Tom Lee on Why DeepSeek R1 Creates “Betamax” Moment for AI Stocks

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  • Опубликовано: 31 янв 2025

Комментарии • 61

  • @danielshinerock1526
    @danielshinerock1526 2 дня назад +3

    Tom is a man who maintains a bullish stance. ❤. We need more people like him!

  • @Asiant77
    @Asiant77 2 дня назад +10

    Tom, please more videos from you

  • @aaronscottmatthews7883
    @aaronscottmatthews7883 3 дня назад +34

    If you were to add "Tom Lee" to the video title your view count would increase by an order of magnitude

    • @doctorhorton
      @doctorhorton 3 дня назад

      Agreed! The only reason I found this channel to begin with is the RUclips algo started putting these videos in my feed since I searched GRNY in the recent past

    • @mastablenda
      @mastablenda 3 дня назад +3

      Literally a saint in finance and markets

    • @andrewuchtman
      @andrewuchtman 2 дня назад

      Bahaha

    • @doctorhorton
      @doctorhorton 2 дня назад +5

      Looks like they took your advice and updated the title! A round of applause for everyone! 👏

    • @David-lj8fo
      @David-lj8fo 20 часов назад

      Tom Lee - AI clown

  • @suekang8699
    @suekang8699 3 дня назад +4

    Thank you from HK. Will look at GRNY.

  • @gantz0949
    @gantz0949 День назад

    im a TA person but even i appreciated this presentation. short clear and to the point

  • @infpsych
    @infpsych 2 дня назад +2

    Thank you, 🙏 Fundstrat

  • @lesliewong9594
    @lesliewong9594 День назад

    Thank you Tom! Always enjoyed ur insights

  • @jonhaddal
    @jonhaddal 2 дня назад

    Tom, I hope you can elaborate a lot more and go a lot deeper in these videos 👍👍🙏🙏

  • @weho_brian
    @weho_brian 2 дня назад +4

    Thanks Tom! I can see that GRNY is outperforming the nasdaq and s&P so far this year

  • @matt.stevick
    @matt.stevick День назад

    fundstrats tom lee 🤗

  • @thinhle8472
    @thinhle8472 День назад +1

    Tom, please make more videos like this when events like this occur in stock market.

  • @edwardtran1974
    @edwardtran1974 2 дня назад +2

    Tommy Lee is awesome

  • @morlonjohnson3066
    @morlonjohnson3066 3 дня назад +4

    This Man is Legit!

  • @haroldhollingsworthesq
    @haroldhollingsworthesq День назад

    my trail guide in these crazy market times

  • @drunkntigr
    @drunkntigr 3 дня назад +4

    In Tom Lee we trust

  • @EliaBombardelli
    @EliaBombardelli День назад

    We need a UCITS version of the ETF for Europe

  • @MetaPhysStore0770
    @MetaPhysStore0770 2 дня назад +3

    Im not buying anything until tangerine trumps pen runs outa ink😂

  • @knockitdown20
    @knockitdown20 3 дня назад +1

    Hey Tom did you include enough energy infrastructure beneficiaries in GRNY? For AI power consumption

    • @davemacdonald1932
      @davemacdonald1932 День назад

      As a member, it's underweight at the moment. Drill baby drill means low oil prices so low earnings (if you meant oil)

  • @SeanMcCarthy-u8s
    @SeanMcCarthy-u8s 3 дня назад +1

    Love you Tommy!!

  • @AndrewBarisser
    @AndrewBarisser 3 дня назад +2

    It's not 10% the size of LLAMA3. Those are active parameters in a MOE architecture. The total model size is >10x larger. So claiming 10% is basically wrong; the model picks which active parameters to use during runtime. It's more correct to count the full model parameters.

    • @hersheyscoco1
      @hersheyscoco1 День назад

      yea... he should just stick to markets which he knows inside out

  • @christianlarsen8869
    @christianlarsen8869 3 дня назад +4

    I am so sorry it is not a UCITS as we cannot invest in this ETF in europe.

  • @scrutch666
    @scrutch666 День назад +1

    The efficiency factor is more at 4x compared to costs of anthropic training runs. Deepseek is only at 17% precision rate which is one of the worst

  • @andrewuchtman
    @andrewuchtman 2 дня назад

    Impressive gymnastics done to highlight the bullish thesis. Would have never thought to use 02 and 04 or 2020 to say buy the dip bc 2025 is the same environment. lol - If Tom says it’s a lock take it to the bank. lol

  • @anand13
    @anand13 2 дня назад

    Why don’t you add NASDAQ to the comparison chart since the theme ties closer to that

  • @toddcallaway8988
    @toddcallaway8988 День назад

    Im in.

