Tom Lee Tracker (Not actually Tom)(@TomLeeTracker):TOM LEE SAYS THE TECH SELLOFF IS NEARING ITS END AND HE WOULD BUY THE DIP @fundstrat believes several major market headwinds are fading while AI investment remains justified: - AI infrastructure spending is not excessive, with mobile networks and roadways each requiring roughly $25 trillion in investment - Shorting tech has become a consensus trade, suggesting the selloff may be in its final stages - Interest rates have fallen back below 5% and the Fed could turn dovish, although debt market restrictions and war uncertainty remain risks

Tom Lee Tracker (Not actually Tom)@TomLeeTracker

2026.10.30 15:12

TOM LEE SAYS THE TECH SELLOFF IS NEARING ITS END AND HE WOULD BUY THE DIP @fundstrat believes several major market headwinds are fading while AI investment remains justified: - AI infrastructure spending is not excessive, with mobile networks and roadways each requiring roughly $25 trillion in investment - Shorting tech has become a consensus trade, suggesting the selloff may be in its final stages - Interest rates have fallen back below 5% and the Fed could turn dovish, although debt market restrictions and war uncertainty remain risks