Tom Lee Tracker (Not actually Tom)

@TomLeeTracker53k followers

Daily updates on Tom Lee’s market insights/research, the Fundstrat GRNY ETF, and BMNR. | Not affiliated with Tom Lee, Fundstrat or BMNR.

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1Sep 25, '25Tom Lee just now on CNBC Closing Bell: We’re in an AI supercycle and sees Nvidia as a bargain at 26x forward earnings … cheaper than Costco or Walmart today and far below Cisco’s 662.6×600k1.6k143359
2Oct 10, '25Tom Lee said on CNBC: Today’s pullback looks like a buying opportunity and stocks could be 60 points higher a week from now56×536k2.5k262338
3Oct 17, '25Tom Lee just said on CNBC Closing Bell that he still sees the S&P 500 reaching 7,000 or higher by the end of the year Source: @fs_insight48.9×468k1.3k107118
4Aug 28, '25Tom Lee said on The Master Investor podcast with @WilfredFrost "In 99, it was clear to me that we were in a bubble and I was only in my 20s. But I was at an investment bank and the46.9×449k1.7k133421
5Aug 22, '25Tom Lee just said he thinks Ethereum $ETH is having its 1971 moments 1971 is when the US Dollar went off the Gold standard42.1×403k7644538
6Oct 24, '25Tom Lee just told CNBC Ethereum's $ETH activity is climbing fast across L1 and L2, but the price hasn’t caught up... He expects a big move into year-end as fundamentals strengthen.34.9×334k1k106114
7Aug 26, '25Tom Lee said "(AI) is the most important trade... I think there's bigger upside in owning financials right now... but I still think the financials are really one of the things that33.5×321k1.5k137302
8Sep 6, '25Cathie Wood and Ark Invest bought 387,325 more shares of $BMNR yesterday32.6×312k1.4k9975
9Aug 20, '25Tom Lee just responded to this chart about his thoughts for the rest of 2025 with: "This is correct" 👇31.8×304k1k106247
10Sep 15, '25Tom Lee said on @CNBCClosingBell today that if the Fed cuts, the biggest beneficiaries will be: 1. NASDAQ 100 (Mag 7 + AI) 2. Bitcoin & Ethereum — “could make a monster move in30×288k2.6k296562
11Sep 8, '25Tom Lee said today on CNBC he thinks Bitcoin $BTC could easily hit $200,000 by the end of 202529.5×282k1.9k156220
12Aug 26, '25“Investors are bracing for $NVDA to sell off after the report tomorrow... I think there’s a chance Nvidia rises dramatically after they report on Wednesday.” - Tom Lee on @CNBCClos29.1×278k1.8k155146
13Aug 26, '25Tom Lee just said he thinks Ethereum $ETH could hit $5,500 in the near term and end the year at $10,000-$12,00028.2×270k2.3k244234
14Aug 28, '25Tom Lee was asked if the AI momentum trade could end soon on CNBC today. Here is his response⬇️27.8×266k84494211
15Sep 10, '25Tom Lee on $NVDA: "If NVIDIA is the scarcest company in AI, why is its multiple so low compared to Staples?"26.3×252k1.1k84231
16Aug 28, '25Cathie Wood and Ark Invest bought 339,113 shares of Tom Lee's $BMNR today25.3×243k2.2k221151
17Sep 15, '25TOM LEE AND $BMNR JUST CONFIRMED THEY BOUGHT MORE ETHEREUM ... here's what they currently hold - 2,151,676 Ethereum $ETH up from 2.07 ETH on September 7th - 192 Bitcoin $BTC - $56924.2×231k5826837
18Sep 6, '25HERE IS EVERY STOCK IN TOM LEE'S ETF These are the 39 names that Tom Lee currently holds in his Fundstrat Granny Shots ETF $GRNY Robinhood $HOOD Google $GOOGL Palo Alto $PANW Broad23.1×221k1.4k2051.3k
19Oct 16, '25Tom Lee on Cathie Wood and ARK Invest’s FYI Podcast: “Ethereum could flip Bitcoin the same way Wall Street flipped gold after 1971. When the dollar went off gold, Wall Street creat20.4×196k737119267
20Sep 5, '25$BMNR just dropped back under $4019.4×186k8723771
21Aug 25, '25Tom Lee's Ethereum Treasury Company Bitmine $BMNR now holds more than $8.8 Billion worth of ETH + Cash up from the $6.6B last week BMNR now owns 1.71 Million ETH and 192 BTC19.3×184k8478046
22Nov 3, '25Tom Lee on CNBC this morning: “The market’s been up six months in a row ... that’s only happened six times since 1928.” Says November could add another 200–250 points to the S&17.6×169k95685117
