저자: TomLee · 외국인
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Tom Lee은 관세 충격에 따른 급락 후 6주 내 S&P500 신고가 회복을 전망한다. 근거로 과거 위기 때 시장의 빠른 반등 사례(1962 쿠바 미사일 위기 등), 시장이 이미 약 50% 확률로 경기침체를 반영했다는 점, 연준 금리인하 여지를 든다. 관세 해결 가능성이 높다고 보며 소비자심리 하락은 민주당 지지층 심리가 주도했다고 해석한다. 채권시장은 공황이 아니라고 본다. 영상은 AMD와 SOFI를 장기 매수 후보로 소개하고 스폰서 툴 홍보를 포함한다.
다듬은 글
Wall Street veteran Tom Lee head of research at fundstrat is predicting the S&P 500 could Roar back to all-time highs in the next 6 weeks this isn't just wishful thinking it's based on solid analysis and historical Trends he literally said for anyone who thinks that they've lost 10% and it'll take them forever to make that back if they are patient they might make that back up in 6 weeks imagine that a complete turnaround in just a month and a half it might sound too good to be true but history has shown us that markets can rebound quickly and powerfully so are you going to sit on the sidelines and miss out or are you ready to capitalize on this incredible opportunity the choice is yours in this video we'll hear what Tom Lee has to say in his own words and after that we're diving deep into two companies that are primed to absolutely crush it in this market rebound these aren't just any companies they are leaders in their respective Fields with strong growth potential these are companies that are at the Forefront of innovation and Industry leadership they are not just surviving in this market they are thriving and setting new standards we're talking about a leader in high- performance Computing a Pioneer in the financial technology Revolution these companies are not just riding the wave they are creating it if you only watch one video today make sure you watch this one all the way till the end we're going to provide you with actionable insights that you won't find anywhere else before we jump in hit the like button let's get 1,000 likes on this one share the video and leave your thoughts in the comments your engagement helps us bring you more valuable content subscribe to the channel so you don't miss out on the next important Financial investing update stay informed stay ahead and let's navigate this Market together let's hear what Tom Lee has to say one of your next guests says the markets will find their footing before April 2nd when the reciprocal tariffs at least for now are set to take effect joining us now for more is Tom Lee he is the head of research and founder of fund also a CNBC contributor also joining us Nancy tangler laugher tangler Investments CIO and CEO Tom listen I understand it's a different White House every day we get a market moving headline a lot of people I think honestly I'm just going to say it they don't want to be neutral they don't want to be data driven they want to be angry I I get that but history says that markets will recover right yes they've they've recovered every time um one thing we have to keep in mind is when markets fall this quickly from a 52- we High I mean uh just remember less than a month ago we were at all-time highs that is a market pricing in a crisis um you know I'd say almost 50% pricing in a recession and we're assuming there's no fed put now the FED is in a position to cut rates that really should mitigate the downside and I do think two other things that investors have to keep in mind because many people just want to get out until April 2nd is number one I do think there's a very high probability that a tariff solution happens before the next three weeks happens and it's simple to see because China Europe Canada Mexico since April 18th all of those countries have outperformed the US I don't think that markets are that blind to say if Canada Mexico are about to have a recession they should outperform the US and I think the second thing people should keep in mind is that when you have a global crisis brewing and we we highlighted like the 1962 Cuban Missile Crisis that was a 12-day crisis but the markets bottomed seven days into the crisis 5 days before that crisis ended the market was already recovered 2third of the losses and that was only Nancy nuclear Holocaust I mean that literally was we're going to break the world in half with icbms I mean that that was compared to tariff worries and a Slowdown in the economy because we might slap something on European wine or or or steel seems very small now that said again I and I'm not saying the markets are going to recover next week I don't know we're talking about history and I don't like to bring up politics Nancy it always makes me feel like I need a shower but I will ask you this how much of this correction that we are seeing do you think 100% 50% 0% is political is man-made is ter sh mate it's funny you ask that Brian it's good to see you um if you look at the consumer sentiment numbers today and I I commend um everyone to read uh Kelly's piece that she wrote this morning uh but if you look at behind it by political party what you see is that um Democratic sentiment has not been this low especially on expectations ever and so if you look sentiment overall by party uh Democrats down from 91.4 all the way down to 41 for while Independents and Republicans are down somewhat but have held up and then on on expectations down from 28.2 uh to I'm sorry down from 93.1 to 28.2 so that that's driving some of these sentiment numbers that the Market's keying off of and I would just point out um that the bond market is not panicking and so this notion that we're going to go into recession because the Atlanta fed GDP now number was revised down that was driven by Imports uh they were up 70% in January as purchasing managers trying to get in front of tariffs so I think just like in 2022 this will all settle in we are seeing decelerating growth but that's good for many of the names that have been punished the reliable earnings growers