Why does the stock market keep notching huge gains?

I’m just spitballing here and looking for some opinions. The US is entangled in a war that has not gone the way it was anticipated. Our leaders have gone from “only unconditional surrender is acceptable “ to “ Iran is begging for a deal”. The cost of gas is higher than it’s been in years and will climb higher, inflation is creeping up, GDP is anemic, grocery prices are high and bringing down interest rates is unlikely. So what is happening? First of all, it is evident that Trump will protect the stock market at all costs. The pushback after the liberation day fiasco of last April forced his hand. The huge market drop and financial markets rebellion taught him not to F with the markets. His love and dedication to Wall Street is clear. F the poor people. Let the trailer trash figure it out on their own.  I’m on board with that. But that is not the entire answer.

Corporate profits are continuing to boom. We are seeing one of the best earnings season in many years. companies are proving they can weather the energy related price surges. What’s more interesting is that earnings projections for the rest of 2026 remain strong. A huge part of the answer lies in AI and the huge investments going into data centers, including semiconductor companies and other tech hardware firms, as well as electrical equipment and construction companies. Billions are being invested in those sectors. Just like in the Biden years, I can take higher prices as long as I’m making the huge returns in the stock market. I sold a bunch of TSLA, Pltr and NVDA a few months ago to reduce tech sector exposure but I went back in on the dips recently. My distressed asset business is plugging along but government regulation is creeping in. I have a few million invested in zombie mortgages and the returns have been great but I’m fighting multiple lawsuits in a few states that are driving up my legal costs. I’m going to win the lawsuits but it’s really pissing me off.
In any case, cheers to all of us that had the courage to stay in the investment game. Sad for those that lacked the vision or were overcome by the fear. Your 3% yields are not the flex you thought they would be. Stay strong my friends and stay focused on making money. They say money can’t buy happiness but my 2 months traveling in Europe with my family prove otherwise.
Keep your wits about you and keep stacking paper.

• This topic was modified 20 hours, 58 minutes ago by BigBalls.