Tom Lee Tracker (Not actually Tom)
@TomLeeTracker
Daily updates on Tom Leeโs market insights/research, the Fundstrat GRNY ETF, and BMNR. | Not affiliated with Tom Lee, Fundstrat or BMNR.
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August 2025
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๐จ TOM LEE ON SUPERINTELLIGENCE/AI:
"ChatGPT is basically crossing its 3rd anniversary. I think we're so early in this AI trade that it's understandable for people to be worried" ๐
๐จ $BMNR BITMINE CHAIRMAN TOM LEE @fundstrat ON WHY THE AI SELL-OFF IS A "COILED SPRING":
"This is what I view as a coiled spring because the fundamentals have been holding in"
His history lesson:
"In 1997, 3 years after the launch of the public internet... Cisco, which was the biggest stock at the time, had a massive 50% drawdown... went down to 5, a year later was 18"
Why it's the same setup:
"Alan Greenspan was saying we had irrational exuberance, and then later kind of hinted at preemptive hikes, not too dissimilar to today"
His bottom line:
"ChatGPT is basically crossing its 3rd anniversary. I think we're so early in this AI trade that it's understandable for people to be worried" ๐
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