Wall Street may be far more bullish than most investors realize. In this video, I break down why legendary market strategist Ed Yardeni believes the US stock market is entering an “earnings-led melt-up” powered by AI, exploding corporate profits, cloud infrastructure demand, and a massive productivity boom. Even Tom Lee — already known as one of the biggest bulls on Wall Street — may actually look conservative compared to Ed Yardeni’s long-term outlook. We will discuss: • Why Ed Yardeni believes DATA is now the 4th factor of production • Why AI is creating unprecedented corporate profitability • Why companies like Google, Amazon, Microsoft, Meta, Palantir and Figma are reporting explosive earnings growth • Why Yardeni believes the S&P 500 can reach 8,250 by 2026 and possibly 10,000 by 2030 • Why rising bond yields may NOT necessarily mean economic collapse • Why Tom Lee still warns of near-term market softening despite remaining bullish long term • The 3 major short-term risks: inflation, bond yields, and IPO liquidity drain • Why the current AI boom could reshape the global economy for the next decade This may be one of the most important structural shifts in investing since the rise of the internet. The key question: Are we witnessing the beginning of a historic AI-driven supercycle… or is Wall Street becoming dangerously overconfident? Watch till the end as I connect the dots between AI, corporate earnings, inflation risks, bond markets, and the future direction of the S&P 500. #1M65 #InvestingWithConfidence ⸻ Hashtags #EdYardeni #TomLee #StockMarket #SP500 #ArtificialIntelligence #AIStocks #Palantir #Nvidia #Microsoft #Amazon #Google #Meta #Investing #USStocks #BullMarket #Inflation #BondYields #MarketCrash #Finance #1M65...