The war isn’t over yet, but the US stock market is going crazy. The Nasdaq Index has risen for ten consecutive days, marking the longest streak in nearly five years. All major indices have returned to their pre-Iran war highs, just a step away from hitting all-time records. AI’s big-cap and small-cap stocks are going wild. It’s a complete repeat of last year’s tariff rally—no chance to hop on the train during the reversal.