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TOM LEE: 7,800 FIRST, THEN A 10 TO 15% PULLBACK WORTH BUYING He still thinks the market is in an up phase before a correction comes later for understandable reasons: - Near term, he sees 7,700 to 7,800 first - Then a 10 to 15% pullback driven by the... show more

Tom Lee Tracker (Not actually Tom)

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144,272 görüntüleme • 13 gün önce •via X (Twitter)

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A 10-15% pullback is on the table, but Fundstrat's Tom Lee isn't worried. On CNBC, he laid out the same call he's had all year: S&P grinds to 7,700-7,800 first, then the pullback comes for understandable reasons. Fed shifting away from forward guidance, an IPO lockup unlocking, oil supply risk building. Earnings momentum stays strong, and with fund managers still way underinvested, he thinks they'll buy the dip hard.

A 10-15% pullback is on the table, but Fundstrat's Tom Lee isn't worried. On CNBC, he laid out the same call he's had all year: S&P grinds to 7,700-7,800 first, then the pullback comes for understandable reasons. Fed shifting away from forward guidance, an IPO lockup unlocking, oil supply risk building. Earnings momentum stays strong, and with fund managers still way underinvested, he thinks they'll buy the dip hard.

Lark Davis

36,200 görüntüleme • 13 gün önce

Tom Lee believes the market will move higher from here before experiencing a 15–20% drawdown. According to him, the correction will be driven by: • The market testing a new Fed with different views on inflation • The Strait closure eventually leading to petroleum shortages once existing reserves start running low later this year Despite that expected pullback, he still believes the market will close 2026 at 7,700+. And he thinks 2027 will be one of the biggest rallies of our lifetime.

Tom Lee believes the market will move higher from here before experiencing a 15–20% drawdown. According to him, the correction will be driven by: • The market testing a new Fed with different views on inflation • The Strait closure eventually leading to petroleum shortages once existing reserves start running low later this year Despite that expected pullback, he still believes the market will close 2026 at 7,700+. And he thinks 2027 will be one of the biggest rallies of our lifetime.

Daniel

110,047 görüntüleme • 2 ay önce

🔥TOM LEE: S&P 500 TO RALLY ABOVE $8,000 Tom Lee expects the index to first reach $7,700, then undergo a normal 10% to 15% correction before rallying above $8,000 as the AI story remains intact.

🔥TOM LEE: S&P 500 TO RALLY ABOVE $8,000 Tom Lee expects the index to first reach $7,700, then undergo a normal 10% to 15% correction before rallying above $8,000 as the AI story remains intact.

Coin Bureau

39,918 görüntüleme • 2 gün önce

Tom Lee predicts the S&P 500 can reach as high as 7,700. But then he expects a correction phase lasting until October. Three main reasons: • A new Fed Chair • An energy shock, especially shortages of petroleum products and lubricants • IPOs from SpaceX, OpenAI, and Anthropic creating massive additional supply once unlocks happen Then he expects markets to rally strongly after the midterms. And he believes 2027 delivers some of the best returns of our lifetime.

Tom Lee predicts the S&P 500 can reach as high as 7,700. But then he expects a correction phase lasting until October. Three main reasons: • A new Fed Chair • An energy shock, especially shortages of petroleum products and lubricants • IPOs from SpaceX, OpenAI, and Anthropic creating massive additional supply once unlocks happen Then he expects markets to rally strongly after the midterms. And he believes 2027 delivers some of the best returns of our lifetime.

Daniel

58,242 görüntüleme • 1 ay önce

TOM LEE SAYS 2027 COULD BE ONE OF THE BEST YEARS OF RETURNS IN OUR LIFETIME - Sees S&P pushing to 7,700 before a bear-market-feel pullback into October - Pressure points: new Fed chair, energy shock, SpaceX and OpenAI IPO unlocks - Post-midterms sets up a strong rally into 2027

TOM LEE SAYS 2027 COULD BE ONE OF THE BEST YEARS OF RETURNS IN OUR LIFETIME - Sees S&P pushing to 7,700 before a bear-market-feel pullback into October - Pressure points: new Fed chair, energy shock, SpaceX and OpenAI IPO unlocks - Post-midterms sets up a strong rally into 2027

Tom Lee Tracker (Not actually Tom)

222,177 görüntüleme • 1 ay önce

TOM LEE: WHY I'M BUYING THE DIP EVEN IF IT LOOKS LIKE CATCHING A FALLING KNIFE He says the pullback may look risky, but the setup still looks buyable to him: - He thinks these pullbacks are probably viable - Momentum has worked over the long term and is central to many quant systems - People may be calling the cycle too early as robots and machines could make it a much longer cycle