23Nov 14, '25Tom Lee on CNBC Closing Bell today: Says the recent pullback is just consolidation after a 6-month run and still expects the S&P 500 to finish the year above 7,000... He even s16.7×160k1.4k116152
24Sep 26, '25The 2x Long BMNR ETF which trades under the ticker $BMNU is now live15.9×152k47339102
25Aug 20, '25Tom Lee's $BMNR is currently estimated to be trading at a mNAV of 1.315.5×148k93675104
26Aug 22, '25TOM LEE JUST SAID ON CNBC I think "we have a dovish Fed again and that's kind of a green light for small caps and for equities" in general15.2×145k2.5k19183
27Sep 9, '25Cathie Wood and Ark Invest bought 101,950 more shares of Tom Lee’s $BMNR today14.8×142k1.1k8851
28Nov 6, '25Tom Lee on CNBC said: - The October 10th Bitcoin deleveraging was the biggest in history - Ripple effects are still being felt, but “no bodies floating to the surface.” - Stocks ha14.7×140k5573573
29Nov 11, '25TOM LEE’S YEAR-END PREDICTIONS ARE IN: • Bitcoin: high $100Ks, possibly $200K • Ethereum: $9K–$12K by January13.4×128k1.1k9498
30Sep 3, '25Tom Lee said: "Our contrarian view is September will be an "up" month due to Fed cutting ala 1998 and 2024"13.3×128k1.3k12399
31Oct 15, '25Tom Lee says a J.P. Morgan built on the blockchain could run with 20,000 employees instead of 313,000 … and trade like a tech company, not a bank13.1×126k1.1k80133
32Aug 21, '25🚨 NEW ETF FILING Tom Lee’s @fundstrat just filed for 2 NEW ETFs under Tidal Trust III: • Granny Shots US Small & Mid-Cap ETF • Granny Shots US Large Cap & Income ETF No tickers ye12.5×120k8154959
33Sep 5, '25Cathie Wood holds over $267M of Tom Lee's $BMNR 👏12.5×119k7275914
34Sep 22, '25Fundstrat’s Mark Newton @MarkNewtonCMT says Ethereum isn’t breaking below $4,000 and sees it moving to $5,500 Calls $ETH his favorite crypto12.2×117k1.1k125196
35Aug 22, '25Here's a 40 minute interview with Tom Lee from last month that you may have missed11.6×111k45231134
36Aug 20, '25V11.5×110k825316
37Sep 24, '25Tom Lee explaining why Ethereum $ETH11.4×109k53863278
38Oct 27, '25JUST IN: TOM LEE AND BITMINE $BMNR JUST UPDATED THEIR ETHEREUM $ETH HOLDINGS ... Here's what they currently own as of October 26th: - 3,313,069 Ethereum $ETH up from 3.24M ETH on O11×105k4655512
39Sep 12, '25Tom Lee was asked on CNBC why he’s picking small cap names over individual AI names “AI is undervalued, but small caps are even more undervalued.”10.9×104k64058158
40Aug 26, '25Tom Lee just said that he expects a “better than expected September, October, November and December because of the fed cutting and ISM turning” on @CNBCClosingBell10.7×103k2.1k162103
41Aug 26, '25Tom Lee @fundstrat just said this on @amitisinvesting's live stream about why he thinks we're at the start of a new bull market10.6×101k1k99263
42Aug 17, '25When you buy $10,000 of Tom Lee's Granny Shots ETF $GRNY here's how much of every stock you're buying (As of 8/15) $263 of Robinhood $HOOD $261 of Palo Alto $PANW $260 of Oracle $O10.4×100k43542232
43Aug 21, '25$BMNR currently holds $6.4 Billion worth of Ethereum $ETH up from $5.55B last week - Arkham10.4×100k1.3k9757
44Nov 1, '25Tom Lee on CNBC: “Maybe the bears have gone into hiding” He points out that investor sentiment has averaged -11.7 this year, levels seen only in 1990, 2002, and 2022, all bear mark10.2×98k6954765
45Oct 17, '25Tom Lee says BitMine has transformed from a small Bitcoin miner into the largest corporate holder of $ETH $BMNR now holds over 3.03 million ETH with total crypto and cash holdings 10.1×97k8005761
46Oct 21, '25Tom Lee just said on CNBC Closing Bell: “The S&P 500 could close at 7,000 or higher by year end.”10.0×96k8506056
47Oct 6, '25TOM LEE AND $BMNR JUST UPDATED THEIR ETHEREUM HOLDINGS Here's what they currently own as of October 5th: - 2,830,151 Ethereum $ETH up from 2.65M ETH on September 28th - 192 Bitcoin9.9×95k3513220
