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TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com: August Core CPI on 9/11 is key. Expecting a soft CPI = Fed on hold = good. Crypto is driving 3Q26 Performance $HOOD $MSTR $DE $VRT $MU Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - September 7, 2026...

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Fundstrat Capital

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58,617 次观看 • 8 天前 •via X (Twitter)

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3 条评论

lz 的头像
lz8 天前

@fundstrat @carriepresley @tirelessken ppi seemed to have put a damper already

Fundstrat Capital 的头像
Fundstrat Capital8 天前

Standardized performance, full holdings, glossary, and disclosures:

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Motherlode8 天前

@fundstrat @carriepresley @tirelessken tom lee... lol talk about mouth breather... bro has been wrong on just about everything for years.

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Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com: August 2026 Rebalance. $GRNY / $GRNI 7 Additions & 6 Deletions, $GRNJ 8 Additions & 7 Deletions. Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - August 24, 2026 Watch the full video 🔗:
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Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com: August 2026 Rebalance. $GRNY / $GRNI 7 Additions & 6 Deletions, $GRNJ 8 Additions & 7 Deletions. Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - August 24, 2026 Watch the full video 🔗:

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TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com Stocks selling scarce assets are working in 2026 = core tenet of Granny Shots $PWR $GOOGL $CAT $TSLA $AMD Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - May 4, 2026 Watch the full video 🔗:
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TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com Stocks selling scarce assets are working in 2026 = core tenet of Granny Shots $PWR $GOOGL $CAT $TSLA $AMD Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - May 4, 2026 Watch the full video 🔗:

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TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com: June CPI and PPI show inflation is weakening, and this is showing up in the bond market as Fed hike odds dropping. This is good $ANET $META $AVGO $NVDA $AMD Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - July 13, 2026 Watch the full video 🔗:
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TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com: June CPI and PPI show inflation is weakening, and this is showing up in the bond market as Fed hike odds dropping. This is good $ANET $META $AVGO $NVDA $AMD Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - July 13, 2026 Watch the full video 🔗:

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TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com: As we approach mid-year, the driver for S&P 500 so far is 'E' not 'PE' $GEV $HOOD $VST $CAT $ETN Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - June 22, 2026 Watch the full video 🔗:
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TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com: As we approach mid-year, the driver for S&P 500 so far is 'E' not 'PE' $GEV $HOOD $VST $CAT $ETN Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - June 22, 2026 Watch the full video 🔗:

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TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com The parabolic move in Semis and Memory highlight the strong risk/reward in MAG7 and Software $AMD $MNST $TSLA $NVDA $KLAC Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - May 11, 2026 Watch the full video 🔗:
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TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com The parabolic move in Semis and Memory highlight the strong risk/reward in MAG7 and Software $AMD $MNST $TSLA $NVDA $KLAC Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - May 11, 2026 Watch the full video 🔗:

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TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com: The great leverage unwind continues in AI 'bottlenecks' and Korea. But there are signs we are at the bottom $PKG $AMD $DE $VST $NOC Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - July 27, 2026 Watch the full video 🔗:
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TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com: The great leverage unwind continues in AI 'bottlenecks' and Korea. But there are signs we are at the bottom $PKG $AMD $DE $VST $NOC Fundstrat Granny Shots ETFs $GRNY $GRNJ $GRNI Weekly Update Video - July 27, 2026 Watch the full video 🔗:

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TOM LEE PUT ON THE GREEN TIE AND THE MARKET WENT GREEN Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) went against the crowd and called for a strong September as inflation fears ease through the jobs report, CPI and the Fed decision. Bitwise CIO Matt Hougan: “Tom called it right. I think he literally called today’s rally.” Maybe it was the green tie.
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TOM LEE PUT ON THE GREEN TIE AND THE MARKET WENT GREEN Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) went against the crowd and called for a strong September as inflation fears ease through the jobs report, CPI and the Fed decision. Bitwise CIO Matt Hougan: “Tom called it right. I think he literally called today’s rally.” Maybe it was the green tie.

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24,169 次观看 • 15 天前

How Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) is Preparing For Ethereum’s Future 🔮 Fundstrat Global Advisors’ Head of Research Tom Lee, who is chairman of BitMine Immersion Technologies, shares his perspective on Ethereum. He explains how the asset is being leveraged by crypto treasury firms, as well as a growing number of financial institutions.
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How Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) is Preparing For Ethereum’s Future 🔮 Fundstrat Global Advisors’ Head of Research Tom Lee, who is chairman of BitMine Immersion Technologies, shares his perspective on Ethereum. He explains how the asset is being leveraged by crypto treasury firms, as well as a growing number of financial institutions.

