How does Tom Lee get to 7,700?
1 extracted signal · 1 resolved · 0 still active
Fundstrat28 May 2026, 21:31 UTC
AI-generated source summary
The speaker discusses S&P earnings, noting that Q1 earnings were $80, a $10 beat that annualizes to $40. This outperformance is attributed to factors like energy shocks and shortages of petroleum products. The analysis suggests that the rally since April could be explained by this earnings beat, with potential upside of 800 to 1000 points. The speaker outlines a base case for a challenging year but predicts a rally towards 7300 initially, with current levels near 7600. A potential target of 7700 is mentioned. However, the speaker also notes that upcoming IPOs of companies like SpaceX, OpenAI, and Anthropic could lead to increased supply and pressure stocks, potentially creating a bear-market-like environment. Following the mid-term elections, a strong rally is anticipated, with 2027 potentially seeing some of the best returns in a lifetime. The market is seen as having three phases.
AI-generated summary based on the source content.
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