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TOM LEE SAYS NEXT WEEK COULD BE A CLEARING EVENT FOR STOCKS The key question is whether AI confidence comes back after a stalled trade: - AI stocks have stalled because of data centre concerns and political opposition - Jensen Huang could reinject confidence by showing that demand remains... show more

Tom Lee Tracker (Not actually Tom)

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119,047 просмотров • 7 дней назад •via X (Twitter)

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Tom Lee: Ethereum Is the Best-Performing Asset Since the War Started BitMine Chairman Tom Lee Tom Lee Tracker (Not actually Tom) said in a May 5 speech at Paris Blockchain Week 2026 that Ethereum has been the world's best-performing asset since the Middle East crisis began, even outperforming energy stocks and beating the S&P 500 by nearly 20 percentage points. He said that if markets can weather the Middle East crisis and the U.S. economy remains resilient despite higher oil prices, the crypto bull market could last into 2028. Lee also said Ethereum is going through a major deep consolidation, with tokenization and agentic AI likely to become key drivers of the next potential rally, including stablecoins, tokenized stocks, tokenized reputation systems and AI payment demand.

Tom Lee: Ethereum Is the Best-Performing Asset Since the War Started BitMine Chairman Tom Lee Tom Lee Tracker (Not actually Tom) said in a May 5 speech at Paris Blockchain Week 2026 that Ethereum has been the world's best-performing asset since the Middle East crisis began, even outperforming energy stocks and beating the S&P 500 by nearly 20 percentage points. He said that if markets can weather the Middle East crisis and the U.S. economy remains resilient despite higher oil prices, the crypto bull market could last into 2028. Lee also said Ethereum is going through a major deep consolidation, with tokenization and agentic AI likely to become key drivers of the next potential rally, including stablecoins, tokenized stocks, tokenized reputation systems and AI payment demand.

Wu Blockchain

15,237 просмотров • 3 месяцев назад

🚨 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

366,011 просмотров • 3 месяцев назад

🚨 TOM LEE: ETHEREUM IS THE LAST STOP FOR THE AI TRADE. AI money has already flowed through semis, memory and software. Now Lee says crypto is next. 🔹 AI agents need crypto rails 🔹 Tokenization could reach $300T 🔹 Stablecoins already exceed Visa volume 🔹 Software broke out while $ETH still lags Wall Street is pushing to tokenize stocks, bonds, real estate and commodities. Every major AI winner has rerated. Ethereum hasn’t. $ETH

🚨 TOM LEE: ETHEREUM IS THE LAST STOP FOR THE AI TRADE. AI money has already flowed through semis, memory and software. Now Lee says crypto is next. 🔹 AI agents need crypto rails 🔹 Tokenization could reach $300T 🔹 Stablecoins already exceed Visa volume 🔹 Software broke out while $ETH still lags Wall Street is pushing to tokenize stocks, bonds, real estate and commodities. Every major AI winner has rerated. Ethereum hasn’t. $ETH

BMNR Bullz

177,403 просмотров • 2 месяцев назад

TOM LEE JUST LAID OUT THE 3 PHASES OF THE MARKET 2026 1. NOW - LATE SUMMER - S&P 500 could reach 7,700-7,800 - AI and growth stocks continue to lead - Bull market remains intact 2. SEPTEMBER - OCTOBER - An "abrupt change in market conditions" - Correction that could feel like a bear market - Anthropic and OpenAI IPOs - New equity supply equal to roughly 5-6% of S&P 500 market cap - Energy and Fed transition risks 3. LATE 2026 - Strong recovery after the correction - Potentially one of the strongest periods in decades - AI, productivity gains, and economic growth drive the next leg higher

TOM LEE JUST LAID OUT THE 3 PHASES OF THE MARKET 2026 1. NOW - LATE SUMMER - S&P 500 could reach 7,700-7,800 - AI and growth stocks continue to lead - Bull market remains intact 2. SEPTEMBER - OCTOBER - An "abrupt change in market conditions" - Correction that could feel like a bear market - Anthropic and OpenAI IPOs - New equity supply equal to roughly 5-6% of S&P 500 market cap - Energy and Fed transition risks 3. LATE 2026 - Strong recovery after the correction - Potentially one of the strongest periods in decades - AI, productivity gains, and economic growth drive the next leg higher