in technology and consumer discretionary and uh some financials even so I think we will continue this this is a correction we needed one we get one every 12 months and so now the question is have we hit the bottom do we have a little more to go but I don't think we're in a bare market now before we dive in deeper into into today's list I want to let you in on a little secret that could completely transform how you invest and grow your wealth this video is sponsored by 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brains behind our devices processing information at lightning speeds and enabling the seamless operation of our digital lives and AMD well they're one of the biggest players in the semiconductor game going head-to-head with giants like Intel and Nvidia their headquarters in Santa Clara California is a hub of innovation and technological advancement going head-to-head with giants like Intel and Nvidia the competition in this industry is fierce but AMD has consistently proven that they can hold their own and even surpass their Rivals but here's the thing AMD isn't just competing they're winning over the past few years AMD has been absolutely crushing it consistently releasing cuttingedge processors that outperform the competition in CPUs which have become the go-to choice for gamers content creators and professionals who demand top tier performance from their machines absolutely dominating in the desktop and laptop markets in their Radeon graphics cards giving Nvidia a serious run for their money these products highquality Graphics Solutions has made them a favorite among Gamers and professionals alike this pouring billions into research and development and it's clearly paying off their R&D labs are buzzing with activity as engineers and scientists work tirelessly to develop the next big thing in an investor it means that AMD is not just a tech company it's a smart investment with their strong digital with more and more devices requiring more and more processing power from Smart Homes for high performance chips is only going to Skyrocket in the coming years AMD is at the Forefront of these technological advancements ready to meet the challenges and opportunities to ride this wave their ability to innovate and adapt to changing market dynamics has positioned them as a leader in the semiconductor industry the company currently has a market cap of$ 163.427 N9 AMD is trading at $100 .97 which is significantly below its fair value of $189.
32 despite the turbulence in the tech sector there are signs that amd's stock might be ready for a rebound recent reports suggest that AMD is entering oversold territory which could be a signal that a recovery is on the horizon the company's fundamentals remain strong with a solid balance sheet and impressive free cash flow generation putting it in a good position to weather current market volatility analysts are particularly optimistic about AMD future growth especially in the AI sector after discussions with CEO Lisa Sue there's growing confidence that the company could achieve over 20% growth in 2025 for long-term investors this Market correction may present an opportunity to buy AMD at a discounted price as many believe the stock is undervalued right now the company's profit margin stands at 7.71% comma with a return on Equity of 2.85% comma and an exceptionally low debt to equity ratio of 0.01 indicating minimal Leverage AMD has had an incredible runup in recent years but here's the thing I genuinely believe this is just the beginning their earnings are through the roof their future prospects are brighter than ever and with Tom Lee's prediction of a market rebound AMD could be set for even more explosive growth remember we're not talking about timing the market perfectly here we're talking about long-term investing in a company with a rock solid foundation and massive growth potential amd's commitment to Excellence and Innovation makes it a compelling choice for any investor looking to capitalize on the future of technology so whether you're a seasoned investor or just starting out AMD is a name you should definitely keep an eye on their journey is far from over and the best is yet to come now let's move on to our second company Sofi Technologies Inc ticker symbol Sophie founded in 2011 Sofi has quickly become a household name in the fintech world and for good reason now Sophie is a company that's near and dear to my heart because they're doing something that I'm incredibly passionate about democratizing finance and making it accessible to everyone are breaking down the barriers that have traditionally kept many people from accessing highquality Financial Services see Sofi isn't your typical Bank they're a fintech company a Pioneer in the digital Financial Revolution and they're shaking things up in a big way unlike traditional banks that rely on physical branches and Legacy systems Sofi leverages cuttingedge technology to provide a seamless and efficient user experience so what exactly does Sofi do well their mission is to help people Achieve Financial Independence and realize their Ambitions they do this by offering a comprehensive range of financial products and services while they offer a whole Suite of financial products and services all through one easy to use app this includes everything from student loan refinancing to personal loans mortgages investing and even cash management accounts it's all about providing a holistic Financial solution Under One Roof we're talking about student loan refinancing which has been a GameChanger for many young professionals burdened with student debt by offering lower interest rates and flexible repayment options Sofi helps graduates manage their loans more effectively personal loans which can be used for a variety of purposes from consolidating high interest