Author
@FundstratDirect FundstratDirect
Official Fundstrat channel amplifying Tom Lee's bullish macro and AI-leadership framework
Promotes and relays Fundstrat research — macro frameworks, S
trader score
-0.87
hit rate
40%
mean α
-0.67%
signals 14d
31
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 15 scored bets: 40% hit rate, -0.67% mean alpha, trader score -0.87. Their last-14d mentions, direction-adjusted, have moved -0.3% since posting (mean over 13 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @FundstratDirect | · | Frames administrative paperwork as the principal cost burden in US healthcare. | · | tweet ↗ |
| 2026-08-27 | NVDA | @FundstratDirect | +0.55 | Calls Nvidia's earnings a game changer for AI and technology despite defensive geopolitics. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @FundstratDirect | +0.50 | Tom Lee still views Nvidia as inexpensive. | -4.6% | tweet ↗ |
| 2026-08-27 | HYPE | @FundstratDirect | +0.35 | Mark Newton says bearishness is difficult as BTC crosses $80K and crypto technicals improve. | · | tweet ↗ |
| 2026-08-27 | ETH | @FundstratDirect | +0.35 | Mark Newton says bearishness is difficult as BTC crosses $80K and crypto technicals improve. | · | tweet ↗ |
| 2026-08-27 | WGMI | @FundstratDirect | +0.35 | Mark Newton says bearishness is difficult as BTC crosses $80K and crypto technicals improve. | -8.1% | tweet ↗ |
| 2026-08-27 | FIGR | @FundstratDirect | +0.35 | Mark Newton says bearishness is difficult as BTC crosses $80K and crypto technicals improve. | -5.2% | tweet ↗ |
| 2026-08-27 | BTC | @FundstratDirect | +0.60 | Mark Newton says bearishness is difficult as BTC crosses $80K and crypto technicals improve. | · | tweet ↗ |
| 2026-08-27 | · | @FundstratDirect | · | Tom Lee frames Jackson Hole as a final clearing event that may set up stocks for September. | · | tweet ↗ |
| 2026-08-26 | BTC | @FundstratDirect | +0.15 | Reports Bitcoin's 90-day correlation with gold has reached an all-time high. | · | tweet ↗ |
| 2026-08-25 | ETH | @FundstratDirect | +0.20 | Notes BTC and ETH are having their best run since June but asks rather than answers whether upside remains. | · | tweet ↗ |
| 2026-08-25 | BTC | @FundstratDirect | +0.20 | Notes BTC and ETH are having their best run since June but asks rather than answers whether upside remains. | · | tweet ↗ |
| 2026-08-25 | NVDA | @FundstratDirect | +0.00 | NVDA reports after Wednesday's close; broader season has an 88% beat rate with a 7% median beat. | +2.1% | tweet ↗ |
| 2026-08-23 | · | @FundstratDirect | · | Says data-center opposition is unsettling part of the AI trade. | · | tweet ↗ |
| 2026-08-23 | · | @FundstratDirect | · | Frames crypto as entering spring after winter while warning the advance will be uneven. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.