"We've got a big rally into year end." 🚀 Tom said on CNBC that Q4 could be one of the biggest rallies of our lifetime, calling for the S&P to hit 8,200 by year end, driven by the Mag-7 and the AI trade coming back to life. And honestly? With the sheer amount of capital being poured into AI right now, it's not hard to see where he's coming from. We can argue that the war, the supply shock, and possible rate hikes will be a downer. But markets have a way of climbing that wall of worry. And if the AI trade holds, Tom might just be right.