Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat
CIO Fundstrat Capital @FundstratCap $GRNY $GRNJ| Research @fundstratdirect | @CNBC FT contr. | Chairman Bitmine @BitMNR $BMNR $BMNP | Wikipedia: https://t.co/8QsXKpzGT7 fundstratdirect.com/tlee-services/ New York, NY Joined July 2014-
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Makes sense
Gasoline jumped 9.1% in September and accounted for roughly half of the 0.6% CPI increase while rent rose just 0.2% and prices for dairy, meat and medical goods fell. So to me this hot CPI looks more like an energy shock than broad inflation but if higher fuel costs spread into
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SpaceX moat
A retired NASA engineer who had worked on the Space Shuttle program for 25 years was hired by SpaceX at age 62. He described the first week as the most disorienting experience of his professional life. At NASA, a design change required 3 meetings, 2 committees, a review board,
Cool chart 😎
It has basically never been more idiotic to be bearish on the AI hardware trade than right now
@Lorenzo_inXsona Good sign for crypto
This major decline in Korean equities likely spilling over into crypto - margin liquidations in brokerage - Koreans major holders of crypto Short term pain $ETH
BREAKING: Korea Exchange halted program selling for 5 minutes after KOSPI crashed -5%. This is the first sidecar triggered in almost 2 months.
Keep stacking
Digital asset treasuries (DATs) are stocking up on crypto this morning. - BitMine (BMNR): Added 12,532 ETH, bringing its holdings to 6.03 million ETH. - Strategy (MSTR): Purchased another 250 BTC for $21.5 million, bringing its total to 848,250 BTC. - DeFi Development Corp.
Thomas (Tom) Lee (not drummer) FundstratDirect.com retweeted
Digital asset treasuries (DATs) are stocking up on crypto this morning. - BitMine (BMNR): Added 12,532 ETH, bringing its holdings to 6.03 million ETH. - Strategy (MSTR): Purchased another 250 BTC for $21.5 million, bringing its total to 848,250 BTC. - DeFi Development Corp. (DFDV): Added approximately 22,070 SOL and SOL equivalents, bringing its treasury to 2.59 million SOL.
oool chart @jmhorp
Very exciting to update this chart with the 2025 data! Millennials at age 40 have about 60% more real net worth than Boomers did at age 40, and almost 100 percent more than Gen X
Thomas (Tom) Lee (not drummer) FundstratDirect.com retweeted
⚠️ Retail ignored crypto for 3 years. That ended this month
Wonderful story Luc God has blessed you
My story with God. I mostly talk markets on here, but today I want to share the story of the day I knew there was only one true King. I grew up in church. Had a great foundation of what a relationship with God was supposed to look like. Church on sundays. Bible study. Summer
Gurgavin highlighting something important ➡️ This is the rationale for momentum investing (different time frame) PS: Best performing macro asset in 3 Q26 was $ETH … what will lead in the final quarter of 2026? …hmmmm 🤔
1/ I WONDERED WHAT HAPPENS IF YOU JUST BUY THE BEST PERFORMING STOCK FROM THE YEAR BEFORE AND DO IT EVERY SINGLE YEAR SO I BACKTESTED IT GOING BACK 15 YEARS STARTING WITH $100 IN 2012: END RESULTS S&P 500 → $800 LAST YEAR'S WINNER → $176,114
Positive if true Higher oil prices has been a global source of inflation pressures and consumer misery
President Donald Trump said Sunday that Russia and Ukraine have agreed to an “energy ceasefire” effective immediately. bloomberg.com/news/articles/…
Positive development if correct
President Donald Trump said Sunday that Russia and Ukraine have agreed to an “energy ceasefire” effective immediately. bloomberg.com/news/articles/…
Thomas (Tom) Lee (not drummer) FundstratDirect.com retweeted
For me, one of the highlights of @token2049 was speaking with @FranklnTempletn CEO, Jenny Johnson, and the iconic Chairman of @BitMNR, @fundstrat. The message was clear: Wall Street is coming onchain. Jenny remains a trailblazer. Tom remains bullish. Excellent conversation with two of the leading pioneers in the institutional crypto arena.
Thomas (Tom) Lee (not drummer) FundstratDirect.com retweeted
Many investors fear that we're an AI bubble. @fundstrat’s Tom Lee sees two catalysts that could change that view: Q3 earnings and the midterms. The names in focus heading into them - live with Tom and @MarkNewtonCMT, Oct. 28 at 2 p.m. ET: research.fundstratdirect.com/top-stocks-ide…
Hope you saw us !!!
Hope you saw us !!!
🔔Tune in to @CNBCClosingBell today! @fundstrat's Tom Lee joins @TheJudgeCNBC at 3:10PM ET to discuss the latest market developments. 📺 Watch live on @CNBC!
Thomas (Tom) Lee (not drummer) FundstratDirect.com retweeted
🔔Tune in to @CNBCClosingBell today! @fundstrat's Tom Lee joins @TheJudgeCNBC at 3:10PM ET to discuss the latest market developments. 📺 Watch live on @CNBC!
@AndreasSteno Agree
Great chart 📈
Thomas (Tom) Lee (not drummer) FundstratDirect.com retweeted
Love the smell of fear in an early bull
Perfect storm today I guess. Oil up, yields up, stocks down, a bunch of fud, and traders being idiots as usual.
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