Independent Financial Advisor. My practice is in Colleyville, TX. Married with twin daughters! Love my family, wakeboarding, horse racing, and the market!
The world’s first anti-aging gene therapy has been injected into a human for the first time. In June 2026, Boston-based Life Biosciences announced that the first patient received a dose of their experimental therapy ER-100 in a Phase 1 clinical trial.
The treatment uses partial epigenetic reprogramming by delivering three Yamanaka factors (OCT4, SOX2, and KLF4) to restore aged or damaged cells to a more youthful state. It is currently being tested as an injection into the eye for age-related optic neuropathies, including open-angle glaucoma and non-arteritic anterior ischemic optic neuropathy (NAION).
This milestone marks the first time partial cellular reprogramming technology has been administered to a human. While the current trial focuses on safety and vision outcomes in the eye, it represents a major step toward broader anti-aging applications.
[Life Biosciences. (2026). Life Biosciences Announces First Patient Dosed in Phase 1 Trial of ER-100 for Optic Neuropathies. Company Press Release, June 9, 2026]
The AI-Revolution is heavily compute constrained.
Hyperscalers are paying billions of dollars to accalerate the buildout.
These are the best positioned businesses across the AI-Infrastructure buildout stack.
Layer 1: Data centers
- $CRWV
- $IREN
- $ORCL
Top pick: $NBIS
Layer 2: Connectivity
- $AOI
- $ALAB
- $LITE
Top pick: $CRDO
Layer 3: Energy
- $OKLO
- $FLNC
- $EOSE
Top pick: $BE
Layer 4: Supply Bottlenecks
- $AXTI
- $IQE
- $COHR
Top pick: $WOLF
Layer 5: Thermal Management
- $NVT
- $MOD
- $PH
Top pick: $VRT
What are your top picks?
Tom Lee expects the rally to continue through June, led by software companies and AI beneficiaries.
But from late June to October, he sees a correction that could feel like a bear market.
Why?
• Potential IPOs from SpaceX, OpenAI, and Anthropic could absorb significant liquidity.
• The market will test Kevin Warsh’s inflation framework.
• Midterm election seasonality has historically been a headwind.
Tom compares it to the February-April pullback:
The S&P 500 fell just 9%, but many individual stocks dropped 50%+.
His view: the stocks that have run the hardest are the most vulnerable.
Long term, he’s still extremely bullish:
‘From October, I think that’s when a very strong rally starts.’
Tom Lee still thinks we a see a three pronged market this year with a more unstable market leading up to October.
He still thinks the S&P 500 will see 7,700+ this year.
The stock market is in what I believe is a historic,final parabolic leg of a 44 yr secular bull market.I am raising some of my targets as follows: SPX 10,000, Nasdaq Comp 36,000, DJIA 67,000, RUT 4000, QQQ 950, SMH 800, gold $7000 & silver $200. My other targets remain unchanged.
$META someone loaded up $16,300 on 0DTE 620C
5 minutes later $META announced they're rolling out paid subscriptions
They person turned $16,300 into $5,100,000+ in 10 minutes
Insider Trading is a very evil thing.
TOM LEE SAYS $2 TRILLION OF SPACEX STOCK UNLOCKS 90 DAYS AFTER THE IPO
- Cites Paul Tudor Jones using the same setup to call the 1999 top
- SpaceX, OpenAI, and Anthropic IPOs could total $4 trillion combined
- That's 5 to 7% of the entire S&P 500 in new supply hitting the market
In investor meetings (e.g., with JP Morgan), Micron management (including Micron $MU CBO Sadana) reiterated they can only meet 50-66% of key customers' medium-term bit demand. Demand is expected to exceed supply even as new greenfield capacity ramps gradually in 2027–2028.
Morgan Stanley and JPMorgan have started revaluing Micron using forward P/E multiples instead of P/B. While still cautious, they are now scrutinizing the quality of long-term agreements (LTAs), especially clauses regarding customer default liability and contract protections.
This mirrors the re-rating experience TSMC went through earlier. These moves further validate our previous outlook on memory stock valuation re-rating. We believe a major re-rating to 15x P/E or above is highly likely in Q4 2026 or Q1 2027.
STOP AND LOOK AT THIS CHART
This is the Dotcom bubble OVERLAID on today's S&P 500
The overlap is almost perfect - every peak, every bounce, every fake recovery
Do you still think this time is different?
Look, I know none of this stuff matters anymore. But my G*d.
This will be the 4th time the S&P 500 $SPY has hit a record high while 5% of its members fall to 52-week lows.
1. July 1929
2. January 1973
3. December 1999
4. Today
We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK, $WDC
Photonics ~ $AAOI, $AEHR, $LITE, $MRVL
The current phase is Neo Cloud/AI infrastructure:
$IREN, $NBIS, $CRWV, $CIFR, $APLD
Next wave (many will miss)
Rare Earths ~ $USAR, $MP, $UUUU, $FCX
Power & Cooling~ $VRT, $CEG, $OKLO, $OSS
Finally it all concludes with these 3 sectors:
Robotics ~ $TSLA, $PATH, $SERV
Space ~ $RKLB, $ASTS, $PL, $LUNR
Drones ~ $ONDS, $AVAV, $LMT
Many will make generational wealth from this AI super cycle over the next 7 months.
Save this to look back on later…
TOM LEE SAYS 2027 COULD BE ONE OF THE BIGGEST RALLIES OF OUR LIFETIME
- S&P 7,300 was aspirational, still fuel for more upside
- Two late-year risks: a new Fed chair and a petroleum shortage
- Sees the market exiting 2026 at 7,700 or higher
Paul Tudor Jones predicted the 1987 crash, made $100 million, then spent years trying to destroy this footage
you will watch him lose $6 million in one afternoon, sit in his chair and say "total devastation" then make it all back with 100% interest
This documentary will change how you think about risk forever
Bookmark & watch it. Then read the post below - $90 billion from being right just 54% of the time↓
@fatbaldguyracin@ThruTheBridle I had a $500 exacta on the Crude Velocity race. Only regret is that I didn’t have it for $1,500! Lol! For sure the only big bet I cashed all weekend.