debt to funding major life events mortgages which are designed to make home ownership more accessible and affordable investing which allows users to build and manage their portfolios with ease and even cash management accounts which offer high yield savings and checking options they're essentially a One-Stop shop for all your financial needs and they're doing it with a focus on technology transparency and most importantly the customer experience sofi's userfriendly app and website make it easy for anyone to manage their finances no matter their level of financial literacy but here's what really sets Sofi apart they're catering to a generation that traditional banks have largely ignored Millennials and gen Z these are the digital natives the ones who live their lives online and they're demanding a different kind of financial experience these are the digital natives the ones who live their lives online and they're demanding a different kind of financial experience they want Simplicity they want convenience and they want to feel like their financial institution actually understands them they want Simplicity they want convenience and they want to feel like their financial institution actually understands them sofi's intuitive platform and personalized Services resonate deeply with this demographic making financial management not just a necessity but a seamless part of their digital lifestyle and that's exactly what Sofi delivers their commitment to customer satisfaction is evident in their high ratings and positive reviews users frequently praise the app's ease of use the helpfulness of customers service and the tangible benefits they've experienced now Sofi is still a relatively young company but their growth has been nothing short of phenomenal since their Inception they've expanded their offerings and grown their member base at an impressive rate they've amassed millions of members their revenue is skyrocketing and they're constantly expanding their product offerings this rapid growth is a testament to the value they're providing and the trust they've built with their users but here's the kicker they're just getting started the fintech space is still in its early Innings and Sofi with its first mover advantage and Innovative ability to adapt and innovate will be crucial as they navigate the evolving Financial landscape with a market cap of$ 13.26 billion Sophie's earnings per share is 46 cents and it has a PE ratio of 26.2 the company is projecting revenues of $ 2.61 billion for 2024 with net income at $498.00 1845 per share for its enhanced yield ETF thta reflecting a 12% distribution rate an attractive feature for investors analysts are bullish on sofi's growth strategy particularly its land and expand approach which is expected to drive continued profitability even in the face of Market challenges despite recent Corrections Sofi remains a favorite among analysts due to its innovative financial services and solid growth metrics Sofi presents an intriguing investment opportunity with its Diversified product offerings and a focus on digital Financial Services the company's fundamentals reveal a dynamic balance between high growth potential and evolving profitability while its intrinsic value is nearing premium level the company's Financial Health is solid and it shows promising operational performance though the company doesn't have a major active buyback policy in place its operational efficiency remains resilient Sophie's Competitive Edge is also strong with a moat score of 6 out of 10 Insider and institutional buying Trends further support long-term confidence in its leadership and strategy now I know some investors are hesitant about fintech companies especially after the recent Market downturn it's natural to be cautious but it's important to look at the bigger picture but here's the thing Sofi is built on a solid foundation they're profitable they have a diversified business model and they're addressing a real need in the market their focus on financial wellness and customer Centric approach sets them apart from many competitors and with Tom Lee's prediction of a market rebound Sofi could be set to soar Lee a well-respected market analyst has highlighted the potential for fintech companies to thrive in the coming years and Sofi is well positioned to take advantage of this trend remember investing in disruptive compan companies like Sofi is about recognizing their long-term potential not getting caught up in short-term Market fluctuations the future of Finance is digital and Sofi is leading the charge by staying ahead of the curve and continuously innovating they are not just participating in the financial Revolution they are driving it so there you have it two incredible companies AMD and Sofi that I believe are poised for massive growth in the coming years both AMD and Sofi are poised for potential growth with each offering unique opportunities depending on on your investment strategy remember these are just two examples and there are plenty of other amazing opportunities out there if you know where to look if you want to take your investing to the next level forecaster is the ultimate tool I trust to find incredible stocks like these don't wait try it for free today just click the link in the description with my code Galore 10 for an exclusive 10% discount if you want exclusive stock tips in-depth analysis realtime trade alerts and free investing guides join the stocks Galore patreon today and take your investing game to the next level our members there get full in-depth analysis on most of these stocks I mention here head over to patreon.com/scishow let me know in the comments below and as always don't forget to hit the like button share this video with your friends and subscribe to
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