About this episode
Mike Lee, Founder of Michael Lee Strategy, explains why he remains bullish on U.S. equities—driven by AI infrastructure, fiscal stimulus, and anticipated Fed rate cuts—while spotlighting CoreWeave, Palantir, and mega‑cap tech as top portfolio plays.Watch Mike’s last interview with David: https://www.youtube.com/watch?v=4uHt6m60UoA*This video was recorded on July 8, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW MICHAEL LEE: Website: https://www.michaelleestrategy.com/ X (@MikeLeeStrategy): https://x.com/mikeleestrategy FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:28 - CoreWeave call recap1:26 - Never sell new highs7:34 - CoreWeave oversold?10:54 - Pure cloud play14:02 - Evolution from crypto mining15:56 - Other tech picks18:14 - Palantir20:42 - Timing the market?23:42 - The Fed: A joke?25:58 - S&P to 7500?29:08 - Tariffs31:19 - Hedging strategy34:35 - Allocations36:59 - Not bullish#stocks #investing #economy