Investors who think they've missed the market's big move might have a point, but they could also be underestimating the upside ahead, CNBC's Jim Cramer argued on Monday.
The "Mad Money" host offered an array of reasons for the upside potential: the increased potential for a successful tax overhaul, the broad-based lack of consumer enthusiasm about stocks, and the merger activity in the once-struggling food space.
But not all the reasons are so macroeconomic. Some of the biggest moves in Monday's rally came straight from Wall Street, Cramer said.
"We're back in a world where analyst recommendations can produce gigantic moves," Cramer said. "Witness how Twitter skyrocketed up 11 percent today just because of a J.P. Morgan upgrade this very morning. Wow. That's a little like the 1990s."