Thomas (Tom) Lee (not drummer) FundstratDirect.com

Bitmine (NYSE-BMNR) $ETH $BMNP

@fundstrat

CIO Fundstrat Capital @FundstratCap $GRNY $GRNJ| Research @fundstratdirect | @CNBC FT contr. | Chairman Bitmine @BitMNR $BMNR $BMNP | Wikipedia: bit.ly/3JkWhtw

New York, NY fundstratdirect.com/tlee-services/ Joined July 2014

973 Following 673K Followers 1.6K Posts

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Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat 3d

FinX

Tune into @CNBCClosingBell at 3:05ET today with @TheJudgeCNBC

- markets strong after midterm elections
- tune into to hear 👂 why ‘Blue tsunami’ may be a good thing

@FundstratDirect
@FundstratCap
@BitMNR
$BMNR $BMNP

Fundstrat Direct Verified account @FundstratDirect 3d

The news cycle isn't slowing down, neither is @Fundstrat's Tom Lee. He is going back on @CNBCClosingBell (second time today) at 3:05 p.m. ET to explain why stocks are ripping after the elections.
TUNE IN 🦅
@TheJudgeCNBC

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Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat 5h

Ethereum ethereum:native

There is no substitute

Grayscale Verified account @Grayscale 1d

Among all smart contract platforms, Ethereum $ETH is #1 in stablecoins, tokenized assets, applications, developers, and investment products.

The financial system is being redesigned. Ethereum is leading it.

Read more on The Stack by @LowBeta: grayscale.com/the-stack/ethe…

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Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat 1d

US Tech/AI are among the best managed and most capable biz

- blue tsunami 🧢🌊 is another macro shock

Thomas (Tom) Lee (not drummer) FundstratDirect.com Verified account @fundstrat 1d

More importantly, AI/Technology companies have proven their resilience and ingenuity in dealing with multiple macro and policy shocks:

➡️ COVID-19
➡️ Fastest Fed hikes ever (2022)
➡️ Tariff Liberation Day (2025)
➡️ US-Iran War (2026)

➡️ Blue Tsunami 🧢🌊

And every time, AI/Tech cos found a way to grow and prosper

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Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat 1d

Fundstrat Direct Verified account @FundstratDirect 1d

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…

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Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat 2d

this is key @SaraEisen

Sara Eisen Verified account @SaraEisen 2d

The disconnect between public perception and corporate America on Ai is stark. I’ve never seen such a strong consensus of optimism from businesses about a single technology. Their top priority right now is investing and implementing ai in their business to improve productivity and growth
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