48Nov 10, '25Tom Lee on CNBC: Says AI isn’t a bubble. Nvidia trades at 29x forward earnings, cheaper than Costco. He adds that Palantir and other AI names are still in price discovery as corpor9.8×94k6994564
49Aug 19, '25Here are the current top holdings of Tom Lee’s $GRNY ETF9.8×94k53744162
50Sep 22, '25Tom Lee and Bitmine $BMNR just announced it raised $365.2M by selling: - 5,217,715 shares of the company common stock at $70.00 per share and - 10,435,430 warrants with a strike pr9.6×92k6035556
51Aug 22, '25Tom Lee talking about Palantir $PLTR9.0×86k71971156
52Sep 29, '25TOM LEE AND $BMNR JUST UPDATED THEIR ETHEREUM HOLDINGS Here’s what they owned as of September 28th - 2,650,900 Ethereum $ETH up from 2.42M ETH on September 21st - 192 Bitcoin $BTC 8.9×86k3414219
53Oct 13, '25Tom Lee on CNBC: "JPMorgan, the biggest and most powerful bank in the world, is investing $1.5 trillion into the U.S. economy." He says with AI leadership and Wall Street’s blockch8.5×82k83062107
54Sep 2, '25Tom Lee asked Fundstrat’s Mark Newton for his technical take on Ethereum Newton said "ETH could reach ~$5,500 in September and as high as $9,000 by early January."8.2×79k942100197
55Oct 12, '25$BMNR currently holds $11.7 Billion worth of Ethereum Watch out for their updated holdings coming out tomorrow morning8.1×78k4653015
56Aug 24, '25Tom Lee and Bitmine $BMNR now hold more than $7 Billion worth of Ethereum $ETH according to Arkham Exchange7.9×75k1k8839
57Aug 30, '25The iShares Ethereum ETF $ETHA had the 5th most inflows in August out of every ETF in the United States 🇺🇸7.9×75k6467066
58Sep 3, '25Tom Lee said: “Bitmine $BMNR is the #2 crypto treasury in the world with roughly $8.98B of Ethereum. It trails only MicroStrategy $MSTR ... it reached this in months, versus 1,200+7.8×75k7667840
59Sep 2, '25Tom Lee and Bitmine $BMNR just confirmed they now hold: 1,866,974 Ethereum $ETH up from 1.79M ETH on August 27th 192 Bitcoin $BTC $635M of unencumbered cash7.8×75k7828135
60Sep 18, '25Tom Lee said on @PowerLunch today that a Fed cut isn’t just lower rates ... it’s a green light for companies to expand. He also said that he sees stronger growth in 2025 without in7.8×74k89376123
61Aug 23, '25Tom Lee just said: “I think that one of the most interesting things is that the US financial system is about to get rearchitected.”7.7×74k1.1k86141
62Aug 28, '25Tom Lee said on The Master Investor podcast with @WilfredFrost "The banks know they can re-engineer their entire operations around AI and blockchain."7.4×71k4714450
63Aug 22, '25Tom Lee says "Monster $MNST is a ‘millennial stock’...stocks tied to multiple themes (like Millennials + Seasonality) make the cut in $GRNY " @fundstrat @TheCompoundNews7.3×70k3822573
64Aug 28, '25Tom Lee's Bitmine $BMNR now owns 1,792,690 Ethereum $ETH up from 1.71M ETH on August 24th7.2×69k7436526
65Oct 24, '25Tom Lee on The Pomp Podcast @APompliano : I kind of regret not recommending gold... it’s been incredible. If gold settles at $5,000, fair value for Bitcoin would be between $1.6 an6.9×66k4732788
66Sep 19, '25Tom Lee @fundstrat on the Fed Cut: The consensus said September would be down. We said it’d be up... and every time the Fed cut near all-time highs, markets gained over the next 126.9×66k67647110
67Sep 5, '25Tom Lee and Bitmine $BMNR just put out this Press Release6.2×60k6444640
68Aug 27, '25Tom Lee said Nvidia $NVDA over the last 3 years has typically run almost 20% the one month heading into earnings and this time it has been almost flat Tom said Fundstrat thinks exp6.1×59k3783423
69Oct 2, '25TOM LEE SEES S&P 500 TOPPING 7,000 BY YEAR-END, SAYS DON’T BE FOOLED BY SHUTDOWN CALAMITY TALK - CNBC5.9×57k5034118
70Sep 9, '25Tom Lee and $BMNR ‘s $20 Million investment into Dan Ives’ $OCTO closed today worth $628.8 Million5.5×53k4092213
71Sep 21, '25$BMNR is now the 10th largest holding in Cathie Wood and Ark Invest's $ARKK ETF5.2×50k4623132
