Fundstrat Direct

“@Apple wasn’t even in the first wave of internet and mobile.”

@fundstrat’s Tom Lee on @ProfGMarkets with @edels0n on whether @OpenAI or @AnthropicAI – or some other company – will be the biggest beneficiary of the AI boom.

The Japanese word for crisis, Ke-Ke, is made up of two words: danger and opportunity.

@fundstrat’s Tom Lee said yesterday in his Macro Minute that investors tend to focus on the “danger” in a crisis and then later chase the “opportunity.” He outlined why they should avoid that strategy this time around, even though tech stocks have been dropping sharply.

Watch his reasoning in yesterday’s Macro Minute:fundstratdirect.com/macro-strategy…

.@Fundstrat's Tom Lee put AI fears into perspective on @CNBCClosingBell today.

He doesn't expect demand for AI to slow down, nor does he expect there to be some new competition that could potentially wipe out the industry.

What’s his outlook for 2027? He lays it out live Nov 30, 3PM ET:research.fundstratdirect.com/tom-lee-2027-o…

🚨Starting soon! @fundstrat x @TheJudgeCNBC on @CNBCClosingBell

Every single midterm year since 1950 has been positive for stocks six months later.

@MarkNewtonCMT calls that record “simply astounding.” He also walked through what he’s watching in the weeks ahead.
Full replay:research.fundstratdirect.com/mark-newton-te…