Published 10 Jul 2026, 18:29 UTC · fetched 20 Oct 2026, 05:28 UTC
Thomas (Tom) Lee (not drummer) FundstratDirect.com
@fundstrat
We remain bullish near-term so we are buying the pullback in Semis, Memory and momentum $MTUM $DRAM $SMH - the structural AI story intact = upside to EPS Great speaking with @MorganLBrennan on @CNBCMorningCall @@FundstratDirect @FundstratCap @BitMNR $BMNR $BMNP Morning Call Sheet: AI trade, tech rotation and oil keep markets on edge https://t.co/A4tekhXRrCView original on X ↗
Deterministic: the same prices and policy always give the same result
r = 63.37127554000258 / 63.273718294331026 − 1 = +0.15%d × r = +0.15% against a neutral band of ±5.00% → neutralOnly the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
Uses only text available at publication time
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