Tom Lee: As AI "bottleneck" stocks pull back, funds begin to shift towards downstream assets like Ethereum
Tom Lee stated that as AI "bottleneck" related stocks adjust, AI downstream assets are strengthening, including SMH, DRAM, MAGS, IGV, as well as AI downstream related ETHA and Ethereum ETH.
He pointed out that over the past month, Ethereum has outperformed DRAM by about 5,500 basis points, or 55%.
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