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TOM LEE SAYS THIS DIP IS AN OVERREACTION He thinks falling inflation could quickly turn today’s selloff into a major rally: - Lee says the economy remains strong enough for earnings revisions to keep moving higher - He expects core PCE at 3.3% to fall back into the 2%... show more

Tom Lee Tracker (Not actually Tom)

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55,860 次观看 • 11 天前 •via X (Twitter)

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4 条评论

yoruba-but-not-a-bigot 的头像

yoruba-but-not-a-bigot11 天前

I finished, looked back, and surprised myself. It feels good to recognize my own progress.

2020Links 的头像

2020Links11 天前

ATH incoming

TRaw Da Rula ⌚️💲 的头像

TRaw Da Rula ⌚️💲10 天前

Tom Lee a joke. Go back to commentating Ninja Warrior

Jeff Wider 的头像

Jeff Wider10 天前

I like Tom. But I have noticed more recently, his projections have been less accurate than they used to be. Maybe I am being downcast.

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TOM LEE SAYS THE FED MAY BE FIGHTING THE WRONG INFLATION WAR He thinks parts of core PCE are overstating the inflation pressures Americans actually feel: - Lee says higher advisory fees tied to rising stock markets should not be treated like broad consumer inflation - Recreational services account for roughly a third of the excess inflation in PCE and about 40% relative to CPI - With core CPI around 2.3%, he argues inflation is already moving much closer to the Fed’s target than headline PCE suggests

TOM LEE SAYS THE FED MAY BE FIGHTING THE WRONG INFLATION WAR He thinks parts of core PCE are overstating the inflation pressures Americans actually feel: - Lee says higher advisory fees tied to rising stock markets should not be treated like broad consumer inflation - Recreational services account for roughly a third of the excess inflation in PCE and about 40% relative to CPI - With core CPI around 2.3%, he argues inflation is already moving much closer to the Fed’s target than headline PCE suggests

Tom Lee Tracker (Not actually Tom)

19,563 次观看 • 10 天前

TOM LEE SAYS SEPTEMBER COULD BE A STRONG MONTH FOR STOCKS He thinks the market is set up for an upside surprise despite widespread September caution: - Inflation fears could ease as the jobs report, August CPI and the September FOMC decision play out - Lee thinks the odds of a September rate hike could fall all the way to zero - He sees $7,900 to $8,000 on the S&P 500 $SPX as a level where investors should be bullish, with today’s wall of worry creating a buying opportunity

TOM LEE SAYS SEPTEMBER COULD BE A STRONG MONTH FOR STOCKS He thinks the market is set up for an upside surprise despite widespread September caution: - Inflation fears could ease as the jobs report, August CPI and the September FOMC decision play out - Lee thinks the odds of a September rate hike could fall all the way to zero - He sees $7,900 to $8,000 on the S&P 500 $SPX as a level where investors should be bullish, with today’s wall of worry creating a buying opportunity

Tom Lee Tracker (Not actually Tom)

284,479 次观看 • 19 天前

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 次观看 • 2 个月前

TOM LEE SAYS ONE OF THE BIGGEST RALLIES OF OUR LIFETIME COULD BE STARTING He thinks the fourth quarter could mark the beginning of a much larger move into next year: - Lee says the S&P 500 $SPX could easily finish above 8,200 by year end - Tech is expected to do much of the heavy lifting, with the Mag 7 and software names starting to come back to life - As long as the AI trade stays intact, he expects the current correction to give way to a major year-end rally

TOM LEE SAYS ONE OF THE BIGGEST RALLIES OF OUR LIFETIME COULD BE STARTING He thinks the fourth quarter could mark the beginning of a much larger move into next year: - Lee says the S&P 500 $SPX could easily finish above 8,200 by year end - Tech is expected to do much of the heavy lifting, with the Mag 7 and software names starting to come back to life - As long as the AI trade stays intact, he expects the current correction to give way to a major year-end rally

