Fundstrat's Tom Lee: Retail Investors Are Still Powering This Bull Market
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Top Comments (10)
I really like Tom Lee but I think the comparison of Cisco and NVIDIA might not be the right one to make. When you think about the most valuable companies you can make that comparison, but the real driver for that rally and hype today is imo not NVIDIA but OpenAi. And if you take the latest valuation of $500 billion of OpenAI — which hasn’t even been inflated by a hype-driven stock market rally — and assume a conservative profit estimate of $5 billion, OpenAI would already have a P/E ratio of around 100. That would put us pretty close to Cisco’s valuation levels back in the day. What do you think about that comparison?
If retailers are powering the market, it will fall quickly when it does fall. Retail investors obviously don't have the capital institutions have and will bail quickly to protect their assets.
Finally a full video instead of commercials and cuts. Thank you FS !
he has a bed in the back, respect
Tom will be right again.
in tom lee we trust 📈🇺🇸 (not the drummer 🥁)
The real reason is retail had been listening to Tom Lee. Lead the way Tom.
Tom Lee has been correct about his predictions. GOAT 🐐.
I just love the way Tom makes crystal clear arguments and explains so plainly at the same time. Genius!
If you’re having a bad day, listen to Tom Lee.
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Top Comments (10)
I really like Tom Lee but I think the comparison of Cisco and NVIDIA might not be the right one to make. When you think about the most valuable companies you can make that comparison, but the real driver for that rally and hype today is imo not NVIDIA but OpenAi. And if you take the latest valuation of $500 billion of OpenAI — which hasn’t even been inflated by a hype-driven stock market rally — and assume a conservative profit estimate of $5 billion, OpenAI would already have a P/E ratio of around 100. That would put us pretty close to Cisco’s valuation levels back in the day. What do you think about that comparison?
If retailers are powering the market, it will fall quickly when it does fall. Retail investors obviously don't have the capital institutions have and will bail quickly to protect their assets.
Finally a full video instead of commercials and cuts. Thank you FS !
he has a bed in the back, respect
Tom will be right again.
in tom lee we trust 📈🇺🇸 (not the drummer 🥁)
The real reason is retail had been listening to Tom Lee. Lead the way Tom.
Tom Lee has been correct about his predictions. GOAT 🐐.
I just love the way Tom makes crystal clear arguments and explains so plainly at the same time. Genius!
If you’re having a bad day, listen to Tom Lee.