Alex Kantrowitz
Alex Kantrowitz
@alex.kantrowitz·59K subscribers·508 videos

Tom Lee: Decoding the AI Trade, Bitcoin Predictions & What an AI Black Swan Event Might Look Like

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June 25, 2025

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Tom Lee is the chief investment officer at Fundstrat Capital and head of research at FSInsight. He joins Big Technology Podcast to discuss whether generative AI wave is actually holding up the stock market and what would happen if it stalled or fell apart. We discuss what an AI 'Black Swan' event would look like, whether the bubble would pop, and what happens if AI gets too good. Tune in for the second half where we discuss how Lee predicts stock market movements, why the market is holding up well, and whether bitcoin has room to grow.

For complimentary access to Tom's daily insights, market alerts, live webinars, and stock lists, you can visit ⁠⁠⁠

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Guests & Subjects Covered

Tom LeeFundstrat CapitalFSInsight HeBig Technology PodcastChapters Is AIMagnificent SevenGranny Shots ETFBig Technology

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Tom Lee: Decoding the AI Trade, Bitcoin Predictions & What an AI Black Swan Event Might Look Like · Alex Kantrowitz · Sentinel