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Tom Lee warns a 10–20% market correction may not be finished — and the rotation out of big tech could just be getting started.
In this video, we break down what’s happening inside the S&P 500, why defensives are suddenly surging, and where long-term investors should be looking now.
We also analyze 7 high-growth stocks expected to deliver strong EPS expansion over the next 5 years.
With the Magnificent 7 under pressure and capital rotating into energy, utilities, and consumer defensives, valuations are shifting rapidly.
But are investors positioning correctly?
We examine:
• Tom Lee’s 3-phase market outlook
• Why a 20% correction is possible
• The ongoing market rotation
• Expensive defensive stocks like Walmart & JNJ
• The impact of AI-driven capex on big tech
• 7 stocks with strong projected earnings growth
If the market is transitioning, opportunity may not be where most people are looking.
I am not a financial advisor or licensed professional. Nothing I say or produce on YouTube or anywhere else, should be considered as advice. All content is for educational purposes only. I am not responsible for any financial losses or gains. Invest and trade at your own risk.
00:00 Tom Lee’s 20% Correction Warning
01:15 Market Rotation Explained
01:51 Why Defensive Stocks Are Surging
03:01 Today’s Sponsor – Investing Pro
05:56 AI, Capex & Big Tech Pressure
06:35 7 High-Growth Stocks to Watch
07:02 AI Memory Recovery
12:39 Undervalued Pharma Compounder
15:14 AI GPU Challenger
18:13 Margin Expansion Story
20:25 AI Infrastructure Leader
23:06 Cloud Repricing Opportunity
26:08 Operating Leverage Machine
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This is the best time to be a buyer!
A bull run ends after the last bear is trampled.
Good video
Love your content, but Tommy Lee… This guy just describes what could happened next month, based on what he failed to predict this month. Consistently.
It’s all good let them buy defensive, who cares
I need more cash to buy 😂
Im shorting everything!
Tom Lee needs to stfu, this guy just gets it wrong 99% of the time
Tom Lee predicted the 20% correction for 2025. Why should he be right this time?
Tom Lee changes worse than the weather on a mountain, 200k btc by the end of 2025, smoked
Uber>Doordash no doubt
I'd like you to do the eric jackson picks
Well it is about time for some industrials and especially agriculture to start the uptrend. Also real assets because sure as hell, inflation and price increases don’t add up, I am not paying 3% more than last year, more like 5 to 10%. The basket they use to measure inflation is outdated.
Continue shorting these software stocks not at the top, they are toast.
If energy is the next sector to lead the bull market, this could mark the beginning of the peak. I won’t sell, but I’m not adding to my position either.
he is a joke
Buy AVGO, NVDA, and other beneficiaries of the cap ex spend
Speaking from Europe Usd crashing already finished me for last 6 months. SP correction as well? Bring it on…
Thanks ✌️👍
I have been buying mkst ,palantir and navidia have 10k left for more if it drops more . Just focus on the rally once it starts up
If market is down 20% BMNR is gonna be down 50% Then let’s see how popular Tom is
But Tom says a BUY😁
20% down was the market panicking over Trump's tariffs. We're not stopping at 20% down this time. We've gone 16 years since a proper, substantive crash and ensuing bear market. We're due.
I am killing it this year! I love volitility
It's been a hand trade since December I've been telling yall
Market an overly manipulated shitshow. Might just sit in a money market, gold and silver.