Every time Jim Cramer goes to CNBC's headquarters in San Francisco, he is reminded just how short-term minded Wall Street is, and how important it is to think about the long term.
So, while the world is focused on the outcome of the Brexit vote, Cramer has his eye on Silicon Valley. That is why he decided to go down the list of technology companies changing the business, and how the innovation they bring to the table could change investor portfolios.
The oddest company that surfaced was Twitter. No one can stop talking about Twitter. Cramer boiled it down to two reasons: First, everyone is on it, checking what is happening. The second reason was that after LinkedIn got its monster bid from Microsoft, everyone wants to know who will bid for Twitter.
"They speak of Twitter as if it's some diamond in the rough that is sitting in the ground, and the only thing you need to do is get it out, polish it and make it worthwhile is to get rid of the company's current management. It might as well be the last diamond mine left to grab," Cramer said.