Fundstrat co-founder Tom Lee believes the next major winner in the artificial intelligence boom will not be chipmakers but Ethereum, arguing that blockchain networks will become the payment infrastructure for AI agents. Speaking during a Fundstrat panel, Lee compared todays AI market to the mobile phone revolution of the 1990s. While companies such as Motorola initially led that cycle, the biggest long-term gains came from infrastructure providers and Apple. He expects AI to follow a similar path, with financial services emerging as the next growth engine. Lee argued that AI agents do not… Read more
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