Earnings Growth, Jobs Resiliency & NVDA Make Wayne Kaufman "Super Bullish"

Wayne Kaufman says he is "super bullish" on the market, forecasting a sixth consecutive quarter of double‑digit earnings growth this season and expecting earnings to drive the next leg of the rally. He notes the S&P 500 and Nasdaq‑100 have already run strongly and sees continued strength rather than job weakness from AI adoption. Kaufman highlights Nvidia and other chipmakers as leaders in a productivity evolution, implying further upside for NVDA and the tech‑heavy indices as earnings confirm momentum. Market impact: bullish analyst commentary that could reinforce risk appetite into earnings and benefit leading AI/chip names and broader indices.