Yet, do you hear people believe it? Every day seems a one-off here. Every day! Every day seems like a surprise to people, as if this is the day when we see, holy cow, that tech's coming out of a depression.

The Nasdaq is so strong it is eerie. It is why I said last night at Ohio State that the breadth of this market is so good because even on a day when the Dow industrials are down 83 points, the Nazz is way up and the percentage of stocks increasing over decreasing is astonishing.

Believe me, the money managers in this country, the long-only money managers who praise growth and want to play a recovery, are going to continue to pile into this group. Oh sure, the bears can nickel and dime the advance -- Apple PC sales were awful and were masked by iPhones; VMware (NYSE: VMW) (Cramer's Take) blows up; I understand that Cisco (NASDAQ: CSCO) (Cramer's Take) sales are just OK; and we haven't heard something like a preannouncement from Hewlett-Packard (NYSE: HPQ) (Cramer's Take); the Qualcomm and Broadcom rallies are legal in nature, not earnings; the acquisitions of Sun and Emulex (NYSE: ELX) (Cramer's Take) are not true consolidations because they are truly one-off.

It doesn't matter.

Those of us who have traded during the periods when tech was on fire learned at a certain point just to go with the flow and do some buying.

Even though we are ridiculously overbought, even though I read a frightening article in the Wall Street Journal Thursday about profit expropriation by the Treasury and the Fed at Bank of America (BAC) (Cramer's Take), tech, with its terrific balance sheets and orders coming from restocking, is where you have to go with the flow and do some buying.

Random musings: I see where Hartford Financial (NYSE: HIG) (Cramer's Take) is soliciting bids for its property and casualty business. This is a phenomenal business worth about $36 a share in real hard book. Whoever gets this biz, and I know Travelers (NYSE: TRV) (Cramer's Take) wants it, is going to go up big. It might be worth it to own both Chubb (NYSE: CB) (Cramer's Take) and TRV because the one that gets it will go up huge and the one that doesn't will do just fine. As far as Hartford goes, it will go up big if the sale is as large as I think it will be, but then you have to sell it because the remaining business is not so hot, to say the least.

Jim Cramer is co-founder and chairman of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. At the time of publication, Cramer was long Qualcomm, Hewlett-Packard and Cisco.