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한국어 · English

Bull Bullish 2348편Bear Bearish 988편🆕 Today의 신규

Today의 신규 · 95편

증시 마감: 혼조세 속 AMD 실적 호재, 구인 calls수 증가

삼성전자·SK하이닉스 급락에 코스피 흔들…International·기관 동반 매도

미국 중간선거 본투표 개시, 9월 구인 예상 상 views, AMD·슈퍼마이크로 실적 발표

AI 투자 붐에 대한 채권 시장의 반발: 과도한 발행과 해외 자금 조달

화이자 CEO 부르라, 3분기 실적·특허 만료·비만 치료제 시장 전망 밝혀

주식시장이 영원히 바뀌려는 이유

톰리

Accuracy score+2.5
순 place41
Scored calls1152 calls
Hit rate / Market-adjusted / Return-weighted59.5% / 57.0% / 64.2%
1-month return / Market / beta excess return / Peer excess+2.3% / +1.9% / +0.5
Bullish / Bearish / Neutral71.2% / 12.6% / 16.2%
Best horizon1y
Performance badgeLate call badge,Flood badge,Consistent accuracy badge
Main channelCNBC Television
국적외
Note
Updated2026-10-28 07:00:00

Main stocks: #S&P500 (662)#미국기술주 (429)#BTC (427)#미국채금리 (219)#비트코인 (196)

How scores are calculated

채널 Profile · Fundstrat Capital

Accuracy score +8.4 · 순 place 2.0 · 채점 30 calls · Return-weighted hit rate 87.0% (Simple 80.0%) · Market excess return +5.2% · Bullish 95.1% / Bearish 4.9%

2025-04-17 ~ 2026-09-10 · Main stocks 미국기술주(9), S&P500(6), 비트코인(4), 엔비디아(3), 테슬라(2), 마이크론(2) ·

📊 증시자금 · 2026-11-02 기준

투자자예탁금90.5조전일 ▲2,278억 · 20일평균 -4%
신용융자 잔고29.2조전일 ▲1,496억 · 20일평균 -8% · 코스피 22.6조 / 코스닥 6.6조
place탁매매 미수금8,972억전일 ▲249억 · 20일평균 -16%
반대매매112억전일 ▲79억 · 20일평균 -59% · 미수금 대비 1.3%
출처: 금융투자협 views 종합Statistics(T+1) · 22거래일 그래프 보기

