InfluAlpha
← Retour au Tableau de Bord
Tom Lee Just Flipped His September Market Call! He Sold 7 Stocks To Buy These Hidden 5 Stocks

Tom Lee Just Flipped His September Market Call! He Sold 7 Stocks To Buy These Hidden 5 Stocks

Millionaires Investment Secrets
Analysé Voir sur YouTube Demandé Le
Rendement de la vidéo
—
Appels
11
Achat / Vente
4 7
Publié

Recommandations

L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.

  1. 01 META NASDAQ VENDRE -3,49%
    Entrée $578,54 01 sept 2026
    Actuel $598,71 02 sept 2026
    Résultat −$20,17
    vs. indice −3,5% SPY +0,0% sur la même période

    fully divesting Meta Platforms, Broadcom, American Express, Northrup, Grumman, Air Products and Chemicals, Texas Pacific Land and PNC Financial Services

    Contexte ...executed an equal weighted rebalance on August 21st, liquidating over $700 million in total capital across seven complete exits, fully divesting Meta Platforms, Broadcom, American Express, Northrup, Grumman, Air Products and Chemicals, Texas Pacific Land and PNC Financial Services.

  2. 02 AVGO NASDAQ VENDRE +0,00%
    Entrée $369,68 01 sept 2026
    Actuel $369,68 01 sept 2026
    Résultat +$0,00
    vs. indice +0,0% SPY +0,0% sur la même période

    fully divesting Meta Platforms, Broadcom, American Express, Northrup, Grumman, Air Products and Chemicals, Texas Pacific Land and PNC Financial Services

    Contexte ...executed an equal weighted rebalance on August 21st, liquidating over $700 million in total capital across seven complete exits, fully divesting Meta Platforms, Broadcom, American Express, Northrup, Grumman, Air Products and Chemicals, Texas Pacific Land and PNC Financial Services.

  3. 03 AXP NYSE VENDRE -1,55%
    Entrée $324,19 01 sept 2026
    Actuel $329,23 02 sept 2026
    Résultat −$5,04
    vs. indice −1,6% SPY +0,0% sur la même période

    fully divesting Meta Platforms, Broadcom, American Express, Northrup, Grumman, Air Products and Chemicals, Texas Pacific Land and PNC Financial Services

    Contexte ...executed an equal weighted rebalance on August 21st, liquidating over $700 million in total capital across seven complete exits, fully divesting Meta Platforms, Broadcom, American Express, Northrup, Grumman, Air Products and Chemicals, Texas Pacific Land and PNC Financial Services.

  4. 04 NOC NYSE VENDRE +1,12%
    Entrée $532,91 01 sept 2026
    Actuel $526,92 02 sept 2026
    Résultat +$5,99
    vs. indice +1,1% SPY +0,0% sur la même période

    fully divesting Meta Platforms, Broadcom, American Express, Northrup, Grumman, Air Products and Chemicals, Texas Pacific Land and PNC Financial Services

    Contexte ...executed an equal weighted rebalance on August 21st, liquidating over $700 million in total capital across seven complete exits, fully divesting Meta Platforms, Broadcom, American Express, Northrup, Grumman, Air Products and Chemicals, Texas Pacific Land and PNC Financial Services.

  5. 05 APD NYSE VENDRE +0,00%
    Entrée $305,32 01 sept 2026
    Actuel $305,32 01 sept 2026
    Résultat +$0,00
    vs. indice +0,0% SPY +0,0% sur la même période

    fully divesting Meta Platforms, Broadcom, American Express, Northrup, Grumman, Air Products and Chemicals, Texas Pacific Land and PNC Financial Services

    Contexte ...executed an equal weighted rebalance on August 21st, liquidating over $700 million in total capital across seven complete exits, fully divesting Meta Platforms, Broadcom, American Express, Northrup, Grumman, Air Products and Chemicals, Texas Pacific Land and PNC Financial Services.

