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🎯 Haven’t watched Part 1 yet? • Q&A with Tom Lee : 2025 H2 U.S. Stock Stra... Get all the context on why he’s still bullish despite macro worries. Tom Lee returns for Part 2 of this special Q&A session! In this episode, we dive deeper into his key investment metrics, thoughts on valuation and stop-loss discipline, the AI revolution’s impact on markets, when he builds defensive portfolios, and his candid take on the U.S.-China power struggle. We also explore how wearable tech could disrupt smartphones and whether Apple might face a Nokia-like fate in the age of AI. This event was held live with Tom Lee answering direct questions from investors, sharing unparalleled insights right before heading back to New York. 🙋 In this Q&A, Tom Lee answers: 00:00 - Intro 00:21 - Key metrics, valuation & stop-loss rules when picking stocks? 04:15 - Why expect a summer pullback? Debt ceiling, liquidity, and more 07:14 - How is Fundstrat using AI in business & investments? 10:10 - When does Tom Lee build defensive portfolios with cash, bonds, or defensives and how? 12:24 - Future risks for Tesla & tech, how should cautious investors react? 16:28 - How does Tom see the future of U.S.- China rivalry? 18:58 - Could Apple face a Nokia-like decline amid AI shifts & device disruption? 22:53 - Outlook for the undervalued U.S. healthcare sector in H2? 📢 Global Money Talk helps investors navigate better perspectives in conversations with top global investors. 🤝 For collaboration inquiries or any questions, please contact us at the email address below. 👉 E-mail : [email protected] 🚀 Global Money Talk is the U.S. channel operated by 3PROTV(Sampro TV), South Korea’s No.1 economic and financial content platform with 2.7 million subscribers. We have expanded globally to provide high-quality content to individual investors worldwide, beyond Korea. 👉 Link : / @3protv - #TomLee #Fundstrat #USstocks #StockMarket #Investing #Fed #Bitcoin #Tesla #Apple #HealthcareStocks #GlobalMoneyTalk