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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.

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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.
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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 görüntüleme • 1 ay önce

Tom Lee of Thomas (Tom) Lee (not drummer) FundstratDirect.com makes sense of the global market sell-off and explains what to keep an eye on this week:
3:29

Tom Lee of Thomas (Tom) Lee (not drummer) FundstratDirect.com makes sense of the global market sell-off and explains what to keep an eye on this week:

Squawk Box

557,135 görüntüleme • 2 yıl önce

Last week, Bitcoin had its best week since March, at one point hitting its highest level since June 2022. Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com weighs in:
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Last week, Bitcoin had its best week since March, at one point hitting its highest level since June 2022. Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com weighs in:

Squawk Box

234,704 görüntüleme • 3 yıl önce

"I think July is going to be a stronger month for stocks," says Tom Lee of Thomas (Tom) Lee (not drummer) FundstratDirect.com:
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"I think July is going to be a stronger month for stocks," says Tom Lee of Thomas (Tom) Lee (not drummer) FundstratDirect.com:

Squawk Box

203,942 görüntüleme • 2 ay önce

JUST IN: 📈 "Crypto, believe it or not, has historically led the S&P by roughly a month," says Tom Lee. "The bottom line might even be today for equities," adds Thomas (Tom) Lee (not drummer) FundstratDirect.com 💬
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JUST IN: 📈 "Crypto, believe it or not, has historically led the S&P by roughly a month," says Tom Lee. "The bottom line might even be today for equities," adds Thomas (Tom) Lee (not drummer) FundstratDirect.com 💬

Bitcoin.com News

81,637 görüntüleme • 26 gün önce

LATEST: Thomas (Tom) Lee (not drummer) FundstratDirect.com: "gonna slow down our pace of buying." Tom Lee reveals that they may accumulate at a slower pace, "because there's other things to be doing in crypto right now." On the Anchorage Digital ⚓️ Digital Mainstage at Consensus 2026 Miami.
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LATEST: Thomas (Tom) Lee (not drummer) FundstratDirect.com: "gonna slow down our pace of buying." Tom Lee reveals that they may accumulate at a slower pace, "because there's other things to be doing in crypto right now." On the Anchorage Digital ⚓️ Digital Mainstage at Consensus 2026 Miami.

CoinDesk

122,159 görüntüleme • 4 ay önce

Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) breaks down the market setup fueling the rise of digital assets – driven by the AI boom, the shift toward a digital economy, and the role of programmable money like stablecoins. "Stablecoins have become the ChatGPT story of crypto."
0:59

Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) breaks down the market setup fueling the rise of digital assets – driven by the AI boom, the shift toward a digital economy, and the role of programmable money like stablecoins. "Stablecoins have become the ChatGPT story of crypto."

Pantera Capital

111,510 görüntüleme • 1 yıl önce

🔥 BULLISH: Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com / Fundstrat Direct ) explains why $500K Bitcoin may be a conservative estimate. "If BTC is digital gold, $500K only puts it at half the value of gold. That might not take 5 years.”
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🔥 BULLISH: Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com / Fundstrat Direct ) explains why $500K Bitcoin may be a conservative estimate. "If BTC is digital gold, $500K only puts it at half the value of gold. That might not take 5 years.”

CoinDesk

205,912 görüntüleme • 1 yıl önce

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 🔗:
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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 görüntüleme • 1 ay önce

TOM LEE: “I think we’re in a new bull market. There’s a lot to be excited about. 2035 sounds about right. That would be a 10 year bull run from here.” Full conversation with Tom Thomas (Tom) Lee (not drummer) FundstratDirect.com here: Listen: Watch:
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TOM LEE: “I think we’re in a new bull market. There’s a lot to be excited about. 2035 sounds about right. That would be a 10 year bull run from here.” Full conversation with Tom Thomas (Tom) Lee (not drummer) FundstratDirect.com here: Listen: Watch:

