Goldman, JPMorgan to Keep Going up: Kramer Capital CIO

The video discusses the ongoing rise in the stock market, highlighting the NASDAQ's performance and the breadth of market growth across various sectors, including utilities and tech. It emphasizes opportunities in small caps and the need to differentiate within the tech sector. The banking sector's strong performance is noted, with specific mentions of Goldman Sachs and JP Morgan. The video concludes with insights into the tech rally and the importance of timing in investments, particularly with companies like Twitter.

What does the speaker suggest about the future of large tech companies?

In what way does the speaker relate Twitter's performance to current events?