Tom Lee Tracker (Not actually Tom)

TOM LEE AND BITMINE $BMNR JUST UPDATED THEIR ETHEREUM HOLDINGS Here are the updated holdings: - 6.05 million $ETH up from 6.04M on October 19th - 215 Bitcoin $BTC - $514M cash - $180M stake in Beast Industries - $76M stake in Eightco $ORBS Tom Lee and BMNR now own 4.95% of the total Ethereum supply, 99% of the way to their 5% target

TOM LEE SAYS THE TECH SELLOFF IS NEARING ITS END AND HE WOULD BUY THE DIP @fundstrat believes several major market headwinds are fading while AI investment remains justified: - AI infrastructure spending is not excessive, with mobile networks and roadways each requiring roughly $25 trillion in investment - Shorting tech has become a consensus trade, suggesting the selloff may be in its final stages - Interest rates have fallen back below 5% and the Fed could turn dovish, although debt market restrictions and war uncertainty remain risks

🚨 TOM LEE ON ETHEREUM: "In the next 12 months, I think $ETH will have much higher prices than 10,000"

TOM LEE EXPECTS A HUGE INSTITUTIONAL ROTATION INTO CRYPTO IN Q4 @fundstrat believes institutional investors remain significantly underexposed to crypto despite its strong performance: - Financial institutions are recommending crypto allocations ranging from 2% to 10%, yet the vast majority of institutional investors still have no exposure - Ethereum ethereum:native surged 65% in Q3, while the S&P 500 $SPX was roughly flat, according to Lee - With institutional allocations still low, Lee expects a massive rotation into crypto during the fourth quarter

TOM LEE SAYS AI FUNDING CONCERNS ARE PREVENTING A BUBBLE FROM FORMING @fundstrat believes tighter credit markets are introducing discipline into the AI industry: - Rising funding costs are forcing greater financial discipline, preventing excessive investment from creating a bubble - AI debt issuance is equivalent to 50% of Treasury issuance, highlighting the enormous scale of funding needs - Credit default swaps have widened, signalling higher perceived default risk, while AI debt issuance has already declined, creating a natural check on spending

TOM LEE SAYS OPENAI JUST ACCOUNTED FOR 81% OF ALL MATH DISCOVERIES FROM THE PAST THREE YEARS @fundstrat calls the latest breakthroughs in artificial intelligence "otherworldly": - OpenAI reportedly solved 771 mathematical problems, representing 81% of all math discoveries over the past three years, according to Lee - Each model took an average of just three hours to accomplish the work - The breakthrough was so substantial that many mathematicians were reportedly upset by the results

TOM LEE SAYS STOCKS COULD RALLY STRONGLY AFTER THE MIDTERM ELECTIONS @fundstrat believes the current market uncertainty is creating a buying opportunity: - Defensive sectors like healthcare, staples, utilities, and waste services are rallying, signalling investors are nervous - Tech stocks appear to be reaching key support levels, according to Mark Newton - The next few weeks of risk-off trading could offer a buying opportunity before a broad and powerful post-midterm rally

TOM LEE SAYS HYPERLIQUID $HYPE COULD GO PARABOLIC IF ITS DAT REACHES 50% OF SUPPLY @fundstrat explains how digital asset treasuries could drive massive crypto price increases: - DATs trading below NAV allow investors to gain crypto exposure at a discount, like buying $85,000 worth of Bitcoin $BTC for $60,000 - DATs trading above NAV can raise capital to buy more crypto, removing supply from the market and potentially driving prices higher - A Hyperliquid-focused DAT already owns 14% of HYPE's supply and continues buying, with Lee suggesting the token could go parabolic if that share reaches 50%

TOM LEE SAYS STOCKS COULD RALLY VERY STRONGLY AFTER THE MIDTERM ELECTIONS @fundstrat believes the current market uncertainty is creating a buying opportunity: - Defensive sectors like healthcare, staples, utilities, and waste services are rallying, signalling investors are nervous - Tech stocks appear to be reaching key support levels, according to Mark Newton - The next few weeks of risk-off trading could offer a buying opportunity before a broad and powerful post-midterm rally Traders see a 72% chance of the S&P 500 $SPX reaching 8,000 by year-end.