TOM LEE: WHY I'M BUYING THE DIP EVEN IF IT LOOKS LIKE CATCHING A FALLING KNIFE He says the pullback may look risky, but the setup still looks buyable to him: - He thinks these pullbacks are probably viable - Momentum has worked over the long term and is central to many quant systems - People may be calling the cycle too early as robots and machines could make it a much longer cycle

Tom Lee Tracker (Not actually Tom)

39,654 görüntüleme • 12 gün önce

Tom Lee sees the S&P 500 hitting 7,300 in the near term. But then… a -20% drawdown. Short term: • Earnings are still growing (Q1 strength) • Oil spike won’t meaningfully impact inflation Then the risk hits: • Market tests the new Fed stance • Valuations get re-rated after years of strong gains • Policy shocks from the White House This is the setup: momentum first, reality later. The market isn’t cheap. But many individual stocks are. That’s where the opportunity is.

Tom Lee sees the S&P 500 hitting 7,300 in the near term. But then… a -20% drawdown. Short term: • Earnings are still growing (Q1 strength) • Oil spike won’t meaningfully impact inflation Then the risk hits: • Market tests the new Fed stance • Valuations get re-rated after years of strong gains • Policy shocks from the White House This is the setup: momentum first, reality later. The market isn’t cheap. But many individual stocks are. That’s where the opportunity is.

Daniel

198,796 görüntüleme • 3 ay önce

TOM LEE: BUY THE DIP, THE S&P IS GOING OVER 8,000 BY YEAR END He runs the checklist and sees three macro flips turning into tailwinds for the second half: - Oil is rolling over from its first-half spike, which pulls down inflation - The new Fed chair got priced hawkishly, but Tom Lee expects a dovish flip later this year - ISM finally crossed back over 50, and he thinks it powers earnings revisions higher

TOM LEE: BUY THE DIP, THE S&P IS GOING OVER 8,000 BY YEAR END He runs the checklist and sees three macro flips turning into tailwinds for the second half: - Oil is rolling over from its first-half spike, which pulls down inflation - The new Fed chair got priced hawkishly, but Tom Lee expects a dovish flip later this year - ISM finally crossed back over 50, and he thinks it powers earnings revisions higher

Tom Lee Tracker (Not actually Tom)

31,996 görüntüleme • 11 gün önce

Tom Lee continues to expect a major market correction later this year. According to him, the correction will be driven by: 1. Typical midterm seasonality and the uncertainty surrounding it 2. Tight petroleum product inventories that are not being relieved anytime soon, creating energy pressure 3. A large wave of IPOs from SpaceX, OpenAI, and Anthropic, with future lockup expirations creating a supply overhang Tom Lee also believes the Mag 7 already went through their bear market and will be relatively spared during the broader correction. He also thinks semiconductor stocks may eventually become a bubble.

Tom Lee continues to expect a major market correction later this year. According to him, the correction will be driven by: 1. Typical midterm seasonality and the uncertainty surrounding it 2. Tight petroleum product inventories that are not being relieved anytime soon, creating energy pressure 3. A large wave of IPOs from SpaceX, OpenAI, and Anthropic, with future lockup expirations creating a supply overhang Tom Lee also believes the Mag 7 already went through their bear market and will be relatively spared during the broader correction. He also thinks semiconductor stocks may eventually become a bubble.

Daniel

165,528 görüntüleme • 1 ay önce

Tom Lee remains bearish in the short term and continues to expect a 15-20% drawdown later this summer. According to him, the correction will be driven by: 1. How the Fed reacts to the underlying inflation risks 2. The market not liking inflation concerns while yields are rising, with inflation shocks and energy shortages still in the pipeline 3. A large wave of IPOs creating a lot of supply After this drawdown, Tom Lee believes the following 18-24 months could bring one of the biggest rallies of our lifetime.

Tom Lee remains bearish in the short term and continues to expect a 15-20% drawdown later this summer. According to him, the correction will be driven by: 1. How the Fed reacts to the underlying inflation risks 2. The market not liking inflation concerns while yields are rising, with inflation shocks and energy shortages still in the pipeline 3. A large wave of IPOs creating a lot of supply After this drawdown, Tom Lee believes the following 18-24 months could bring one of the biggest rallies of our lifetime.