Sam Badawi

664,177 просмотров • 2 месяцев назад

A new episode of Hivemind is live! This week the team breaks down the sharp selloff in AI and memory stocks, whether the broader AI thesis remains intact, and what a sustained pullback could mean for Bitcoin and crypto. Timestamps: 00:00 Intro & The AI Selloff 15:35 Can Crypto Benefit? 21:28 AI Infrastructure vs. Apps 25:30 Hyperliquid & Tokenized Stocks 41:52 Zcash & Ironwood 46:55 The Fed & AI Debt 1:00:00 FWA & Crypto Gambling

A new episode of Hivemind is live! This week the team breaks down the sharp selloff in AI and memory stocks, whether the broader AI thesis remains intact, and what a sustained pullback could mean for Bitcoin and crypto. Timestamps: 00:00 Intro & The AI Selloff 15:35 Can Crypto Benefit? 21:28 AI Infrastructure vs. Apps 25:30 Hyperliquid & Tokenized Stocks 41:52 Zcash & Ironwood 46:55 The Fed & AI Debt 1:00:00 FWA & Crypto Gambling

Delphi Digital

36,811 просмотров • 1 месяц назад

The stock market is at all-time highs… but is there a way to actually avoid the next crash? What if one signal has perfectly called every major recession? The “AI Job Apocalypse” that everyone feared? Top AI CEOs are now walking it back! And $TSLA is set up beautifully — both technically and with major company moves that could drive the next leg of all-time highs. Let’s discuss:

The stock market is at all-time highs… but is there a way to actually avoid the next crash? What if one signal has perfectly called every major recession? The “AI Job Apocalypse” that everyone feared? Top AI CEOs are now walking it back! And $TSLA is set up beautifully — both technically and with major company moves that could drive the next leg of all-time highs. Let’s discuss:

NicholasGibbs

13,492 просмотров • 3 месяцев назад

🔥TOM LEE WARNS AN ABRUPT BEAR-MARKET SHIFT IS COMING Lee says stocks can still rise for now, but the market could flip to “feel very much like a bear market.” He pointed to SpaceX as one major risk, saying its IPO launched with only around $90 BILLION of float.

🔥TOM LEE WARNS AN ABRUPT BEAR-MARKET SHIFT IS COMING Lee says stocks can still rise for now, but the market could flip to “feel very much like a bear market.” He pointed to SpaceX as one major risk, saying its IPO launched with only around $90 BILLION of float.

Coin Bureau

65,269 просмотров • 2 месяцев назад

🚨 Everyone is chasing GPU stocks… but Cathie Wood thinks the AI boom’s hidden winners may be somewhere else 👀 Jeff Lutz 🔋 says CPUs could make a huge comeback as agentic AI and inference grow. He also points to a “hidden layer” of AI, the companies building the racks, cooling, wiring, and power systems behind massive data centers. Big picture: the next AI race may be won by whoever builds the infrastructure fast enough. $TSLA Cathie Wood

🚨 Everyone is chasing GPU stocks… but Cathie Wood thinks the AI boom’s hidden winners may be somewhere else 👀 Jeff Lutz 🔋 says CPUs could make a huge comeback as agentic AI and inference grow. He also points to a “hidden layer” of AI, the companies building the racks, cooling, wiring, and power systems behind massive data centers. Big picture: the next AI race may be won by whoever builds the infrastructure fast enough. $TSLA Cathie Wood

Herbert Ong

28,884 просмотров • 3 месяцев назад

Jensen Huang says the next frontier is physical AI — systems that understand the physical world and causality A child naturally recognizes the basic physics of tipping over dominoes (gravity, mass, contact) LLMs have no idea "we have to create a new type of physical AI"

Jensen Huang says the next frontier is physical AI — systems that understand the physical world and causality A child naturally recognizes the basic physics of tipping over dominoes (gravity, mass, contact) LLMs have no idea "we have to create a new type of physical AI"

Haider.

32,657 просмотров • 6 месяцев назад

Consumer discretionary stocks lag the broader US market as rising prices and a cooling labor market weigh on shoppers. Kristina Hooper of Man Group says this is a warning and that AI-driven job losses could worsen the trend in 2026

Consumer discretionary stocks lag the broader US market as rising prices and a cooling labor market weigh on shoppers. Kristina Hooper of Man Group says this is a warning and that AI-driven job losses could worsen the trend in 2026

Reuters

18,680 просмотров • 8 месяцев назад

🛢️ "Oil is a screaming buy." That's the call from Larry McDonald Lawrence McDonald of The Bear Traps Report. While investors obsess over AI stocks and the latest tech winners, Larry believes one of the best opportunities in the market is hiding in plain sight: oil. He argues that the combination of summer driving demand, geopolitical tensions in the Middle East, and more than $1 trillion in AI and data centre spending is creating a powerful backdrop for higher energy prices. 🎙️ Larry joins Amber to explain why energy could be one of the most important trades of the next 18 months. Watch the full interview! #Oil #EnergyStocks #Commodities #AI #Investing #StockMarket #LarryMcDonald #NaturalGas #Energy #AmberKanwar #InTheMoney

