@TomLeeTracker
Daily updates on Tom Lee’s market insights/research, the Fundstrat GRNY ETF, and BMNR. | Not affiliated with Tom Lee, Fundstrat or BMNR.
WOLF Terminal @WOLF_Terminal🚨 @Fundstrat CIO TOM LEE ON FED CHAIR KEVIN WARSH AND WHAT IT MEANS FOR MARKETS: "The Fed kind of rattled markets in September. Now we have a Fed that's committing to the same targets." The most important thing Warsh said: "I was happy to hear him say that he didn't think AI growth is necessarily inflationary." What that unlocks: "Now we can say good news is good news. You're gonna be in a position to say big beats are great because the Fed is not gonna try to slow AI growth."
WOLF @WOLF_FinancialALPHABET $GOOGL JUST REPORTED Q3 EARNINGS - EPS: $2.12 - Revenue: $127.6B, missing expectations of $128.22B 🔴 - Google Cloud Revenue: $30.7B - Search & Other: $63.4B - YouTube Ads: $11.2B - CapEx: $51.4B - CapEx to Revenue: ~40.3% Key Updates: - Equity Securities: $8.7B net unrealized loss (EPS impact $0.55) - Stock Repurchases: $0
WOLF @WOLF_FinancialAZURE IS NOW MICROSOFT'S $MSFT BIGGEST BUSINESS Azure brought in $33.2 billion in revenue last quarter, up 48% from $22.4 billion a year ago. That's now more than Microsoft 365 cloud at $27.8 billion, and more than Xbox, Windows and Search combined. Microsoft Cloud overall hit $63.9 billion, with growth accelerating to 30%.
WOLF Terminal @WOLF_Terminal🇺🇸 FED DAY The rate decision comes at 2pm ET, and Chair Kevin Warsh speaks at 2:30pm ET No hike is expected, so all eyes are on what Warsh signals for December
Tom Lee Tracker (Not actually Tom) @TomLeeTrackerTOM LEE AND BITMINE $BMNR JUST UPDATED THEIR ETHEREUM HOLDINGS Here are the updated holdings: - 6.05 million $ETH up from 6.04M on October 19th - 215 Bitcoin $BTC - $514M cash - $180M stake in Beast Industries - $76M stake in Eightco $ORBS Tom Lee and BMNR now own 4.95% of the total Ethereum supply, 99% of the way to their 5% target
WOLF Terminal @WOLF_Terminal🚨 $BMNR BITMINE CHAIRMAN TOM LEE @fundstrat ON WHY HE BET ON ETHEREUM: "We think $ETH is massively undervalued" His thesis: "We believed a super cycle was coming for tokenization and crypto, and that Ethereum was the most neutral infrastructure" The setup: "It's been in the same price for 5 years. And as you guys know, the longer the base, the bigger the breakout" 👀
Evan @StockMKTNewzYou can now have Bloomberg TV directly on your brokerage while you trade 👀 You should give my sponsors at Aries a try (link on the post below) They're giving people who sign up a free stock They created a new brokerage made for traders which you can fully customize the entire setup Expect to see the name Aries a bunch more
Tradr ETFs @TradrETFsData centers now take about a fifth of $GEV's gas turbine book. The company expects to be mostly sold out through 2030 at its year-end target. As a result, first-half 2026 orders were priced over 20% above those of late 2025. Its 3Q report, out tomorrow Oct 28, will show how close it is to that target.
Tom Lee Tracker (Not actually Tom) @TomLeeTrackerTOM LEE AND BITMINE $BMNR JUST UPDATED THEIR ETHEREUM HOLDINGS Here are the updated holdings: - 6.05 million $ETH up from 6.04M on October 19th - 215 Bitcoin $BTC - $514M cash - $180M stake in Beast Industries - $76M stake in Eightco $ORBS Tom Lee and BMNR now own 4.95% of the total Ethereum supply, 99% of the way to their 5% target
WOLF @WOLF_FinancialWhat does our future with robotics look like? (UBI, Unemployment, GoldenAge?)
Tom Lee Tracker (Not actually Tom) @TomLeeTrackerTOM LEE AND BITMINE $BMNR JUST UPDATED THEIR ETHEREUM HOLDINGS Here are the updated holdings: - 6.05 million $ETH up from 6.04M on October 19th - 215 Bitcoin $BTC - $514M cash - $180M stake in Beast Industries - $76M stake in Eightco $ORBS Tom Lee and BMNR now own 4.95% of the total Ethereum supply, 99% of the way to their 5% target
Alpha @TradeAlphaThe $ANT IPO filing is well timed with revenue that went vertical in Q2: $11.6B vs. $4.6B for ALL of 2025. But Anthropic’s own filing pumps the brakes: “We expect our revenue growth rate to decline over time.” At a $1.5 trillion IPO price, Anthropic would trade at 76x its last 12 months of sales. $SPCX is the next highest of the $1T+ companies at 64x, $NVDA is at 17x, and $AAPL at 11x.
