Fundstrat Direct

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[Fundstrat Direct @FundstratDirect]

Ondo Finance is a client of Fundstrat and receives Fundstrat's published research reports. Ondo Finance has commissioned Fundstrat for a specific research project and has permissions to distribute. This event and reports included are intended for research and educational purposes. Full disclosures available here: https://t.co/m8yuinFvFc

[Fundstrat Direct @FundstratDirect]

A prime broker holds your assets, pays on your cash balance, clears trades, and lends against your portfolio.

Can that be rebuilt onchain? Free report from Fundstrat crypto team: https://t.co/6Elc9JCEGY

[Fundstrat Direct @FundstratDirect]

Ondo Finance is a client of Fundstrat and receives Fundstrat's published research reports. Ondo Finance has commissioned Fundstrat for a specific research project and has permissions to distribute. This event and reports included are intended for research and educational purposes. Full disclosures available here:https://t.co/m8yuinFvFc

[Fundstrat Direct @FundstratDirect]

Tokenized stocks grew ~710% in a year to $4.6B. Ondo Stocks went from ~$300M a month after launch to $1.34B.

The Fundstrat crypto team break down how @Ondo is building toward an onchain prime brokerage. Free report:https://t.co/rkC2tNI0PY

[Fundstrat Direct @FundstratDirect]

Ondo Finance is a client of Fundstrat and receives Fundstrat's published research reports. Ondo Finance has commissioned Fundstrat for a specific research project and has permissions to distribute. This event and reports included are intended for research and educational purposes. Full disclosures available here: https://t.co/m8yuinFvFc

[Fundstrat Direct @FundstratDirect]

How investors can access a portfolio strategy through a single token?
@SeanMFarrell sits down with @Ondo President & Acting CEO @iandebode, and Head of Distribution & Partnerships @JohnHoffman2038 on Thursday, Nov 19 at 11:30 a.m. ET.
Register for free: https://t.co/IdPYLNQ6nJ

[Fundstrat Direct @FundstratDirect]

$QQQ rallied more than 3.5% on Monday, recovering a good portion of last week’s decline.
@MarkNewtonCMT says it still wasn’t enough to call the downtrend broken, and tech indices haven’t recorded any exhaustion yet.
So when does he see the low? Full video:https://t.co/YjTvuSTrCL

[Fundstrat Direct @FundstratDirect]

As an investor, what is your view on steelmakers?

[Fundstrat Direct @FundstratDirect]

“I think that this is more proof that last week was the low.” said Tom Lee on @CNBCClosingBell
See the whole picture – then get the full scoop on what’s next for 2027. @fundstrat lays it out in his Outlook webinar on Nov 30. Register here:https://t.co/YoEdnBPgP6

[Fundstrat Direct @FundstratDirect]

LIVE SOON: @fundstrat on @CNBCClosingBell with @TheJudgeCNBC🔔

[Fundstrat Direct @FundstratDirect]

AI stocks sold off after the midterms. Now what?
@Fundstrat’s Tom Lee breaks it down on🔔@CNBCClosingBell today at 3PM ET

[Fundstrat Direct @FundstratDirect]

@Martini_19999 @fundstrat Can't wait!😁

[Fundstrat Direct @FundstratDirect]

📢The year is winding down, and our biggest webinar of 2026 is almost here! @fundstrat's Tom Lee presents his 2027 Market Outlook live Mon, Nov 30, 3PM ET:
• 2027 S&P 500 price target
• Sectors he favors
• Macro forces ahead + signals to watch
• Live Q&A!
Save your seat:https://t.co/Rr4mlnkqra

[Fundstrat Direct @FundstratDirect]

“@Apple wasn’t even in the first wave of internet and mobile.”

@fundstrat’s Tom Lee on @ProfGMarkets with @edels0n on whether @OpenAI or @AnthropicAI – or some other company – will be the biggest beneficiary of the AI boom.

[Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat]

US Tech/AI are among the best managed and most capable biz

- blue tsunami 🧢🌊 is another macro shock

[Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat]

More importantly, AI/Technology companies have proven their resilience and ingenuity in dealing with multiple macro and policy shocks:

➡️ COVID-19
➡️ Fastest Fed hikes ever (2022)
➡️ Tariff Liberation Day (2025)
➡️ US-Iran War (2026)

➡️ Blue Tsunami 🧢🌊

And every time, AI/Tech cos found a way to grow and prosper

[Fundstrat Direct @FundstratDirect]

The Japanese word for crisis, Ke-Ke, is made up of two words: danger and opportunity.

@fundstrat’s Tom Lee said yesterday in his Macro Minute that investors tend to focus on the “danger” in a crisis and then later chase the “opportunity.” He outlined why they should avoid that strategy this time around, even though tech stocks have been dropping sharply.

Watch his reasoning in yesterday’s Macro Minute:https://t.co/aGVuSlFHfK