Daily updates on Tom Lee’s market insights/research, the Fundstrat GRNY ETF, and BMNR. | Not affiliated with Tom Lee, Fundstrat or BMNR.
Reach My Audience →
Joined August 2025
- Tweets2.6K
- Following112
- Followers53.6K
- Likes4.2K
Pinned Tweet
TOM LEE AND BITMINE $BMNR JUST UPDATED THEIR ETHEREUM HOLDINGS
Here are the updated holdings:
- 6.04 million $ETH up from 6.03M on October 12th
- 215 Bitcoin $BTC
- $582M cash
- $180M stake in Beast Industries
- $74M stake in Eightco $ORBS
Tom Lee and BMNR now own 4.9% of the total Ethereum supply, 99% of the way to their 5% target
THE TESLA $TSLA SEMI IS NOW IN VOLUME PRODUCTION
THE TESLA $TSLA SEMI IS NOW IN VOLUME PRODUCTION
The top version can go 500 miles fully loaded at 82,000 lbs, at an efficiency of 1.7 kWh per mile.
That means it uses about a third of the energy of a comparable diesel truck to haul the same load. In trucking, energy is one of the biggest costs per mile, so Tesla says that gives Semi operators a real advantage.
The Nevada factory is built for 25,000 Semis a year, and Tesla deployed its first pre-assembled Megacharger to support the ramp.
Tom Lee Tracker (Not actually Tom) retweeted
TESLA $TSLA ROBOTAXI MILES GREW 8X IN ONE QUARTER
Tesla started giving Robotaxi rides in Cybercabs in Austin on September 3, and the service is now running from 6am to midnight.
It reached nearly 2 million cumulative unsupervised miles by the end of the quarter. Riders can even use Grok inside the Cybercab to manage their inbox, calendar and tasks by voice.
Tom Lee Tracker (Not actually Tom) retweeted
TESLA $TSLA JUST REPORTED Q3 EARNINGS
- Revenue: $28.05B, beating est. of $27.88B 🟢
- Adj EPS: $0.48, beating est. of $0.43 🟢
- Adj EBITDA: $3.90B (-8% YoY)
- GAAP Gross Margin: 19.6% (+160 bps YoY)
- Operating Income: $718M (-56% YoY)
- Free Cash Flow: $1.53B (-62% YoY)
- Deliveries: 486,532 (-2% YoY)
- Storage Deployed: 13.7 GWh (+10% YoY)
Tom Lee Tracker (Not actually Tom) retweeted
OVER 75% OF NEW TESLA $TSLA BUYERS IN NORTH AMERICA ARE NOW TAKING FSD (SUPERVISED)
That's up nearly 20 percentage points from last quarter.
Active FSD subscriptions hit 1.74 million, up 67% from a year ago. FSD is now approved in 9 EU countries, where more than 100,000 customers have already driven over 160 million kilometers with it.
For anyone curious $6M is equivalent to 2,400 Ethereum $ETH
Would you rather have this house or 2,400 ETH?
NBA GUARD DENNIS SCHRÖDER IS SELLING HIS LOS ANGELES MANSION WITH ITS OWN BASKETBALL COURT FOR $6 MILLION
He paid nearly $4.3M for it in 2021, three months after the Lakers traded for him.
He's played for the Lakers twice and was most recently traded to the Charlotte Hornets.
About 8,400 sqft across a main house and a guest house, with an infinity pool and a rooftop deck with a bar.
He's also rented it out for as much as $40,000 a month.
Tom Lee Tracker (Not actually Tom) retweeted
We are going to be posting the earnings numbers for $TSLA $META and more the second they come out right here on the WOLF page
Make sure you are following @WOLF_Financial
META $META AND TESLA $TSLA REPORT EARNINGS TONIGHT
Here's what Wall Street expects from the 9 companies reporting after the close
Meta Platforms $META
• EPS: $4.98
• Revenue: $63.38B
Tesla $TSLA
• EPS: $0.44
• Revenue: $27.78B
Lam Research $LRCX
• EPS: $2.17
• Revenue: $8.14B
Texas Instruments $TXN
• EPS: $2.40
• Revenue: $5.93B
IBM $IBM
• EPS: $2.88
• Revenue: $16.87B
Kinder Morgan $KMI
• EPS: $0.32
• Revenue: $4.37B
United Rentals $URI
• EPS: $13.83
• Revenue: $4.69B
SAP $SAP
• EPS: $2.03
• Revenue: $11.49B
Southwest Airlines $LUV
• EPS: $0.61
• Revenue: $8.26B
TOM LEE SAYS CRYPTO IS ONE OF THE BIGGEST DOWNSTREAM OPPORTUNITIES IN AI
@fundstrat explains why AI agents could drive the next wave of crypto adoption:
- AI is a megatrend that goes far beyond semiconductors, memory, and computing bottlenecks
