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Is the AI bubble about to burst?🤖 Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee looks back at Cisco in the '90s for perspective. Plus, Fundstrat's refreshed Top 5 and Bottom 5 stock ideas for fall. Watch the full webinar:

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Fundstrat Direct

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18,174 görüntüleme • 2 gün önce •via X (Twitter)

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Missed our live Market Update and Top Stock Ideas webinar with Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Mark Newton CMT? Watch the full replay now, including our new Top 5 Large-Cap and Top 5 SMID-Cap ideas. Watch full webinar:
2:07

Missed our live Market Update and Top Stock Ideas webinar with Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Mark Newton CMT? Watch the full replay now, including our new Top 5 Large-Cap and Top 5 SMID-Cap ideas. Watch full webinar:

Fundstrat Direct

19,718 görüntüleme • 8 ay önce

Ethereum has been consolidating for five years. What happens next? On Thomas (Tom) Lee (not drummer) FundstratDirect.com's macro update webinar, Tom Lee and Mark Newton CMT covered: • Why Tom thinks crypto winter is over • Where $ETH stands after a five-year consolidation • Mark's technical take on crypto • The updated Top 5 and Bottom 5 stock ideas Watch the full webinar, link in the comments 👇
0:35

Ethereum has been consolidating for five years. What happens next? On Thomas (Tom) Lee (not drummer) FundstratDirect.com's macro update webinar, Tom Lee and Mark Newton CMT covered: • Why Tom thinks crypto winter is over • Where $ETH stands after a five-year consolidation • Mark's technical take on crypto • The updated Top 5 and Bottom 5 stock ideas Watch the full webinar, link in the comments 👇

Fundstrat Direct

13,522 görüntüleme • 1 gün önce

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee: the S&P is still headed to 7,300 in the near term. But one thing has changed. Our April webinar covers Tom's updated macro view, Mark Newton CMT's exact BTC and ETH levels, and Fundstrat's top 5 large-cap + top 5 SMID cap ideas. Watch now →
2:40

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee: the S&P is still headed to 7,300 in the near term. But one thing has changed. Our April webinar covers Tom's updated macro view, Mark Newton CMT's exact BTC and ETH levels, and Fundstrat's top 5 large-cap + top 5 SMID cap ideas. Watch now →

Fundstrat Direct

51,038 görüntüleme • 5 ay önce

Data-center opposition is unsettling the AI trade. But only part of it. Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Mark Newton CMT go through the full AI picture, plus Fundstrat's updated core stock lists→
0:59

Data-center opposition is unsettling the AI trade. But only part of it. Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Mark Newton CMT go through the full AI picture, plus Fundstrat's updated core stock lists→

Fundstrat Direct

32,040 görüntüleme • 1 ay önce

The chip selloff has been brutal. Thomas (Tom) Lee (not drummer) FundstratDirect.com's read: this pullback is healthy. Want his full H2 outlook and Fundstrat's July top stock ideas? Get them here:
1:05

The chip selloff has been brutal. Thomas (Tom) Lee (not drummer) FundstratDirect.com's read: this pullback is healthy. Want his full H2 outlook and Fundstrat's July top stock ideas? Get them here:

Fundstrat Direct

69,107 görüntüleme • 2 ay önce

"It's pretty shocking that we're in a booming economy and the deficit is growing" - Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee. Where that leaves equities, plus the updated Fundstrat Top Stock Ideas, tomorrow at 2PM ET:
0:54

"It's pretty shocking that we're in a booming economy and the deficit is growing" - Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee. Where that leaves equities, plus the updated Fundstrat Top Stock Ideas, tomorrow at 2PM ET:

Fundstrat Direct

26,592 görüntüleme • 1 ay önce

"Short gold, long crypto. For the next year, I think that's a money trade." — Tom Lee Gold just had one of its worst weeks in 50 years. Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Mark Newton CMT down what that means, the exact setup to watch, and Fundstrat's just-updated Top 5 large-cap and SMID stock ideas for the month. Link pinned in the comments.
0:40

"Short gold, long crypto. For the next year, I think that's a money trade." — Tom Lee Gold just had one of its worst weeks in 50 years. Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Mark Newton CMT down what that means, the exact setup to watch, and Fundstrat's just-updated Top 5 large-cap and SMID stock ideas for the month. Link pinned in the comments.