Daniel

346,791 görüntüleme • 2 ay önce

TOM LEE: THE MARKET GOT THE FED WRONG Investors treated KEVIN WARSH’S first Fed meeting like a hawkish pivot. Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says it was actually dovish. Warsh is moving the Fed away from stale guidance and toward real-time data, meaning the dots can move fast if inflation keeps improving. 🔹 Stocks still favorable 🔹 SpaceX IPO was successful 🔹 Bear-market tone comes later Tom Lee still sees an abrupt market shift later this year. But not now.

TOM LEE: THE MARKET GOT THE FED WRONG Investors treated KEVIN WARSH’S first Fed meeting like a hawkish pivot. Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says it was actually dovish. Warsh is moving the Fed away from stale guidance and toward real-time data, meaning the dots can move fast if inflation keeps improving. 🔹 Stocks still favorable 🔹 SpaceX IPO was successful 🔹 Bear-market tone comes later Tom Lee still sees an abrupt market shift later this year. But not now.

BMNR Bullz

242,686 görüntüleme • 27 gün önce

Tom Lee said: "I think 2026 could look like the year because this year had a bear market and then a bull market." He's bullish overall on markets next year but expects the first half could see a 10-15% pullback before a big recovery. This is because we don't have a new Fed in the first half. He also believes the two catalysts that will drive the second half rally are 1) The White House Put Pro-business regulation, simplifying AI regulations and rulings, plus legislation passing. Lee notes "gridlock is kind of good for markets" with expected midterm outcomes. 2) The Fed Put People have sort of forgot like it's been dead for three years. It's really going to come back in force. This is just a short clip from the full CNBC interview where Tom also discusses AI valuations, why banks are "criminally undervalued," and crypto's 200x growth potential. To watch the complete interview, comment "TOM" and I'll DM it to you.

Tom Lee said: "I think 2026 could look like the year because this year had a bear market and then a bull market." He's bullish overall on markets next year but expects the first half could see a 10-15% pullback before a big recovery. This is because we don't have a new Fed in the first half. He also believes the two catalysts that will drive the second half rally are 1) The White House Put Pro-business regulation, simplifying AI regulations and rulings, plus legislation passing. Lee notes "gridlock is kind of good for markets" with expected midterm outcomes. 2) The Fed Put People have sort of forgot like it's been dead for three years. It's really going to come back in force. This is just a short clip from the full CNBC interview where Tom also discusses AI valuations, why banks are "criminally undervalued," and crypto's 200x growth potential. To watch the complete interview, comment "TOM" and I'll DM it to you.

Felix Prehn 🐶

200,244 görüntüleme • 7 ay önce

Samson explains why the Nigerian market has been down. He expected a pullback but not at this pace. He says there are three reasons for the pullback which are: the change in the settlement system, the CBN Holdco Proposal draft and Dangote Refinery Private Placement.

Samson explains why the Nigerian market has been down. He expected a pullback but not at this pace. He says there are three reasons for the pullback which are: the change in the settlement system, the CBN Holdco Proposal draft and Dangote Refinery Private Placement.

Tuchel

24,444 görüntüleme • 25 gün önce

Tom Lee says retail is chasing this rally. They didn’t buy the dip. They’re buying now. That’s exit liquidity. That’s what pushes the market higher first. Then the new Fed Chair arrives. The market tests it. A pullback follows. After that reset, we enter one of the strongest 18–24 month runs we’ve ever seen.

Tom Lee says retail is chasing this rally. They didn’t buy the dip. They’re buying now. That’s exit liquidity. That’s what pushes the market higher first. Then the new Fed Chair arrives. The market tests it. A pullback follows. After that reset, we enter one of the strongest 18–24 month runs we’ve ever seen.

Daniel

302,047 görüntüleme • 2 ay önce

Peter Schiff sees silver’s break above $50 as a real breakout after 50 years of resistance, with the pullback to $60 to $65 looking like a strong long-term buying opportunity. He believes silver is headed back above its prior peak and ultimately toward $200 or higher. On miners, he argues investors are still ignoring record earnings, preferring to chase stories like SpaceX at huge revenue multiples, while precious metals miners already have real profits and rising leverage to gold and silver.

Peter Schiff sees silver’s break above $50 as a real breakout after 50 years of resistance, with the pullback to $60 to $65 looking like a strong long-term buying opportunity. He believes silver is headed back above its prior peak and ultimately toward $200 or higher. On miners, he argues investors are still ignoring record earnings, preferring to chase stories like SpaceX at huge revenue multiples, while precious metals miners already have real profits and rising leverage to gold and silver.

