Famous Tech Investor Tom Lee: Yesterday's SMH & SOXX Sell-Off Has Historically Led to an 88% Win Rate the Next Month

Tom Lee of Fundstrat said on CNBC June 24, 2026 that the recent sharp semiconductor pullback is a buyable dislocation for long-term investors. The commentary is supportive for semiconductors and AI-related equities, but it is opinion-based rather than a company-specific catalyst. Market impact is likely limited to sentiment and positioning in the sector.

Analysis

Tom Lee of Fundstrat said on CNBC June 24, 2026 that the recent sharp semiconductor pullback is a buyable dislocation for long-term investors. The commentary is supportive for semiconductors and AI-related equities, but it is opinion-based rather than a company-specific catalyst. Market impact is likely limited to sentiment and positioning in the sector.