Wilfred Frost

441,719 görüntüleme • 1 yıl önce

Tom Lee: ETH 2.0 Could Support a $250,000 Long Term Target On July 13, 2026, at WebX 2026 in Tokyo, BitMine Chairman Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said Ethereum is entering its 2.0 phase, using Amazon, Nvidia, and JPMorgan as re-rating analogies and arguing that ETH will become money and serve as a settlement rail in an AI agent driven world shaped by the “uncanny valley of wealth” thesis. BitMine now holds 5.74 million ETH, or 4.8% of supply, has led ETH Labs and Ethereum Institutional, and plans to keep concentration below 5% while continuing to fund Ethereum related projects, public goods, and broader ecosystem growth.
2:15

Tom Lee: ETH 2.0 Could Support a $250,000 Long Term Target On July 13, 2026, at WebX 2026 in Tokyo, BitMine Chairman Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said Ethereum is entering its 2.0 phase, using Amazon, Nvidia, and JPMorgan as re-rating analogies and arguing that ETH will become money and serve as a settlement rail in an AI agent driven world shaped by the “uncanny valley of wealth” thesis. BitMine now holds 5.74 million ETH, or 4.8% of supply, has led ETH Labs and Ethereum Institutional, and plans to keep concentration below 5% while continuing to fund Ethereum related projects, public goods, and broader ecosystem growth.

Wu Blockchain

19,130 görüntüleme • 2 ay önce

Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) breaks down why BitMine chose ethereum as its treasury asset. "Treasury Secretary Bessent thinks it [stablecoins] could be a $2T market. From $200B today, that's 10 times growth. That's exponential. That would create exponential demand for Ethereum.”
1:38

Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) breaks down why BitMine chose ethereum as its treasury asset. "Treasury Secretary Bessent thinks it [stablecoins] could be a $2T market. From $200B today, that's 10 times growth. That's exponential. That would create exponential demand for Ethereum.”

Pantera Capital

71,626 görüntüleme • 1 yıl önce

Can Ethereum 100x and flip Bitcoin? According to Tom Lee ( Thomas (Tom) Lee (not drummer) FundstratDirect.com ), yes. "There is a significant probability that Ethereum could flip Bitcoin in terms of network value.’"
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Can Ethereum 100x and flip Bitcoin? According to Tom Lee ( Thomas (Tom) Lee (not drummer) FundstratDirect.com ), yes. "There is a significant probability that Ethereum could flip Bitcoin in terms of network value.’"

Bankless

117,208 görüntüleme • 1 yıl önce

Tom Lee: Why Ethereum Could Become a $5 Trillion Network On July 7, 2026, Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com stated in an interview with the New Era Finance Podcast that at its current valuation of around $300 billion, Ethereum is grossly undervalued. As traditional assets like stocks and real estate gradually become composable, monetized, and digitized, running on Ethereum and other blockchains, he believes Ethereum could easily become a $1 trillion to $5 trillion network in the next few years. Regarding how Ethereum captures value, Tom Lee compared it to land; if everything happens on Ethereum, then Ethereum is equivalent to the land of the digital world, making it the core asset that should appreciate over time.
2:20

Tom Lee: Why Ethereum Could Become a $5 Trillion Network On July 7, 2026, Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com stated in an interview with the New Era Finance Podcast that at its current valuation of around $300 billion, Ethereum is grossly undervalued. As traditional assets like stocks and real estate gradually become composable, monetized, and digitized, running on Ethereum and other blockchains, he believes Ethereum could easily become a $1 trillion to $5 trillion network in the next few years. Regarding how Ethereum captures value, Tom Lee compared it to land; if everything happens on Ethereum, then Ethereum is equivalent to the land of the digital world, making it the core asset that should appreciate over time.

Wu Blockchain

38,460 görüntüleme • 2 ay önce

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 🔗:
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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 görüntüleme • 4 ay önce

Tom Lee: S&P 500 Could Top 8,000 by Year-End BitMine Chairman Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said in a July 14 CNBC interview that the S&P 500 could rise above 8,000 by year-end, as the AI story remains intact. He described a possible three-phase market: the S&P 500 could first reach 7,700, then see a normal 10% to 15% pullback, before rallying above 8,000 by year-end. On gold and silver's recent weakness, Lee said long-term holders may be taking profits after strong gains, as both assets had outperformed their store-of-value role and became risk-on assets.
1:43

Tom Lee: S&P 500 Could Top 8,000 by Year-End BitMine Chairman Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said in a July 14 CNBC interview that the S&P 500 could rise above 8,000 by year-end, as the AI story remains intact. He described a possible three-phase market: the S&P 500 could first reach 7,700, then see a normal 10% to 15% pullback, before rallying above 8,000 by year-end. On gold and silver's recent weakness, Lee said long-term holders may be taking profits after strong gains, as both assets had outperformed their store-of-value role and became risk-on assets.

