Rich Lee

As Chief Investment Strategist and Head of Investment Solutions as Advisors, I also serve as a Portfolio Manager. I contribute regularly to CNBC.

[Rich Lee @Pickupman76]

Buy all: Strong AI tailwinds. $GOOGL, $META, $AMZN, $MSFT lead cloud/ads. $AVGO, $NVDA, $MU dominate chips/memory. AI capex boom continues. Long-term holds.
Disclaimer: Not financial advice. DYOR, markets volatile.

[Rich Lee @Pickupman76]

Buy $GEV and $COF. GE Vernova rides AI-driven power surge with robust orders and Buy ratings. Capital One delivers strong earnings, Discover integration gains, and attractive valuation. Solid long-term picks.#GEV #COF

[Rich Lee @Pickupman76]

Bullish on both. $QQQ (tech-heavy Nasdaq) has outperformed SPY (S&P 500) strongly in 2026 thanks to AI momentum, up ~40% vs ~25% recently
$SPY offers broader stability and dividends. Long-term, both look solid, but tilt toward QQQ for growth if you tolerate higher volatility.

[Rich Lee @Pickupman76]

Strong Buy on both $GE & $IBM! GE Aerospace leads with robust aviation demand, raised FY26 EPS outlook & analyst price targets ~$400. IBM offers steady AI/cloud growth & solid dividends. Diversify in these quality names for long-term gains.#GE #IBM

[Rich Lee @Pickupman76]

$NVDA:Current ~$203. Analysts' avg target $305 (50% upside). AI chip demand robust; long-term growth solid despite volatility.#NVDA
$CRWD:Current ~$203. Avg target ~$190-200 (flat/slight downside). Cybersecurity leader but recent incidents weigh; watch recovery.#CRWD

[Rich Lee @Pickupman76]

$SPCX:Buy the dip—strong long-term upside to $200+ on Starship success. Volatile post-IPO.#SPCX
$TSLA:Hold/buy ahead of earnings. Robotaxi/Optimus potential strong, but watch volatility.#TSLA

[Rich Lee @Pickupman76]

$OUST：Trading ~$35-37. Strong Buy consensus, avg target $50-52 (40%+ upside). Lidar growth strong—bullish long-term. #OUST
$MSFT:Near $390-400. Buy rating, avg target ~$550-560 (40% upside). AI/cloud leader remains solid. #MSFT

[Rich Lee @Pickupman76]

$IREN #IREN Strong buy-the-dip play. Iris Energy pivoted from BTC mining to renewable AI data centers with huge Microsoft/NVIDIA deals and 5GW pipeline. Volatile but high-upside AI/cloud growth at current ~$33 levels.

[Rich Lee @Pickupman76]

$AAPL Buy/Hold near highs. Strong services/AI tailwinds, up ~17% YTD, trading ~$327 with $365 targets. Watch $317 support; earnings July 30 could drive upside. Risk: valuation premium & China demand. Long-term bullish.#APPL

[Rich Lee @Pickupman76]

$SNDK: Volatile but strong AI/memory momentum; recent pullback offers entry. Bullish near-term on demand.
$GE:Solid Buy. Engine orders, aftermarket growth support upside to ~$400+ targets.

That's all. Please make your choices carefully, everyone.

[Rich Lee @Pickupman76]

$SNDK pulling back sharply on profit-taking after massive NAND rally, but AI demand remains strong with supply constraints. $AMZN AWS accelerating on cloud/AI infra spend—positioning for breakout. Staying constructive on both. LT winners.

[Rich Lee @Pickupman76]

Market breadth improving as banks deliver stellar 2Q results - $BAC crushing it with strong NII, fees & credit. Solid economy backdrop. Buying dips in quality names. $SPY eyes new highs. Thoughts?

[Rich Lee @Pickupman76]

$SPX Markets showing resilience amid volatility. $SPX up nicely on tech strength—watch earnings closely. Buy dips in quality names. Stay disciplined!

[Rich Lee @Pickupman76]

Something’s brewing under the surface 🧐

The Fear & Greed Index just dropped to 24.8 — lowest since early April. That’s deep into “Extreme Fear” territory, even though the S&P 500 is only -3.7% from its peak.

For context, it hit 5.8 in March and 5.2 last November.

[Rich Lee @Pickupman76]

Just dropped: The Kobeissi Letter for June 29th week. Check it out here👇

https://t.co/qLKR8ADcdq

Also, our Chart of the Week is out. See it or sign up for free at the link below👇

https://t.co/U7yMjcW9wg

[Rich Lee @Pickupman76]

Tech stocks are experiencing historically high volatility right now. 📉

The gap between the Nasdaq 100 volatility index ($VXN) and the regular VIX has hit 12 points—the widest in over 23 years. It's more than tripled since May.

Since then, $VXN surged 43%, while the VIX o

[Rich Lee @Pickupman76]

Wait, let me get this straight. Venezuela’s earthquake shuts down their oil, and Trump responds by hitting Iran and ending peace talks, cutting off even more oil? 🤔

[Rich Lee @Pickupman76]

Breaking: Trump just picked Lance Schroyer to head up ICE.

[Rich Lee @Pickupman76]

Breaking: US reportedly hitting Iran with strikes

Wow, this is huge. Let's see what happens next.

[Rich Lee @Pickupman76]

Market’s been so dull lately.

Trump though? 🍿