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Expect AI stocks like Nvidia to rerate higher, says Fundstrat's Tom Lee
CNBC Television· 2025-12-15 11:57
Joining us now, Tom Lee, Funstrat, head of research. Tom, great to have you with us. Um, there's a lot of things to talk about with you in terms of the skepticism now around the AI trade, skepticism around Bitcoin.Are they in fact related, do you think. >> Uh, related, but not related. Yeah.You know, I I think the AI trade, I mean, it's been a juggernaut, and we know that the visibility for the next few years is really good, but now investors are just trying to figure out how much to discount. You know, wha ...
Can Bitcoin Reach $250,000 in 2026? The Answer Might Blow Your Mind.
Yahoo Finance· 2025-12-13 11:05
Group 1 - Bitcoin investors had high expectations for 2023, anticipating a price of $200,000 by December, but it is currently down almost 4% for the year and trading below $100,000 [1][8] - Wall Street analysts remain optimistic, with predictions of Bitcoin reaching $250,000 by the end of 2026, and J.P. Morgan projecting a price of $170,000 for next year despite a recent pullback [2] - Tom Lee from Fundstrat predicts Bitcoin could hit between $150,000 and $200,000 by early next year, with a long-term target of $250,000 by the end of 2026 [3] Group 2 - Institutional adoption is a key factor driving Bitcoin's potential price increase, as large investors and Wall Street banks continue to buy Bitcoin regardless of its current price [4] - Corporations are beginning to add Bitcoin to their balance sheets, with tech companies showing interest in accumulating Bitcoin as a treasury asset [5][6] - The U.S. government may also consider accumulating Bitcoin through a planned Strategic Bitcoin Reserve in 2026, further supporting demand [9]
X @CoinDesk
CoinDesk· 2025-12-12 21:28
🔥 Most Influential: @fundstratA longtime fixture on Wall Street, Tom Lee’s pivot to crypto comes as the traditional finance industry is increasingly embracing digital assets.@willcanny99 reports:https://t.co/glJYeB2FIF https://t.co/FkpuZnBJ5e ...
Why Fundstrat's Lee expects the S&P to hit 7,700 by end of 2026
CNBC Television· 2025-12-11 20:39
this record- setting rally and how far stocks can go. Let's ask Tom Lee. He is Funstrat's head of research, a CNBC contributor.He's with me at Post 9 because he is out with his 2026 outlook for stocks. Thanks for sharing it with us first. We appreciate you for that.So, let's get right to it. So, we're going to 7700. That's the headline. So, that's pretty decent year in in the year ahead.Not quite as robust as we had this year. Why that target. >> Uh well, we're three years of 20% gains because the S&P proba ...
X @Lookonchain
Lookonchain· 2025-12-11 00:50
Tom Lee(@fundstrat)'s #Bitmine just bought another 33,504 $ETH($112.06M) over the past 6 hours.https://t.co/EDHtiwjyaohttps://t.co/adab0TBF5P https://t.co/E7XJTejGZb ...
X @TylerD 🧙♂️
TylerD 🧙♂️· 2025-12-10 14:31
Farokh x Tom Lee is live 🎬Some are saying ETH has been up only since this interview was recorded. Listen and find out why...Farokh (Perma/Bull) (@farokh):My full interview with Tom Lee (@Fundstrat) which he called one of his favorite convos ever!We spoke about his experience in emerging technologies, the crypto supercycle, his family and background and of course, Ethereum.Timestamps:03:00 - Who is the real Tom Lee?06:54 - https://t.co/LRmjSkJtwO ...
X @Decrypt
Decrypt· 2025-12-10 14:10
RT Farokh (Perma/Bull) (@farokh)My full interview with Tom Lee (@Fundstrat) which he called one of his favorite convos ever!We spoke about his experience in emerging technologies, the crypto supercycle, his family and background and of course, Ethereum.Timestamps:03:00 - Who is the real Tom Lee?06:54 - Tom Lee’s first 100x trade08:52 - Trading advice to young traders10:48 - Is Crypto still a profitable trade?16:00 - How did Fundstrat and the Tom Lee brand come to life?22:07 - Crazy 90’s trading stories26:20 ...
X @CoinDesk
CoinDesk· 2025-12-09 17:35
RT CoinDesk Podcast Network (@CoinDeskPodcast)📊 @fundstrat's BitMine Immersion added 138,500 ETH last week, lifting its treasury to 3.86M ETH, more than 3.2% of the circulating supply.@jennsanasie brings you "Chart of the Day," presented by @cryptocom. https://t.co/YJWzGU6nnG ...
Popular analyst says you're ignoring 6 reasons behind stock market's next move
Yahoo Finance· 2025-12-08 18:29
Tom Lee has had a front row seat to more than a fair share of stock market pops and drops. Lee, a veteran Wall Street analyst who has tracked the stock market since the 1990s, is the founder of Fundstrat, a respected equity research firm that advises money managers and high-net worth investors. His extensive stock market experience means he has navigated the internet boom and bust, the Great Recession, the Covid pandemic, and 2022's bear market. Those experiences taught him valuable investing insights abo ...
Famed Investor Mike Alfred Claims Bitcoin Will Hit $315,000, Harvard Boosts Bitcoin Investment 2-To-1 Over Gold
Yahoo Finance· 2025-12-08 09:47
Core Insights - Bitcoin's long-term bullish narrative has gained optimism with Mike Alfred predicting a price surge to $315,000, following Harvard University's significant increase in Bitcoin exposure [1][3][4] - Analysts have expressed a more cautious outlook due to changing market liquidity and on-chain indicators [2] Mike Alfred's Bitcoin Forecast - Mike Alfred, a technology investor, has set a price target of $315,000 for Bitcoin and $20,000 for Ethereum, suggesting the recent rally marks the start of a new bullish cycle [3] - Alfred believes Bitcoin has not been in a bull market since 2021 and is now entering a "stage 1 uptrend" [3] - He has added long positions and does not anticipate new lows in this cycle, describing bearish forecasts as "bear porn" [4] Harvard University's Investment Strategy - Harvard University increased its Bitcoin holdings from $117 million to $443 million in Q3, while also expanding its gold ETF holdings from $102 million to $235 million [4][5] - This allocation shift indicates that legacy institutions are preparing for currency-debasement risks, with Harvard opting for a 2-to-1 allocation to Bitcoin over gold [6][7] Broader Market Sentiment - Alfred's forecasts align with a trend of optimistic projections from other market participants, including Fundstrat's Tom Lee, who predicts Bitcoin could reach $250,000 soon [8] - Lee also suggested Ethereum could reach $62,000, indicating a belief in its undervaluation [8] - Previous bullish predictions have seen significant increases, with Alfred's forecast rising from $200,000 to $315,000 in less than a month [8]