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Tom Lee Tracker (Not actually Tom)

Following0Followers (X)53.89KPosts452Likes24.53K
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TOM LEE'S BITMINE $BMNR NOW HOLDS 4.9% OF ALL ETHEREUM ethereum:native Share of ETH supply: 4.9% Total ETH held: 6,060,506 Current value: $13.70B at $2,261 per ETH One company now owns 1 in every ~20 ETH in existence. https://t.co/qbMhhwf6Or

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IN JUST 15 MONTHS, TOM LEE AND BITMINE $BMNR WENT FROM 163,000 ETHEREUM ethereum:native TO OVER 6.06 MILLION Here's how much Ethereum they've held each time they've given an official update: 11/2 - 6,060,506 ETH 10/26 - 6,051,933 ETH 10/19 - 6,041,481 ETH 10/12 - 6,028,946 ETH 10/5 - 6,016,414 ETH 9/28 - 6,001,302 ETH 9/21 - 5,983,940 ETH 9/14 - 5,956,378 ETH 9/8 - 5,929,198 ETH 8/31 - 5,901,112 ETH 8/24 - 5,847,611 ETH 8/17 - 5,815,164 ETH 8/10 - 5,805,238 ETH 8/3 - 5,797,813 ETH 7/27 - 5,787,414 ETH 7/20 - 5,777,468 ETH 7/13 - 5,770,038 ETH 7/6 - 5,742,237 ETH 6/29 - 5,700,040 ETH 6/22 - 5,672,956 ETH 6/15 - 5,620,749 ETH 6/8 - 5,543,872 ETH 6/1 - 5,416,901 ETH 5/26 - 5,390,404 ETH 5/18 - 5,278,462 ETH 5/11 - 5,206,790 ETH 5/4 - 5,180,131 ETH 4/27 - 5,078,386 ETH 4/20 - 4,976,485 ETH 4/13 - 4,874,858 ETH 4/6 - 4,803,334 ETH 3/30 - 4,732,082 ETH 3/23 - 4,660,903 ETH 3/16 - 4,595,562 ETH 3/9 - 4,534,563 ETH 3/2 - 4,473,587 ETH 2/23 - 4,422,659 ETH 2/17 - 4,371,497 ETH 2/9 - 4,325,738 ETH 2/2 - 4,285,125 ETH 1/26 - 4,243,338 ETH 1/20 - 4,203,036 ETH 1/12 - 4,167,768 ETH 1/5 - 4,143,502 ETH 12/29 - 4,110,525 ETH 12/22 - 4,066,062 ETH 12/15 - 3,967,210 ETH 12/8 - 3,864,951 ETH 11/30 - 3,726,499 ETH 11/24 - 3,629,701 ETH 11/17 - 3,559,879 ETH 11/10 - 3,505,723 ETH 11/3 - 3,395,422 ETH 10/27 - 3,313,069 ETH 10/20 - 3,236,014 ETH 10/13 - 3,032,188 ETH 10/6 - 2,830,151 ETH 9/29 - 2,650,900 ETH 9/22 - 2,416,054 ETH 9/15 - 2,151,676 ETH 9/8 - 2,069,443 ETH 9/2 - 1,866,974 ETH 8/25 - 1,713,899 ETH 8/18 - 1,523,373 ETH 8/11 - 1,150,263 ETH 8/4 - 833,137 ETH 7/28 - 625,000 ETH 7/24 - 566,776 ETH 7/17 - 300,657 ETH 7/14 - 163,142 ETH

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TOM LEE SAYS AI FUNDING CONCERNS ARE PREVENTING A BUBBLE FROM FORMING @fundstrat believes tighter credit markets are introducing discipline into the AI industry: - Rising funding costs are forcing greater financial discipline, preventing excessive investment from creating a bubble - AI debt issuance is equivalent to 50% of Treasury issuance, highlighting the enormous scale of funding needs - Credit default swaps have widened, signalling higher perceived default risk, while AI debt issuance has already declined, creating a natural check on spending

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TOM LEE SAYS OPENAI JUST ACCOUNTED FOR 81% OF ALL MATH DISCOVERIES FROM THE PAST THREE YEARS @fundstrat calls the latest breakthroughs in artificial intelligence "otherworldly": - OpenAI reportedly solved 771 mathematical problems, representing 81% of all math discoveries over the past three years, according to Lee - Each model took an average of just three hours to accomplish the work - The breakthrough was so substantial that many mathematicians were reportedly upset by the results

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TOM LEE SAYS STOCKS COULD RALLY STRONGLY AFTER THE MIDTERM ELECTIONS @fundstrat believes the current market uncertainty is creating a buying opportunity: - Defensive sectors like healthcare, staples, utilities, and waste services are rallying, signalling investors are nervous - Tech stocks appear to be reaching key support levels, according to Mark Newton - The next few weeks of risk-off trading could offer a buying opportunity before a broad and powerful post-midterm rally

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TOM LEE SAYS STOCKS COULD RALLY VERY STRONGLY AFTER THE MIDTERM ELECTIONS @fundstrat believes the current market uncertainty is creating a buying opportunity: - Defensive sectors like healthcare, staples, utilities, and waste services are rallying, signalling investors are nervous - Tech stocks appear to be reaching key support levels, according to Mark Newton - The next few weeks of risk-off trading could offer a buying opportunity before a broad and powerful post-midterm rally Traders see a 72% chance of the S&P 500 $SPX reaching 8,000 by year-end.