🚨 TOM LEE ON THE FED DECISION TODAY: "I was happy to hear him say that he didn't think AI growth is necessarily inflationary."

GOOGLE $GOOGL JUST REPORTED EARNINGS

Azure is now Microsoft's $MSFT largest business segment

TOM LEE SAYS BITMINE $BMNR EXECUTED THE LARGEST SHARE BUYBACK IN CRYPTO HISTORY @fundstrat explains how the buyback marked a turning point for BitMine and what could come next: - BitMine repurchased 21 million shares for $350 million in July, marking what he calls the largest buyback in crypto history - The buyback marked the bottom for BitMine's stock, which nearly doubled in price just one month later - With a massive balance sheet, BitMine could capitalize on opportunities in tokenization, AI, and compute during the next crypto cycle

BEAR WEEKS, RED CANDLES, PANIC HEADLINES. TOM LEE AND BITMINE $BMNR ADDED ETHEREUM ethereum:native THROUGH ALL OF IT, EVERY SINGLE WEEK Here's how much Ethereum they've added each time they've given an update: 10/26 - +10,452 ETH 10/19 - +12,535 ETH 10/12 - +12,532 ETH 10/5 - +15,112 ETH 9/28 - +17,362 ETH 9/21 - +27,562 ETH 9/14 - +27,180 ETH 9/8 - +28,086 ETH 8/31 - +53,501 ETH 8/24 - +32,447 ETH 8/17 - +9,926 ETH 8/10 - +7,425 ETH 8/3 - +10,399 ETH 7/27 - +9,946 ETH 7/20 - +7,430 ETH 7/13 - +27,801 ETH 7/6 - +42,197 ETH 6/29 - +27,084 ETH 6/22 - +52,207 ETH 6/15 - +76,877 ETH 6/8 - +126,971 ETH 6/1 - +26,497 ETH 5/26 - +111,942 ETH 5/18 - +71,672 ETH 5/11 - +26,659 ETH 5/4 - +101,745 ETH 4/27 - +101,901 ETH 4/20 - +101,627 ETH 4/13 - +71,524 ETH 4/6 - +71,252 ETH 3/30 - +71,179 ETH 3/23 - +65,341 ETH 3/16 - +60,999 ETH 3/9 - +60,976 ETH 3/2 - +50,928 ETH 2/23 - +51,162 ETH 2/17 - +45,759 ETH 2/9 - +40,613 ETH 2/2 - +41,787 ETH 1/26 - +40,302 ETH 1/20 - +35,268 ETH 1/12 - +24,266 ETH 1/5 - +32,977 ETH 12/29 - +44,463 ETH 12/22 - +98,852 ETH 12/15 - +102,259 ETH 12/8 - +138,452 ETH 11/30 - +96,798 ETH 11/24 - +69,822 ETH 11/17 - +54,156 ETH 11/10 - +110,301 ETH 11/3 - +82,353 ETH 10/27 - +77,055 ETH 10/20 - +203,826 ETH 10/13 - +202,037 ETH 10/6 - +179,251 ETH 9/29 - +234,846 ETH 9/22 - +264,378 ETH 9/15 - +82,233 ETH 9/8 - +202,469 ETH 9/2 - +153,075 ETH 8/25 - +190,526 ETH 8/18 - +373,110 ETH 8/11 - +317,126 ETH 8/4 - +208,137 ETH 7/28 - +58,224 ETH 7/24 - +266,119 ETH 7/17 - +137,515 ETH 7/14 - +163,142 ETH

🚨 TOM LEE ON $ETH ETHEREUM: "It's been in the same price for 5 years. And as you guys know, the longer the base, the bigger the breakout"

