Tom Lee: This is the most hated V-shaped rally
CNBC Televisionยท2025-10-06 11:52
All right. So, Tom, we said this a bunch of time. The markets seem to be shrugging off the shake the the shutdown uh valuation concerns.What do you think is going on. Why do investors just continue to feel confidence. >> Uh well, Frank, I think there's two underlying fundamental drivers for the economy.You know, one is that we we know there's a a tremendous capex tailwind from AI. And the second is that the Fed's been on hold for 9 months and it's kept the ISM below 50 for now 31 months and the Fed's dovish ...