- As semiconductor and memory stocks corrected, downstream sectors including the Magnificent 7, software, and crypto outperformed
- Marc Andreessen and a16z see agentic payments as the grand unification of AI and crypto because AI agents will carry money
TOM LEE SAYS TENS OF TRILLIONS ARE LOCKED IN FUNDS THAT CAN TAKE A DECADE TO PAY OUT
@fundstrat sees a massive addressable market in capital tied up in illiquid investments:
- Some funds can take four, five or even ten years to pay investors back
- Lee says returns have underperformed despite that lack of liquidity
- By the time investors get their money back, returns may be similar to a money market fund
BEAR WEEKS, RED CANDLES, PANIC HEADLINES. TOM LEE AND BITMINE $BMNR ADDED ETHEREUM ethereum:native THROUGH ALL OF IT, EVERY SINGLE WEEK
Here's how much Ethereum they've added each time they've given an update:
10/19 - +12,535 ETH
10/12 - +12,532 ETH
10/5 - +15,112 ETH
9/28 - +17,362 ETH
9/21 - +27,562 ETH
9/14 - +27,180 ETH
9/8 - +28,086 ETH
8/31 - +53,501 ETH
8/24 - +32,447 ETH
8/17 - +9,926 ETH
8/10 - +7,425 ETH
8/3 - +10,399 ETH
7/27 - +9,946 ETH
7/20 - +7,430 ETH
7/13 - +27,801 ETH
7/6 - +42,197 ETH
6/29 - +27,084 ETH
6/22 - +52,207 ETH
6/15 - +76,877 ETH
6/8 - +126,971 ETH
6/1 - +26,497 ETH
5/26 - +111,942 ETH
5/18 - +71,672 ETH
5/11 - +26,659 ETH
5/4 - +101,745 ETH
4/27 - +101,901 ETH
4/20 - +101,627 ETH
4/13 - +71,524 ETH
4/6 - +71,252 ETH
3/30 - +71,179 ETH
3/23 - +65,341 ETH
3/16 - +60,999 ETH
3/9 - +60,976 ETH
3/2 - +50,928 ETH
2/23 - +51,162 ETH
2/17 - +45,759 ETH
2/9 - +40,613 ETH
2/2 - +41,787 ETH
1/26 - +40,302 ETH
1/20 - +35,268 ETH
1/12 - +24,266 ETH
1/5 - +32,977 ETH
12/29 - +44,463 ETH
12/22 - +98,852 ETH
12/15 - +102,259 ETH
12/8 - +138,452 ETH
11/30 - +96,798 ETH
11/24 - +69,822 ETH
11/17 - +54,156 ETH
11/10 - +110,301 ETH
11/3 - +82,353 ETH
10/27 - +77,055 ETH
10/20 - +203,826 ETH
10/13 - +202,037 ETH
10/6 - +179,251 ETH
9/29 - +234,846 ETH
9/22 - +264,378 ETH
9/15 - +82,233 ETH
9/8 - +202,469 ETH
9/2 - +153,075 ETH
8/25 - +190,526 ETH
8/18 - +373,110 ETH
8/11 - +317,126 ETH
8/4 - +208,137 ETH
7/28 - +58,224 ETH
7/24 - +266,119 ETH
7/17 - +137,515 ETH
7/14 - +163,142 ETH
TOM LEE AND BITMINE $BMNR JUST UPDATED THEIR ETHEREUM HOLDINGS
Here are the updated holdings:
- 6.04 million $ETH up from 6.03M on October 12th
- 215 Bitcoin $BTC
- $582M cash
- $180M stake in Beast Industries
- $74M stake in Eightco $ORBS
Tom Lee and BMNR now own 4.9% of the total Ethereum supply, 99% of the way to their 5% target
TOM LEE SAYS ETHEREUM ethereum:native COULD GO WELL ABOVE $10,000 IN THE NEXT 12 MONTHS
@fundstrat believes this could be one of the biggest crypto cycles yet:
- Arthur's $10,000 ETH target for the end of 2026 has Tom Lee saying he's "taking it to the bank"
- He wouldn't be surprised if Ethereum reaches $10,000, although he's uncertain whether it will happen before year-end
- Over the next 12 months, he expects ETH prices to climb much higher than $10,000
Tom Lee Tracker (Not actually Tom) retweeted
SPACEX $SPCX JUST REPORTED EARNINGS
EPS of $0.35 beating expectations of $0.16 🟢
Revenue of $14.6B beating expectations of $12.9B 🟢
Stock +1.46% after hours to $149.95 🟢
SPACEX $SPCX REPORTS EARNINGS TODAY FOR THE SECOND TIME
SpaceX stock is down -5.92% over the past week, trading at $147.60 in the latest chart.
The earnings call starts at 4:30 PM ET after the market closes.
The implied move following earnings is +/- 6.8%.
Tom Lee Tracker (Not actually Tom) retweeted
SPACEX $SPCX NOW OWNS ABOUT 66% OF ALL ACTIVE SATELLITES IN ORBIT
That's roughly 2 out of every 3
SpaceX reported 11,100 satellites in orbit in its Q3 earnings.
Per CelesTrak data, about 16,800 active satellites orbit Earth right now, which means Starlink makes up roughly 66% of everything active up there.
