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Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com : stock picking is trickier when the whole market is more expensive. That doesn't make stocks a sell here. But the higher the P/E goes, the more the 10-year yield matters as a competing valuation metric. At 4.7% we can still... show more

Fundstrat Capital

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36,030 görüntüleme • 1 ay önce •via X (Twitter)

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Fundstrat Capital profil fotoğrafı

Fundstrat Capital1 ay önce

P/E ratio: Price-to-earnings ratio. A company's share price divided by its earnings per share.

Enrique profil fotoğrafı

Enrique1 ay önce

@fundstrat Thats it; the 10 YR went up .3% I'm no longer buying this wonderful business, said no actual businessman ever.

KenCorso profil fotoğrafı

KenCorso1 ay önce

@fundstrat Is anyone keeping track of Tom’s track record? His ETH company might be the Enron of crypto. How much time will people give him? -69 percent in one year. Jeepers

Jonathan Henrich profil fotoğrafı

Jonathan Henrich1 ay önce

@fundstrat Well said. thank you!

Dr. Arunachapally Vijayasukharamani, AI profil fotoğrafı

Dr. Arunachapally Vijayasukharamani, AI1 ay önce

@fundstrat Tom was completely wrong about bitcoin.

Benzer Videolar

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 🔗:

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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$BMNR Shareholders remember: “The stock is not the company and the company is not the stock” - Jeff Bezos While $BMNR is going lower we: + Bought more $ETH at this dip + We appointment new CEO + Bitmine (NYSE-BMNR) $ETH will soon announce their staking strategy + Thomas (Tom) Lee (not drummer) FundstratDirect.com still did not work for McDonald's

$BMNR Shareholders remember: “The stock is not the company and the company is not the stock” - Jeff Bezos While $BMNR is going lower we: + Bought more $ETH at this dip + We appointment new CEO + Bitmine (NYSE-BMNR) $ETH will soon announce their staking strategy + Thomas (Tom) Lee (not drummer) FundstratDirect.com still did not work for McDonald's

Wolf Of Dubai 💲

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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.

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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

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Kraken Institutional. The counterparty institutions trust at scale. "We need partners with fortress balance sheets and auditable financial stability. Kraken was always our first call." — Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) Chairman of Bitmine (Bitmine (NYSE-BMNR) $ETH) Learn more →

Kraken Institutional. The counterparty institutions trust at scale. "We need partners with fortress balance sheets and auditable financial stability. Kraken was always our first call." — Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) Chairman of Bitmine (Bitmine (NYSE-BMNR) $ETH) Learn more →

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Has Micron become historically inexpensive? Thomas (Tom) Lee (not drummer) FundstratDirect.com Tom Lee takes a look at its forward valuation relative to its long-term average, and what the recent market rotation may be signaling. Week of July 27, 2026.

Has Micron become historically inexpensive? Thomas (Tom) Lee (not drummer) FundstratDirect.com Tom Lee takes a look at its forward valuation relative to its long-term average, and what the recent market rotation may be signaling. Week of July 27, 2026.

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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 🔗:

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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.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee sees the S&P reaching 7,800 this month. Earnings estimates have moved up, but stocks have been largely flat since May. Now Tom sees the market as a coiled spring. He breaks down his top names with Mark Newton CMT on Aug 19 at 2PM ET. Save your seat:

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee sees the S&P reaching 7,800 this month. Earnings estimates have moved up, but stocks have been largely flat since May. Now Tom sees the market as a coiled spring. He breaks down his top names with Mark Newton CMT on Aug 19 at 2PM ET. Save your seat:

Fundstrat Direct

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TOM LEE: THE MARKET GOT THE FED WRONG Investors treated KEVIN WARSH’S first Fed meeting like a hawkish pivot. Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says it was actually dovish. Warsh is moving the Fed away from stale guidance and toward real-time data, meaning the dots can move fast if inflation keeps improving. 🔹 Stocks still favorable 🔹 SpaceX IPO was successful 🔹 Bear-market tone comes later Tom Lee still sees an abrupt market shift later this year. But not now.

TOM LEE: THE MARKET GOT THE FED WRONG Investors treated KEVIN WARSH’S first Fed meeting like a hawkish pivot. Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says it was actually dovish. Warsh is moving the Fed away from stale guidance and toward real-time data, meaning the dots can move fast if inflation keeps improving. 🔹 Stocks still favorable 🔹 SpaceX IPO was successful 🔹 Bear-market tone comes later Tom Lee still sees an abrupt market shift later this year. But not now.

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.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee was covering tech as an analyst when the fiber boom came apart. That is why his read on AI spend is different. Tom Lee on tech and the updated Fundstrat Top Stock Ideas, Wednesday Aug 19 at 2PM ET:

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee was covering tech as an analyst when the fiber boom came apart. That is why his read on AI spend is different. Tom Lee on tech and the updated Fundstrat Top Stock Ideas, Wednesday Aug 19 at 2PM ET:

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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 rather than aggressively re-rating higher - Investors cannot be truly euphoric about AI until NVIDIA follows a Cisco-like path and re-rates toward the broader market Traders still price a 73% chance that NVIDIA remains the world’s largest company by market cap at the end of 2026.

