Fundstrat

RT @fundstrat: Congratulations @MrBeast Wishing you a wonderful marriage and union

吴说获悉，Fundstrat 创始人 Tom Lee 发文指出，“AI 下游”资产的相对表现持续走强，其中以太坊（ETH）在过去一个月内对 DRAM ETF 的相对超额收益扩大至 7,200 个基点（即 72 个百分点）。具体而言，ETH 期间上涨 24%，而 DRAM ETF 则下跌了 38%。https://www.wublock123.com/news/news-65076

Fundstrat Direct family... pls tune in 👀 https://x.com/FundstratDirect/status/2079597912032723430

.@fundstrat's Tom Lee and @SeanMFarrell sit down with @virtuals_io 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→https://fundstratdirect.com/event/the-agentic-economy-from-digital-agents-to-the-physical-economy/?u

🔥 TOM LEE: "THE MARKET IS VULNERABLE TO A DRAWDOWN" The Fundstrat co-founder says U.S. margin debt is up 54% year-over-year, the sixth highest rise in 60 years. He pointed to Korea where 1.2 million brokerage accounts were margin called at once, roughly 10% of all adult accounts in the country.

Chips trade in the red. Is the dip worth buying? Fundstrat’s Tom Lee isn’t worried. On CNBC, he called the recent selloff a healthy pullback and said the chip names taking the biggest hits should bounce back later this year.

Imagine telling someone in 2000 one of the most well known fund managers uses SpongeBob memes in 2026 Love it @fundstrat

吴说获悉，Fundstrat 联合创始人 Tom Lee 表示，随着半导体及内存等“AI 瓶颈”资产回调，软件、大型科技股和以太坊等下游资产开始走强。过去一个月，ETH 的表现较内存芯片 ETF DRAM 领先约 55%。他认为，ETH 下半年预期改善，主要受到 Robinhood Chain 发展及华尔街推进资产代币化等因素支持；同时，AI 应用需要可验证的规则和约束机制，以太坊可能成为相关结算及信任基础设施。 wublock123.com/news/tom-lee-a…

Tom Lee：标普年底前有望站上 8000 点 BitMine 董事长 Tom Lee @fundstrat 7 月 14 日接受 CNBC 采访时表示，标普 500 年底前有望站上 8000 点，原因是 AI 叙事仍然完整。他认为，美股可能经历“三阶段”走势：先升至 7700 点，随后出现 10% 至 15% 的正常回调，再在年底前重新反弹并突破 8000 点。 对于黄金和白银近期下跌，Tom Lee 认为这更像是此前上涨后的获利了结和资金轮动，因为金银去年表现已超出价值存储角色，变成了风险资产。 来源：CNBC

This is what gives Bitmine its edge... @fundstrat's @BitMNR generated an impressive $45.7M in the quarter ending May 31, from staking its massive $ETH portfolio. The firm has now staked a massive 85% of its @Ethereum holdings (around 4.9M $ETH). Lee also expects this staking revenue to reach near