The Bull Case

[Physics In History @PhysInHistory]

Richard Feynman on string theory ✍️

[Physics In History @PhysInHistory]

Sir Isaac Newton worked 7 days a week, 18 hours a day. He had given up his personal life, he probably never had any intention of getting married or raising a family. He wanted to devote all his life to the works of science and the pursuit of mathematics and so he did.

[Shay Boloor @StockSavvyShay]

$NVDA CEO Jensen Huang says $MU, Samsung and SK Hynix are all “in production” on HBM4 for Vera Rubin

Nvidia now has all three major memory suppliers lined up for its next-generation AI platform.

[The Bull Case @thebullcase]

@ramahluwalia @LumidaWealth I am also Interested and also have CFA charter but based in India. Is it possible?

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

Perspective: $SPY S&P 500 survived 6 “EPS destroying” events and thrived

- if this was a stock, P/E would expand
- not expecting 6 “black swans” next 5 years

Black swans:
- COVID
- supply chain shock
- inflation surge
- fastest Fed hikes ever
- tariff Armageddon
- US bombs Iran

@fs_insight @FundstratCap @BitMNR $BMNR $GRNY

[amit @amitisinvesting]

I sat down with Tom Lee, Managing Partner & Head of Research at Fundstrat Global Advisors, to discuss the beginning of a new bull rally, why institutions didn't buy the dip, and the future of retail investing.

Tom is one of the most down-to-earth and humble people I have ever met.

His perspectives on analyzing the macro while also diving deeper into the nuances of AI, technology, and innovation creates a fundamentally differentiated point of view — backed by evidence, which has changed the financial future for millions across the world that listened to him over the mainstream consensus.

Tom is a very busy person so I deeply appreciated him sitting down and sharing his perspectives. Thank you again @fundstrat for taking the time!

Timestamps:

00:00 - Giving Flowers
02:07 - Fundstrat's Big Bet in 2014
04:47 - The Pressure of Tom's Influence
05:59 - Should The Fed Be Cutting?
12:11 - Why Didn't Institutions Buy The Dip in April?
16:22 - Tom's Institutional Conversations
20:37 - Tesla & Valuation
24:43 - Tom's New Ethereum Treasury
33:34 - Tom's Favorite Things & his day to day life

[The Bull Case @thebullcase]

@AravSrinivas Claude

[The Bull Case @thebullcase]

@AskPerplexity what is happening about DOGE?

[The Bull Case @thebullcase]

@StockSavvyShay She has been saying this from a long time and keep extending the date

[The Bull Case @thebullcase]

@BillAckman Will the live questions be allowed?

[The Bull Case @thebullcase]

@StockSavvyShay How do you do stock research? Are there any third party services you use for that

[The Bull Case @thebullcase]

@MrRichProfessor @grok

[The Bull Case @thebullcase]

@kaitrump What are you studying and what do you want to do in your life?

[The Bull Case @thebullcase]

@elonmusk We will create artificial humans using ectogenesis

[The Bull Case @thebullcase]

@MMMTwealth But look at it’s profit margin. It has huge cost and not enough pricing power even though it is a monopoly.

[The Bull Case @thebullcase]

@CathieDWood @Tesla @elonmusk @SpaceX @X @xai Is there any ETF for this

[Cem Karsan 🥐 @jam_croissant]

since December 1999…

Gold > stocks
Gold > bonds

🏆👑🥇

[The Bull Case @thebullcase]

@BillAckman Sounded a bit tough, but without gettting degrees from Ivy League, it would be even harder

[The Bull Case @thebullcase]

@fundstrat @fs_insight What type of valuation analysis you do is against common sense of many wall street analysts @fundstrat