Potential tariffs - market tanks 20%. Actual 100% tariffs on China, stocks soar - what am I missing?

After reading too much reddit armageddon propecies about the fall of USA etc, I sold most of my portfoilo, moving from my strategy of always buying never selling - Nvidia at 85, AVGO at 136. (yes, I'm good at finding the bottom - unfortunately the only way for me to find it is by selling).

I know I made a bad decision, but at least if I did the sell low part, avoid buying high, so shame on me, waiting for futher dips. And based on the news it should, but it doesn't. China applied revenge tariffs, selling US bonds, what on Earth is keeping stocks up?

And have you even said thank you for making the market soar when I sold at the bottom?