  • @fhowland
    @fhowland 2 дня назад +2

    .75 expense ratio? Ouch

  • @qxin1130
    @qxin1130 2 дня назад

    Need music, better motion graphics, content creation/curation and editing all around to keep things engaging. Might need to reconsider who you ended up bringing on for that media production team.

    • @robbrown4621
      @robbrown4621 2 дня назад

      God, no, please ignore the request for music.

    • @qxin1130
      @qxin1130 2 дня назад

      @@robbrown4621 😂 his friends over at The Compound can probably offer some honest insight on this matter

  • @ARMENASSATURIAN
    @ARMENASSATURIAN 2 дня назад +1

    Lower cost in AI means more companies can get into this area n develop new. Ai models

    • @weho_brian
      @weho_brian 2 дня назад

      Agree, short term its bearish for NVDA, but long term its bullish for all technology stocks because of lower barrier to entry

  • @VegasVaron
    @VegasVaron День назад +1

    An AI (DeepSeek) that provides misleading info is not worthless. Just try asking about Tienanment Square Massacre and see what you get.

  • @utubeway80
    @utubeway80 2 дня назад +3

    Respect for Tom Lee. At least he is not fraudulent like Cathy woods

  • @qxin1130
    @qxin1130 2 дня назад

    Some basic feedback for your editor just for this piece
    0:00-0:03 - could use intro music
    0:04-0:13 - move Tom Lee to the right of frame so to not cover background text & graphic or just remove branding from background and relocate them to the bottom of right frame as bug/transparent logos.
    0:15- End - remove Tom’s title after his intro or remove him entirely, his voice will be enough to help narrate the entire video, allowing more room for the text, graphics and video content.
    8:00 - End - outro music

  • @MetaPhysStore0770
    @MetaPhysStore0770 2 дня назад +5

    I worked in a brake light assemble center in illinois, they went from 900 people making brake lights to 900 people "loading", "baby sitting" and "unloading" 300 robots, productions up about 25% and brake lights are much more fancy, but robots ARE NOT the great disruptor, they still need babysitting, we had the internet go down and 139 label printers in the whole place quit working at once, and 3/4 the crew got sent home early that day😮 i.m.o "robots replacing people" is a myth

  • @teslamr7333
    @teslamr7333 День назад

    NVDA has a lot of work to fill the gap.

  • @VOD713
    @VOD713 3 дня назад +3

    In Tom We Trust

  • @WhiteMochato
    @WhiteMochato День назад +1

    I see an investor who doesn't want to lose money on Nvidia... Boy, it's not a "betamax" moment, it's a "Hisense" or "Xiaomi" moment.

  • @mydressmemos
    @mydressmemos 2 дня назад +5

    AI Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of folks gaining over 250k just in a matter of weeks/couple months, so I think there are a lot of wealth transfer in this downtime if you know where to look.

    • @winifred-k9e
      @winifred-k9e 2 дня назад +1

      you’re right! The current market might give opportunities to maximize profit within a short term, but in order to execute such strategy , you must be a skilled practitioner

    • @ThomasLuke-u3v
      @ThomasLuke-u3v 2 дня назад +1

      I've been in touch with a financial advisor ever since I started my business. Knowing today's culture The challenge is knowing when to purchase or sell when investing in trending stocks, which is pretty simple. On my portfolio, which has grown over $900k in a little over a year, my adviser chooses entry and exit orders.

    • @LUCIASMITH-d1z
      @LUCIASMITH-d1z 2 дня назад +1

      Mind if I ask you recommend this particular professional you use their service? i have quite a lot of marketing problems

    • @ThomasLuke-u3v
      @ThomasLuke-u3v 2 дня назад +1

      There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Melissa Terri Swayne” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.

    • @JacobsErick-u8r
      @JacobsErick-u8r 2 дня назад

      I searched and located her on the web, I sent her an email, and scheduled a call; hopefully, she will reply because I want to start off the new year financially strong.

  • @ChristopherWalkenActor
    @ChristopherWalkenActor 2 дня назад +1

    Buy Bitcoin.

  • @missunique65
    @missunique65 2 дня назад

    useless video - he asks questions only- knows nothing more than us

  • @ericmetzger8402
    @ericmetzger8402 3 дня назад

    Tommy may eat these words…that is a bold statement . There has been little or no pullback in AI or NVDA…Simple question seems to be are we close to a top in AI or is there major upside from here…seems obvious but not to Tommy