States market is healthy and he is super bullish, citing strong market breadth and corporate earnings. Notes sixth quarter of double-digit growth with five more projected.

Mentions last time he was bullish in January for same reasons. Discusses S&P 500 target of 8000 by next year with short-term bouncing around.

Would be surprised not to see 8000 next year. Reiterates super bullish stance, citing excellent market breadth with new highs on S&P 500 and NDX (up 11% this month).

Highlights small caps (Russell 2000) and mid-caps also making gains, countering narrative that rally is only large-cap driven.

Thinks rates are pretty stable and will probably stay there. Believes oil will come down over time.

Notes futures pricing shows small percentages for hike or cut. Argues oil shock is overdone on inflation-adjusted basis ($220 needed to match 2008 high). Cites company supply chain management skills learned from COVID/tariffs. Expects short-term high oil, long-term great for energy market.

States we have amazing productivity and a very stable labor market, citing strong ADP numbers and low jobless claims.

Notes S&P 500 revenue per employee at record levels pre-AI. When asked about AI 'inning', says 'we're in batting practice. We're not even in any innings yet.'

Affirms Nvidia is still king of AI, giving short-term buy signals and being reasonably valued. Super bullish on tech and semiconductors.

Cites Texas Instruments as great indicator of broader chip demand (mundane/analog chips), showing whole sector is phenomenal. Sees AI as continuation of decades-long tech bull market.