Tom Lee spoke on CNBC this morning. I've summarized it for you:

๐Ÿ‘‰ After the sharp decline in April, the market unexpectedly recovered in a V-shape. Most investors missed this rally and are still under-positioned. However, corporate earnings have held up quite well, strengthening the likelihood of a continued rally.

๐Ÿ‘‰ The S&P 500's current equally weighted P/E ratio is even below its 2019 level. This means that despite the current peak and six major crises, it remains cheap.

๐Ÿ‘‰ Apple is quietly preparing for AI and could deliver a major surprise. Apple could differentiate itself with an AI product focused on security and privacy. Just because they're a bit behind in the AI game doesn't mean they're out of the game.

๐Ÿ‘‰ $BTC Bitcoin's potential rise to $200,000-$250,000 in the medium term remains a possibility. According to the digital gold thesis, even $1 million could be a reasonable target.

๐Ÿ‘‰ Stablecoins are now being adopted by both consumers and institutions. The growth of this area is contributing significantly to Ethereum.

๐Ÿ‘‰ $ETH Ethereum rose to $3,600 after the drop. My technical analyst, Mark Newton, sees $5,000 in the short term and $10,000-20,000 in the long term as possible.

๐Ÿ‘‰ Potential developments on August 1st could be positive for the markets. Tariffs are now manageable for companies, which supports optimism.