Fundstrat’s Tom Lee: AI Boom Lifts Stocks | Software Left Behind

📈 🚀 Fundstrat’s Tom Lee breaks down how the AI boom is reshaping markets — lifting some stocks while leaving others behind. With massive capital spending on AI infrastructure, certain sectors are thriving, but traditional software companies may face big challenges ahead.

📊 In this video, Tom Lee explains why investor money is flowing into hardware and infrastructure, and what it means for long-term market leadership. Could this shift redefine winners and losers in the next phase of the bull market?

💡 What do you think — will AI keep fueling this rally, or will the software side eventually catch up? Share your thoughts below 👇

#TomLee #StockMarket #BullMarket #NASDAQ #SP500 #Investing #AI #TechStocks

CREDIT - The Compound ( Josh Brown )
   • Tom Lee Says It's Still Early | TCAF 205  

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