Tom Lee: AI capital is rotating from memory chips into Ethereum, with ETH outperforming DRAM ETFs by 72%. - 富途牛牛
Fundstrat's Tom Lee said AI-linked capital is rotating out of memory-chip stocks into Ethereum, citing ETH's roughly 24% gain over the past month against a 38% drop in the Roundhill Memory ETF (DRAM) - a 72-percentage-point gap. Fundstrat provided no fund-flow data to confirm actual capital rotation.
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