Just caught Tom Lee's take on CNBC and it's pretty interesting. The Fundstrat co-founder is basically saying retail investors are about to become the real story in the stock market. Think about it - a lot of retail traders actually missed the boat during that previous selloff when geopolitical tensions were spiking. Now that the panic is cooling down, they're going to flood back in, and that buying pressure could be massive.

What Tom Lee and his team at Fundstrat are pointing out is that if corporate earnings keep growing like expected, combined with retail money coming back into the market, we might actually be looking at one of those rare windows where the next 18 to 24 months could genuinely be one of the best periods for investors. That's a pretty bold call, but the logic checks out if you look at the macro picture.

That said, he's not ignoring the elephant in the room. Tom Lee made it clear that in the short term, there's still some caution needed. The market might need to test the new Federal Reserve chair's actual policy moves before we see a real rally kick off. So yeah, the long-term setup looks solid, but there's definitely a near-term hurdle to clear first. Worth keeping an eye on how the Fed signals play out over the next few weeks.