Tom Lee: The Second Half of 2026 Is Going to Surprise Everyone (Full Interview)

Tom Lee: The Second Half of 2026 Is Going to Surprise Everyone (Full Interview)

255 views · July 5th, 2026

Tom Lee has been right before when nobody believed him. Now he thinks the second half of 2026 is setting up better than almost anyone on Wall Street is pricing in. He joins Gav to break down the SpaceX IPO, the three macro tailwinds most investors are completely ignoring, and why the market is actually getting cheaper right now despite what the headlines say. 🐺 THE WOLF SUMMIT - August 3rd, New York City Serious traders. One room. One full day built for people who want to think sharper about making and retaining wealth. Co-hosted with Public. What you will walk away with: - Sharper ways to think about making and retaining wealth - Direct access to the traders and market voices you follow online - Live trading conversations and breakout table discussions - Practical ideas on research, technical analysis, risk and market structure - Relationships you cannot build from a screen SPOTS ARE LIMITED. Get your ticket TODAY: http://summit.wolf.financial 00:00 Intro and SpaceX IPO first take 01:30 How retail should research and think about SpaceX 02:59 Why Tesla is the perfect analogy for owning SpaceX 04:03 Share unlocks and near-term volatility as buying opportunities 05:46 What most investors miss when they look at SpaceX 07:58 Second half 2026 market outlook 09:00 The three macro tailwinds Tom is watching 10:58 Is the AI and memory trade structural or cyclical 12:29 Robotics and why machines change the semiconductor demand equation 12:54 Final thoughts and why now is a unique time to be a US investor ▶ Follow Tom Lee and Fundstrat: X: https://x.com/fundstrat Website: fundstratdirect.com grannyshots.com ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

TOM LEE SAYS SPACEX DID IN 120 MONTHS WHAT TAKES A CENTURY

4 views · July 5th, 2026

During our interview with Tom Lee, he explained just how fast SpaceX has moved. Rewind to 2016 and it was a small team with a few launches and Starlink not even in orbit yet. In 120 months it built things that might have taken a century, and Tom says the next ten years could be exponential beyond what anyone imagines. Follow WOLF Financial: X https://x.com/WOLF_Financial Instagram https://www.instagram.com/wolffinancial_official/ WOLF TradingX https://www.youtube.com/@WOLF_TradingX This content is for informational and entertainment purposes only and is not investment advice. Nothing presented constitutes a recommendation to buy or sell any security. Always do your own research.

Chris Camillo: The People Getting Rich Off AI Right Now Are Not Who You Think

414 views · July 2nd, 2026

Most people are debating which AI stock to buy. Chris Camillo thinks that is the wrong question entirely. The man who turned $20,000 into $80 million joins Gav to break down why the real AI opportunity is not in the stock market, why you have a 90 day window to completely reinvent your career, and why the people actually crushing it with agentic trading right now are staying completely quiet. 🐺 THE WOLF SUMMIT - August 3rd, New York City Serious traders. One room. One full day built for people who want to think sharper about making and retaining wealth. Co-hosted with Public. What you will walk away with: - Sharper ways to think about making and retaining wealth - Direct access to the traders and market voices you follow online - Live trading conversations and breakout table discussions - Practical ideas on research, technical analysis, risk and market structure - Relationships you cannot build from a screen SPOTS ARE LIMITED. Get your ticket TODAY: http://summit.wolf.financial ▶ Follow Chris Camillo: X: https://x.com/ChrisCamillo YouTube: @DumbMoney Instagram: @chriscamilodaily ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Is This Meta Backtest a BUY? | The Solid Report

254 views · July 2nd, 2026

Get access to Seeking Alpha's research, ratings, and stock ideas with the option that best fits your investing style. 📦 Bundle (Premium + Alpha Picks): https://rebrand.ly/seeking-bundle 🎯 Alpha Picks: https://rebrand.ly/seeking-picks 🔍 Seeking Alpha Premium: https://rebrand.ly/Seeking-Premium TIMELINE 🕙 ==================== Why Are We Pulling Back? | $META $APP $RDDT $U Semis Are Getting CRUSHED | $IGV $SMH CONNECT WITH US 🤝🏽 ==================== 🐦 Sam Badawi: https://twitter.com/sam_badawi 🐦 WOLF Financial: https://twitter.com/WOLF_Financial 📹 YouTube: https://www.youtube.com/@Sam_Badawi 📸 Instagram: https://www.instagram.com/sam_badawi_official/ DISCLAIMER All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

TOM LEE SAYS TREAT SPACEX EXACTLY LIKE TESLA

100 views · July 2nd, 2026

During our interview with Tom Lee, he explained why most people research SpaceX completely wrong. He breaks down why it carries a "conglomerate discount," why it's better viewed as a 10-year bet than a single business, and how Tesla's stock is the blueprint for understanding it. Treat it like a car company, and you miss the entire thesis. Follow WOLF Financial: X https://x.com/WOLF_Financial Instagram https://www.instagram.com/wolffinancial_official/ WOLF TradingX https://www.youtube.com/@WOLF_TradingX This content is for informational and entertainment purposes only and is not investment advice. Nothing presented constitutes a recommendation to buy or sell any security. Always do your own research.

