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Tom Lee Tracker (Not actually Tom)
1,577 posts
Tom Lee Tracker (Not actually Tom)
@TomLeeTracker
Daily updates on Tom Lee’s market insights/research, the Fundstrat GRNY ETF, and BMNR. | Not affiliated with Tom Lee, Fundstrat or BMNR.
- Tom Lee said on @CNBCClosingBell today that if the Fed cuts, the biggest beneficiaries will be: 1. NASDAQ 100 (Mag 7 + AI) 2. Bitcoin & Ethereum — “could make a monster move in the next 3 months” 3. Small caps & financials
00:00 - TOM LEE JUST SAID ON CNBC I think "we have a dovish Fed again and that's kind of a green light for small caps and for equities" in general
- Tom Lee said on CNBC: Today’s pullback looks like a buying opportunity and stocks could be 60 points higher a week from now
00:00 - Tom Lee just said he thinks Ethereum $ETH could hit $5,500 in the near term and end the year at $10,000-$12,000
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- Tom Lee just said that he expects a “better than expected September, October, November and December because of the fed cutting and ISM turning” on @CNBCClosingBell
- “Investors are bracing for $NVDA to sell off after the report tomorrow... I think there’s a chance Nvidia rises dramatically after they report on Wednesday.” - Tom Lee on @CNBCClosingBell
- Tom Lee said on The Master Investor podcast with @WilfredFrost "In 99, it was clear to me that we were in a bubble and I was only in my 20s. But I was at an investment bank and they kept telling me, ‘Tom, there’s this $5 billion IPO and we need to be the book runner on this
00:00 - Tom Lee just now on CNBC Closing Bell: We’re in an AI supercycle and sees Nvidia as a bargain at 26x forward earnings … cheaper than Costco or Walmart today and far below Cisco’s 60x back in 1998. In his view, valuations now look far more reasonable than in 1999
00:00 - Tom Lee said "(AI) is the most important trade... I think there's bigger upside in owning financials right now... but I still think the financials are really one of the things that will drive us the next 12-24 months”
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Here's every move Cathie Wood and Ark Invest made in the stock market yesterday 9/5