  6. 06 TPL NYSE VENDRE +0,00%
    Entrée $369,93 01 sept 2026
    Actuel $369,93 01 sept 2026
    Résultat +$0,00
    vs. indice +0,0% SPY +0,0% sur la même période

    fully divesting Meta Platforms, Broadcom, American Express, Northrup, Grumman, Air Products and Chemicals, Texas Pacific Land and PNC Financial Services

    Contexte ...executed an equal weighted rebalance on August 21st, liquidating over $700 million in total capital across seven complete exits, fully divesting Meta Platforms, Broadcom, American Express, Northrup, Grumman, Air Products and Chemicals, Texas Pacific Land and PNC Financial Services.

  7. 07 INTC NASDAQ ACHETER -0,06%
    Entrée $88,97 01 sept 2026
    Actuel $88,92 02 sept 2026
    Résultat −$0,06
    vs. indice −0,1% SPY +0,0% sur la même période

    FundStrat built an equal weighted 2.3% portfolio allocation by purchasing approximately 7.8 million shares valued at over $700 million across their strategy suite, $15 million in the flagship GRN YF wrapper

    Contexte Let's begin with Intel Corporation, ticker INTC, where FundStrat built an equal weighted 2.3% portfolio allocation by purchasing approximately 7.8 million shares valued at over $700 million across their strategy suite, $15 million in the flagship GRN YF wrapper.

  8. 08 MU NASDAQ ACHETER +1,27%
    Entrée $933,44 01 sept 2026
    Actuel $945,28 02 sept 2026
    Résultat +$11,84
    vs. indice +1,3% SPY +0,0% sur la même période

    Funstrat deployed over $700 million across their funds to acquire roughly $750,000 shares, representing a 2.3% portfolio weight, $12 million in GRNY

    Contexte Next on the list is Micron Technology, ticker MU, where Funstrat deployed over $700 million across their funds to acquire roughly $750,000 shares, representing a 2.3% portfolio weight, $12 million in GRNY.

  9. 09 VRT NYSE ACHETER +0,00%
    Entrée $255,97 01 sept 2026
    Actuel $255,97 01 sept 2026
    Résultat +$0,00
    vs. indice +0,0% SPY +0,0% sur la même période

    Funstrat established a cornerstone 2.4% 4% portfolio position by acquiring approximately 2.75 million shares worth over $700 million, $17 million in GRNY

    Contexte Moving from memory chips to the physical bottlenecks powering them, third on the list is Verdive Holdings Co. ticker VRT, where Funstrat established a cornerstone 2.4% 4% portfolio position by acquiring approximately 2.75 million shares worth over $700 million, $17 million in GRNY.

  10. 10 PNC NYSE VENDRE +0,00%
    Entrée $237,49 01 sept 2026
    Actuel $237,49 01 sept 2026
    Résultat +$0,00
    vs. indice +0,0% SPY +0,0% sur la même période

    fully divesting Meta Platforms, Broadcom, American Express, Northrup, Grumman, Air Products and Chemicals, Texas Pacific Land and PNC Financial Services

    Contexte ...executed an equal weighted rebalance on August 21st, liquidating over $700 million in total capital across seven complete exits, fully divesting Meta Platforms, Broadcom, American Express, Northrup, Grumman, Air Products and Chemicals, Texas Pacific Land and PNC Financial Services.

  11. 11 LMT NYSE ACHETER -2,20%
    Entrée $544,50 01 sept 2026
    Actuel $532,53 02 sept 2026
    Résultat −$11,97
    vs. indice −2,2% SPY +0,0% sur la même période

    Funstrat introduced a 2.25% quality defense allocation by purchasing approximately 1.25 25 million shares valued at over $700 million $1001 million in GRNY

    Contexte Shifting focus from physical data center hardware to strategic defense infrastructure. Fourth on the list is Loheed Martin Corporation, ticker LMT, where Funstrat introduced a 2.25% quality defense allocation by purchasing approximately 1.25 25 million shares valued at over $700 million $1001 million in GRNY.

