Policy
Tom Lee Says AI Capital Now Favors Ethereum Over Memory Chips
Cointribune·July 22, 2026·1 min read
Tom Lee, head of research at Fundstrat, believes AI-related capital is shifting toward Ethereum rather than memory chip manufacturers. Over one month, ETH gained 24% while the Roundhill Memory ETF (DRAM) fell by 38%, supporting his view of changing capital flows.
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