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Fundstrat Capital

@FundstratCap • 21,599 subscribers

Asset manager founded in 2024 | CIO @fundstrat Tom Lee | Granny Shots Strategy

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TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com: August Core CPI on 9/11 is key. Expecting a soft CPI = Fed on hold = good. Crypto is driving 3Q26 Performance $HOOD $MSTR $DE $VRT $MU Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - September 7, 2026 Watch the full video 🔗:

TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com: August Core CPI on 9/11 is key. Expecting a soft CPI = Fed on hold = good. Crypto is driving 3Q26 Performance $HOOD $MSTR $DE $VRT $MU Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - September 7, 2026 Watch the full video 🔗:

Fundstrat Capital

59,082 Aufrufe • vor 27 Tagen

Has Micron become historically inexpensive? Thomas (Tom) Lee (not drummer) FundstratDirect.com Tom Lee takes a look at its forward valuation relative to its long-term average, and what the recent market rotation may be signaling. Week of July 27, 2026.

Has Micron become historically inexpensive? Thomas (Tom) Lee (not drummer) FundstratDirect.com Tom Lee takes a look at its forward valuation relative to its long-term average, and what the recent market rotation may be signaling. Week of July 27, 2026.

Fundstrat Capital

68,160 Aufrufe • vor 2 Monaten

Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com: August 2026 Rebalance. $GRNY / $GRNI 7 Additions & 6 Deletions, $GRNJ 8 Additions & 7 Deletions. Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - August 24, 2026 Watch the full video 🔗:

Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com: August 2026 Rebalance. $GRNY / $GRNI 7 Additions & 6 Deletions, $GRNJ 8 Additions & 7 Deletions. Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - August 24, 2026 Watch the full video 🔗:

Fundstrat Capital

33,730 Aufrufe • vor 1 Monat

TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com The parabolic move in Semis and Memory highlight the strong risk/reward in MAG7 and Software $AMD $MNST $TSLA $NVDA $KLAC Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - May 11, 2026 Watch the full video 🔗:

TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com The parabolic move in Semis and Memory highlight the strong risk/reward in MAG7 and Software $AMD $MNST $TSLA $NVDA $KLAC Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - May 11, 2026 Watch the full video 🔗:

Fundstrat Capital

94,346 Aufrufe • vor 4 Monaten

Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com : stock picking is trickier when the whole market is more expensive. That doesn't make stocks a sell here. But the higher the P/E goes, the more the 10-year yield matters as a competing valuation metric. At 4.7% we can still buy good stories. At 5%, we have to get very P/E sensitive. Learn more about $GRNY at

Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com : stock picking is trickier when the whole market is more expensive. That doesn't make stocks a sell here. But the higher the P/E goes, the more the 10-year yield matters as a competing valuation metric. At 4.7% we can still buy good stories. At 5%, we have to get very P/E sensitive. Learn more about $GRNY at

Fundstrat Capital

36,030 Aufrufe • vor 1 Monat

TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com: As we approach mid-year, the driver for S&P 500 so far is 'E' not 'PE' $GEV $HOOD $VST $CAT $ETN Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - June 22, 2026 Watch the full video 🔗:

TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com: As we approach mid-year, the driver for S&P 500 so far is 'E' not 'PE' $GEV $HOOD $VST $CAT $ETN Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - June 22, 2026 Watch the full video 🔗:

Fundstrat Capital

49,571 Aufrufe • vor 3 Monaten

TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com Stocks selling scarce assets are working in 2026 = core tenet of Granny Shots $PWR $GOOGL $CAT $TSLA $AMD Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - May 4, 2026 Watch the full video 🔗:

TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com Stocks selling scarce assets are working in 2026 = core tenet of Granny Shots $PWR $GOOGL $CAT $TSLA $AMD Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - May 4, 2026 Watch the full video 🔗:

Fundstrat Capital

55,649 Aufrufe • vor 5 Monaten

Why tech stocks are dominating? Thomas (Tom) Lee (not drummer) FundstratDirect.com Tom Lee shares his take on CNBC's Closing Bell Week of August 11, 2026.

Why tech stocks are dominating? Thomas (Tom) Lee (not drummer) FundstratDirect.com Tom Lee shares his take on CNBC's Closing Bell Week of August 11, 2026.

Fundstrat Capital

16,498 Aufrufe • vor 1 Monat

What's behind the market unwind? Thomas (Tom) Lee (not drummer) FundstratDirect.com Tom Lee looks at the leverage build, the rise in margin debt, and what the recent reversal overseas may be signaling. Week of July 27, 2026.

What's behind the market unwind? Thomas (Tom) Lee (not drummer) FundstratDirect.com Tom Lee looks at the leverage build, the rise in margin debt, and what the recent reversal overseas may be signaling. Week of July 27, 2026.

Fundstrat Capital

19,403 Aufrufe • vor 2 Monaten

TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com: June CPI and PPI show inflation is weakening, and this is showing up in the bond market as Fed hike odds dropping. This is good $ANET $META $AVGO $NVDA $AMD Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - July 13, 2026 Watch the full video 🔗:

TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com: June CPI and PPI show inflation is weakening, and this is showing up in the bond market as Fed hike odds dropping. This is good $ANET $META $AVGO $NVDA $AMD Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - July 13, 2026 Watch the full video 🔗:

Fundstrat Capital

22,821 Aufrufe • vor 2 Monaten

TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com: The great leverage unwind continues in AI 'bottlenecks' and Korea. But there are signs we are at the bottom $PKG $AMD $DE $VST $NOC Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - July 27, 2026 Watch the full video 🔗:

TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com: The great leverage unwind continues in AI 'bottlenecks' and Korea. But there are signs we are at the bottom $PKG $AMD $DE $VST $NOC Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - July 27, 2026 Watch the full video 🔗:

Fundstrat Capital

19,791 Aufrufe • vor 2 Monaten

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