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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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79,066 просмотров • 1 месяц назад •via X (Twitter)

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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:
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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:

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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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.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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.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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"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 👉
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"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 👉

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"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 →
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"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 →

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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:
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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:

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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:
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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:

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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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.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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Mark your calendar. 📅 Tuesday, March 24 at 2pm ET Thomas (Tom) Lee (not drummer) FundstratDirect.com's Macro Update & Top Ideas: → Tom Lee, Head of Research → Mark Newton CMT, Head of Technical Strategy The session begins with a macro market update, followed by this month’s Top Ideas, where Tom and Mark deliver a focused deep dive into the opportunities they find most compelling in today’s market environment. 🔗Register here:
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On The Exchange, Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee said that we may be entering one of the best 18–24 month windows for stocks we'll see in our lifetimes. He's explaining the full case on Thursday, April 23 at 2pm ET: market outlook, top ideas, live Q&A. Request your invite →
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On The Exchange, Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee said that we may be entering one of the best 18–24 month windows for stocks we'll see in our lifetimes. He's explaining the full case on Thursday, April 23 at 2pm ET: market outlook, top ideas, live Q&A. Request your invite →

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"Inflation derangement syndrome." -Thomas (Tom) Lee (not drummer) FundstratDirect.com That's Tom Lee's term for a key impetus boosting the long end of the yield curve. It's also why he thinks that trend could soon subside. So what does that mean for stock valuations from here? Ask him live at the Aug. 19 Macro Update webinar:
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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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Tom Lee on CNBC Closing Bell today: Says the recent pullback is just consolidation after a 6-month run and still expects the S&P 500 to finish the year above 7,000... He even says it could reach 7,000 by the end of this month
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Tom Lee on CNBC Closing Bell today: Says the recent pullback is just consolidation after a 6-month run and still expects the S&P 500 to finish the year above 7,000... He even says it could reach 7,000 by the end of this month

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