Tom Lee Says the AI Capex Fear Is Actually the Bullish Tell
Tom Lee, Fundstrat Global Advisors’ head of analysis, calls the market’s AI capex worry a bullish signal. He doesn’t learn it as a warning of an approaching prime. Steve Eisman, identified for shorting the 2008 housing bubble, warned this week that markets might fall sharply. He stated the threat comes if hyperscalers lower synthetic intelligence…
