Navigate Select ESC Close

Is the Chip Selloff a Buying Opportunity?

2026-07-17 People & Blogs
80.1k
1.4k
119
Fundstrat
Fundstrat
119.0k subscribers

Unlock all features

FREE: Get instant access to 10 AI summaries, chats, or transcripts per day.

Description

The chip and memory selloff has been brutal, but Tom Lee thinks the pullback is exactly what the market needed. In this CNBC appearance, Tom Lee, Head of Research at Fundstrat, breaks down why the recent volatility in semiconductor and memory names is a healthy reset rather than the end of the trade. Get Tom Lee's full H2 market outlook and Fundstrat's July top stock ideas, with live technical analysis on every name. → https://go.fundstratdirect.com/2026-07-16-top-stock-ideas-replay/?utm_medium=social&utm_source=youtube&utm_campaign=appearance&utm_term=20260717&utm_content=CNBC-TL Scan the QR code in the video to get Tom's full H2 outlook and this month's top stock ideas. 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 #ChipStocks #Semiconductors #AIStocks #MarginDebt #MarketOutlook #Investing #SP500

Top Comments (10)

@scottjackson6817 2026-07-17

Etherum bet causing Tom to look thinner or is it jacket?

73 12 replies
@kevinfarrell2897 2026-07-18

Toms hair is a little more slicked back than usual. That means no rate cuts til next year, and six more weeks of spring. Always follow the hair.....

8
@MaximusDecimusMeridius23 2026-07-18

TOM LEE was also the one saying JULY is going to be bullish

43 16 replies
@MichaelAnthony-k5r 2026-07-18

SMPL looks like will reverse on Monday that beat earning with profit of .42 that raise the outlook that insiders been buying up shares with a few Funds buying that has upgrades after earnings.

0
@Johnny-JH 2026-07-18

1:35 where do you get the information about margin Debt percentage whether if grew or shrank?

0
@Alexander-m9h8v 2026-07-20

I was recently laid off from my truck driver job with Pepsi. Even though I was the driver of the year, they go by seniority. I was so embarrassed to tell my family, now I'm studding several hours per day (7days p/ week) and starting to be profitable, however not consistent. Some days I lose $50, and yesterday I made $2300, most days I make between $200-$300. My goal is to never have to work for anyone again.😃🙏

5 5 replies
@dannyareia1532 2026-07-18

You said the pull bank wouldn’t be in July ?

0
@BrianMcKeon13 2026-07-18

no matter what it is chip companies etc..... is it needed & quality going forward with the least amount of headwinds that can't be overcome

0
@shanus987 2026-07-18

Wouldn’t it be funny if Tom says - this is a selling opportunity. Sell the dip everyone

20 5 replies
@darylfoster7944 2026-07-18

Most of these stocks were trading 200% above their 200 dma, which is unsustainable. Parabolic moves always end badly.

7 2 replies

Unlock the Data Inside
Turn Videos into Knowledge

  • Get FREE 10/day: transcripts, summaries, chats
  • Chat with videos, export text & PDF
  • $1 free API credit for RAG, chatbots & research

Free forever plan • All features unlocked

App screenshot