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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...

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Fundstrat Direct

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43,804 görüntüleme • 1 ay önce •via X (Twitter)

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"Stocks are going up on good news." Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee on what caught his eye about this rally, and what earnings math has to do with it. He and Mark Newton CMT walk through the large-cap and SMID-cap Top Ideas Aug . 19, then take questions live. Request your invitation→
0:44

"Stocks are going up on good news." Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee on what caught his eye about this rally, and what earnings math has to do with it. He and Mark Newton CMT walk through the large-cap and SMID-cap Top Ideas Aug . 19, then take questions live. Request your invitation→

Fundstrat Direct

29,798 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👇
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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 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:

Fundstrat Direct

45,849 görüntüleme • 1 ay önce

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:
0:20

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:

Fundstrat Direct

12,362 görüntüleme • 6 ay önce

.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:
0:24

.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

17,157 görüntüleme • 4 ay önce

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

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:
0:48

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 görüntüleme • 1 ay önce

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 →
3:53

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 →

Fundstrat Direct

18,012 görüntüleme • 5 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

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:
0:28

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 görüntüleme • 10 ay önce

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 görüntüleme • 5 ay 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:
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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:

Fundstrat Direct

23,208 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

TOM LEE SAYS THE STOCK MARKET IS A COILED SPRING RIGHT NOW June and July were flat, but earnings estimates kept climbing the whole time: - After a big deleveraging from the AI unwind and Korea's policymakers panicking, he thinks markets could rebound strongly this month, maybe reaching the 7,800s on the S&P - The 10% drawdown forecast is still intact - He still sees the year closing above 8,000
0:59

TOM LEE SAYS THE STOCK MARKET IS A COILED SPRING RIGHT NOW June and July were flat, but earnings estimates kept climbing the whole time: - After a big deleveraging from the AI unwind and Korea's policymakers panicking, he thinks markets could rebound strongly this month, maybe reaching the 7,800s on the S&P - The 10% drawdown forecast is still intact - He still sees the year closing above 8,000

Tom Lee Tracker (Not actually Tom)

60,370 görüntüleme • 1 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

"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

Tom Lee believes the S&P 500 could hit 7,800 in August. He believes the 6–7 month consolidation and AI sector deleveraging have compressed the market into a “coiled spring.” In August, the S&P 500 could not only quickly recover its losses, but potentially push directly toward 7,800.
1:09

Tom Lee believes the S&P 500 could hit 7,800 in August. He believes the 6–7 month consolidation and AI sector deleveraging have compressed the market into a “coiled spring.” In August, the S&P 500 could not only quickly recover its losses, but potentially push directly toward 7,800.

Marcos Crypto

36,876 görüntüleme • 1 ay 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

"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

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