Tom Lee Tracker (Not actually Tom)(@TomLeeTracker):🚨 TOM LEE ON AI: "I don't think there's too much money being thrown at AI today..." "Artificial Intelligence is a MORE important infrastructure build arguably than mobile, and it's about the same dollars."

Tom Lee Tracker (Not actually Tom)@TomLeeTracker

2026.10.31 17:23

🚨 TOM LEE ON AI: "I don't think there's too much money being thrown at AI today..." "Artificial Intelligence is a MORE important infrastructure build arguably than mobile, and it's about the same dollars."

WOLF Terminal@WOLF_Terminal

2026.10.31 11:30

🚨 $BMNR BITMINE CHAIRMAN TOM LEE @fundstrat ON WHY HE'S BUYING THE TECH SELL-OFF: "I think we're near the end stages of the sell-off, because it's become a consensus short to be shorting tech" What changed: "The Fed, quite hawkish, now it's flipping potentially dovish, and interest rates, which were touching 5, people fearing 6%, are now back below 5%" On the AI spending fears: "I don't think there's too much money being thrown at AI today... AI is a more important infrastructure build arguably than mobile, and it's about the same dollars" The risks left: "Debt markets are kind of closed at the moment, and of course, the uncertainty about the war" 👀