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Fundstrat’s Tom Lee: Positioning for Nvidia Earnings + Key Fed Decisions

2025-08-27 Entertainment
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Description

Fundstrat’s Tom Lee joins CNBC’s Closing Bell to discuss how investors should position ahead of Nvidia’s earnings tomorrow and what to watch from the Fed’s upcoming decisions. He shares why Nvidia remains central to the AI trade, why financials may be the next big beneficiaries of AI and blockchain. The discussion also covers breaking news around President Trump’s move to fire Fed Governor Lisa Cook and what it means for Fed independence. 🔓 Unlock daily insights from Tom Lee and the Fundstrat team with a free trial: https://fsinsight.com/macro-services/?utm_source=youtube&utm_campaign=20250826 Join Tom's FREE community for investors to get a complimentary research report each week: https://research.fsinsight.com/snapshot/?utm_source=youtube&utm_campaign=20250826 FOLLOW US FOR DAILY INSIGHTS! X: @fs_insight (https://x.com/fs_insight) Instagram: @fs_insight (https://www.instagram.com/fs_insight/) TikTok: @fs_insight (https://www.tiktok.com/@fs_insight) LinkedIn: https://www.linkedin.com/company/fsinsight/ Merch Store: https://merch.fsinsight.com/ CONTACT US! [email protected]

Top Comments (10)

@humanbeing5300 2025-08-27

Nobody denies that NVDIA will have killer earnings it’s just a question of buyer exhaustion. There is so much priced in and at some point the rate of earnings growth while still growing more than anyone else will slow down and nobody knows how the algorithms will react.

339 6 replies
@KarenLi-x1y 2025-08-27

Scott, please don’t interrupt Tom when he is trying to answer your question. The audience wants to listen to Tom.

304 9 replies
@RealEmbezzler 2025-08-27

When Buffet needs investment advice, he calls Tom Lee.

116 3 replies
@flfun2no 2025-08-27

With Tom Lee it's not technical analysis, it's divine intervention.

50 1 replies
@RyanAustin-t6h6e 2025-08-28

How can I start making decent money as a beginner in stocks and bitcoin?

42 9 replies
@asxzone 2025-08-27

Replace the bull statue outside of the NYSE with Tom Lee. At this point, Tom Lee represents more optimism in the stock market than the bull. I'm not bullish, I'm Tom Leeish!

31
@davidbrowne1298 2025-08-27

Too bad CNBC felt it necessary to break away from interviewing the most influential person in the market today to cover "breaking news" to share no new news on the ridiculous obsession around the Trunp vs fed

8 1 replies
@LFGAMIR 2025-08-27

TOM is GOAT

7
@nextari 2025-08-27

Tom Lee doesn't sleep. He waits.

6
@ByteNomad27 2025-08-27

Tom has been correct on most, if not all of his short term call this year. Just epic

2

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