Transcription Complète
Tom Lee just flipped his September market outlook and completely exited major portfolio holdings to execute a massive tactical pivot. Listen to him directly before we dive into his next moves and new stock buys. >> That hike in September, uh the AI data center backlash and there's the seasonality issue. You know, September's a weak month, but I'm actually now thinking because of all this mounting concern, the market might surprise us to the upsides. And I think maybe September 15th, the Fed meeting is the pivot point, if the Fed doesn't cut, doesn't hike, which is our base case, I think actually the markets could rally very strong. Maybe it gets pushed into October cuz you know I think the consensus view is that midterms are going to be a launch point for stocks to go higher but maybe that's maybe October which is normally the month of u big moves you know could actually be a weak month instead. As Tom Lee highlighted in that interview, this sudden strategic shift marks a dramatic departure from the market's prevailing sentiment. With the S&P 500 hovering near record territory around 7,700, Lee has retracted his previous call for a sharp 10% September correction. Instead, he views the September 15th Federal Reserve meeting as the ultimate bullish catalyst. If the Fed holds rates steady rather than hiking, widespread short covering could trigger a powerful upside rally. In Lee's view, mounting retail and institutional panic has front-loaded market caution, likely pushing any standard pullback into October, where indexes might briefly dip towards 7,300 to 7,400 before resuming their broader upward trend. Underpinning Lee's bold 8,200 plus year-end SNP500 target is a massive surge in corporate earnings productivity and accelerating US structural GDP growth above 3%. Fueled by supply chain onshoring, AI data center buildouts and critical energy grid investments. Positioning aggressively for this expansion, Lee's flagship 5 billion plus Fundst strat portfolio suite executed an equal weighted rebalance on August 21st, liquidating over $700 million in total capital across seven complete exits, fully divesting Meta Platforms, Broadcom, American Express, Northrup, Grumman, Air Products and Chemicals, Texas Pacific Land and PNC Financial Services. Capital from these complete divestments was immediately redeployed into a select group of high conviction AI enablers targeting semiconductor turnaround plays, advanced liquid cooling infrastructure, high bandwidth memory suppliers, and essential industrial copper producers powering the world's next generation AI energy grid. Let's begin with Intel Corporation, ticker INTC, where FundStrat built an equal weighted 2.3% portfolio allocation by purchasing approximately 7.8 million shares valued at over $700 million across their strategy suite, $15 million in the flagship GRN YF wrapper. This classic turnaround story is evolving into a premier powerhouse across semiconductor manufacturing, advanced chip packaging, and next generation CPU architectures. Capitalizing on its recent structural momentum, Intel executed a massive $20 billion capital raise to fortify its balance sheet and fund aggressive capital expenditures. In a market where artificial intelligence workloads are expanding from GPUs directly into CPUs to drive agentic workflows, Intel is exceptionally positioned to capture this demand. The company's core product segment generates nearly $16 billion in operating profit, while its ambitious Intel foundry division builds out the critical 18A and 14A process nodes to challenge global chipmaking monopolies. With high barriers to entry in leading edge semiconductor fabrication and demands spilling over into advanced packaging, Intel offers immense long-term upside as its foundry operations march toward break even by 2027. while unlocking substantial value across its core computing footprint. Transitioning from processing architectures to critical memory infrastructure. Next on the list is Micron Technology, ticker MU, where Funstrat deployed over $700 million across their funds to acquire roughly $750,000 shares, representing a 2.3% portfolio weight, $12 million in GRNY. Micron stands as a cornerstone of the global artificial intelligence rollout, moving rapidly from a traditional cyclical memory supplier into a high margin quasi SAS toll collector. The fundamental driver behind Micron's explosive growth is the physical architecture of Agentic AI and humanoid robotics, which require massive context windows and continuous multi-step reasoning. These workloads consume 5 to 30 times more memory context than standard chat interfaces, sparking unprecedented demand for high bandwidth memory like HBM 3E and next generation HBM4. Because manufacturing HBM requires sacrificing three to four times the wafer capacity of standard DRAM, global memory supplies remain in a severe structural deficit. Hyperscalers desperate to secure