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TOM LEE: THE S&P PATH TO 7,700 RUNS THROUGH FOUR EARNINGS DRIVERS He's sticking with the December call: the market faces a wall of skepticism and a new Fed, but could gain as much as 12%: - AI and energy infrastructure lead the earnings drivers - Wall Street moving... show more

Tom Lee Tracker (Not actually Tom)

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TOM LEE: AI INCREASES THE NEED FOR BLOCKCHAIN Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says the bull market is still intact, but the bigger point is crypto. As AI gets stronger, blockchain becomes more important because transactions need to be proven, validated and protected. Wall Street is still tokenizing money, equities and real estate. AI has the FOMO right now. Crypto is still the infrastructure trade. $ETH $BMNR

TOM LEE: AI INCREASES THE NEED FOR BLOCKCHAIN Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says the bull market is still intact, but the bigger point is crypto. As AI gets stronger, blockchain becomes more important because transactions need to be proven, validated and protected. Wall Street is still tokenizing money, equities and real estate. AI has the FOMO right now. Crypto is still the infrastructure trade. $ETH $BMNR

BMNR Bullz

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Tom Lee says S&P 7,700 is “very probable” after the market passed the war, private credit and Fed chair tests. With earnings estimates rising, $IGV bouncing from 72 to 85, AI productivity plus cooling Middle East risk could keep the market’s “fear tax” dropping.

Tom Lee says S&P 7,700 is “very probable” after the market passed the war, private credit and Fed chair tests. With earnings estimates rising, $IGV bouncing from 72 to 85, AI productivity plus cooling Middle East risk could keep the market’s “fear tax” dropping.

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TOM LEE: “Wall Street is building and tokenizing products onto the blockchain. Wall Street is not going to be building on the Bitcoin blockchain because they need a smart contract platform such as Ethereum. Ethereum is in a super cycle and we see it hitting $21,000 soon”

TOM LEE: “Wall Street is building and tokenizing products onto the blockchain. Wall Street is not going to be building on the Bitcoin blockchain because they need a smart contract platform such as Ethereum. Ethereum is in a super cycle and we see it hitting $21,000 soon”

Crypto-Gucci.eth ᵍᵐ🦇🔊

167,176 Aufrufe • vor 10 Monaten

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

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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 Aufrufe • vor 2 Monaten

Tom Lee: Wall Street Is Choosing Ethereum as the Underlying Layer In an interview with The Master Investor Podcast with Wilfred Frost on January 20, Bitmine Chairman Tom Lee said that despite long-term pressure on the ETH/BTC ratio, the tokenization trend is prompting Wall Street to deploy stablecoins, money market funds, and credit assets on Ethereum. As institutions such as JPMorgan and BlackRock begin using it in practice, Ethereum is emerging as a key infrastructure for traditional finance’s entry into blockchain. Source:

Tom Lee: Wall Street Is Choosing Ethereum as the Underlying Layer In an interview with The Master Investor Podcast with Wilfred Frost on January 20, Bitmine Chairman Tom Lee said that despite long-term pressure on the ETH/BTC ratio, the tokenization trend is prompting Wall Street to deploy stablecoins, money market funds, and credit assets on Ethereum. As institutions such as JPMorgan and BlackRock begin using it in practice, Ethereum is emerging as a key infrastructure for traditional finance’s entry into blockchain. Source:

Wu Blockchain

28,589 Aufrufe • vor 6 Monaten

.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:

Fundstrat Direct

17,157 Aufrufe • vor 3 Monaten

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.

BMNR Bullz

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ELON MUSK JUST EXPLAINED WHY HE IGNORES QUARTERLY EARNINGS, AND IT LINES UP WITH TOM LEE MORE THAN IT LOOKS He manages SpaceX on a 5-to-10-year horizon, the Mars spending was disclosed in the S1, and short-term earnings pressure mostly comes from managers whose own pay depends on quick results. Tom Lee's market thesis runs on earnings too, just measured in years, not quarters. He argues profits rising faster than prices is why the S&P is cheaper now than in January, with AI margin expansion still ahead. One ignores the quarter, the other tracks the multi-year trend. Both are pointing in the same direction: the long arc is what counts. I wonder if Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com sees Musk's approach as the same long-term lens he applies to the market.

