AI's Capital Intensity and Tech's New Role

Ed Elson and Scott Galloway are joined by Tom Lee, co-founder, managing partner, and head of research at Fundstrat Global Advisors, to break down why he’s so bullish on 2026. He also shares his outlook on Bitcoin, explains how his company is leveraging AI, and highlights the sectors he thinks are currently undervalued. 

Visit fundstrat.com/tom for complimentary access to Tom Lee's Fundstrat research. 

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