Adam Coons maintains bullish optimism when it comes to the markets, saying that the reaction to tariffs is "overblown." If consumers take a hit when it comes to their wallets, Adam expects Americans to buy even if it comes down to purchasing cheaper alternatives. He urges investors to stay away from defense stocks after they've experienced massive rallies over recent months. On A.I., Adam says the trade is "overblown" but notes that hyperscalers remain attractive due to having many arms of profitability.