The David Lin Report ‘All Time New Highs' In 90 Days: Michael Lee On Coming ‘Mini Boom’
May 15, 2025
Michael Lee, founder of Michael Lee Strategy and market analyst, shares insights on the recent V-shaped recovery in the U.S. stock market. He emphasizes optimism for AI stocks like CoreWeave, predicting significant returns in the next 18-24 months. Lee debunks myths around tariffs, highlighting their minimal economic impact. He forecasts a mini boom for the S&P 500, driven by fiscal stimulus and supportive policies, while also discussing potential declines in interest rates and their effects on tech investments.
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Rapid Market Recovery Expected
- The market experienced a rapid V-shaped recovery after initial volatility and losses this year.
- A mini boom in the U.S. economy and new all-time market highs are expected in the next few months.
Tariffs Aren't Market Killers
- Tariffs in the U.S. are not as damaging as commonly believed and have not caused market Armageddon.
- Tariff revenue may be offset by lower gas prices, resulting in a net neutral economic impact.
Invest in AI Infrastructure Stocks
- Invest in AI infrastructure stocks like CoreWeave, which rents GPU-powered data centers for AI projects.
- CoreWeave shows explosive growth potential and is undervalued compared to its earnings.