Understanding the Transformational Ideas Behind AI: an in-depth Discussion Between Tom Lee & Alex Kantrowitz
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Event Agenda
In this exclusive video, Fundstrat’s Tom Lee joins tech journalist Alex Kantrowitz for a high-impact discussion on how AI is changing the investment landscape — and where the smartest capital is moving next.
Whether you’re invested in Big Tech, exploring AI-adjacent opportunities, or managing client portfolios, this conversation delivers clear, actionable insights from two of the sharpest minds in finance and technology.
What You’ll Learn:
- - Where Tom Lee sees the biggest investment opportunities in the AI economy.
- - How Big Tech is reorganizing itself to compete in the AI era.
- - The effect of AI on productivity, margins, and economic growth.
- - What top tech CEOs are signaling in their recent commentary.
Tom Lee’s take on AI is one every investor should hear.
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Panel of Speakers
Tom Lee, CFA AC
Co-founder and Head of Research
Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research, and has been top-ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney. His areas of expertise include Market Strategy, Small/Mid-Cap Strategy and Telecom Services. Mr. Lee received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting. He is a CFA charterholder and is an active member of NYSSA and the NY Economic Club.
Alex Kantrowitz
Founder of Big Technology
Alex Kantrowitz is a journalist and the Founder of Big Technology, a newsletter and podcast about the Tech Giants and AI. He has interviewed some of the world's top CEOs, including Larry Ellison, Mark Zuckerberg, Richard Branson, and Jack Dorsey. His book ALWAYS DAY ONE: How The Tech Titans Plan To Stay On Top Forever debuted in April 2020. His work has been referenced by dozens of major publications, from The New Yorker to The Wall Street Journal to Sports Illustrated. Kantrowitz is a graduate of Cornell University's School of Industrial and Labor Relations.