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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:

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Fundstrat Direct

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69,107 次观看 • 2 个月前 •via X (Twitter)

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.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 次观看 • 3 个月前

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:
0:31

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:

Fundstrat Direct

18,174 次观看 • 2 天前

.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 次观看 • 2 个月前

Would you let a robot build your next home? Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee on Prof G Markets with Ed Elson and Scott Galloway Watch the full conversation now on our YouTube channel: Want his second half outlook and top stock ideas? Join us live on Thursday, July 16:
2:19

Would you let a robot build your next home? Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee on Prof G Markets with Ed Elson and Scott Galloway Watch the full conversation now on our YouTube channel: Want his second half outlook and top stock ideas? Join us live on Thursday, July 16:

Fundstrat Direct

12,800 次观看 • 2 个月前

.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 次观看 • 1 个月前

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 次观看 • 1 个月前

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 次观看 • 8 个月前

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 次观看 • 1 个月前

Record highs. Eight straight weeks up. @Fundstrat's Tom Lee says the market will wobble later this year before finishing strong. His full H2 outlook and our top ideas for June:
1:50

Record highs. Eight straight weeks up. @Fundstrat's Tom Lee says the market will wobble later this year before finishing strong. His full H2 outlook and our top ideas for June:

Fundstrat Direct

18,368 次观看 • 4 个月前

"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 次观看 • 1 个月前

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 次观看 • 6 个月前

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 次观看 • 2 个月前

.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 次观看 • 5 个月前

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 次观看 • 1 个月前

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 次观看 • 1 天前

"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 次观看 • 6 个月前

"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 次观看 • 1 个月前

"We need to touch 8,000 first." - Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee In the August Macro Update, he laid out why he doesn't expect a pullback yet, why the path to 8,000 may not feel the way people expect, and the five factors that would change his view. Full session and our updated stock list →
0:52

"We need to touch 8,000 first." - Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee In the August Macro Update, he laid out why he doesn't expect a pullback yet, why the path to 8,000 may not feel the way people expect, and the five factors that would change his view. Full session and our updated stock list →

Fundstrat Direct

37,305 次观看 • 1 个月前

The U.S. blockade of Iran is officially underway. 15+ warships. Oil is rising. No deal yet. Last month Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Mark Newton CMT covered war, oil, gold, crypto and top stock ideas for the month. This month they do it again on April 23rd. Request your invite:
20:48

The U.S. blockade of Iran is officially underway. 15+ warships. Oil is rising. No deal yet. Last month Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Mark Newton CMT covered war, oil, gold, crypto and top stock ideas for the month. This month they do it again on April 23rd. Request your invite:

Fundstrat Direct

41,549 次观看 • 5 个月前

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 次观看 • 7 个月前