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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...

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Fundstrat Capital

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18,930 просмотров • 12 дней назад •via X (Twitter)

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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.
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Wonder how Tom Lee, (Thomas (Tom) Lee (not drummer) FundstratDirect.com) keeps predicting market moves that others miss? In this interview, Tom Lee shares his unique forecasting methods, the 4 investing principles guiding him in the stock market and more! Watch full interview:
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$TSLA vs. Waymo ( $GOOGL)? Who wins the AI race in autonomous driving? Thomas (Tom) Lee (not drummer) FSInsight.com's Tom Lee and Alex Alex Kantrowitz break it down and more in our latest webinar. Watch full video:
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43,459 просмотров • 1 год назад

Last week, Barry Silbert sat down for a convo with Thomas (Tom) Lee (not drummer) FundstratDirect.com to discuss the ambition and potential behind Bittensor. "The World Wide Web of Intelligence" creates an opportunity for anyone to shape the future of AI. Full Fundstrat Direct report:
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Last week, Barry Silbert sat down for a convo with Thomas (Tom) Lee (not drummer) FundstratDirect.com to discuss the ambition and potential behind Bittensor. "The World Wide Web of Intelligence" creates an opportunity for anyone to shape the future of AI. Full Fundstrat Direct report:

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Are you concerned about interference with the Fed? Or in fact could dovish Fed spur equities? Resounding answer from TOM LEE: “Fed being independent is critical.” Full conversation with Tom Thomas (Tom) Lee (not drummer) FSInsight.com here: Listen: Watch:
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TOM LEE: THIS IS THE ETH BOTTOM TOM DEMARK’s signal is clear. One undercut to ~$1,890 completes the base. TOM LEE’s message: You don’t sell here. You position. 🔹 Bottoming phase 🔹 Historical analogs (2018, 2022, 2025) 🔹 Wall Street choosing public chains 🔹 Stablecoins, AI, creators converging on ETH Private chains aren’t the plan. Public rails are. Major financial institutions are coming. Ethereum is the settlement layer. $ETH $BMNR Thomas (Tom) Lee (not drummer) FundstratDirect.com

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.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Sean Farrell sit down with Virtuals Protocol CEO Jansen Teng on the rise of AI agents and the agentic economy. Free to attend. Seats are limited. July 28, 11am ET. Register now→ Virtuals Protocol is a client of Fundstrat and receives Fundstrat's published research reports. Virtuals Protocol has commissioned Fundstrat for a specific research project and has permissions to distribute. This event and reports included are intended for research and educational purposes. Full disclosures available here:
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.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Sean Farrell sit down with Virtuals Protocol CEO Jansen Teng on the rise of AI agents and the agentic economy. Free to attend. Seats are limited. July 28, 11am ET. Register now→ Virtuals Protocol is a client of Fundstrat and receives Fundstrat's published research reports. Virtuals Protocol has commissioned Fundstrat for a specific research project and has permissions to distribute. This event and reports included are intended for research and educational purposes. Full disclosures available here:

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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: 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: In 12 months, $BMNR became the largest single $ETH staking operator in the world and accumulated 5.74M ETH. (4.8% of the total supply.) And for each of the three key spin-offs from the Ethereum Foundation, Bitmine acted as the lead investor. "We are neutral capital... we just want to strengthen the Ethereum ecosystem." FT Thomas (Tom) Lee (not drummer) FundstratDirect.com Bitmine (NYSE-BMNR) $ETH.
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Tom Lee: In 12 months, $BMNR became the largest single $ETH staking operator in the world and accumulated 5.74M ETH. (4.8% of the total supply.) And for each of the three key spin-offs from the Ethereum Foundation, Bitmine acted as the lead investor. "We are neutral capital... we just want to strengthen the Ethereum ecosystem." FT Thomas (Tom) Lee (not drummer) FundstratDirect.com Bitmine (NYSE-BMNR) $ETH.

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Anthony Scaramucci (Anthony Scaramucci): CZ called a super cycle, ETFs arrived, Trump came in - and Bitcoin is still down over 50% from the top. What broke? Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com): nothing. A 50%-plus drawdown is the correction phase of the 4-year cycle, not a bear market. He dates the historical re-entry window to August-October 2026, with $50-60K as where long-term buyers reload. Prices near $58-59K are already in the zone.
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Anthony Scaramucci (Anthony Scaramucci): CZ called a super cycle, ETFs arrived, Trump came in - and Bitcoin is still down over 50% from the top. What broke? Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com): nothing. A 50%-plus drawdown is the correction phase of the 4-year cycle, not a bear market. He dates the historical re-entry window to August-October 2026, with $50-60K as where long-term buyers reload. Prices near $58-59K are already in the zone.

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