Tom Lee calling the bottom on AI stocks after the selloff.
1. Demand isn't dead
Companies already seeing ROI from AI deployments. Why would they stop now? The buildout just started. Anyone saying demand is cooling is coping.
2. Supply side locked in
High barriers to entry. No disruptive tech threatening the AI stack. No black swan events killing the entire chain. Foundation is solid.
3. Democrat roadblocks pushing AI offshore
US facing power grid and regulatory friction. Not a dead endâjust forces capital to flow to pro-AI states and countries with cheap energy.
This selloff is pure emotion. Oversold.
If you believe the AI thesis hasn't changed, this dip is a gift.
1. Demand isn't dead
Companies already seeing ROI from AI deployments. Why would they stop now? The buildout just started. Anyone saying demand is cooling is coping.
2. Supply side locked in
High barriers to entry. No disruptive tech threatening the AI stack. No black swan events killing the entire chain. Foundation is solid.
3. Democrat roadblocks pushing AI offshore
US facing power grid and regulatory friction. Not a dead endâjust forces capital to flow to pro-AI states and countries with cheap energy.
This selloff is pure emotion. Oversold.
If you believe the AI thesis hasn't changed, this dip is a gift.