Thomas Lee: Bullish on semiconductors, memory, and momentum following pullback

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Anastasiia Chabaniuk

1 hour ago

Thomas Lee: Bullish on semiconductors, memory, and momentum following pullback — Bullish sentiment for semiconductors and memory

Thomas Lee remains bullish in the near term and is buying the pullback in semiconductor, memory, and momentum sectors.

He indicates that the structural AI narrative remains intact, suggesting further upside for earnings per share. Lee also mentioned his recent conversation with Morgan Brennan on CNBC Morning Call.

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Lee has frequently shared his market perspectives on CNBC, including a recent appearance on Closing Bell. He has also weighed in on crypto markets, projecting that the ETH to BTC price ratio could rise in the second half of 2026. These comments reflect Lee's continued focus on both traditional and digital asset trends.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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