Transcript for:
Tom Lee's Market Insights and Predictions

folks Wall Street Legend Tom Lee just grabbed the loudest megaphone he could find and is screaming from every rooftop yes we're in a dip and sure it might get even uglier from here but this dip will be your golden ticket he's shouting across CNBC Bloomberg Twitter you name it warning investors that if you navigate this moment correctly you may end up making a fortune and in record time in other words while everyone else panics Tom Le thinks this is one of the biggest wealth building moments in recent history in today's video we're going to dive deep into Tom Lee's explosive new predictions decoding exactly what he's saying why he thinks markets will Bottom by April 2nd what moves you need to make immediately and some of the best sold off stocks for massive opportunities and gains ahead and then we're going to go into today's sponsored segment on edge total intelligence Inc ticker symbol un fyf and while you may to put the stock on your radar as soon as possible I'll put all the time stamps down below but as always if you're the one taking the ultimate risk you got to be the one doing the ultimate Frisk always do your own due diligence before taking any action on any ideas presented okay folks so let's face it right now we are enduring a pretty big capitulation from markets and it seems everywhere you look people are panicking not only that but you right now have the dimmest outlook for personal finances on record this is all on growing uncertainty about policy the economy and the markets and the the overall reaction that we're going to see and this has all happened in unprecedented speed and so a lot of folks from retail investors with a few hundred bucks two big hedge fund managers with billions of bucks are saying you know what I'm going to sell everything I have and I'm going to go and hide in a cave that's where it's safe but Tom Lee comes out and he says look Point Blank stop being emotional stop making decisions based on fear and anger and simply sit back and look at history this too shall pass a lot of people I think honestly I'm just going to say it they don't want to be neutral they don't want to be data driven they want to be angry I I get that but history says that markets will recover right they've recovered every time um one thing we have to keep in mind is when markets fall this quickly from a 52- week High I mean uh just remember less than a month ago we were at alltime highs that is a market pricing in a crisis um you know I'd say almost 50% pricing in a recession and we're assuming there's no fed put now the FED is in a position to cut rates that really should mitigate the downside and I do think two other things that investors have to keep in mind because many people just want to get out until April 2nd is number one I do think there's a very high probability that a tariff solution happens before the next 3 weeks happen he says look markets are going to find their footings before April 2nd when Trump's reciprocal tariffs fully get placed into effect there's going to be a lot of Wheeling and dealing before then the uncertainty is going to pull away people are going to have Clarity and it's likely that most of these tariffs are going to be negotiated down quite a lot and that's when massive massive wealth will start being made so markets will reach Peak fear and uncertainty before that date and so you want to buy the heaviest before April 2nd so we had a nice little bounce on Friday but if you look at the overall situation stocks fell 10% in 20 calendar days and if you look at the other periods of time where markets corrected that fast or faster well the average win ratio was 100% a year later and the median return was 20.8% individual growth stocks that Tomley highlights tend to outperform multiples when broader markets rally highlighting historically backed opportunity the bottom line Lee says is hey a 10% decline from February 18th is the fifth fastest ever but this is so obviously going to age to be a great dip by opportunity just like all the other ones so he says btfd which means buy the F and dip if you look at Co remember stocks dropped in February and March in anticipation of a CO recession but as we were actually in the co recession as lockdowns were everywhere stocks bottomed and we kept going up month after month after month despite the fact that the economy was still collapsing that's because markets factor in the biggest worst fears first way before they actually happen and then once they start getting certainty well people start buying CU they feel better they feel like okay well hey I know how bad it's going to get so I'm going to go ahead and buy now buy the dip so if you want to get an extra Alpha extra performance on top of the market you got to buy before everybody starts feeling more confident again the same thing happened with other Corrections Lee says you got to look at the Cuban Missile Crisis this was a threat of a nuclear war with Russia