL. Cramer said CROX and UA "define momentum," and if skeptics are right that the stocks will tank, "they're going a lot higher, before they go lower."

Harvest Natural Resources Inc. (NYSE:HNR) and Ternium S.A. (NYSE:TX)

Cramer is not afraid of Hugo Chavez, but worldwide fear is sending stocks leveraged to Venezuela down, and Cramer suggests picking up the pieces, since all of the bad news is "baked in." He would buy HNR which has three oil fields in Venezula, but only at its current price of $12 and not higher. He also like TX, a steel company Chavez will not bully around because it is not a foreign operation. Cramer thinks TX will agree to price controls to avoid being taken over, and while nationalization would create a huge decline in the stock, Cramer also sees a major upside if the company stays independent.

Related: Brian Hozian calls HNR a "low risk, high uncertainty situation."

Mad Mail: Cisco Systems (NASDAQ:CSCO), Aruba Networks (NASDAQ:ARUN), ValueClick (VCLK), Caterpilllar (NYSE:CAT), NYSE Euronext (NYSE:NYX)

It's time to buy Cisco because it is about to "have its move" while Aruba networks has already moved, said Cramer. He would own VCLK on earnings alone, and investors "could get lucky whith a takeover." Cramer would buy CAT after an "insane" USB downgrade. He says NYX "is one of the most painful things I have owned in my life." He says management is to blame, but would stick with NYX because "I'm a seasoned pain-taker."

Related: Ant & Sons discuss NYX's continued weakness.

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Source: Jim Cramer's Mad Money In-Depth Stock Picks, 7/6/07