Tom Lee Tracker (Not actually Tom)

38,121 次观看 • 12 天前

🚨 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 次观看 • 4 个月前

TOM LEE SAYS THE S&P 500 $SPX COULD BREAK 8,000 BEFORE MONTH END He thinks bearish positioning is creating fuel for another major move higher: - Lee says investor sentiment remains extremely bearish, with recent surveys showing bears dominating - He says many clients have been de-risking because they did not want to buy into a rising Fed environment - With investors potentially caught offside, Lee sees enough fuel to push the S&P 500 above 8,000 before the end of the month

TOM LEE SAYS THE S&P 500 $SPX COULD BREAK 8,000 BEFORE MONTH END He thinks bearish positioning is creating fuel for another major move higher: - Lee says investor sentiment remains extremely bearish, with recent surveys showing bears dominating - He says many clients have been de-risking because they did not want to buy into a rising Fed environment - With investors potentially caught offside, Lee sees enough fuel to push the S&P 500 above 8,000 before the end of the month

Tom Lee Tracker (Not actually Tom)

18,941 次观看 • 4 天前

🇺🇸🇮🇷 George Gammon warns that an Iran-driven oil spike could turn existing cracks in the U.S. economy into a full-blown crisis. If oil hits $120–130, higher inflation expectations could push rates higher, making private-sector debt and massive AI infrastructure borrowing increasingly expensive. George says the real danger is duration: “If it stays at $120 for a month, okay. If it stays at $120 for 6 months, we got a big problem.” The result could be falling stocks, collapsing AI CapEx, and eventually a weaker labor market. George Gammon

🇺🇸🇮🇷 George Gammon warns that an Iran-driven oil spike could turn existing cracks in the U.S. economy into a full-blown crisis. If oil hits $120–130, higher inflation expectations could push rates higher, making private-sector debt and massive AI infrastructure borrowing increasingly expensive. George says the real danger is duration: “If it stays at $120 for a month, okay. If it stays at $120 for 6 months, we got a big problem.” The result could be falling stocks, collapsing AI CapEx, and eventually a weaker labor market. George Gammon

Mario Nawfal

56,131 次观看 • 1 个月前

TOM LEE SAYS THE S&P 500 solana:J3NKxxXZcnNiMjKw9hYb2K4LUxgwB6t1FtPtQVsv3KFr IS ALREADY CLOSE TO 9,000 ON 2027 EARNINGS MATH He still sees strong upside, but says a pullback can happen when investors least expect it: - Lee says 2027 earnings could reach 425, and a 20 multiple would put the S&P 500 close to 9,000 - He thinks getting to 8,000 by the end of August could set up a period where stocks disappoint - The potential traps he flags are high margin debt, uncertainty around Kevin Warsh’s framework, midterms, and SpaceX unlocks

TOM LEE SAYS THE S&P 500 solana:J3NKxxXZcnNiMjKw9hYb2K4LUxgwB6t1FtPtQVsv3KFr IS ALREADY CLOSE TO 9,000 ON 2027 EARNINGS MATH He still sees strong upside, but says a pullback can happen when investors least expect it: - Lee says 2027 earnings could reach 425, and a 20 multiple would put the S&P 500 close to 9,000 - He thinks getting to 8,000 by the end of August could set up a period where stocks disappoint - The potential traps he flags are high margin debt, uncertainty around Kevin Warsh’s framework, midterms, and SpaceX unlocks

Tom Lee Tracker (Not actually Tom)

35,990 次观看 • 1 个月前

🔥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 次观看 • 3 个月前

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 Fed, a major IPO unlock, and petroleum shortages - But earnings are strong, investors are offsides, and he thinks fund managers buy the dip

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 Fed, a major IPO unlock, and petroleum shortages - But earnings are strong, investors are offsides, and he thinks fund managers buy the dip

Tom Lee Tracker (Not actually Tom)

