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Where Are the Buys Now? Tom Lee on the Rotation

2026-07-10 People & Blogs
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Description

Markets got rattled when the conflict escalated, but Tom Lee says this looks less like a reason to run and more like a setup investors have seen before. Tom and Mark Newton go deeper on the top ideas and the second-half setup at the next live Macro Update & Top Ideas webinar on July 16. → ] https://research.fundstratdirect.com/top-stocks-ideas/?utm_medium=social&utm_source=youtube&utm_campaign=appearance&utm_term=20260712&utm_content=CNBC-TL Scan the QR code in the video to save your seat for the July 16 macro webinar. Follow Fundstrat Direct on socials: X/Twitter → https://x.com/FundstratDirect LinkedIn → https://www.linkedin.com/company/fundstrat-direct/ TikTok → https://www.tiktok.com/@fundstrat_directt Facebook → https://www.facebook.com/fundstratglobal Instagram → https://www.instagram.com/fundstratdirect/ #TomLee #Fundstrat #StockMarket #SmallCaps #MarketRotation #DefenseStocks #RTX #LockheedMartin #MacroOutlook

Top Comments (10)

@erwingalan6813 2026-07-10

This video ENDS before Tom Lee answers the question. It stops as soon as Tom is asked the question " What are the buys now?"

35 3 replies
@morrisville456 2026-07-10

Well, the biggest part of this video the rotation was cut out??

42 1 replies
@matt.stevick 2026-07-11

have a great weekend tom lee thx 🙏🏼 📈🇺🇸

2
@melvinrabon8046 2026-07-10

Side note! This woman, is fine 4am in the morning.

8
@bobbyjoe9934 2026-07-10

TOMMY BABY 🙌

6
@user-uf8bk6lk2o 2026-07-10

Such a good point , war is great. This is your cnbc host

2 1 replies
@NickNovakovich-x9e3s 2026-07-11

Tom is the GOAT..

1
@jasonmaxson2025 2026-07-10

Warsh will make his first appearance before congress next week don’t go long right now is not the time be careful family

3
@ericb2514 2026-07-10

This video is a commercial, not any Tom Lee/Fundstrat content

0
@apatterson619 2026-07-10

Literally every comment is a spambot comment. Sad

11 2 replies

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