far more freaky of a threat than tariffs but markets bottomed halfway through the crisis and it aged to be a excellent excellent dip buying opportunity point being buying fear is super super profitable and this is backed by the data over a hundred years markets dump in the bottom before the solution is in place so if you're somebody that's waiting for tariffs to find a solution well you're going to end up missing out on some of the biggest dip buying opportunities because markets will dip before the solutions are in place and by the time Solutions are in place you're going to start seeing the market go rally rallyo crazy now if you go back to my videos during the covid crash the videos during the 2022 inflation fear rate height crash I've said the same thing you got to be focused on the data and the bigger picture not fear or opportunities not a time to panic the fact is that right now we are seeing some of the most bearish sentiment we've seen in 40 years this has only happened a few times and guess what happened the last times markets got this bearish well they bottomed and millionaires were created in the next coming quarters so Tom Lee says you better pay attention and you better be ready to exploit now Lee suggests that hey markets the people with money and knowledge and the biggest Capital out there are actually not pricing in a trade War they think that this trade war is a short-term fear in fact they're thinking that hey this is actually going to end up up in a big negotiation and while tariffs are going to be present they're not going to be anywhere as severe as they look right now you look at the performance of country ETFs versus the S&P 500 here in the US since this trade War started well China's up 19% Europe 12% Mexico 8% and Canada 2% meaning all the regions where the US is putting tariffs on well they're actually outperforming the US in their Equity markets so Tom Lee says if markets were seriously thinking that these broad tariffs were going to hold throughout the next four years and cause a recession in these countries they wouldn't be outperforming the US Stocks because again these countries have massive massive deficits with the US so while the US would be hurt by a trade war with these countries these countries would far far far be more hurt if you go back to my data that we presented a couple weeks ago hey look I mean I don't think anyone likes trade Wars but if you look at the data these countries that the tariffs are going to hit have way way way more to lose than our country does here in the United States I wish we could all just get along and everything would be nice and fair trade and all that type of thing but if you're looking at the data it's quite frankly pretty obvious that a massive recession should hit all of these countries if the tariffs were to be completely implemented the next four years yet Lee is showing wait a second but big money managers the ones with the most capital and information they're buying these areas they're thinking hey actually this is all an overreaction and these tariffs are going to be negotiated down a lot markets seemed to think that China is going to get a big deal Europe is going to get a big deal Mexico will get an okay deal and Canada which has the least leverage will get a deal but likely will get the short end of the stick however deals will be made and these Count's economies are going to be just fine meaning that overall there's just going to be a little bit of a rebalancing not a massive massive isolationist reversal and Lee also points out that even the White House is starting to walk back the idea of a recession saying that while we have a detox period that does not have to mean a recession if these countries play ball and they're willing to adjust some of their tariffs that have been very very unfairly against the United States and our country's manufacturers well perhaps we're just going to have a rebalancing instead of a complete isolationist reversal of many many decades of policy right but Lee argues that hey even in the worst case scenario if we do have a recession the FED will serve as a put and will cut rates he expects big big rate Cuts if we do see a broader recessionary Trend okay so now there's a lot of folks that are saying hey Tom Lee but with all of this going on is it now the time to panic sell out of your favorite stocks instead of buy the dip well Lee is screaming hell no Lee is like wait did Tesla's Robo taxi dreams die is paler no longer completely revolutionizing industry after industry did paler lose its government gigs did invidious chips turn to junk nope fundamentals didn't crater sentiment did and that is why the stocks are down not because of anything wrong with their businesses take Tesla Trump's crew just greenlit them to go wild shredding old regulatory headaches that have bogged Tesla down for most of its existence paler their latest moves with the government are a huge Flex they're stronger than ever Nvidia still the AI King these companies