Tom Lee Says AI Capital Is Rotating From Memory Stocks to Ethereum

juillet 22, 2026

Tom Lee, co-founder of Fundstrat and chairman of Ethereum treasury firm BitMine, believes investor capital is shifting from AI memory-chip stocks to Ethereum. In a recent post on X, Lee shared a chart showing BlackRocks iShares Ethereum Trust ETF (ETHA) outperforming the Roundhill DRAM ETF by 72 percentage points between June 25 and July 21.

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Tom Lee Says AI Capital Is Rotating From Memory Stocks to Ethereum

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