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Published 29 Jul 2026, 15:20 UTC · fetched 19 Oct 2026, 13:39 UTC
Thomas (Tom) Lee (not drummer) FundstratDirect.com
@fundstrat
In reply to · 29 Jul 2026, 15:20 UTC · context given to the AI
3/ This is a new Fed, so markets have little visibility ahead of the meeting. This is what Warsh wants. - keep in mind, when markets lack visibility - the "event" itself restores visibility This could mean stocks trade better after the FOMC rate decision Especially given some firms like @Citadel called for a Fed hike...4/ We think this could allow AI "bottleneck" stocks to stabilize - $MU down -41% from its highs - Forward P/E now 5.372X, vs lt-avg of 6.524X - MU had a P/E of 12.628X in Nov So, a lot of fear is baked into the prices of these stocks https://t.co/47dCtkyzxOView original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Awaiting manual review
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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