Tom Lee Calls Bottom on AI Stock Selloff, Citing Tight Supply and Crypto Resilience

Fundstrat's Tom Lee argues the selloff in AI-related stocks has hit a bottom, saying constraints on AI spending have slowed growth without ending the boom. He also points to crypto's muted reaction to the Binance hack as a sign that sellers may already be exhausted. The call is an opinion piece rather than new data, so traders should treat it as a sentiment signal rather than a market catalyst.