72Aug 20, '25Not a bad day for the Tom Lee names 🟢🔴5.2×50k3861714
73Sep 13, '25$BMNR on Friday got very close to being the most liquid treasury name 👀 Next week?5.0×48k4473727
74Aug 18, '25Tom Lee's Ethereum Treasury Company Bitmine $BMNR now holds more than $6.6 Billion worth of ETH up from the $4.9B last week BitMine now ranks as the #1 Ethereum treasury and #2 glo4.7×45k4394927
75Nov 9, '25ETH is back over $3,5004.7×45k485182
76Nov 14, '25Tom Lee on CNBC says the AI bull run is not over. “Nvidia trades at 28x forward earnings, cheaper than Walmart or Costco.”4.6×44k7345033
77Sep 9, '25Tom Lee and Cathie Wood on Ethereum: “Wall Street is building on $ETH ... and the upside case could be 100x.”4.5×43k7097372
78Sep 19, '25$BMNR is up another 5% so far today 🟢🟢🟢🟢🟢4.2×40k641318
79Sep 12, '25$BMNR is above $544.2×40k531367
80Nov 14, '25Cathie Wood bought more $BMNR today 👀4.1×40k414169
81Sep 4, '25ALRIGHT TEAM … THIS IS NOT A DRILL (I think, maybe?) Is Tom Lee actually about to go on Joe Rogan4.1×39k4262112
82Sep 15, '25Tom Lee says $BTC and $ETH trade like the NASDAQ 100 … liquidity-driven and risk-on. He said that he sees $ETH as today’s “growth protocol,” similar to 1971 Wall Street when innova4.0×39k4874352
83Sep 8, '25TOM LEE AND $BMNR JUST CONFIRMED THEY BOUGHT MORE ETHEREUM $ETH ... here's what they currently hold - 2,069,443 Ethereum $ETH up from 1.87M ETH on September 2nd - 192 Bitcoin $BTC 4.0×38k6176124
84Sep 18, '25$BMNR IS BACK OVER $604.0×38k778455
85Sep 21, '25WATCH OUT FOR THIS TOMORROW MORNING Tom Lee and $BMNR should be announcing how much Ethereum $ETH they bought this past week early tomorrow morning3.9×37k4582411
86Sep 17, '25$BMNR is getting CRAZY close to being the most liquid crypto treasury company3.9×37k3632716
87Oct 6, '25Tom Lee this morning on CNBC: Financials could be the next big trade. Dovish Fed + AI = profit tailwinds.3.7×36k4163858
88Sep 17, '25Tom Lee and Dan Ives joined Eightco Holdings $ORBS at Nasdaq this morning to ring the opening bell as the company began trading @fundstrat @DivesTech @Iamhuman_ORBS3.7×35k3522721
89Sep 16, '25Everyone: September is always the worst month for stocks Tom Lee: Not this year.3.6×35k8253612
90Aug 22, '25$BMNR3.5×34k6412810
91Sep 2, '25Tom Lee has led Wall Street's charge into Ethereum $ETH3.5×33k6463717
92Aug 28, '25Tom Lee said when asked, "what are you seeing that other people aren't?" "I think too many people are tied to their own bias."3.5×33k3992750
93Sep 2, '25In Tom Lee’s latest BitMine $BMNR chairman’s message he said: "In our view, Ethereum is having its 1971 moment where the real world assets are becoming synthetic or tokenized."3.4×32k4674154
94Nov 7, '25Cathie Wood and Ark Invest bought 240,507 shares of Bitmine $BMNR today3.3×32k548407
95Aug 30, '25Tom Lee said on The Master Investor podcast with @WilfredFrost “Wall Street is about to build their entire infrastructure on the blockchain and the blockchain they’ve chosen is Eth3.2×30k4555769
96Oct 23, '25Tom Lee says the BITCOIN $BTC 4 year cycle is coming to an end and that it will easily reach $200k by the end of the year2.9×27k3863134
97Aug 26, '25Tom Lee talking about how he thinks were at the start of a new bull market: "We also still have not seen the positive benefits from 2 things yet" - A dovish Fed - ISM above 50 (Exp2.4×23k3861622
98Aug 23, '25Tom Lee just said: He thinks there’s high probably maybe even a 50% chance the Ethereum’s total network value will flip Bitcoin2.4×23k3913246
99Oct 2, '25Tom Lee explains the 4 principles that guide how @FundstratCap views markets2.3×22k40151198
100Oct 12TOM LEE AND BITMINE $BMNR JUST UPDATED THEIR ETHEREUM HOLDINGS Here are the updated holdings: 6.03 million $ETH up from 6.02M on October 5th 214 Bitcoin $BTC $612M cash $180 millio1.9×18k11892
101Oct 6, '25ETHEREUM TOM LEE BMNR Happy Monday1.4×13k349253

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