MarketPlays: What Actually Stops This Market?

okay so war didn't do it, inflation didn't do it, rate fears didn't do it

is up 50% since Liberation Day and nearly 10% since the Iran conflict started and I genuinely don't know what to make of it

these companies are actually making real money so it's not a 2000 situation but still

like what does it actually take to slow this down at this point?

i keep waiting for a pullback but Alphabet and others just keep reporting solid numbers. it is hard to be a bear when the earnings are this good.