Tom Lee Latest Call - Market Reset Just Happened -And These 3 Undervalued AI Stocks Are Next To Soar

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The bear narrative is breaking — and according to Tom Lee, the next multi-year bull run is already underway. In a sharp and confident new interview, the Fundstrat strategist dismissed fears of recession or stagflation and instead pointed to one of the most powerful resets in investor sentiment since the pandemic lows. “What we saw in April wasn’t a breakdown — it was a clean-out,” he emphasized, citing hedge fund deleveraging, collapsing sentiment, and extreme positioning as classic signs of a market bottom, not a top.
Lee’s bullishness isn’t just rooted in technicals — it’s macro, it’s structural, and it’s forward-looking. With inflation cooling, housing starting to stabilize, and the Federal Reserve preparing for potential rate cuts, he argues that the conditions are forming for a durable, liquidity-driven rally. One area he’s particularly excited about? Artificial intelligence. Lee believes AI is still in its early innings, and that the capital expenditure wave — from data centers to infrastructure — is going to be a key growth engine in this next cycle.

Tom Lee Latest Call - Market Reset Just Happened -And These 3 Undervalued AI Stocks Are Next To Soar

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