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Tom Lee Tracker (Not actually Tom)
@TomLeeTracker
Daily updates on Tom Leeโ€™s market insights/research, the Fundstrat GRNY ETF, and BMNR. | Not affiliated with Tom Lee, Fundstrat or BMNR.
๊ฐ€์ž… August 2025
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๐Ÿšจ TOM LEE ON THE FED DECISION TODAY: "I was happy to hear him say that he didn't think AI growth is necessarily inflationary."
๐Ÿšจ @Fundstrat CIO TOM LEE ON FED CHAIR KEVIN WARSH AND WHAT IT MEANS FOR MARKETS: "The Fed kind of rattled markets in September. Now we have a Fed that's committing to the same targets." The most important thing Warsh said: "I was happy to hear him say that he didn't think AI growth is necessarily inflationary." What that unlocks: "Now we can say good news is good news. You're gonna be in a position to say big beats are great because the Fed is not gonna try to slow AI growth."
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