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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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Fundstrat Direct

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45,849 görüntüleme • 1 ay önce •via X (Twitter)

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"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 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👇
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 görüntüleme • 2 ay önce

What are our Top Stock Ideas right now? Thomas (Tom) Lee (not drummer) FundstratDirect.com’s Tom Lee & Mark Newton CMT go live today at 2pm ET. Join us:
0:23

What are our Top Stock Ideas right now? Thomas (Tom) Lee (not drummer) FundstratDirect.com’s Tom Lee & Mark Newton CMT go live today at 2pm ET. Join us:

Fundstrat Direct

15,096 görüntüleme • 8 ay önce

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

18,263 görüntüleme • 12 gün önce

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 görüntüleme • 1 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:
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 görüntüleme • 2 ay önce

.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:
0:36

.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 görüntüleme • 2 ay önce

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:
1:05

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:

Fundstrat Direct

69,107 görüntüleme • 2 ay önce

TOM LEE on the 3 reasons why there could be a turbulence in the weeks ahead. Thomas (Tom) Lee (not drummer) FundstratDirect.com Fundstrat Direct Thomas (Tom) Lee (not drummer) FundstratDirect.comcap Find our full conversation here: YT: Apple: Spotify:
1:46

TOM LEE on the 3 reasons why there could be a turbulence in the weeks ahead. Thomas (Tom) Lee (not drummer) FundstratDirect.com Fundstrat Direct Thomas (Tom) Lee (not drummer) FundstratDirect.comcap Find our full conversation here: YT: Apple: Spotify:

Wilfred Frost

90,639 görüntüleme • 8 ay önce

Why tech stocks are dominating? Thomas (Tom) Lee (not drummer) FundstratDirect.com Tom Lee shares his take on CNBC's Closing Bell Week of August 11, 2026.
0:35

Why tech stocks are dominating? Thomas (Tom) Lee (not drummer) FundstratDirect.com Tom Lee shares his take on CNBC's Closing Bell Week of August 11, 2026.

Fundstrat Capital

16,498 görüntüleme • 1 ay önce

"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."
0:52

"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 görüntüleme • 2 yıl 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

45,478 görüntüleme • 11 gün 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

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

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

Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) is VERY bullish on stocks, bitcoin and crypto.
2:20

Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) is VERY bullish on stocks, bitcoin and crypto.

Anthony Pompliano 🌪

97,775 görüntüleme • 11 ay önce

"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 👉
0:29

"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 👉

Fundstrat Direct

28,759 görüntüleme • 1 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

“Are we so sure AI is a tailwind?” Thomas (Tom) Lee (not drummer) FSInsight.com’s Tom Lee breaks down Big Tech, software pain, and what falling on good news really means. Watch the full interview with The Compound now:
1:36

“Are we so sure AI is a tailwind?” Thomas (Tom) Lee (not drummer) FSInsight.com’s Tom Lee breaks down Big Tech, software pain, and what falling on good news really means. Watch the full interview with The Compound now:

FS Insight

42,829 görüntüleme • 8 ay önce