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TOM LEE: DON'T FEAR THE NEXT PULLBACK 🔥 Tom Lee believes Q2 earnings will beat expectations, supporting another leg higher for stocks in July. He's targeting 8,000+ on the S&P 500 this year, while expecting a correction sometime between August and October.

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21,325 次观看 • 17 天前 •via X (Twitter)

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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.

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 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.

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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 he expects the S&P 500 to hit 5,800 by the end of the year “I think the end of this year will be a day of reckoning for those who are sitting on cash, earning 5%” - Tom Lee

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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:

.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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Tom Lee says the S&P 500 will reach $7,500, Bitcoin will reach $200,000 and Ethereum will reach $7,000 by year end.

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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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TOM LEE: THE MARKET IS CHEAPER THAN PEOPLE THINK Thomas (Tom) Lee (not drummer) FundstratDirect.com says this rally is still earnings driven, not P/E driven. 2027 S&P 500 earnings estimates have jumped from $352 to $399 this year. But the forward P/E has fallen: 🔹 S&P 500: 6,846 → 7,365 🔹 Forward P/E: 19.4x → 18.4x 🔹 Earnings up 🔹 Multiple down That means the market is higher, but fundamentally cheaper than January 1st. Semis just dropped 7% in one day. Since 2011, 6%+ one day drops in semis have had an 88% win rate over 1, 3 and 6 months, with a median 6 month gain of 38%. Tom Lee’s view: This looks less like a top and more like a buyable dip in the AI infrastructure trade.

TOM LEE: THE MARKET IS CHEAPER THAN PEOPLE THINK Thomas (Tom) Lee (not drummer) FundstratDirect.com says this rally is still earnings driven, not P/E driven. 2027 S&P 500 earnings estimates have jumped from $352 to $399 this year. But the forward P/E has fallen: 🔹 S&P 500: 6,846 → 7,365 🔹 Forward P/E: 19.4x → 18.4x 🔹 Earnings up 🔹 Multiple down That means the market is higher, but fundamentally cheaper than January 1st. Semis just dropped 7% in one day. Since 2011, 6%+ one day drops in semis have had an 88% win rate over 1, 3 and 6 months, with a median 6 month gain of 38%. Tom Lee’s view: This looks less like a top and more like a buyable dip in the AI infrastructure trade.

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TOM LEE: THE MARKET IS GOING TO FALL HARD THIS SUMMER AND THEN EXPLODE He's not backing off his S&P 8,000 target. But there's a detour first: -Margin debt is up 55% year over year. Fifth highest in 75 years. That almost always forces a correction -The drawdown is coming. The rally after it is bigger -Hyperscalers will start monetizing everything they've built.

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TOM LEE IS NOT MOVING HIS S&P 500 TARGET OF 7,700 -Wars historically good for 🇺🇸 stocks -Market bottomed early in last 8 major -We’re only down 5% in a year that historically sees 15% drawdowns

TOM LEE IS NOT MOVING HIS S&P 500 TARGET OF 7,700 -Wars historically good for 🇺🇸 stocks -Market bottomed early in last 8 major -We’re only down 5% in a year that historically sees 15% drawdowns

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