Kelly, thanks. Welcome to closing bell. I'm Scott Wapner, live for post night here at the New York Stock Exchange. This maker break hour begins with the hunt for more highs, whether it's stocks or Bitcoin.

Watching some big round numbers today all over this market, Dow 45K. Of course, getting that close above that level for the first time ever.

Yesterday, Bitcoin 100K. It's sitting just below that now. S&P 6100, just below that. And then NASDAQ, we're on 20K watch now inside of that round number. Apple, meta, Amazon, all hitting new highs. We're watching Tesla 2. It's back above a trillion dollars in market cap and its remarkable run since the election election just continuing the big reason why discretionary

is the best sector today between Tesla and Amazon that's what you get better than 1% look at app loving

up another 5% today now up a staggering 900% on the year it's hard to believe but it's true

it takes us to our talk of the tape.

As records keep falling, should your exposure keep increasing. Let's ask Gabriella Santos,

global market strategist for JPMorgan asset management with me once again at Post-9.

Welcome back. Thank you. Good to be here. I guess people are, you know, asking themselves a question, right?

It's, gosh, I keep watching the stock market go up. Should I just keep getting more long because this is going to last for a while? How do you answer that?

Well, we really tend to see historically that actually strength begets more strength, right? You tend to have more all-time highs following all-time highs, especially once you've had a bare market,

of course, related to the pandemic and rates there briefly. And now we're at the start of a new

bull market. And for next year, we still expect a pretty decent, pretty normal economy with a

recovery and earnings across various sectors that had a bit of a tough go there the last two years.

So that's still an environment that's supportive of equities. But if you think about should you be adding, I think you really should ask add what exactly.

And the odds are that there's probably a heavy amount of exposure to a handful of stocks.

We all know and love them within the growth style, within the AI tech theme.

And really what we've been seeing since July is much more opportunity in other sectors

and in market cap, like mid-caps.

So you have even more conviction today in the broadening story than you did prior to the election?

Is that fair to say?

That is fair to say.

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