🛢️ "Oil is a screaming buy." That's the call from Larry McDonald Lawrence McDonald of The Bear Traps Report. While investors obsess over AI stocks and the latest tech winners, Larry believes one of the best opportunities in the market is hiding in plain sight: oil. He argues that the combination of summer driving demand, geopolitical tensions in the Middle East, and more than $1 trillion in AI and data centre spending is creating a powerful backdrop for higher energy prices. 🎙️ Larry joins Amber to explain why energy could be one of the most important trades of the next 18 months. Watch the full interview! #Oil #EnergyStocks #Commodities #AI #Investing #StockMarket #LarryMcDonald #NaturalGas #Energy #AmberKanwar #InTheMoney

inthemoneypod

30,844 просмотров • 2 месяцев назад

Tom Lee says the market will bottom this month. He also believes higher oil prices could actually be bullish for U.S. equities. If investors start worrying about slowing global growth, they may rotate into growth stocks — many of which are concentrated in the U.S. (MAG 7, software). Cathie Wood sees the current pullback as a major opportunity to buy highly volatile stocks. While the S&P 500 is down ~5%, many individual stocks are down 50% or more. Whether the market bottoms this month or not, one thing is clear: The market is starting to offer massive opportunities.

Tom Lee says the market will bottom this month. He also believes higher oil prices could actually be bullish for U.S. equities. If investors start worrying about slowing global growth, they may rotate into growth stocks — many of which are concentrated in the U.S. (MAG 7, software). Cathie Wood sees the current pullback as a major opportunity to buy highly volatile stocks. While the S&P 500 is down ~5%, many individual stocks are down 50% or more. Whether the market bottoms this month or not, one thing is clear: The market is starting to offer massive opportunities.

Daniel

64,832 просмотров • 5 месяцев назад

Jensen Huang says technology has now reached a positive feedback loop where AI is designing new AI and is now advancing at the pace of "Moore's Law squared", meaning that the progress we will see in the next year or two will be "spectacular and surprising"

Jensen Huang says technology has now reached a positive feedback loop where AI is designing new AI and is now advancing at the pace of "Moore's Law squared", meaning that the progress we will see in the next year or two will be "spectacular and surprising"

Tsarathustra

405,902 просмотров • 1 год назад

🚨 U.S. inflation just posted its biggest drop in 6 years That should be bullish for stocks, bearish for the U.S. dollar and supportive for gold. 📉📈 But the market is still waiting on Fed Chair Warsh at 10AM ET Key question is whether he focuses on cooling inflation and keeps the door open to rate cuts, or warns that oil back above $80 could push inflation higher again🔥 That is why there has been limited follow-through after CPI

🚨 U.S. inflation just posted its biggest drop in 6 years That should be bullish for stocks, bearish for the U.S. dollar and supportive for gold. 📉📈 But the market is still waiting on Fed Chair Warsh at 10AM ET Key question is whether he focuses on cooling inflation and keeps the door open to rate cuts, or warns that oil back above $80 could push inflation higher again🔥 That is why there has been limited follow-through after CPI

Kathy Lien

16,552 просмотров • 1 месяц назад

Is the stock market nearing a major turning point? Michael Oliver (Momentum Structural Analysis) believes stocks have been in a topping process for over a year, warns the bond market is becoming a “nuclear event,” and says central banks may have no choice but to print their way out of the next crisis. As for silver? He argues the recent selloff may be the final washout before a much larger move – and still sees a path to $300-$500 silver. Watch the latest episode of Little by Little with Andy Schectman here:

Is the stock market nearing a major turning point? Michael Oliver (Momentum Structural Analysis) believes stocks have been in a topping process for over a year, warns the bond market is becoming a “nuclear event,” and says central banks may have no choice but to print their way out of the next crisis. As for silver? He argues the recent selloff may be the final washout before a much larger move – and still sees a path to $300-$500 silver. Watch the latest episode of Little by Little with Andy Schectman here:

Miles Franklin Precious Metals

18,080 просмотров • 2 месяцев назад

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 просмотров • 8 месяцев назад

🚨 NEW: Scott Bessent Says a New Fed Chair Could Be Selected as Early as Next Week “We've narrowed it down to four [candidates]. I think we might have a decision as soon as next week … The Fed is a sprawling institution that has gotten out of control … When you see 4-6 Fed governors or regional bank presidents have to leave for ethics violations, out of 19, what kind of signal does that send to the American people?”

