"We're heading above 7,000" in the SPX, says Mark Gibbens. He points to improving fundamentals and a return of A.I. intrigue as the main points behind his thesis. Mark urges investors to look at "quality companies" that got smacked down in the recent tech beatdown, pointing to Nvidia (NVDA) and Broadcom (AVGO) as top candidates. In financials, Mark is a fan of JPMorgan Chase (JPM).