Fundstrat Direct

4,144,579 görüntüleme • 6 ay önce

"It wasn't the level. It was the velocity of that move." Mark Newton CMT on CNBC on why the Treasury stepped in when it did. Thomas (Tom) Lee (not drummer) FundstratDirect.com’s Tom Lee and Mark went deeper in our August Macro Update & Top Stock Ideas webinar, covering the path to year-end, the five factors that would change Tom's view, and Fundstrat's updated Top 5 and Bottom 5 core stock ideas for large-cap and SMID-cap 👉
0:29

"It wasn't the level. It was the velocity of that move." Mark Newton CMT on CNBC on why the Treasury stepped in when it did. Thomas (Tom) Lee (not drummer) FundstratDirect.com’s Tom Lee and Mark went deeper in our August Macro Update & Top Stock Ideas webinar, covering the path to year-end, the five factors that would change Tom's view, and Fundstrat's updated Top 5 and Bottom 5 core stock ideas for large-cap and SMID-cap 👉

Fundstrat Direct

28,759 görüntüleme • 1 ay önce

Peace talks. Oil pulling back. Stocks moving. Yesterday, Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Mark Newton CMT spent an hour breaking down exactly how to think about all of it, including Fundstrat's just-updated top stock ideas (large-cap and SMID) for the month. This is the context behind what's happening right now:
1:01

Peace talks. Oil pulling back. Stocks moving. Yesterday, Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Mark Newton CMT spent an hour breaking down exactly how to think about all of it, including Fundstrat's just-updated top stock ideas (large-cap and SMID) for the month. This is the context behind what's happening right now:

Fundstrat Direct

42,112 görüntüleme • 6 ay önce

"I do think it's a game changer." Mark Newton CMT on CNBC's Closing Bell on what the Treasury's move means for equities into Jackson Hole. He and Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee went deeper on this during yesterday's macro webinar, plus Fundstrat's updated stock list →
0:32

"I do think it's a game changer." Mark Newton CMT on CNBC's Closing Bell on what the Treasury's move means for equities into Jackson Hole. He and Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee went deeper on this during yesterday's macro webinar, plus Fundstrat's updated stock list →

Fundstrat Direct

19,029 görüntüleme • 1 ay önce

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee was covering tech as an analyst when the fiber boom came apart. That is why his read on AI spend is different. Tom Lee on tech and the updated Fundstrat Top Stock Ideas, Wednesday Aug 19 at 2PM ET:
0:46

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee was covering tech as an analyst when the fiber boom came apart. That is why his read on AI spend is different. Tom Lee on tech and the updated Fundstrat Top Stock Ideas, Wednesday Aug 19 at 2PM ET:

Fundstrat Direct

45,849 görüntüleme • 1 ay önce

$TSLA vs. Waymo ( $GOOGL)? Who wins the AI race in autonomous driving? Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Alex Alex Kantrowitz break it down and more in our latest webinar. Watch full video:
1:07

$TSLA vs. Waymo ( $GOOGL)? Who wins the AI race in autonomous driving? Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Alex Alex Kantrowitz break it down and more in our latest webinar. Watch full video:

Fundstrat Direct

46,568 görüntüleme • 1 yıl önce

Will the S&P 500 hit 8,000? Thomas (Tom) Lee (not drummer) FundstratDirect.com’s Tom lays out his thesis live on Aug. 19, plus Fundstrat's Top Stock Ideas. Register now:
0:32

Will the S&P 500 hit 8,000? Thomas (Tom) Lee (not drummer) FundstratDirect.com’s Tom lays out his thesis live on Aug. 19, plus Fundstrat's Top Stock Ideas. Register now:

Fundstrat Direct

23,208 görüntüleme • 1 ay önce

Everyone is watching oil and tariffs for the inflation read. Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee is watching three straight months of falling home prices. Why that matters more, plus top stock ideas, live Aug 19 at 2PM ET with Tom and Mark Newton CMT. Registration link below👇
0:30

Everyone is watching oil and tariffs for the inflation read. Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee is watching three straight months of falling home prices. Why that matters more, plus top stock ideas, live Aug 19 at 2PM ET with Tom and Mark Newton CMT. Registration link below👇

Fundstrat Direct

150,642 görüntüleme • 1 ay önce

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee on CNBC's Closing Bell today: he still sees upside near term, then a potential pullback, before a push into year-end. He breaks it all down, with Fundstrat's latest top stock ideas, in our Macro Update webinar July 16. Request your invite:
0:53

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee on CNBC's Closing Bell today: he still sees upside near term, then a potential pullback, before a push into year-end. He breaks it all down, with Fundstrat's latest top stock ideas, in our Macro Update webinar July 16. Request your invite:

Fundstrat Direct

79,066 görüntüleme • 2 ay önce

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee says testing new Fed chair Kevin Warsh is one of three reasons a drawdown risk is building into the second half. The full H2 outlook goes deeper on all three, where he and Mark Newton CMT see opportunity, and Fundstrat's June stock ideas:
0:47

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee says testing new Fed chair Kevin Warsh is one of three reasons a drawdown risk is building into the second half. The full H2 outlook goes deeper on all three, where he and Mark Newton CMT see opportunity, and Fundstrat's June stock ideas:

Fundstrat Direct

90,292 görüntüleme • 3 ay önce

"It doesn't seem like a bubble. There's real demand there," says Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee on $NVDA and the AI boom. "We're going to find out next week."
0:52

"It doesn't seem like a bubble. There's real demand there," says Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee on $NVDA and the AI boom. "We're going to find out next week."

Last Call

243,880 görüntüleme • 2 yıl önce

Get Tom Lee & Mark Newton CMT’s take on crypto, equities, and 2026 market leadership. Unlock Thomas (Tom) Lee (not drummer) FundstratDirect.com’s latest Macro Update & Top Stock Ideas webinar with a free trial:
1:36

Get Tom Lee & Mark Newton CMT’s take on crypto, equities, and 2026 market leadership. Unlock Thomas (Tom) Lee (not drummer) FundstratDirect.com’s latest Macro Update & Top Stock Ideas webinar with a free trial:

Fundstrat Direct

45,573 görüntüleme • 7 ay önce

The danger of missing the stock market's 10 best days. Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee shares what he's seeing now and his outlook for the second half of 2026 in this month's Macro Update. Save your seat:
0:53

The danger of missing the stock market's 10 best days. Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee shares what he's seeing now and his outlook for the second half of 2026 in this month's Macro Update. Save your seat:

Fundstrat Direct

163,262 görüntüleme • 2 ay önce

Today on Squawk Box, Tom Lee pointed to a pattern that has held across 7 major wars, including World War II. Markets bottom within the first 10% of a war's duration. For WWII, that was 5 months. If the U.S.-Iran war follows the same script, Tom says 90–95% of the weakness may already be behind us. So where does Tom see opportunity for April? Request your invite to Thomas (Tom) Lee (not drummer) FundstratDirect.com's upcoming macro update and top stock ideas webinar on April 23rd. Spots are filling up. Secure your invite:
0:37

Today on Squawk Box, Tom Lee pointed to a pattern that has held across 7 major wars, including World War II. Markets bottom within the first 10% of a war's duration. For WWII, that was 5 months. If the U.S.-Iran war follows the same script, Tom says 90–95% of the weakness may already be behind us. So where does Tom see opportunity for April? Request your invite to Thomas (Tom) Lee (not drummer) FundstratDirect.com's upcoming macro update and top stock ideas webinar on April 23rd. Spots are filling up. Secure your invite:

Fundstrat Direct

36,680 görüntüleme • 5 ay önce