Wu Blockchain

29,882 görüntüleme • 2 ay önce

Tom Lee: Ethereum Will Penalize Impatient Investors On July 7, 2026, Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com stated on the New Era Finance Podcast that the recent lag in the crypto market is primarily due to the aftermath of deleveraging, with capital flowing toward yield-bearing sectors. When discussing how to maintain conviction during the pullback of assets like Ethereum, he noted that the fundamentals remain unchanged. Citing Nvidia's $2 trillion surge in three months after a long consolidation at $160, Tom Lee expressed that both the stock and crypto markets will ultimately penalize impatient investors, and those who cannot hold on are the ones who actually lose.
2:38

Tom Lee: Ethereum Will Penalize Impatient Investors On July 7, 2026, Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com stated on the New Era Finance Podcast that the recent lag in the crypto market is primarily due to the aftermath of deleveraging, with capital flowing toward yield-bearing sectors. When discussing how to maintain conviction during the pullback of assets like Ethereum, he noted that the fundamentals remain unchanged. Citing Nvidia's $2 trillion surge in three months after a long consolidation at $160, Tom Lee expressed that both the stock and crypto markets will ultimately penalize impatient investors, and those who cannot hold on are the ones who actually lose.

Wu Blockchain

27,008 görüntüleme • 2 ay önce

TOM LEE SAYS NVIDIA $NVDA IS A SENTIMENT BAROMETER FOR THE AI TRADE He thinks the stock’s valuation is still far from signaling peak AI enthusiasm: - Thomas (Tom) Lee (not drummer) FundstratDirect.com agrees that NVIDIA’s valuation multiple is capped - He says the stock’s multiple has remained stuck rather than aggressively re-rating higher - Investors cannot be truly euphoric about AI until NVIDIA follows a Cisco-like path and re-rates toward the broader market Traders still price a 73% chance that NVIDIA remains the world’s largest company by market cap at the end of 2026.
1:23

TOM LEE SAYS NVIDIA $NVDA IS A SENTIMENT BAROMETER FOR THE AI TRADE He thinks the stock’s valuation is still far from signaling peak AI enthusiasm: - Thomas (Tom) Lee (not drummer) FundstratDirect.com agrees that NVIDIA’s valuation multiple is capped - He says the stock’s multiple has remained stuck rather than aggressively re-rating higher - Investors cannot be truly euphoric about AI until NVIDIA follows a Cisco-like path and re-rates toward the broader market Traders still price a 73% chance that NVIDIA remains the world’s largest company by market cap at the end of 2026.

Tom Lee Tracker (Not actually Tom)

16,326 görüntüleme • 14 gün önce

TOM LEE: THIS IS CASH RAISING, NOT THE TOP Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says the market is getting hit because institutions are raising cash ahead of the $75B SpaceX IPO. They may need cash for the IPO, then more cash to build a full market weight position in the aftermarket. That means selling recent winners. But Tom says the charts are not broken, this dip gets bought, and because so many people think SpaceX marks the top, it probably is not the top.
4:08

TOM LEE: THIS IS CASH RAISING, NOT THE TOP Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says the market is getting hit because institutions are raising cash ahead of the $75B SpaceX IPO. They may need cash for the IPO, then more cash to build a full market weight position in the aftermarket. That means selling recent winners. But Tom says the charts are not broken, this dip gets bought, and because so many people think SpaceX marks the top, it probably is not the top.

BMNR Bullz

436,008 görüntüleme • 3 ay önce

.Thomas (Tom) Lee (not drummer) FundstratDirect.com tells Sara Eisen & Bob Pisani he's bullish on small-caps in 2024. “I think people need to put a long-term lens on small-caps.”
1:31

.Thomas (Tom) Lee (not drummer) FundstratDirect.com tells Sara Eisen & Bob Pisani he's bullish on small-caps in 2024. “I think people need to put a long-term lens on small-caps.”

Squawk on the Street

267,213 görüntüleme • 2 yıl önce