bandwidth have locked in multi-year strategic customer agreements backed by $22 billion in upfront cash deposits, effectively funding Micron's massive fab expansions at a 0% cost of capital. With its entire calendar HBM capacity completely sold out and long-term taker pay contracts insulating its free cash flow, Micron stands at the absolute center of gravity for the ongoing AI memory super cycle. Moving from memory chips to the physical bottlenecks powering them, third on the list is Verdive Holdings Co. ticker VRT, where Funstrat established a cornerstone 2.4% 4% portfolio position by acquiring approximately 2.75 million shares worth over $700 million, $17 million in GRNY. Verdive operates as an indispensable missionritical infrastructure leader solving data center power and thermal management. [music] As highdensity AI clusters push power demands to unprecedented levels, traditional cooling systems are failing, forcing a massive industry migration toward advanced liquid cooling, high efficiency 800 VDC power architectures, and integrated switch gear solutions. Vertive is unique because its end-to-end portfolio addresses the entire thermal and power chain from the chip level out to heat rejection, allowing the company to continually expand its content value per megawatt. Driven by 18% organic growth and an extraordinary $15 billion order backlog with a $2.9 booktobill ratio, Verdive is expanding operating margins toward 27% plus while capturing recurring high margin revenue through post-implementation technical services. With global data center electricity consumption projected to double by 2030, Verdiff stands directly at the nexus of the physical AI buildout, capturing an everinccreasing share of every megawatt deployed globally. Shifting focus from physical data center hardware to strategic defense infrastructure. Fourth on the list is Loheed Martin Corporation, ticker LMT, where Funstrat introduced a 2.25% quality defense allocation by purchasing approximately 1.25 25 million shares valued at over $700 million $1001 million in GRNY. Far from being just a mature defense stock, Loheed Martin is undergoing a structural operational evolution as its earnings base expands beyond legacy platforms into high margin precision fires, missile defense, hypersonic systems, and naval architecture. Driven by historic Allied rearmament and stockpile replenishment, Lockheed's total order backlog reached a record $230.4 billion, headlined by its missiles and fire control backlog nearly doubling to 87.9 billion. Multi-billion dollar programs like the PAC 3 missile system, where annual production is expanding from 600 to 2,000 units and massive THAD defense contracts provide multi-year revenue visibility through the end of the decade. Crucially, the missile segment delivers elevated operating margins of 14.5% significantly outperforming the firm's broader corporate average. With non-dilutive long-term backlog conversions, securing predictable cash flows through 2030, Loheed Martin provides robust balance sheet stability alongside significant operational upside for the market expansion ahead, expanding beyond terrestrial borders into space-based infrastructure. Fifth on the list is Space Exploration Technologies Corp. ticker SPCX, where Funstrat deployed over $700 million across their fund suite to acquire approximately 5.4 million shares, establishing an equal weighted $2.4% flagship allocation, including 108 million in GRNY. SpaceX stands as the undisputed global leader in space infrastructure, satellite connectivity, and next generation orbital AI compute. SpaceX's ecosystem operates through three powerful vertically integrated business drivers. A dominant launch division that commands over 80% of global mass in orbit, a booming Starlink connectivity business with 12 million subscribers generating highly profitable recurring cash flow, and a rapidly expanding AI compute segment. In its recent quarterly results, SpaceX delivered a massive 92% topline surge to $7.8 billion while nearly tripling adjusted EBITDA to $3.5 billion. Driven by massive enterprise data center demand, SpaceX is scaling its AI compute footprint past 2 gawatt while targeting an extraordinary $100 billion annualized revenue run rate by December 2026. Leveraging Starship V3 to drastically reduce payload deployment costs, SpaceX is pioneering space-based AI data centers and directto cell communications to bypass terrestrial grid constraints, representing a generational technology platform powering the future of global connectivity. Tom Lee's dramatic portfolio rebalance sends a clear message to the market. Defensive plays are out and high conviction AI infrastructure enablers are in. Position your portfolio wisely ahead of the September Fed meeting. Subscribe now, drop your thoughts in the comments, and we'll see you in the next video.

Commentaires 0

Aucun commentaire pour l'instant. Soyez le premier à partager votre avis !