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

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.