And SpaceX just added 26 more with its first revenue-generating Starship mission.
TOM LEE SAYS A $100 TRILLION WEALTH TRANSFER COULD FUEL THE NEXT CRYPTO BULL MARKET
@fundstrat explains why generational wealth shifts could bring massive inflows into crypto:
- An estimated $100 trillion will change hands over the next 10 years as wealth passes from baby boomers and older generations to millennials
- Inherited wealth could rise from $400 billion in the last crypto bull market to $1.5 trillion to $2 trillion in the next cycle
- Millennials are expected to shift allocations from bonds into equities and crypto, with at least $12 trillion potentially coming out of private equity and private debt
WHERE DOES THE NEXT BULL RUN GET FINANCED FROM?
One answer sits in plain sight: the biggest wealth transfer in US history is just getting started.
Annual inheritance in the US, in $ billions, per IRS data and @FundstratDirect estimates:
2019: 147
2020: 113
2021: 171
2022: 237
2023: 347
2024e: 425
2025e: 550
2026e: 675
2019 to 2021 totaled $450 billion. The 2026 to 2028 window is estimated at $1.5T to $2.0T.
I wonder what @fundstrat thinks where it will go 🤫
ETHEREUM ethereum:native SPOT ETFS JUST SAW THEIR 4TH STRAIGHT DAY OF OUTFLOWS
October 19 flows came in at -$103.28M for ETH, led by $ETHA at -$95.40M.
Bitcoin bitcoin:native went the other way the same day, pulling in +$526.64M, its biggest day since September 22.
📊 SPOT ETF FLOWS FOR OCTOBER 19:
🟢 Bitcoin bitcoin:native: +$526.64M
🔴 Ethereum ethereum:native: -$103.28M
🔴 Solana solana:So11111111111111111111111111111111111111112: -$6.72M
• BTC's biggest day since Sept 22, led by IBIT (+$665.16M)
• ETH outflows hit 4 straight sessions
• ETHA led at -$95.40M
• SOL outflows hit 11 straight sessions, BSOL at -$4.88M
Tom Lee Tracker (Not actually Tom) retweeted
A brokerage for you and your AI.
Infinite: your own infinite trading canvas, built widget by widget or by asking AI.
Mobile: the markets wherever you go, with Bloomberg TV and TradingView charts.
@financedotdev: the API it all runs on, with our own MCP.
🤖 Made with AI
I love trading but feel like brokerage are mostly the same.
1. APIs are an afterthought
2. Low quality execution on mobile
3. The desktop apps all look the same!
today we’re launching our own brokerage aries.com try it!
Tom Lee Tracker (Not actually Tom) retweeted
WHAT IF YOUR TRADING SETUP WORKED LIKE FIGMA?
That's the idea behind Aries Infinite
Our partners at Aries just launched an infinite canvas built specifically for traders. You drag in charts, the tape, news and whatever else you use, and lay out your own trading desk however you want.
If you need a tool that doesn't exist yet, you can ask for it in plain English, and the AI will build it right on the canvas.
Everything runs on finance .dev, so you can build and share your own market tools on top of Aries.
Sign up and get a free stock: aries.com/
🤝 Paid partnership
A brokerage for you and your AI.
Infinite: your own infinite trading canvas, built widget by widget or by asking AI.
Mobile: the markets wherever you go, with Bloomberg TV and TradingView charts.
@financedotdev: the API it all runs on, with our own MCP.
TOM LEE SAYS “I HAVE NEVER SEEN A BUBBLE WHEN EVERYONE THINKS IT’S A BUBBLE”
@fundstrat thinks today’s widespread AI bubble fears may actually argue against the market already being in one:
- The average money manager today did not manage money through the 2008 GFC or the dot-com bubble
- If everyone already believes AI is a bubble, investors are less likely to keep blindly pushing valuations higher
- Lee says the better approach is to measure what is actually happening in AI rather than assume the bubble thesis is correct
THERE'S AN ETF BUILT AROUND ALMOST EVERY FAMOUS INVESTOR ON WALL STREET
Tom Lee's is the Fundstrat Granny Shots US Large Cap ETF $GRNY, built on his "Granny Shots" stock picks.
Here are the top 5 holdings:
🥇 Strategy $MSTR: 2.95%
🥈 Advanced Micro Devices $AMD: 2.73%
🥉 ServiceNow $NOW: 2.66%
4. Microsoft $MSFT: 2.63%
5. SpaceX $SPCX: 2.60%
EVA ADOS SAYS INVESTORS SHOULD STAY AWAY FROM ANTHROPIC BEFORE ITS IPO
Despite investing in pre-IPO companies, she warns that Anthropic's valuation and competition pose major risks:
- @ERShares invested in SpaceX before its IPO through the $XOVR ETF but is avoiding Anthropic at current valuations
- Large investors appear to be selling, with a $1 billion block offered just yesterday and frequent offers for Anthropic and OpenAI shares
- Concerns over high valuations and competition from China make Anthropic unattractive both before and around its IPO