TheGladiator

33,902 görüntüleme • 21 gün önce

🚨 TOM LEE SAYS THE MARKET STILL HAS A RUNWAY HIGHER TOM LEE says stocks remain healthy despite higher oil, higher yields and Middle East risk. His key point is simple: The US has two major structural advantages right now. 🔹 AI leadership 🔹 Energy independence 🔹 Resilient earnings 🔹 Trillions in private IPO wealth coming He says SpaceX, OpenAI and other major IPOs could create several trillion dollars of wealth for private investors. That wealth effect becomes a tailwind for the economy later this year. Oil is the risk. AI, earnings and liquidity are the upside. TOM LEE still sees more upside into year end.

🚨 TOM LEE SAYS THE MARKET STILL HAS A RUNWAY HIGHER TOM LEE says stocks remain healthy despite higher oil, higher yields and Middle East risk. His key point is simple: The US has two major structural advantages right now. 🔹 AI leadership 🔹 Energy independence 🔹 Resilient earnings 🔹 Trillions in private IPO wealth coming He says SpaceX, OpenAI and other major IPOs could create several trillion dollars of wealth for private investors. That wealth effect becomes a tailwind for the economy later this year. Oil is the risk. AI, earnings and liquidity are the upside. TOM LEE still sees more upside into year end.

BMNR Bullz

363,683 görüntüleme • 1 ay önce

This is the CNBC clip today where Tom Lee says he sees $SPX hitting 7,300 in March. Yes +7.7% rise in 15 trading days. He then says a -20% bear market may show itself later this year.

This is the CNBC clip today where Tom Lee says he sees $SPX hitting 7,300 in March. Yes +7.7% rise in 15 trading days. He then says a -20% bear market may show itself later this year.

Heisenberg

472,268 görüntüleme • 4 ay önce

Tom Lee expects the rally to continue through June, led by software companies and AI beneficiaries. But from late June to October, he sees a correction that could feel like a bear market. Why? • Potential IPOs from SpaceX, OpenAI, and Anthropic could absorb significant liquidity. • The market will test Kevin Warsh’s inflation framework. • Midterm election seasonality has historically been a headwind. Tom compares it to the February-April pullback: The S&P 500 fell just 9%, but many individual stocks dropped 50%+. His view: the stocks that have run the hardest are the most vulnerable. Long term, he’s still extremely bullish: ‘From October, I think that’s when a very strong rally starts.’

Tom Lee expects the rally to continue through June, led by software companies and AI beneficiaries. But from late June to October, he sees a correction that could feel like a bear market. Why? • Potential IPOs from SpaceX, OpenAI, and Anthropic could absorb significant liquidity. • The market will test Kevin Warsh’s inflation framework. • Midterm election seasonality has historically been a headwind. Tom compares it to the February-April pullback: The S&P 500 fell just 9%, but many individual stocks dropped 50%+. His view: the stocks that have run the hardest are the most vulnerable. Long term, he’s still extremely bullish: ‘From October, I think that’s when a very strong rally starts.’

Daniel

253,733 görüntüleme • 1 ay önce

TOM LEE: ANY SPACEX PULLBACK IS GOING TO BE A BUYING OPPORTUNITY He won't put a price target on a company where all the growth is in the future: - A target today is almost a guess: it's like discounting 20 years of future value down to now - The coming share unlock will create more tradable shares and likely some selling pressure - Original investors hedging their holdings is exactly what turns into a buying opportunity

TOM LEE: ANY SPACEX PULLBACK IS GOING TO BE A BUYING OPPORTUNITY He won't put a price target on a company where all the growth is in the future: - A target today is almost a guess: it's like discounting 20 years of future value down to now - The coming share unlock will create more tradable shares and likely some selling pressure - Original investors hedging their holdings is exactly what turns into a buying opportunity

Tom Lee Tracker (Not actually Tom)

132,213 görüntüleme • 13 gün önce

JUST IN: $BMNR Chairman Tom Lee gives a bearish outlook to start 2026: “I think 2026 could look like this year. This year had a bear market and then a bull market… I think the first half next year could be down 10%-15% and then a big recovery”

JUST IN: $BMNR Chairman Tom Lee gives a bearish outlook to start 2026: “I think 2026 could look like this year. This year had a bear market and then a bull market… I think the first half next year could be down 10%-15% and then a big recovery”

Small Cap Snipa

596,244 görüntüleme • 7 ay önce