2 stocks that win with the market shrugging off oil, the Iran conflict and every macro headwind right now

The S&P 500 closed at a fresh all-time high on May 1 with oil ETFs up 107.1% year-to-date and the US Navy still blockading the Strait of Hormuz. The data point to the strongest profit-margin print in more than 15 years bulldozing a war premium.