are better than they were a month ago yet they're 20 to 30% off highs that's not a crisis that's a sale the Tariff Buzz yeah it's real you got to be looking at that but markets are finally pricing it in after ignoring it forever yes depending on how aggressive Trump gets with the tariffs you could see it get worse or better but the bigger picture is this is going to be a buy the dip opportunity these headwinds won't remain headwinds forever and once those headwinds are pulled away which Tom Le thinks we're going to have everything finalized by April 2nd at a bottom in place by April 2nd well you're going to wish you had bought the dip aggressively Tom Le says do not overdose on the headlines this is negotiation noise not Armageddon the panic's loud it's violent but it's not sustainable knee-jerk sells fade fast and smart money's already sniffing the rebound so where are we at Le's got three big Tails markets are oversold sentiments in the gutter and positionings stretched to the downside translation too many people dumped and there's not much left to sell he's betting this Corrections near its floor anything past 10% needs Recession Proof and we ain't there yet says Mr Lee next few weeks the DAT is going to be king now Mr Tom Lee is not promising rainbows tomorrow short terms a coin flip but the setup screaming by the dip and you got those by the dip Vibes everywhere you can't perfectly time a bottom but gosh it's great to get a huge sale on a lot of really high performing companies isn't it okay so what to do what's the play here well Lee is actually doubling down on his growth stock convictions think Tech small caps and anything tied to Innovation and real real numbers and crazy business exponential growth some actionable tips well number One never Panic sell history says dips recover if you're Panic selling your long-term positions that you believed in because of the underlying business Don't Panic sell buy the dip average down number two look for entry prices as dips get Dipper and Dipper that's not a time to say hey this is a scam stock it's a time to go guns blaring number three focus on winners growth stocks with strong fundamentals could two to three x when the bounce hits four keep some cash ready flexibility is key to pounce on Bottoms we never know how far a bottom can be but but if you have some cash ready you're always up for grabbing those dips what are some of Tom Lee's favorite stocks to buy the dip on well based on what he said I'll give you some of my best guesses first up there's Tesla Tom Lee's got to be salivating over this closed Friday at 249 bucks down 45% from its $480 2025 peak in December 7 weeks of losses longest than 15 years Trump's team just act regulatory roadblocks that means Robo taxes full self driving gigafactories are wide open wed Bush's Dan Ives who has been right many times on Tesla holds a $450 price Target and the consensus even is $350 and that means 40 to 80% upside for the stock second again you have Nvidia the AI Titan it closed Friday at $121 up 5% that day but down 10% from its 135 is highs last month tariffs and AI spending down swipe $780 billion from the mag 7 play last week but Le's got to be salivating over this Q4 Revenue smashed expectations up 94% data centers alone grew 112% grew 112% Blackwell chips are sold out through 2026 and Jensen hang brushed off supply chain noise you're looking at great great deals for NVIDIA right now third of course you got Palante here Le small cap stud this one closed down 31% from its February Peak defense budget cut rumors and Insider sales Sparks dropping but Le's got to be salivating over this as well Q4 Revenue stored 40% 40% government grew 23% and and you saw a big pop on Friday because there's a lot of big AI deals happening right now Trump's paler buddy Peter teals on the board and D regulations a big Tailwind the CEO is very very Pro Doge and thinks that a lot of the government stuff that's going on right now is actually very very good for paler not bad fourth Sofi closed Friday at $12.9 it's down about 133% from its 2025 high and it was underperforming before he has got to be salivating over this Q4 Revenue rocketed 43% with 8.1 million users up 41% loans double net interest income up to $300 million and they're profitable $48 million in net income student loans banking crypto it's a millennial Cash Cow and this has got to be one of the best plays right now fifth coinbase this closed Friday at $183 got to be salivating over this as well he's wild for Bitcoin with high projections by year end more than a double expect expected by year end he said coinbase's Q4 Revenue doubled to 2.1 billion beating by $300 million analysts expectations trading volumes up some 60% so lots of opportunity here Tom Lee says get ready to pounce because if you want to make aggressive aggressive returns this is indeed an unprecedented opportunity let us know what you think down below and we're going to get on to 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