David Wagner discusses the post-midterm market rally, the outlook for data center and AI spending, and why strong earnings could support further gains. He highlights Copart (CPRT), Amphenol (APH) and Amazon (AMZN), calling Amphenol a must-own data center play and Amazon one of his favorite Mag 7 stocks. Wagner also explains why he believes investors should not get too conservative and argues the Fed should remain on hold.