Tom Lee Just Revealed His Top Performers - And WHY These 3 Stocks Are Still Cheap - Should You Buy?

What if I told you the next big rally in stocks could already be underway—and that the Fed, AI, and a handful of overlooked companies are at the heart of it? That’s exactly the case Tom Lee of Fundstrat is making. In his latest update, Lee declared with conviction that “equities are still in a strong uptrend” and even projected the S&P 500 has another 5% upside before hitting serious resistance. In a market obsessed with fears of overvaluation and rate hikes, that’s a bold call—and one that could reshape how investors position themselves heading into the fourth quarter.
Think about the backdrop: the Fed is still battling sticky inflation, every economic data point is being weaponized by the bears, and yet stocks remain resilient. Why? Lee points to something most investors haven’t factored in—the disruptive power of artificial intelligence. According to a study from the St. Louis Fed, industries most exposed to AI are also seeing the fastest job displacement. That, paradoxically, could be the reason the Fed stays dovish. If AI keeps applying deflationary pressure on the labor market, the central bank may have less firepower to tighten further—and markets could rally harder than skeptics expect.

*Tom Lee Just Revealed His Top Performers - And WHY These 3 Stocks Are Still Cheap - Should You Buy?*

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