TOM LEE SAYS TECH, SOFTWARE, AND CRYPTO ARE A COILED SPRING READY TO RALLY @fundstrat believes the broader market is presenting major buying opportunities: - NVIDIA $NVDA, the Magnificent 7, and AI memory stocks are being sold because they're easy to short, but could be nearing a bottom - Software and crypto also look attractive, with the broader cyclical trade offering significant upside potential - Financial stocks have yet to rally despite falling interest rates, while underlying fundamentals remain resilient

I just used the new Aries Infinite canvas to make my Broker just 90% a photo of Tom Lee 🫡

GE Vernova $GEV reports earnings tomorrow morning ... GEV is one of the names in Tom Lee's Granny Shots ETF $GRNY You should expect the numbers to be released at 6:25AM ET followed by the earnings call at 7:30AM ET Wall ST is expecting numbers of EPS of $4.02 Revenue of $12.02B

IN JUST 15 MONTHS, TOM LEE AND BITMINE $BMNR WENT FROM 163,000 ETHEREUM ethereum:native TO OVER 6.05 MILLION Here's how much Ethereum they've held each time they've given an official update: 10/26 - 6,051,933 ETH 10/19 - 6,041,481 ETH 10/12 - 6,028,946 ETH 10/5 - 6,016,414 ETH 9/28 - 6,001,302 ETH 9/21 - 5,983,940 ETH 9/14 - 5,956,378 ETH 9/8 - 5,929,198 ETH 8/31 - 5,901,112 ETH 8/24 - 5,847,611 ETH 8/17 - 5,815,164 ETH 8/10 - 5,805,238 ETH 8/3 - 5,797,813 ETH 7/27 - 5,787,414 ETH 7/20 - 5,777,468 ETH 7/13 - 5,770,038 ETH 7/6 - 5,742,237 ETH 6/29 - 5,700,040 ETH 6/22 - 5,672,956 ETH 6/15 - 5,620,749 ETH 6/8 - 5,543,872 ETH 6/1 - 5,416,901 ETH 5/26 - 5,390,404 ETH 5/18 - 5,278,462 ETH 5/11 - 5,206,790 ETH 5/4 - 5,180,131 ETH 4/27 - 5,078,386 ETH 4/20 - 4,976,485 ETH 4/13 - 4,874,858 ETH 4/6 - 4,803,334 ETH 3/30 - 4,732,082 ETH 3/23 - 4,660,903 ETH 3/16 - 4,595,562 ETH 3/9 - 4,534,563 ETH 3/2 - 4,473,587 ETH 2/23 - 4,422,659 ETH 2/17 - 4,371,497 ETH 2/9 - 4,325,738 ETH 2/2 - 4,285,125 ETH 1/26 - 4,243,338 ETH 1/20 - 4,203,036 ETH 1/12 - 4,167,768 ETH 1/5 - 4,143,502 ETH 12/29 - 4,110,525 ETH 12/22 - 4,066,062 ETH 12/15 - 3,967,210 ETH 12/8 - 3,864,951 ETH 11/30 - 3,726,499 ETH 11/24 - 3,629,701 ETH 11/17 - 3,559,879 ETH 11/10 - 3,505,723 ETH 11/3 - 3,395,422 ETH 10/27 - 3,313,069 ETH 10/20 - 3,236,014 ETH 10/13 - 3,032,188 ETH 10/6 - 2,830,151 ETH 9/29 - 2,650,900 ETH 9/22 - 2,416,054 ETH 9/15 - 2,151,676 ETH 9/8 - 2,069,443 ETH 9/2 - 1,866,974 ETH 8/25 - 1,713,899 ETH 8/18 - 1,523,373 ETH 8/11 - 1,150,263 ETH 8/4 - 833,137 ETH 7/28 - 625,000 ETH 7/24 - 566,776 ETH 7/17 - 300,657 ETH 7/14 - 163,142 ETH

ROBOTICS COULD BE ONE OF THE BIGGEST INVESTMENT OPPORTUNITIES IN AI We spoke with RoboStrategy about the future of physical AI, the companies leading the industry, and what separates real opportunities from the hype.