144,272 次观看 • 2 个月前

TOM LEE SAYS THE STOCK MARKET IS A COILED SPRING RIGHT NOW June and July were flat, but earnings estimates kept climbing the whole time: - After a big deleveraging from the AI unwind and Korea's policymakers panicking, he thinks markets could rebound strongly this month, maybe reaching the 7,800s on the S&P - The 10% drawdown forecast is still intact - He still sees the year closing above 8,000

TOM LEE SAYS THE STOCK MARKET IS A COILED SPRING RIGHT NOW June and July were flat, but earnings estimates kept climbing the whole time: - After a big deleveraging from the AI unwind and Korea's policymakers panicking, he thinks markets could rebound strongly this month, maybe reaching the 7,800s on the S&P - The 10% drawdown forecast is still intact - He still sees the year closing above 8,000

Tom Lee Tracker (Not actually Tom)

60,370 次观看 • 1 个月前

Kevin Warsh is already signaling what could be a major shift in Fed policy. While rising oil and a softer labor market have investors worried about inflation, he argues an AI-driven productivity boom from companies like $NVDA, $MSFT, $GOOGL and $AMZN could actually push prices lower. If that view gains traction, it could reshape how the market thinks about growth and rates. A productivity wave powered by AI could allow the economy to expand faster while inflation cools, changing the framework investors have used since the post-pandemic cycle.

Kevin Warsh is already signaling what could be a major shift in Fed policy. While rising oil and a softer labor market have investors worried about inflation, he argues an AI-driven productivity boom from companies like $NVDA, $MSFT, $GOOGL and $AMZN could actually push prices lower. If that view gains traction, it could reshape how the market thinks about growth and rates. A productivity wave powered by AI could allow the economy to expand faster while inflation cools, changing the framework investors have used since the post-pandemic cycle.

Sam Badawi

120,882 次观看 • 6 个月前

CATHIE WOOD: 2026 COULD BE A GOLDILOCKS YEAR Cathie Wood says the market may be underestimating how different next year could look. Her view is that markets have already absorbed two major shocks this year -- tariff turmoil, a government shutdown, and persistent hawkish Fed rhetoric. Despite all that, price action held up better than many expected. That’s why she sees growing optimism for 2026. If her thesis plays out, growth accelerates while inflation drops sharply. And she didn’t mince words -- she said inflation could even fall to zero or below zero if oil and rents continue to decline. It’s a macro reset thesis. Strong growth with falling inflation is the setup markets love, especially after years of tightening and uncertainty. If inflation really breaks lower while growth holds, risk assets will price that in fast. That’s the signal she’s watching.

CATHIE WOOD: 2026 COULD BE A GOLDILOCKS YEAR Cathie Wood says the market may be underestimating how different next year could look. Her view is that markets have already absorbed two major shocks this year -- tariff turmoil, a government shutdown, and persistent hawkish Fed rhetoric. Despite all that, price action held up better than many expected. That’s why she sees growing optimism for 2026. If her thesis plays out, growth accelerates while inflation drops sharply. And she didn’t mince words -- she said inflation could even fall to zero or below zero if oil and rents continue to decline. It’s a macro reset thesis. Strong growth with falling inflation is the setup markets love, especially after years of tightening and uncertainty. If inflation really breaks lower while growth holds, risk assets will price that in fast. That’s the signal she’s watching.

CryptosRus

266,919 次观看 • 9 个月前

When asked if Fed rate cuts might signal economic weakness, Tom Lee responded: "The Fed would be cutting for the right reasons, which is as they look at the next 12 months, the tariff inflation impacts are fading, but there's risk on the job market.” Lee expects a December rate cut. But he pushes back on concerns that cuts mean economic trouble. Instead, he says the Fed is acting ahead of time. • Jobless claims are stable • The labor market is holding fine • September's jobs report showed recovery • Tariff-driven inflation pressures are fading over the next 12 months. The Fed wants to stop things from getting worse. Cutting rates would give them room to ease without bringing back price pressures. Lee points out a key fact: "real rates are tightening if they don't cut." Without action, money policy would become more tight. This could hurt economic growth.

