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Thomas Lee
Co-founder Fundstrat Global. Analysis not opinions. Data science speaks louder than gurus. Research analyst since 1993.
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Thomas Lee retweeted
Alex Krüger 🇦🇷 Sep 19
V-reversal
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Thomas Lee retweeted
Lucas Friss Sep 19
was awesome to meet you and hang Tom, looking forward to seeing you in London soon!
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Thomas Lee Sep 19
It was great to spend time with the team
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Thomas Lee Sep 19
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Thomas Lee Sep 18
Agree with this article. Robotics demand is rising due to a shortage of workers age 16-65. WASH POST: Machines will create more jobs than they steal by 2022, World Economic Forum says
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Thomas Lee Sep 18
Replying to @ToneVays
Tone. You call it like you see it. I don’t think you have any axe to grind. Great Call
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Thomas Lee Sep 17
this event was not recorded...
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Thomas Lee Sep 17
...A very historic and appropriate weekend to host the event as well
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Thomas Lee Sep 17
Wow. This was a really special event and really glad to be included! Thank you and for one of the most productive and engaging events ever done. Timing on the 10yr after 2008 crisis so appropriate...I did wonder why I woke up so somber Sunday.
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Thomas Lee retweeted
Jen Zhu Sep 15
Monstrous is about to hit us. See the following thread that the birds are evacuating away from HK and fishes are jumping out of water. I’ve been living in HK for 16 years and through many typhoons. I’m never this nervous. Stay safe, HK 🙏
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Thomas Lee Sep 16
Thx. Appreciate that
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Thomas Lee retweeted
Bobby Cho Sep 15
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Thomas Lee Sep 14
Updated estimates of fully loaded breakeven cost (now $7300 vs $6000 previously) for based on the quant model developed by our quant/data scientist
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Thomas Lee retweeted
Sam Doctor Sep 14
Only yet-to-ship WhatsMinerM10 can earn its cost of capital at current price and current 57 EH/s hashpower. Most devices including S9 and are cash flow positive but at fully loaded breakeven above market price.
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Thomas Lee retweeted
EthereumClassic JAPAN Sep 14
昨日の に登壇した米調査会社FundstratのThomas Lee氏( )もデータ分析を通じて、弱気相場がまもなく終わると予測しました。
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Thomas Lee Sep 14
made a prescient call in late Dec on ... so this call definitely resonates
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Thomas Lee retweeted
James Radecki Sep 13
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Thomas Lee Sep 14
Having a great time connecting with the folks here... organization of this event is off the charts
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Thomas Lee Sep 14
FYI. $6,000 is the fully loaded breakeven cost for btc mining (if the miner’s cost of electricity is $0.06/kWh) per . In 2014/2015, the fully loaded breakeven cost for BTC was $190-$200 and BTC bottomed at $180 or 1x mining cost
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Thomas Lee retweeted
Phil⚡️ Sep 13
The powers that be are nearly done accumulating...
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