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 rather than aggressively re-rating higher - Investors cannot be truly euphoric about AI until NVIDIA follows a Cisco-like path and re-rates toward the broader market Traders still price a 73% chance that NVIDIA remains the world’s largest company by market cap at the end of 2026.

Tom Lee Tracker (Not actually Tom)

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🔥 BULLISH: Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com / Fundstrat Direct ) explains why $500K Bitcoin may be a conservative estimate. "If BTC is digital gold, $500K only puts it at half the value of gold. That might not take 5 years.”

🔥 BULLISH: Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com / Fundstrat Direct ) explains why $500K Bitcoin may be a conservative estimate. "If BTC is digital gold, $500K only puts it at half the value of gold. That might not take 5 years.”

CoinDesk

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"It's pretty shocking that we're in a booming economy and the deficit is growing" - Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee. Where that leaves equities, plus the updated Fundstrat Top Stock Ideas, tomorrow at 2PM ET:

"It's pretty shocking that we're in a booming economy and the deficit is growing" - Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee. Where that leaves equities, plus the updated Fundstrat Top Stock Ideas, tomorrow at 2PM ET:

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Everyone is watching oil and tariffs for the inflation read. Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee is watching three straight months of falling home prices. Why that matters more, plus top stock ideas, live Aug 19 at 2PM ET with Tom and Mark Newton CMT. Registration link below👇

Everyone is watching oil and tariffs for the inflation read. Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee is watching three straight months of falling home prices. Why that matters more, plus top stock ideas, live Aug 19 at 2PM ET with Tom and Mark Newton CMT. Registration link below👇

Fundstrat Direct

150,642 görüntüleme • 1 ay önce

Tom Lee made his market open debut today on the show and we discussed a variety of topics including Ethereum & Bitmine: - Why $ETH could be the biggest macro trade of the next decade - How $BMNR is growing the NAV & ETH per share at an accelerated pace - Ethereum end of year targets Thank you to Tom Thomas (Tom) Lee (not drummer) FundstratDirect.com for taking the time to join the show, we all deeply appreciated it!

Tom Lee made his market open debut today on the show and we discussed a variety of topics including Ethereum & Bitmine: - Why $ETH could be the biggest macro trade of the next decade - How $BMNR is growing the NAV & ETH per share at an accelerated pace - Ethereum end of year targets Thank you to Tom Thomas (Tom) Lee (not drummer) FundstratDirect.com for taking the time to join the show, we all deeply appreciated it!

amit

718,932 görüntüleme • 1 yıl önce

TOM LEE: THIS IS CASH RAISING, NOT THE TOP Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says the market is getting hit because institutions are raising cash ahead of the $75B SpaceX IPO. They may need cash for the IPO, then more cash to build a full market weight position in the aftermarket. That means selling recent winners. But Tom says the charts are not broken, this dip gets bought, and because so many people think SpaceX marks the top, it probably is not the top.

TOM LEE: THIS IS CASH RAISING, NOT THE TOP Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says the market is getting hit because institutions are raising cash ahead of the $75B SpaceX IPO. They may need cash for the IPO, then more cash to build a full market weight position in the aftermarket. That means selling recent winners. But Tom says the charts are not broken, this dip gets bought, and because so many people think SpaceX marks the top, it probably is not the top.

BMNR Bullz

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Loving Thomas (Tom) Lee (not drummer) FundstratDirect.com Tom Lee's thoughts on the market, as he's one of the real ones who are more often right than wrong. I'm going to show charts and trends to support the bull case and macroeconomic thoughts here.

Loving Thomas (Tom) Lee (not drummer) FundstratDirect.com Tom Lee's thoughts on the market, as he's one of the real ones who are more often right than wrong. I'm going to show charts and trends to support the bull case and macroeconomic thoughts here.

Cantonese Cat 🐱🐈

39,097 görüntüleme • 1 yıl önce

AI may be stealing crypto’s attention today, but Thomas (Tom) Lee (not drummer) FundstratDirect.com sees it making crypto more important over time. “The stronger AI gets, it doesn't make crypto less relevant.” “In fact, the more AI evolves, the more important crypto is.” “Crypto is clearly a downstream story to AI.” “From a timing perspective… earlier this year, no one cared about owning anything else. But now that’s changing.”

AI may be stealing crypto’s attention today, but Thomas (Tom) Lee (not drummer) FundstratDirect.com sees it making crypto more important over time. “The stronger AI gets, it doesn't make crypto less relevant.” “In fact, the more AI evolves, the more important crypto is.” “Crypto is clearly a downstream story to AI.” “From a timing perspective… earlier this year, no one cared about owning anything else. But now that’s changing.”

Bankless

95,991 görüntüleme • 1 ay önce

Early Access to our biggest sale of the year is now live for our FS Insight community! Get institutional-grade research from Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee, Mark Newton CMT, and Sean Farrell at the lowest price we offer all year. Save now:

Early Access to our biggest sale of the year is now live for our FS Insight community! Get institutional-grade research from Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee, Mark Newton CMT, and Sean Farrell at the lowest price we offer all year. Save now:

Fundstrat Direct

425,310 görüntüleme • 10 ay önce