주식 영상 글

24 calls

No.49699 · InternationalTOM LEE: 6 reasons we maintain conviction on the AI trade and why this selloff is ending.Fundstrat Capital · 게시 10/27 01:26 · 영상 10/26 · Views 11
No.45098 · InternationalTOM LEE: While markets churn in Sept, a "max hawkish" Fed is creating positive risk/rewardFundstrat Capital · 게시 10/24 09:25 · 영상 09/22 · Views 14
No.44136 · InternationalTOM LEE: August Core CPI on 9/11 is key. Soft CPI = Fed on hold. Crypto driving 3Q26Fundstrat Capital · 게시 10/24 09:25 · 영상 09/10 · Views 7
No.41419 · InternationalTOM LEE: The great leverage unwind continues in AI 'bottlenecks' and Korea. Signs we are at a bottomFundstrat Capital · 게시 10/24 09:25 · 영상 07/30 · Views 9
No.40626 · InternationalTOM LEE: June CPI and PPI show inflation is weakening, this shows Bond Market Prices Out Fed Hikes.Fundstrat Capital · 게시 10/24 09:25 · 영상 07/17 · Views 8
No.40159 · InternationalTom Lee: 6 key considerations for 2H 2026, including inflation looks weaker than consensusFundstrat Capital · 게시 10/24 09:25 · 영상 07/08 · Views 8
No.37089 · InternationalTom Lee: Stocks selling scarce assets are working in 2026 = core tenet of Granny ShotsFundstrat Capital · 게시 10/24 09:25 · 영상 05/08 · Views 8
No.36142 · InternationalTOM LEE: The bottom is likely in: 3 signs the fog of war is lifting $GRNY $GRNJ $GRNIFundstrat Capital · 게시 10/24 09:25 · 영상 04/13 · Views 7
No.35802 · InternationalTOM LEE: 4 Reasons US Economy Grows With $100 Oil. Fog of War continues, $GRNY $GRNI resilientFundstrat Capital · 게시 10/24 09:25 · 영상 04/01 · Views 7
No.35674 · InternationalTOM LEE: Despite the 'fog of war' GRNY outperforms broader market YTDFundstrat Capital · 게시 10/24 09:25 · 영상 03/26 · Views 7
No.35452 · InternationalTom Lee: Growth Stocks Continue to Outperform Even as Iran War Timeline Keeps ExtendingFundstrat Capital · 게시 10/24 09:25 · 영상 03/18 · Views 7
No.35107 · InternationalTom Lee: March an Up Month? MAG7, Software & Crypto Lead the WayFundstrat Capital · 게시 10/24 09:25 · 영상 03/04 · Views 7
No.34888 · InternationalTom Lee: 7 Reasons It Feels Like a Bear Market + Granny RebalanceFundstrat Capital · 게시 10/24 09:25 · 영상 02/24 · Views 7
No.31515 · InternationalTom Lee: Inflation Falls “Like a Rock” Despite Tariff Passthru, $GRNY Earnings Incoming This WeekFundstrat Capital · 게시 10/24 09:25 · 영상 10/27 · Views 8
No.30819 · InternationalTom Lee: Fed Easing Cycle = Positive for Stocks | $NVDA Still UndervaluedFundstrat Capital · 게시 10/24 09:25 · 영상 09/22 · Views 7
No.30253 · InternationalTOM LEE: $GRNY Executive Quarterly Rebalance New Picks $AVGO $EXPE $LRCX $LYV $VST $WTWFundstrat Capital · 게시 10/24 09:25 · 영상 08/19 · Views 8
No.29713 · InternationalTOM LEE: $GRNY benefitted from benign June inflation and from AI & Crypto $MSTR $HOOD $AMD $PLTRFundstrat Capital · 게시 10/24 09:25 · 영상 07/18 · Views 7
No.29065 · InternationalTom Lee Explains the Fundstrat Granny Shots ETF $GRNY on The Compound and FriendsFundstrat Capital · 게시 10/25 01:26 · 영상 06/10 · Views 8
No.29003 · InternationalTom Lee: Trump vs. Elon Feud Doesn’t Change $TSLA Multiple Advantages | Market Dips Remain ShallowFundstrat Capital · 게시 10/24 09:25 · 영상 06/07 · Views 7
No.28793 · InternationalTom Lee: Bitcoin All-Time High vs. Moody’s Downgrade | $GRNY Leads with AI & CybersecurityFundstrat Capital · 게시 10/24 09:25 · 영상 05/25 · Views 7
No.28434 · InternationalTom Lee: Earnings Stronger Than Expected for $GRNY Stocks: $META, $MSFT, $PWR | S&P Rises on GDPFundstrat Capital · 게시 10/24 09:25 · 영상 05/02 · Views 7
No.28200 · InternationalTom Lee on “Structural Low” Based on VIX, $NVDA Risk/Reward, $TSLA Earnings & $MSTR Washed OutFundstrat Capital · 게시 10/24 09:25 · 영상 04/17 · Views 8
No.26041 · InternationalTom Lee's Fundstrat Granny Shots ETF $GRNY Weekly Update - December 15, 2024Fundstrat Capital · 게시 10/24 09:25 · 영상 12/17 · Views 7
No.25767 · InternationalTom Lee's Fundstrat Granny Shots ETF $GRNY Weekly Update - December 1, 2024Fundstrat Capital · 게시 10/24 09:25 · 영상 12/03 · Views 7

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