Tom Lee Says AI 'Bottleneck' Stocks Like MU Could Stabilize After Fed Decision — 'A Lot Of Fear Is Baked Into The Prices Of These Stocks'

Fundstrat Managing Partner Tom Lee believes beaten-down AI infrastructure stocks such as Micron Technology Inc. (MU) could find their footing after Wednesday's Federal Reserve policy decision, arguing that investor pessimism has become excessive ahead of the closely watched meeting.In a series of p…

Jul 29, 2026 - 21:00
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Tom Lee Says AI 'Bottleneck' Stocks Like MU Could Stabilize After Fed Decision — 'A Lot Of Fear Is Baked Into The Prices Of These Stocks'
Fundstrat Managing Partner Tom Lee believes beaten-down AI infrastructure stocks such as Micron Technology Inc. (MU) could find their footing after Wednesday's Federal Reserve policy decision, arguing that investor pessimism has become excessive ahead of the closely watched meeting.In a series of p…

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