ELON MUSK JUST EXPLAINED WHY HE IGNORES QUARTERLY EARNINGS, AND IT LINES UP WITH TOM LEE MORE THAN IT LOOKS He manages SpaceX on a 5-to-10-year horizon, the Mars spending was disclosed in the S1, and short-term earnings pressure mostly comes from managers whose own pay depends on quick results. Tom Lee's market thesis runs on earnings too, just measured in years, not quarters. He argues profits rising faster than prices is why the S&P is cheaper now than in January, with AI margin expansion still ahead. One ignores the quarter, the other tracks the multi-year trend. Both are pointing in the same direction: the long arc is what counts. I wonder if Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com sees Musk's approach as the same long-term lens he applies to the market.

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Wall Street is having a strong run, but Main Street is not feeling the same success. Corporate earnings are beating expectations, AI is improving productivity across the economy, and many businesses are having record quarters, yet inflation and energy costs are still what people feel at the kitchen table. That is the challenge heading into the midterms. If the administration wants more credit for the economy, it has to translate strong earnings and market performance into something everyday Americans can actually feel.

Wall Street is having a strong run, but Main Street is not feeling the same success. Corporate earnings are beating expectations, AI is improving productivity across the economy, and many businesses are having record quarters, yet inflation and energy costs are still what people feel at the kitchen table. That is the challenge heading into the midterms. If the administration wants more credit for the economy, it has to translate strong earnings and market performance into something everyday Americans can actually feel.

Kevin O'Leary aka Mr. Wonderful

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TOM LEE: 7,700, THEN A 15% DROP, THEN OVER 8,000 BY YEAR END He lays out the S&P in three phases, with the AI story holding it together: - Phase one gets the S&P to 7,700 - Phase two is a normal 10 to 15% drawdown - Phase three rallies above 8,000 by year end, and MAG-7 may fall less than the broader market since many sectors have already corrected

TOM LEE: 7,700, THEN A 15% DROP, THEN OVER 8,000 BY YEAR END He lays out the S&P in three phases, with the AI story holding it together: - Phase one gets the S&P to 7,700 - Phase two is a normal 10 to 15% drawdown - Phase three rallies above 8,000 by year end, and MAG-7 may fall less than the broader market since many sectors have already corrected

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TOM LEE SAYS 2027 COULD BE ONE OF THE BIGGEST RALLIES OF OUR LIFETIME - S&P 7,300 was aspirational, still fuel for more upside - Two late-year risks: a new Fed chair and a petroleum shortage - Sees the market exiting 2026 at 7,700 or higher

TOM LEE SAYS 2027 COULD BE ONE OF THE BIGGEST RALLIES OF OUR LIFETIME - S&P 7,300 was aspirational, still fuel for more upside - Two late-year risks: a new Fed chair and a petroleum shortage - Sees the market exiting 2026 at 7,700 or higher

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261,359 Aufrufe • vor 4 Monaten

TOM LEE SAYS THE BITCOIN AND ETHEREUM THESIS IS ABSOLUTELY NOT BROKEN. He says people are “rage quitting” crypto near the end of crypto winter because the spotlight is still on AI, semis and software. But the future has not changed. 🔹 AI needs identity + verification 🔹 Wall Street wants tokenization 🔹 Bitcoin still has network value 🔹 Ethereum benefits as assets move on chain Tom says Bitcoin and Ethereum are the future of money. And if Wall Street tokenizes at scale, Ethereum’s price should go up a lot. $BTC $ETH $BMNR

