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Author Profile · Fundstrat Capital
Accuracy score+8.42 place / 216
Return-weighted hit rate87%Simple 80%
Market excess return+5.2%1 month / beta-adjusted
BiasMostly bullishBullish 95% · Bearish 5%
Scored calls 30 calls · 2025-04-17 ~ 2026-09-10
Main stocks: 미국기술주(9), S&P500(6), 비트코인(4), 엔비디아(3), 테슬라(2), 마이크론(2)
Author: Fundstrat Capital [Clear author filter] · 1 page
No.TitleAuthor / stocksDateViews
No. 49699TOM LEE: 6 reasons we maintain conviction on the AI trade and why this selloff is ending.
Fundstrat Capital · TomLee2026-10-26Views 9
Summary ready
No. 45098TOM LEE: While markets churn in Sept, a "max hawkish" Fed is creating positive risk/reward
Fundstrat Capital · TomLee2026-09-22Views 14
Summary ready
No. 44136TOM LEE: August Core CPI on 9/11 is key. Soft CPI = Fed on hold. Crypto driving 3Q26
Fundstrat Capital · TomLee2026-09-10Views 7
Summary ready
No. 41419TOM LEE: The great leverage unwind continues in AI 'bottlenecks' and Korea. Signs we are at a bottom
Fundstrat Capital · TomLee2026-07-30Views 8
Summary ready
No. 40626TOM LEE: June CPI and PPI show inflation is weakening, this shows Bond Market Prices Out Fed Hikes.
Fundstrat Capital · TomLee2026-07-17Views 8
Summary ready
No. 40159Tom Lee: 6 key considerations for 2H 2026, including inflation looks weaker than consensus
Fundstrat Capital · TomLee2026-07-08Views 8
Summary ready
No. 37089Tom Lee: Stocks selling scarce assets are working in 2026 = core tenet of Granny Shots
Fundstrat Capital · TomLee2026-05-08Views 8
Summary ready
No. 36142TOM LEE: The bottom is likely in: 3 signs the fog of war is lifting $GRNY $GRNJ $GRNI
Fundstrat Capital · TomLee2026-04-13Views 7
Summary ready
No. 35802TOM LEE: 4 Reasons US Economy Grows With $100 Oil. Fog of War continues, $GRNY $GRNI resilient
Fundstrat Capital · TomLee2026-04-01Views 7
Summary ready
No. 35674TOM LEE: Despite the 'fog of war' GRNY outperforms broader market YTD
Fundstrat Capital · TomLee2026-03-26Views 7
Summary ready
No. 35452Tom Lee: Growth Stocks Continue to Outperform Even as Iran War Timeline Keeps Extending
Fundstrat Capital · TomLee2026-03-18Views 7
Summary ready
No. 35107Tom Lee: March an Up Month? MAG7, Software & Crypto Lead the Way
Fundstrat Capital · TomLee2026-03-04Views 7
Summary ready
No. 34888Tom Lee: 7 Reasons It Feels Like a Bear Market + Granny Rebalance
Fundstrat Capital · TomLee2026-02-24Views 7
Summary ready
No. 31515Tom Lee: Inflation Falls “Like a Rock” Despite Tariff Passthru, $GRNY Earnings Incoming This Week
Fundstrat Capital · TomLee2025-10-27Views 7
Summary ready
No. 30819Tom Lee: Fed Easing Cycle = Positive for Stocks | $NVDA Still Undervalued
Fundstrat Capital · TomLee2025-09-22Views 7
Summary ready
No. 30253TOM LEE: $GRNY Executive Quarterly Rebalance New Picks $AVGO $EXPE $LRCX $LYV $VST $WTW
Fundstrat Capital · TomLee2025-08-19Views 8
Summary ready
No. 29713TOM LEE: $GRNY benefitted from benign June inflation and from AI & Crypto $MSTR $HOOD $AMD $PLTR
Fundstrat Capital · TomLee2025-07-18Views 7
Summary ready
No. 29065Tom Lee Explains the Fundstrat Granny Shots ETF $GRNY on The Compound and Friends
Fundstrat Capital · TomLee2025-06-10Views 8
Summary ready
No. 29003Tom Lee: Trump vs. Elon Feud Doesn’t Change $TSLA Multiple Advantages | Market Dips Remain Shallow
Fundstrat Capital · TomLee2025-06-07Views 7
Summary ready
No. 28793Tom Lee: Bitcoin All-Time High vs. Moody’s Downgrade | $GRNY Leads with AI & Cybersecurity
Fundstrat Capital · TomLee2025-05-25Views 7
Summary ready
No. 28434Tom Lee: Earnings Stronger Than Expected for $GRNY Stocks: $META, $MSFT, $PWR | S&P Rises on GDP
Fundstrat Capital · TomLee2025-05-02Views 7
Summary ready
No. 28200Tom Lee on “Structural Low” Based on VIX, $NVDA Risk/Reward, $TSLA Earnings & $MSTR Washed Out
Fundstrat Capital · TomLee2025-04-17Views 8
Summary ready
No. 26041Tom Lee's Fundstrat Granny Shots ETF $GRNY Weekly Update - December 15, 2024
Fundstrat Capital · TomLee2024-12-17Views 7
Summary ready
No. 25767Tom Lee's Fundstrat Granny Shots ETF $GRNY Weekly Update - December 1, 2024
Fundstrat Capital · TomLee2024-12-03Views 7
Summary ready
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