"Investing Opportunity" - Piper Sandler’s Big Call - 3 Stocks That Could Shape The Next Bull Market

The stock market is at a fascinating crossroads. After months of skepticism that the rally was “just tech,” we’re now seeing all major indices—the S&P 500, Nasdaq, Dow, and even the Russell 2000—hitting all-time highs together. That’s a sign of broadening strength, but it also raises a critical question: is this expansion sustainable, or are investors about to face another painful reversal? Concerns remain around frothy IPOs, stretched valuations, and whether the Federal Reserve is loosening conditions too much, too soon. Yet in this backdrop of uncertainty, the perspective from Piper Sandler’s Chief Investment Strategist Michael Kantrowitz carries serious weight.
Kantrowitz’s message is clear: “For the first time in three years, we are seeing sustainable market breadth, not just a tech rally.” In other words, this isn’t simply Silicon Valley carrying Wall Street on its back anymore—the rally is broadening across sectors while still being underpinned by the strongest earnings growth in tech. That combination—a Goldilocks macro environment, easing inflation pressures, and a softening labor market—is why he believes trillions of dollars sitting in cash and money markets are not a red flag, but rather a setup for more fuel to flow back into equities as rates drift lower.

*"Investing Opportunity" - Piper Sandler’s Big Call - 3 Stocks That Could Shape The Next Bull Market*

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