Loading video...

Video Failed to Load

There was a problem loading this video. This could be due to a temporary network issue or the video might be unavailable.

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee on CNBC's Closing Bell: AI is adding 2 percentage points to U.S. GDP per year - and ~6% to S&P 500 earnings growth. But he sees reasons for caution as well. See the full thesis:

Fundstrat Direct

62,643 subscribers

17,157 views • 5 months ago •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

0 Comments

No comments available

Comments from the original post will appear here

Related Videos

.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:

.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 views • 3 months ago

Two sources of market anxiety: AI demand and the Fed. Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee sees clearing events for both coming up next week, starting with $NVDA earnings on Wednesday. His full macro read for the rest of the year:

Two sources of market anxiety: AI demand and the Fed. Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee sees clearing events for both coming up next week, starting with $NVDA earnings on Wednesday. His full macro read for the rest of the year:

Fundstrat Direct

33,752 views • 1 month ago

"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 →

"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

19,118 views • 1 month ago

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee sees the S&P reaching 7,800 this month. Earnings estimates have moved up, but stocks have been largely flat since May. Now Tom sees the market as a coiled spring. He breaks down his top names with Mark Newton CMT on Aug 19 at 2PM ET. Save your seat:

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee sees the S&P reaching 7,800 this month. Earnings estimates have moved up, but stocks have been largely flat since May. Now Tom sees the market as a coiled spring. He breaks down his top names with Mark Newton CMT on Aug 19 at 2PM ET. Save your seat:

Fundstrat Direct

43,804 views • 2 months ago

Why Thomas (Tom) Lee (not drummer) FundstratDirect.com says the S&P 500 will hit 4,800 by year-end

Why Thomas (Tom) Lee (not drummer) FundstratDirect.com says the S&P 500 will hit 4,800 by year-end

CNBCOvertime

351,308 views • 3 years ago

Could Bitcoin hit $250K next year? Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee explains why in this must-watch interview with Anthony Anthony Scaramucci. From crypto’s next leap to AI and the S&P reaching 15,000, discover bold predictions, market insights, and strategies for 2025 and beyond!

Could Bitcoin hit $250K next year? Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee explains why in this must-watch interview with Anthony Anthony Scaramucci. From crypto’s next leap to AI and the S&P reaching 15,000, discover bold predictions, market insights, and strategies for 2025 and beyond!

Wealthion

347,704 views • 1 year ago

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:

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 views • 2 months ago

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→

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 views • 1 month ago

"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."

"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 views • 2 years ago

Tom Lee just said on CNBC Closing Bell that he still sees the S&P 500 reaching 7,000 or higher by the end of the year Source: FS Insight

Tom Lee just said on CNBC Closing Bell that he still sees the S&P 500 reaching 7,000 or higher by the end of the year Source: FS Insight

Tom Lee Tracker (Not actually Tom)

467,869 views • 11 months ago

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:

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

18,263 views • 12 days ago

TOM LEE IS BULLISH WITH A FRESH HAIRCUT The $BMNR chairman thinks the S&P 500 could push above 8,000 before any real correction, while Bitcoin could still hit $150K as institutional crypto buying picks up. He also sees underlying U.S. GDP growth above 3%, driven by AI investment, onshoring and energy infrastructure. And how about that, Bitmine is up 6.4% today. What a comeback Thomas (Tom) Lee (not drummer) FundstratDirect.com

TOM LEE IS BULLISH WITH A FRESH HAIRCUT The $BMNR chairman thinks the S&P 500 could push above 8,000 before any real correction, while Bitcoin could still hit $150K as institutional crypto buying picks up. He also sees underlying U.S. GDP growth above 3%, driven by AI investment, onshoring and energy infrastructure. And how about that, Bitmine is up 6.4% today. What a comeback Thomas (Tom) Lee (not drummer) FundstratDirect.com

Sam Badawi

41,866 views • 1 month ago

.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:

.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 views • 1 month ago

Tom Lee just said on CNBC Closing Bell: “The S&P 500 could close at 7,000 or higher by year end.”

Tom Lee just said on CNBC Closing Bell: “The S&P 500 could close at 7,000 or higher by year end.”

Tom Lee Tracker (Not actually Tom)

95,557 views • 11 months ago

.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:

.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 views • 3 months ago

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 views • 3 months ago

After 25 years of gold outperforming the S&P 500, Thomas (Tom) Lee (not drummer) FSInsight.com’s Tom Lee breaks down the rare scenarios that could disrupt momentum and what they mean for you. Hear the full conversation 🎧

After 25 years of gold outperforming the S&P 500, Thomas (Tom) Lee (not drummer) FSInsight.com’s Tom Lee breaks down the rare scenarios that could disrupt momentum and what they mean for you. Hear the full conversation 🎧

SoFi

10,391 views • 7 months ago

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.

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 views • 2 months ago

Unpacking Thomas (Tom) Lee (not drummer) FundstratDirect.com's ETH marketing playbook: 1. Tom Lee goes on CNBC 2. Boomers follow CNBC 3. Boomers have all the money 4. Tom explains "As stablecoins grow, so will ETH" 5. Attention to ETH increases 6. ETH pumps 🎙️ Uma Roy Mippo 🟪 Nick White

Unpacking Thomas (Tom) Lee (not drummer) FundstratDirect.com's ETH marketing playbook: 1. Tom Lee goes on CNBC 2. Boomers follow CNBC 3. Boomers have all the money 4. Tom explains "As stablecoins grow, so will ETH" 5. Attention to ETH increases 6. ETH pumps 🎙️ Uma Roy Mippo 🟪 Nick White

Expansion

23,220 views • 1 year ago

Early Access to our biggest sale of the year is now live for our FS Insight community! Get institutional-grade research from Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee, Mark Newton CMT, and Sean Farrell at the lowest price we offer all year. Save now:

Early Access to our biggest sale of the year is now live for our FS Insight community! Get institutional-grade research from Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee, Mark Newton CMT, and Sean Farrell at the lowest price we offer all year. Save now:

Fundstrat Direct

425,310 views • 10 months ago