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Tom Lee Calls Bottom on AI Stock Selloff, Citing Tight Supply and Crypto Resilience

TLDR — The Fundstrat strategist says constraints on AI spending have slowed growth without ending the boom, while crypto’s response to the Binance hack suggests sellers may already be exhausted.

Signal data▼ Bearishconfidence 90%High materiality
AssetEventexchange-incidentEvent timeAttention0 readers/hrNormalSmart readers0

The Fundstrat strategist says constraints on AI spending have slowed growth without ending the boom, while crypto’s response to the Binance hack suggests sellers may already be exhausted.

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