Tom Lee: As AI "Bottleneck" Stocks Pull Back, Capital Begins Shifting to Downstream Assets Like Ethereum
Source：
x.com
Tom Lee stated that as AI "bottleneck" related stocks adjust, AI downstream assets are strengthening, with related targets including SMH, DRAM, MAGS, IGV, as well as AI downstream-related ETHA and Ethereum ETH. He pointed out that over the past month, Ethereum outperformed DRAM by approximately 5500 basis points, i.e., 55%.
