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Expect AI stocks like Nvidia to rerate higher, says Fundstrat's Tom Lee
Youtubeยท 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 ...