The David Lin Report Market Melt-Up: S&P 500 To Hit 7,500, Here's When | Mike Lee
Jul 9, 2025
Mike Lee, the founder of Michael Lee Strategy, shares his bullish outlook on U.S. equities, focusing on AI infrastructure and fiscal stimulus. He highlights CoreWeave, Palantir, and mega-cap tech as key investment opportunities. Lee discusses the transformative role of AI in enterprise software and its impact on valuations. He also navigates the Federal Reserve's influence on the market, expected rate cuts, and investment strategies in a high-valuation environment. Insights on timing the market and sector-specific opportunities round out the conversation.
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CoreWeave's AI Cloud Dominance
- CoreWeave rapidly scales AI cloud infrastructure with massive revenue growth from $230M in 2023 to $12B+ forecast in 2026.
- The scarcity of NVIDIA GPUs creates high barriers and pricing power for cloud specialists like CoreWeave.
Never Sell New Highs
- Never sell stocks when they hit new highs; momentum tends to push them higher.
- Buy high and sell higher, especially during strong market rallies backed by solid fundamentals and stimulus.
Bull Market Drivers Ahead
- Huge fiscal stimulus, likely Fed rate cuts, and deregulation will fuel significant market growth over the next year.
- Earnings estimates are low, so expect companies to beat, driving the S&P higher to potentially 7,500 within a year.