Capital Shifts to Ethereum and AI Downstream Assets as Chip Stocks Pull Back, Says Tom Lee

ETH0.77%
DRAM1.24%
According to Tom Lee, in the past month capital has shifted toward downstream AI assets as artificial intelligence-related chip stocks adjust, with Ethereum (ETH) outperforming DRAM-related indices by 55 percentage points. Targeted assets include ETHA, an Ethereum ETF, alongside semiconductor and memory-related funds.
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