Mike Lee

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.