Wayne Kaufman is "super bullish" on current stock market conditions, projecting a sixth quarter in a row of double digit growth this earnings season. Even though the S&P 500 (SPX) and Nasdaq-100 (NDX) have been on tremendous tears, he expects earnings to be the next leg for further growth. Wayne also doesn't see weakness on the jobs front despite fears AI will replace the workforce, adding that Nvidia (NVDA) and other chipmakers continue to lead a productivity evolution.