IS META THE TOP Q3 PICK NOW? | The Solid Report

225 views · July 1st, 2026

Get access to Seeking Alpha's research, ratings, and stock ideas with the option that best fits your investing style. 📦 Bundle (Premium + Alpha Picks): https://rebrand.ly/seeking-bundle 🎯 Alpha Picks: https://rebrand.ly/seeking-picks 🔍 Seeking Alpha Premium: https://rebrand.ly/Seeking-Premium TIMELINE 🕙 ==================== Meta Billions | $META $APP $RDDT $U Further Sector Rotations | $IGV $SMH A New Handset? | $SPCX $QCOM CONNECT WITH US 🤝🏽 ==================== 🐦 Sam Badawi: https://twitter.com/sam_badawi 🐦 WOLF Financial: https://twitter.com/WOLF_Financial 📹 YouTube: https://www.youtube.com/@Sam_Badawi 📸 Instagram: https://www.instagram.com/sam_badawi_official/ DISCLAIMER All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

The Truth About the ETF Industry with Direxion CEO Doug Yones

24 views · July 1st, 2026

Thanks for joining our exclusive live broadcast. Feel free to share your questions and interact with other participants in the chat.

BEST STOCKS TO OWN FOR Q3 | The Solid Report

199 views · June 30th, 2026

Get access to Seeking Alpha's research, ratings, and stock ideas with the option that best fits your investing style. 📦 Bundle (Premium + Alpha Picks): https://rebrand.ly/seeking-bundle 🎯 Alpha Picks: https://rebrand.ly/seeking-picks 🔍 Seeking Alpha Premium: https://rebrand.ly/Seeking-Premium TIMELINE 🕙 ==================== Market Thoughts | $SPY $QQQ Sector Rotations | $IGV $SMH Valuations | $RBRK $AMZN $META $MELI $ONDS $TE CONNECT WITH US 🤝🏽 ==================== 🐦 Sam Badawi: https://twitter.com/sam_badawi 🐦 WOLF Financial: https://twitter.com/WOLF_Financial 📹 YouTube: https://www.youtube.com/@Sam_Badawi 📸 Instagram: https://www.instagram.com/sam_badawi_official/ DISCLAIMER All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

Diving into Ouster and Ambarella | The Solid Report

137 views · June 30th, 2026

Get access to Seeking Alpha's research, ratings, and stock ideas with the option that best fits your investing style. 📦 Bundle (Premium + Alpha Picks): https://rebrand.ly/seeking-bundle 🎯 Alpha Picks: https://rebrand.ly/seeking-picks 🔍 Seeking Alpha Premium: https://rebrand.ly/Seeking-Premium TIMELINE 🕙 ==================== Are We So Back? | $QQQ $SPY Robotic Stocks | $OUST $AMBA $BOT Offering is Nothing | $FPS Cybersecurity | $RBRK $QLYS $TENB CONNECT WITH US 🤝🏽 ==================== 🐦 Sam Badawi: https://twitter.com/sam_badawi 🐦 WOLF Financial: https://twitter.com/WOLF_Financial 📹 YouTube: https://www.youtube.com/@Sam_Badawi 📸 Instagram: https://www.instagram.com/sam_badawi_official/ DISCLAIMER All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

Chris Camillo: I Got Out of SpaceX. Here Is What I Bought Instead.

492 views · June 30th, 2026

Chris Camillo was in SpaceX before almost anyone. He got forced out at $220 and is not buying back. While everyone else chases the biggest IPO in history, he is quietly piling into Amazon instead. Here is exactly why. Follow WOLF Financial for more: X (Twitter): https://x.com/WOLF_Financial Instagram: https://www.instagram.com/wolffinancial_official Trading Focused Channel - Wolf Trading: https://www.youtube.com/@WOLF_TradingX Wolf Trading X: https://x.com/WOLF_TradingX This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Onsemi Acquires Synaptics: Everyting You Need | The Solid Report

33 views · June 29th, 2026

Get access to Seeking Alpha Premium and Alpha Picks for in-depth research, ratings, and stock ideas. Save $253 and get both for just $545/year ➡️ https://tinyurl.com/seekingalpha-wolf TIMELINE 🕙 ==================== 00:00 Introduction To Onsemi Synaptics Acquisition Overview 02:00 Physical AI Robotics Growth Investment Thesis 04:20 Edge Computing Expands Future Market Opportunity 07:20 Synaptics IoT Business Accelerating Rapidly Ahead 10:10 Deal Structure Dilution Risks Explained Clearly 14:20 Valuation Growth Metrics And Financial Analysis 18:35 Portfolio Strategy Holding Both Positions Steady 20:00 Final Thoughts Subscriber Update And Outlook CONNECT WITH US 🤝🏽 ==================== 🐦 Sam Badawi: https://twitter.com/sam_badawi 🐦 WOLF Financial: https://twitter.com/WOLF_Financial 📹 YouTube: https://www.youtube.com/@Sam_Badawi 📸 Instagram: https://www.instagram.com/sam_badawi_official/ DISCLAIMER All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

