CNBC's Jim Cramer said the bar for technology stocks has shifted and simply beating earnings is no longer enough to sustain a rally. "When it comes to tech companies, it's not enough just to beat and raise anymore," said the " Mad Money " host. "You need a shortage, or else your stock's not gonna get much love, even if you are one of the big dogs ... that reported after the close this evening." On Wednesday, four mega-cap tech companies — Alphabet , Amazon , Meta , and Microsoft — reported results, with two of the four declining in after-hours trading. Cramer said the mixed reaction highlights a market that is increasingly rewarding scarcity over scale. "It's odd," he said. "There was a time when all four of these companies would have unstoppable growth. Now the growth belongs to those who sell into constrained areas." He pointed to Meta as a key example.…