🚨 NEW: Scott Bessent Says a New Fed Chair Could Be Selected as Early as Next Week “We've narrowed it down to four [candidates]. I think we might have a decision as soon as next week … The Fed is a sprawling institution that has gotten out of control … When you see 4-6 Fed governors or regional bank presidents have to leave for ethics violations, out of 19, what kind of signal does that send to the American people?”

Chief Nerd

96,478 просмотров • 7 месяцев назад

The next big AI trade won’t come from chasing the same names everyone is already crowded into. It will come from spotting the next bottleneck before the market does. After $NVDA, $ARM, and $MRVL have already made their explosive moves, everyone is asking the same question: Which stock could be next?🚀 In my new YouTube video, I break the AI industry into a simple 3️⃣-layer framework — and explain why I’m now paying close attention to Layer2️⃣: the “hidden middle layer” between AI hardware and end-user applications. This is where AI starts moving from hardware hype to real enterprise adoption — and where the next wave of capital could start crowding in. If you still want AI exposure but feel late to the first wave, this framework gives you a cleaner map of where the next explosive opportunity may appear. Watch the full breakdown on YouTube — before the next AI trade shows up on everyone’s radar.🚨 Check out the video here👇

The next big AI trade won’t come from chasing the same names everyone is already crowded into. It will come from spotting the next bottleneck before the market does. After $NVDA, $ARM, and $MRVL have already made their explosive moves, everyone is asking the same question: Which stock could be next?🚀 In my new YouTube video, I break the AI industry into a simple 3️⃣-layer framework — and explain why I’m now paying close attention to Layer2️⃣: the “hidden middle layer” between AI hardware and end-user applications. This is where AI starts moving from hardware hype to real enterprise adoption — and where the next wave of capital could start crowding in. If you still want AI exposure but feel late to the first wave, this framework gives you a cleaner map of where the next explosive opportunity may appear. Watch the full breakdown on YouTube — before the next AI trade shows up on everyone’s radar.🚨 Check out the video here👇

J Law

21,748 просмотров • 2 месяцев назад

A new episode of Hivemind is live! This week the team breaks down whether the latest crypto rally has staying power, which assets could lead, and why the return of the debasement trade may signal a shift in the market. Timestamps: 00:00 Intro 00:35 Is the Crypto Bull Market Back? 08:55 HYPE & the Next Alt Season 15:35 What Wins This Cycle? 21:05 Consensus Trades vs. Hidden Alpha 29:20 Zcash & the Next Rotation 52:20 NFTs & Robinhood Chain 01:04:35 Positioning for the Next Leg 01:12:30 The Debasement Trade Is Back

A new episode of Hivemind is live! This week the team breaks down whether the latest crypto rally has staying power, which assets could lead, and why the return of the debasement trade may signal a shift in the market. Timestamps: 00:00 Intro 00:35 Is the Crypto Bull Market Back? 08:55 HYPE & the Next Alt Season 15:35 What Wins This Cycle? 21:05 Consensus Trades vs. Hidden Alpha 29:20 Zcash & the Next Rotation 52:20 NFTs & Robinhood Chain 01:04:35 Positioning for the Next Leg 01:12:30 The Debasement Trade Is Back

Delphi Digital

139,145 просмотров • 2 дней назад

Jensen Huang is warning that China is winning the AI energy race. $NVDA $AMD $IREN $NBIS 🇨🇳 🇺🇸 🇪🇺 The US is generations ahead on chips, but that doesn't matter if there is no energy to power them. Europe is completely irrelevant in AI and doomed already. It takes 10 years to build a new data center in Germany, as there is no power, and they are turning off nuclear power plants. The US won't let China win, so we could be at the beginning stages of an energy boom. The question is which stocks will benefit from this boom the most?

Jensen Huang is warning that China is winning the AI energy race. $NVDA $AMD $IREN $NBIS 🇨🇳 🇺🇸 🇪🇺 The US is generations ahead on chips, but that doesn't matter if there is no energy to power them. Europe is completely irrelevant in AI and doomed already. It takes 10 years to build a new data center in Germany, as there is no power, and they are turning off nuclear power plants. The US won't let China win, so we could be at the beginning stages of an energy boom. The question is which stocks will benefit from this boom the most?

Ray Myers

84,029 просмотров • 8 месяцев назад