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.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:

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Fundstrat Direct

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17,148 просмотров • 3 месяцев назад •via X (Twitter)

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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:
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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:

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.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:
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.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:

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.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:
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.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:

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43,694 просмотров • 19 дней назад

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

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351,308 просмотров • 3 лет назад

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:
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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:

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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!
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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!

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"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."
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"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."

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243,880 просмотров • 2 лет назад

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
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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

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.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:
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.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:

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

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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:
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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:

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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 🔗:
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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 🎧
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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 🎧

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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.
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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.

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S&P 500 earnings up year over year. Strip out investment gains and it's still 22%, against 13% last year. Broad-based, and delivered into energy inflation and tariff headwinds. The open question is whether it repeats in 2027. Thomas (Tom) Lee (not drummer) FundstratDirect.com’s Tom Lee makes his case live August 19, plus Fundstrat Top Stock Ideas:
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S&P 500 earnings up year over year. Strip out investment gains and it's still 22%, against 13% last year. Broad-based, and delivered into energy inflation and tariff headwinds. The open question is whether it repeats in 2027. Thomas (Tom) Lee (not drummer) FundstratDirect.com’s Tom Lee makes his case live August 19, plus Fundstrat Top Stock Ideas:

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.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 →
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.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 →

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