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“Are we so sure AI is a tailwind?” Thomas (Tom) Lee (not drummer) FSInsight.com’s Tom Lee breaks down Big Tech, software pain, and what falling on good news really means. Watch the full interview with The Compound now:
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Tom Lee: AI is stealing crypto's spotlight - but that's not the full story. "Crypto is still a really important downstream story to AI..." "Wall Street has an outdated tech stack that they want to upgrade and that is going to be built on crypto rails." Price is lagging, but the crypto adoption story hasn't broken. FT Anthony Scaramucci Thomas (Tom) Lee (not drummer) FundstratDirect.com All Things Markets SkyBridge.
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Tom Lee: AI is stealing crypto's spotlight - but that's not the full story. "Crypto is still a really important downstream story to AI..." "Wall Street has an outdated tech stack that they want to upgrade and that is going to be built on crypto rails." Price is lagging, but the crypto adoption story hasn't broken. FT Anthony Scaramucci Thomas (Tom) Lee (not drummer) FundstratDirect.com All Things Markets SkyBridge.

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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: ZERO CHANCE OF AN ETHEREUM FUNDING CRISIS. “Funding secured.” Critics say Ethereum core development may need roughly $30M a year and could face a funding gap. TOM LEE says Ethereum treasuries already generate around $500M a year in staking rewards. That is the real answer. 🔹 EF now holds 0.1% of ETH supply 🔹 Ethereum treasuries hold around 7% 🔹 Bitmine is 65% of treasury holdings 🔹 Treasury yield can fund grants and builders Ethereum funding is moving beyond one foundation. TOM LEE Thomas (Tom) Lee (not drummer) FundstratDirect.com says Ethereum is in good hands. $ETH $BMNR

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🔥 “Strategy now holds 600,000 BTC. It’s so big, it might have a sovereign put.” — Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) Michael Saylor has stood up a scalable on-ramp for institutions/nation states seeking exposure without moving the market. He also compares BTC treasury valuation model to Exxon’s premium on oil proven reserves. 🎥 Watch the 2-min clip: #Bitcoin #MSTR #Saylor #BTC Clip from full video Forward Guidance with DK, David Grider, fejau and Tom.

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277,241 次观看 • 1 年前

Crypto sentiment is at its worst level since the FTX collapse; the RSI is at an all-time low, Google searches are down, and the fear and greed index is screaming danger, so I sat down with my friend Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com), Fundstrat's (Fundstrat Capital) chief strategist and Bitmain's CEO, to get his honest take on where Bitcoin, Ethereum, and the entire crypto market go from here. If you're sitting on unrealized losses right now and wondering whether to hold or fold, this is the conversation you need to hear. Watch/Listen on X, YouTube, and Spotify. Timestamps 0:00 Tom Lee Introduction 1:12 Is capital being sucked out of crypto into AI? 3:05 Is Bitcoin in a 4-year cycle? 6:58 Tom Lee on Ethereum: "Price is lagging fundamentals." 8:55 Tom Lee: "AI agents might become wealthier than us." 9:46 Is Tom Lee worried about Quantum resistance in Bitcoin? 11:22 Anthony: "Michael Saylor has become the Bitcoin narrative." 14:35 Anthony's Bitmine bull vs bear case 18:21 Post-FTX conviction: Bitcoin went from $15K to $126K, what does that teach you? 21:47 Tom Lee: These are dark days, but July is a new month
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Crypto sentiment is at its worst level since the FTX collapse; the RSI is at an all-time low, Google searches are down, and the fear and greed index is screaming danger, so I sat down with my friend Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com), Fundstrat's (Fundstrat Capital) chief strategist and Bitmain's CEO, to get his honest take on where Bitcoin, Ethereum, and the entire crypto market go from here. If you're sitting on unrealized losses right now and wondering whether to hold or fold, this is the conversation you need to hear. Watch/Listen on X, YouTube, and Spotify. Timestamps 0:00 Tom Lee Introduction 1:12 Is capital being sucked out of crypto into AI? 3:05 Is Bitcoin in a 4-year cycle? 6:58 Tom Lee on Ethereum: "Price is lagging fundamentals." 8:55 Tom Lee: "AI agents might become wealthier than us." 9:46 Is Tom Lee worried about Quantum resistance in Bitcoin? 11:22 Anthony: "Michael Saylor has become the Bitcoin narrative." 14:35 Anthony's Bitmine bull vs bear case 18:21 Post-FTX conviction: Bitcoin went from $15K to $126K, what does that teach you? 21:47 Tom Lee: These are dark days, but July is a new month

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250,020 次观看 • 2 个月前