Amit Kukreja: The Truth About SpaceX That Nobody Wants to Hear

106 views · June 27th, 2026

SpaceX just had the biggest IPO in history. Amit Kukreja is not buying it. He breaks down why the valuation makes no sense right now, why Grok renting out GPUs is actually a bad sign, and what he is buying instead. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Amit Kukreja: YouTube: youtube.com/@amitinvesting Twitter: @amitisinvesting ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

The Phyisical AI Acquisition Explained | The Solid Report

24 views · June 26th, 2026

Get access to Seeking Alpha Premium and Alpha Picks for in-depth research, ratings, and stock ideas. Save $253 and get both for just $545/year ➡️ https://tinyurl.com/seekingalpha-wolf TIMELINE 🕙 ==================== 00:00 Introduction To Onsemi Synaptics Acquisition Overview 02:00 Physical AI Robotics Growth Investment Thesis 04:20 Edge Computing Expands Future Market Opportunity 07:20 Synaptics IoT Business Accelerating Rapidly Ahead 10:10 Deal Structure Dilution Risks Explained Clearly 14:20 Valuation Growth Metrics And Financial Analysis 18:35 Portfolio Strategy Holding Both Positions Steady 20:00 Final Thoughts Subscriber Update And Outlook CONNECT WITH US 🤝🏽 ==================== 🐦 Sam Badawi: https://twitter.com/sam_badawi 🐦 WOLF Financial: https://twitter.com/WOLF_Financial 📹 YouTube: https://www.youtube.com/@Sam_Badawi 📸 Instagram: https://www.instagram.com/sam_badawi_official/ DISCLAIMER All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

Our Favorite Stocks Right Now: Fundamental Deep Dive

139 views · June 25th, 2026

Is the Memory Trade Over? | The Solid Report

274 views · June 24th, 2026

Get access to Seeking Alpha Premium and Alpha Picks for in-depth research, ratings, and stock ideas. Save $253 and get both for just $545/year ➡️ https://tinyurl.com/seekingalpha-wolf TIMELINE 🕙 ==================== $NVDA is Below $200 | $MU $SNDK $CBRS Rotation is Happening | $KRE $SOFI $MELI Solid Talk | $SPY $QQQ $TLT CONNECT WITH US 🤝🏽 ==================== 🐦 Sam Badawi: https://twitter.com/sam_badawi 🐦 WOLF Financial: https://twitter.com/WOLF_Financial 📹 YouTube: https://www.youtube.com/@Sam_Badawi 📸 Instagram: https://www.instagram.com/sam_badawi_official/ DISCLAIMER All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

Chris Camillo: Why Smart Money Is Quietly Piling Into Amazon Right Now (Full interview)

152 views · June 24th, 2026

While everyone is chasing SpaceX and debating the next AI darling, Chris Camillo is quietly loading up on Amazon. The man who turned $20,000 into $80 million joins Gav to break down why Amazon is his biggest bet, why SpaceX is a distraction, and where the real alpha is hiding right now. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ Chris Camillo is one of the most successful retail investors in history, turning $20,000 into over $80 million using social arbitrage. He is the founder of Dumb Money and one of the most trusted independent voices in markets today. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ Follow WOLF Financial for more: X (Twitter): https://x.com/WOLF_Financial Instagram: https://www.instagram.com/wolffinancial_official Trading Focused Channel - Wolf Trading: https://www.youtube.com/@WOLF_TradingX Wolf Trading X: https://x.com/WOLF_TradingX This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. 0:00 Introduction 0:44 The Amazon trade and the AI efficiency wave 3:08 Why the Mag 7 has fallen out of favor and the rotation thesis 3:52 Frontier labs need hundreds of billions in revenue. Is that a problem? 5:42 Bloom Energy and the AI infrastructure ecosystem 8:05 When does the attention come back to Amazon? 9:41 How he uses options to trade Amazon aggressively 12:33 Managing risk and knowing which money to bet with 14:21 SpaceX IPO breakdown and why he is not touching it 17:32 The institutional sell pressure coming for SpaceX 21:30 Where the real alpha is right now 21:58 HIMS and the peptide wave thesis 24:13 How to build conviction on the AI super cycle 26:34 Stop debating AI and start doing the research 28:59 The builder window that is closing in the next few years 33:04 Why people hate AI but use it more than anything else 38:12 The agentic trading opportunity and the 18 to 24 month window 41:44 Why every company will adopt AI or go away 43:00 How to reinvent your career in 30 to 90 days using AI 48:30 Agentic trading explained and why the window is now 51:23 Final thoughts and how to follow Chris