CPI is going to be over 5% within 2 months and Warsh/Trump will be pushing for rate cuts. SPY is going to get ahead of that by pumping the rest of the year. "Inflation is bullish for stocks" will be the phrase on CNBC by every other guest. SPY 800 is probably a reality later this year. This is 2021 all over again but without the 2022 rate hike cycle (because you know Trump would go crazy on the Fed if they even suggest rate hikes); this is a pure AI + inflation boom. It will end poorly in the distant future, but for now, party on.

---