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Tom Lee Flags 3 Risks for Stocks

2026-05-15 People & Blogs
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Tom Lee on CNBC today: "We're going to face some tests later this summer." Join Tom and Mark Newton live May 28 for this month's market outlook, top 5 large-cap, and top 5 SMID-cap stock ideas. Spots are limited. Request your invite: https://research.fundstratdirect.com/macro-update-and-top-ideas-webinar-may/?utm_medium=social&utm_source=youtube&utm_campaign=appearance&utm_term=20260515&utm_content=CNBC-TL 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/

Top Comments (10)

@JobDavid-s4w 2026-05-21

Appreciating how clearly this video explained about stock market, For 2026 beginners like me, how can I start investing with around $5,500 with little or no risk and actually be successful?

27 39 replies
@St-e67 2026-05-15

Key point, “the trend is still in tact.”

20 4 replies
@MinimalistCapitalist 2026-05-16

Software, which is already very fairly valued, will get hit the least from oil and inflation.

9 5 replies
@billscott6819 2026-05-15

I think Yardeni is right that we had the pullback all Fall and a big drop March 30th. Tom was distracted by ETH last six months.

8 1 replies
@chawettee 2026-05-16

SCOTT'S HEAD WAS SPINNING WITH TOM'S "DRAM MIGHT NEED TO BE VIEWED AS DEFENSIVE" LOLOL

3
@pspicer777 2026-05-16

It would be good for Tom to focus a little more on BMNR

3
@terrestrialaccessnetwork8456 2026-05-16

Salesforce is at a signing discount, for example

2
@HarleyPan 2026-05-17

Can somebody translate what Tom said in the end? Sounds like he said "DRAM might bounce, but I like software better". Sounds like DRAM is relatively weaker and riskier at this point?

0
@Invyra.thinkrium 2026-05-16

Most of the market is confused state. Mythos fear brought down most of the Cyber security stocks, & then Claude brought down all of the major Tech giants with SaaS fear. Matter of time the high quality businesses are well rewarded, it is great time to accumulate them. I agree with Tom, that Tech is well positioned.

0
@adamc.7795 2026-05-18

You’ve got chips, quantum computing stocks, data centers, uranium mining, energy, and now space and defense stocks. What better bull market can you have?

0

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