Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=bszlt85vMAe Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Is the Chip Selloff a Buying Opportunity? [rbppni4Jt6Y] Health Updated on August 06, 2026 EDT — Published on August 06, 2026 EDT The chip and memory selloff has been brutal, but Tom Lee thinks the pullback is exactly what the market needed. In this CNBC appearance, Tom Lee, Head of Research at Fundstrat, breaks down why the recent volatility in semiconductor and memory names is a healthy reset rather than the end of the trade. Get Tom Lee's full H2 market outlook and Fundstrat's July top stock ideas, with live technical analysis on every name. → Scan the QR code in the video to get Tom's full H2 outlook and this month's top stock ideas. Follow Fundstrat Direct on socials: X/Twitter → LinkedIn → TikTok → Facebook → Instagram → #TomLee #Fundstrat #StockMarket #ChipStocks #Semiconductors #AIStocks #MarginDebt #MarketOutlook #Investing #SP500 UxzMgw167tw ccVIfZFDZyF aIZlOdDrqHg UfRoN6hTVIG 3V8NulfzsQv v7dHjcxfDD5
The chip and memory selloff has been brutal, but Tom Lee thinks the pullback is exactly what the market needed. In this CNBC appearance, Tom Lee, Head of Research at Fundstrat, breaks down why the recent volatility in semiconductor and memory names is a healthy reset rather than the end of the trade. Get Tom Lee's full H2 market outlook and Fundstrat's July top stock ideas, with live technical analysis on every name. → Scan the QR code in the video to get Tom's full H2 outlook and this month's top stock ideas. Follow Fundstrat Direct on socials: X/Twitter → LinkedIn → TikTok → Facebook → Instagram → #TomLee #Fundstrat #StockMarket #ChipStocks #Semiconductors #AIStocks #MarginDebt #MarketOutlook #Investing #SP500 UxzMgw167tw ccVIfZFDZyF aIZlOdDrqHg UfRoN6hTVIG 3V8NulfzsQv v7dHjcxfDD5