TOM LEE SAYS THE BITCOIN AND ETHEREUM THESIS IS ABSOLUTELY NOT BROKEN. He says people are “rage quitting” crypto near the end of crypto winter because the spotlight is still on AI, semis and software. But the future has not changed. 🔹 AI needs identity + verification 🔹 Wall Street wants tokenization 🔹 Bitcoin still has network value 🔹 Ethereum benefits as assets move on chain Tom says Bitcoin and Ethereum are the future of money. And if Wall Street tokenizes at scale, Ethereum’s price should go up a lot. $BTC $ETH $BMNR

BMNR Bullz

172,043 Aufrufe • vor 3 Monaten

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

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144,272 Aufrufe • vor 2 Monaten

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 Aufrufe • vor 3 Monaten

the IBM earnings reinforced something I think Wall Street is still underestimating: IBM is becoming an operating system for enterprise AI. The initial earnings reaction focused on the familiar metrics—revenue growth, infrastructure, margins and quarterly expectations. But that misses the bigger transformation underway. The AI market is bifurcating. On one side are companies building frontier models. On the other are companies helping enterprises operationalize AI—integrating it with existing systems and data, governing it, securing it, and turning AI into measurable business outcomes. IBM is increasingly positioning itself for that second market. And that's important because the enterprise AI conversation is moving from models to tools, from experimentation to outcomes, and ultimately toward autonomy and agents. IBM has decades of enterprise infrastructure, software, data and consulting relationships sitting underneath that transition. The mainframe isn't necessarily legacy in this world—it can become part of the context and transaction infrastructure AI acts upon. Wall Street initially looked at the quarter. I think the more important question is what IBM is becoming. My commentary below. #IBM #AI #EnterpriseAI #AgenticAI #HybridCloud

the IBM earnings reinforced something I think Wall Street is still underestimating: IBM is becoming an operating system for enterprise AI. The initial earnings reaction focused on the familiar metrics—revenue growth, infrastructure, margins and quarterly expectations. But that misses the bigger transformation underway. The AI market is bifurcating. On one side are companies building frontier models. On the other are companies helping enterprises operationalize AI—integrating it with existing systems and data, governing it, securing it, and turning AI into measurable business outcomes. IBM is increasingly positioning itself for that second market. And that's important because the enterprise AI conversation is moving from models to tools, from experimentation to outcomes, and ultimately toward autonomy and agents. IBM has decades of enterprise infrastructure, software, data and consulting relationships sitting underneath that transition. The mainframe isn't necessarily legacy in this world—it can become part of the context and transaction infrastructure AI acts upon. Wall Street initially looked at the quarter. I think the more important question is what IBM is becoming. My commentary below. #IBM #AI #EnterpriseAI #AgenticAI #HybridCloud

John Furrier

47,663 Aufrufe • vor 1 Monat

Wall Street oscillated as investors juggled spiking crude prices, the US Federal Reserve's interest-rate decision, and a quartet of high-profile earnings released after the closing bell

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24,111 Aufrufe • vor 4 Monaten

At Binance Blockchain Week Dubai, Tom Lee said: - Crypto has likely already bottomed - The next 8 weeks could break Bitcoin’s four-year cycle - Ethereum is positioned as the future of finance - Tokenization will be a major unlock for Wall Street

At Binance Blockchain Week Dubai, Tom Lee said: - Crypto has likely already bottomed - The next 8 weeks could break Bitcoin’s four-year cycle - Ethereum is positioned as the future of finance - Tokenization will be a major unlock for Wall Street

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61,028 Aufrufe • vor 9 Monaten

🚨 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.

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366,011 Aufrufe • vor 3 Monaten

TOM LEE WARNS 2026 COULD FEEL LIKE A BEAR MARKET - Earnings still accelerating - New Fed gets tested in 2026 - Policy uncertainty + tariffs matter - Last time this combo hit, the S&P fell ~20% - Drawdown comes from higher levels

TOM LEE WARNS 2026 COULD FEEL LIKE A BEAR MARKET - Earnings still accelerating - New Fed gets tested in 2026 - Policy uncertainty + tariffs matter - Last time this combo hit, the S&P fell ~20% - Drawdown comes from higher levels

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