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TOM LEE SAYS NVIDIA $NVDA IS A SENTIMENT BAROMETER FOR THE AI TRADE He thinks the stock’s valuation is still far from signaling peak AI enthusiasm: - Thomas (Tom) Lee (not drummer) FundstratDirect.com agrees that NVIDIA’s valuation multiple is capped - He says the stock’s multiple has remained stuck... show more

Tom Lee Tracker (Not actually Tom)

52,782 subscribers

16,326 views • 14 days ago •via X (Twitter)

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5 Comments

Sophs m13 days ago

@fundstrat "onchain finance" sounds like a fancy way to say i'm still down 40%polymarket says 73% nvda ends year as largest company and the multiple is 'capped'? that's not peak enthusiasm, that's a packed trade

Ark Invest Tracker14 days ago

@fundstrat Interesting!

Sofie v,13 days ago

@fundstrat 73% on polymarket but what happens if earnings miss

Marlon | BTC x Macro14 days ago

@fundstrat 👀

John Ebikeme14 days ago

@fundstrat I can finally see the progress I kept hoping was there. That was a good moment to be there for.

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905,452 views • 1 year ago

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Tom Lee: Ethereum Will Penalize Impatient Investors On July 7, 2026, Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com stated on the New Era Finance Podcast that the recent lag in the crypto market is primarily due to the aftermath of deleveraging, with capital flowing toward yield-bearing sectors. When discussing how to maintain conviction during the pullback of assets like Ethereum, he noted that the fundamentals remain unchanged. Citing Nvidia's $2 trillion surge in three months after a long consolidation at $160, Tom Lee expressed that both the stock and crypto markets will ultimately penalize impatient investors, and those who cannot hold on are the ones who actually lose.

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Tom Lee: A Really Bullish Period for Crypto Over the Next 12 Months On September 11, 2026, BitMine Chairman Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said in an interview with Wealthion Wealthion that he believes crypto could be highly bullish over the next 12 months. Wall Street has begun embracing blockchain, tokenized securities and stablecoins over the past year and a half, fundamentally changing crypto’s addressable market. With leverage returning after a major market deleveraging, the four-year cycle nearing its end, the potential advancement of the CLARITY Act and Wall Street building financial infrastructure on blockchain, Lee sees multiple tailwinds supporting the crypto market. WuBlockchain notes that Tom Lee's market forecasts tend to be optimistic. His bullish targets may not materialize, and actual market performance may differ significantly from his predictions. Readers are encouraged to focus on his analytical reasoning rather than use specific price targets or timelines as a basis for investment decisions.

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20,729 views • 11 days ago

Fundstrat's Tom Lee said in a CNBC interview that the AI selloff is just the market catching its breath after a parabolic month. The bigger culprit is SpaceX needing to suck $75 billion out of the market, forcing investors to trim their winners to free up cash. He believes this is not part of a broader correction, but he predicts that later in the year we'll see what feels like a bear market.

Fundstrat's Tom Lee said in a CNBC interview that the AI selloff is just the market catching its breath after a parabolic month. The bigger culprit is SpaceX needing to suck $75 billion out of the market, forcing investors to trim their winners to free up cash. He believes this is not part of a broader correction, but he predicts that later in the year we'll see what feels like a bear market.

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239,958 views • 3 months ago

🚨 "NVIDIA is the dumbest trade in the history of humanity." That's not a random internet hot take. That's Larry McDonald Lawrence McDonald of The Bear Traps Report. While investors continue to pile into the AI darling, Larry argues NVIDIA (NVDA) has become one of the most crowded trades on the planet. With nearly every Wall Street analyst already pounding the table, he believes the risk-reward has shifted dramatically. His view? The best investments are rarely found in the hottest stock in the hottest sector. Instead, Larry says investors should be looking at the resources powering the AI boom—including uranium, where he believes the upside could be far greater than what's left in NVIDIA. Watch the full interview! #NVIDIA #NVDA #AI #Investing #StockMarket #LarryMcDonald #Uranium #Commodities #TechStocks #AmberKanwar #InTheMoney

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10,611 views • 3 months ago