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Ethereum has been consolidating for five years. What happens next?
On @Fundstrat's macro update webinar, Tom Lee and @MarkNewtonCMT covered:
ā¢ Why Tom thinks crypto winter is over
ā¢ Where $ETH stands after a five-year consolidation
ā¢ Mark's technical take on crypto
ā¢ The updated Top 5 and Bottom 5 stock ideas
Watch the full webinar, link in the comments š
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Is AI driving inflation?
On Wednesday, @Fundstrat's Tom Lee explained how the AI trade is creating bottlenecks in memory and energy, and why he thinks the Fed raising rates won't slow AI spending.
Watch the full webinar:research.fundstratdirect.comā¦
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Tom Lee: Why inflation could drop in 6 months
He went deeper on Wednesday's @Fundstrat Macro Update, plus the updated Top 5 and Bottom 5 stock ideas. Link in the comments š
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Is crypto winter over? $ETH, $SOL, and $BTC have led major assets since the end of June.
Tuesday, Sept 29 at 2pm ET, @SeanMFarrell and @MarkNewtonCMT break down what's driving the rally and the levels they're watching next:research.fundstratdirect.comā¦
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Is the AI bubble about to burst?š¤
@fundstrat's Tom Lee looks back at Cisco in the '90s for perspective. Plus, Fundstrat's refreshed Top 5 and Bottom 5 stock ideas for fall.
Watch the full webinar:research.fundstratdirect.comā¦
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Fundstrat Direct retweeted
MARK NEWTON SAYS TECH IS CARRYING THE MARKET WHILE MOST SECTORS FALL BEHIND
@MarkNewtonCMT says the latest highs are masking major weakness beneath the surface:
- $QQQ hit a new all-time high even as 10 of 11 major sectors fell at least 2% over the past month
- More than half of those sectors were down over 6%, a complete reversal from the broad strength seen between May and July
- Tech had previously been consolidating while healthcare, industrials and financials led, keeping the overall market largely sideways
-@FundstratDirect
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Fundstrat Direct retweeted
$META is a reminder that āAI downstreamā stocks are working
PS: and also the folly of ātimingā markets
Get the premium service āfirst wordā at fundstratdirect.com/tlee-serā¦ @fundstratdirect š„ Use evidenced based research to understand markets and build a portfolio PS: Free 30-day trial FYI š š
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A week ago today was the last day of @FutureProof_HQ, and we're not over it yet āļøš“ Thank you to everyone who stopped by the booth, grabbed a conversation, or caught up with the team. See y'all next time!
@fundstrat, @MarkNewtonCMT, @SeanMFarrell, @carriepresley,
@tirelessken,
@realMaxMotz
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Only 10 of the 40 hours in a typical work week are spent on "real work."
Tom Lee explains why that's one reason he doesn't expect much job loss from AI. Full session on @Fundstrat latest webinar:research.fundstratdirect.comā¦
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Big Tech is spending $800B a year on AI. @fundstrat's Tom Lee thinks it's headed to $1.1T.
Will higher rates slow it down? He answered that in this month's Macro Update + updated Fundstrat's top stock ideas
Watch now:research.fundstratdirect.comā¦
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šDonāt miss @fundstrat's Tom Lee on @CNBCClosingBell!
Tom joins @TheJudgeCNBC at 3 PM ET today to break down the latest market moves and what investors should be watching next.
šŗ Tune in
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Staying bullish even with a hawkish Fed.
That's how @fundstrat's Tom Lee titled this month's webinar. Hear why:research.fundstratdirect.comā¦
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