When asked if Fed rate cuts might signal economic weakness, Tom Lee responded: "The Fed would be cutting for the right reasons, which is as they look at the next 12 months, the tariff inflation impacts are fading, but there's risk on the job market.” Lee expects a December rate cut. But he pushes back on concerns that cuts mean economic trouble. Instead, he says the Fed is acting ahead of time. • Jobless claims are stable • The labor market is holding fine • September's jobs report showed recovery • Tariff-driven inflation pressures are fading over the next 12 months. The Fed wants to stop things from getting worse. Cutting rates would give them room to ease without bringing back price pressures. Lee points out a key fact: "real rates are tightening if they don't cut." Without action, money policy would become more tight. This could hurt economic growth.

Felix Prehn 🐶

99,050 次观看 • 9 个月前

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

15,256 次观看 • 4 个月前

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 次观看 • 2 个月前

🚨🚨🚨 THE MARKET IS NOT READY FOR TODAY’S FED DECISION! The Fed announces its rate decision TODAY at 2:00 PM ET. Prediction markets on Limitless currently see an 87% chance of a RATE HIKE. But, a hike could actually be BULLISH for the stocks. JPMorgan’s trading desk sees five possible scenarios for the S&P 500: 🔴 NO HIKE: Stocks could fall 1.25%-1.75% as inflation fears push longer-term bond yields higher. 🟢 0.25% HIKE, NO NEW GUIDANCE: Stocks could rise 0.25%-0.75% as the Fed reassures markets it’s addressing inflation. 🟢 0.25% HIKE + MORE HIKES SIGNALED FOR OCTOBER AND DECEMBER: Stocks could rise 0.5%-1% as a faster response restores confidence. 🔴 0.25% HIKE + FEARS BIGGER HIKES ARE NEEDED: Stocks could fall 0.25%-1% as traders price in more aggressive tightening. 🔴 0.25% HIKE + RATES NEED TO GO MUCH HIGHER: Stocks could fall 1%-2% on fears of another 2022-style hiking cycle. Too little = inflation fears could send bond yields higher. Too much = markets start worrying about growth. Limitless traders are leaning bullish on $SPY in the short-term, seeing a 62% chance it closes green today : Market: This week will be insane.

🚨🚨🚨 THE MARKET IS NOT READY FOR TODAY’S FED DECISION! The Fed announces its rate decision TODAY at 2:00 PM ET. Prediction markets on Limitless currently see an 87% chance of a RATE HIKE. But, a hike could actually be BULLISH for the stocks. JPMorgan’s trading desk sees five possible scenarios for the S&P 500: 🔴 NO HIKE: Stocks could fall 1.25%-1.75% as inflation fears push longer-term bond yields higher. 🟢 0.25% HIKE, NO NEW GUIDANCE: Stocks could rise 0.25%-0.75% as the Fed reassures markets it’s addressing inflation. 🟢 0.25% HIKE + MORE HIKES SIGNALED FOR OCTOBER AND DECEMBER: Stocks could rise 0.5%-1% as a faster response restores confidence. 🔴 0.25% HIKE + FEARS BIGGER HIKES ARE NEEDED: Stocks could fall 0.25%-1% as traders price in more aggressive tightening. 🔴 0.25% HIKE + RATES NEED TO GO MUCH HIGHER: Stocks could fall 1%-2% on fears of another 2022-style hiking cycle. Too little = inflation fears could send bond yields higher. Too much = markets start worrying about growth. Limitless traders are leaning bullish on $SPY in the short-term, seeing a 62% chance it closes green today : Market: This week will be insane.

Limitless Finance

26,416 次观看 • 12 天前

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

254,005 次观看 • 3 个月前

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 次观看 • 6 个月前