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SpaceX. OpenAI. Anthropic.
The IPO race is on.
Do you have a strategy?
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SpaceX at $1.75 trillion. OpenAI near $1 trillion. And 95% of IPO shares reserved for institutional investors.
Our latest report maps the routes retail investors can take right now, before a single share lists.
By continuing, you agree to the Terms of Service and Privacy Policy.
Our latest report maps the routes retail investors can take right now, before a single share lists.
From CNBC to your inbox,
helping you navigate the markets.
Get Access to FS Insight’s “Granny Shots” Stock Picks
Get access to our stock lists and model portfolios designed by our team of experts to outperform the market.
Take a look at our Granny Shots performance since their inception.
Get Access to FS Insight’s “Granny Shots” Stock Picks
Get access to our stock lists and model portfolios designed by our team of experts to outperform the market.
Take a look at our preferred stock picks, our Granny Stocks’ performance over the past 2 years.
We established FS Insight by Fundstrat to give self-directed investors access to the same research banks and hedge funds rely on to navigate markets.
Our mandate is to provide you with data-driven and non-consensus independent research you can trust.
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Daily Updates from Tom Lee
Start your day with Tom Lee’s pre-opening bell report. Navigate the trading day with Tom’s daily macro minute video and updates on key developments.
Daily Updates from Tom Lee
Stay in the loop with FlashInsights, real-time commentary on market-moving events delivered instantly from our research heads to you.
Real-Time Alerts from Tom Lee and Mark Newton
Daily Technical Strategy Report
and Video
Tactical opportunities and actionable signals, including daily in-depth analysis on current market technicals.
Monthly Market Update Webinars with Top Ideas
Get a behind-the-scenes look at our top stock ideas. Learn what makes each pick timely at our monthly webinar and interactive Q&A with Tom and Mark.
Access Stock Lists Developed by Tom Lee and Mark Newton
We offer a variety of stock lists across methodologies and time horizons. Choose the portfolio that best fits your investment style.
Engage with Tom and Mark
Attend members-only webinars and fireside chats. Join Q&As with our research team, CEOs, and industry experts across
AI, geopolitics, and more.
Why Join FS Insight?
FS Insight by Fundstrat helps you invest confidently with the same data-driven research banks and
hedge funds use.
Daily Updates from Tom Lee
Start your day with Tom Lee’s pre-opening bell report. Navigate the trading day with Tom’s daily macro minute video and updates on key developments.
Real-Time Alerts from Tom Lee and Mark Newton
Stay in the loop with FlashInsights, real-time commentary on market-moving events delivered instantly from our research heads to you.
Daily Technical Strategy Report and Video
Tactical opportunities and actionable signals, including daily in-depth analysis on current market technicals.
Monthly Market Update Webinars with Top Ideas
Get a behind-the-scenes look at our top stock ideas. Learn what makes each pick timely at our monthly webinar and interactive Q&A with Tom and Mark.
Access Stock Lists Developed by Tom Lee and Mark Newton
We offer a variety of stock lists across methodologies and time horizons. Choose the portfolio that best fits your investment style.
Engage with Tom and Mark
Your membership includes members-only webinars and fireside chats. Join Q&As with our research team, CEOs, and industry experts across AI, geopolitics, and more.
What Our Members Think About Our Research
Meet Tom Lee
Tom Lee is the Co-Founder and Head of Research at Fundstrat.
He is an accomplished Wall Street strategist with over 30 years of Wall Street experience, and he’s been top-ranked by Institutional Investor every year since 1998.
You’ve seen him on CNBC, Bloomberg, Fox, Yahoo, and more. Tom Lee isn’t here to tell you what to think. Instead, Tom teaches investors how to spot and think about markets for themselves, enabling them to decide which opportunities to pounce on.
As a member of Fundstrat Direct, you get to hear from him first!
Fundstrat Direct:
Trusted by Institutions. Built for Individual Investors.
At Fundstrat Direct, our mission is simple: to democratize institutional-grade investment research.
For years, hedge funds, asset managers, and Wall Street desks have relied on our work to navigate fast-moving markets. Now, we deliver that same level of analysis directly to individual investors.
We’ve built our reputation on unbiased, data-driven research. Not hype, not stock tips, and not sensationalism. Just clear, evidence-based insights designed to help you think the way professionals do.
As a member, you get direct access to the latest thinking from Tom Lee, Mark Newton, and Sean Farrell across macro, technicals, and digital assets.
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Why Join Fundstrat Direct?
Fundstrat helps you invest confidently with the same research banks and hedge funds use to navigate markets.
Stay ahead of consensus with daily updates on key developments, catalysts, and opportunities ahead.
Attend engaging webinars with Tom & team featuring our top ideas and near-term market outlook.
Analysis on market-moving events and actionable opportunities delivered instantly from us to you.
Our crypto team combines early adopter expertise with deep market experience to deliver actionable insights.
Choose the portfolio that best suits your investment style, preferred asset class, and time horizon.
An engaging monthly webinar featuring live analysis on member-submitted stocks and questions.
What You'll Learn
Why getting in at the offering price is harder than it looks, and what the data says about first-day IPO returns
The funds already trading publicly that give you exposure to SpaceX, OpenAI, and Anthropic right now
Which large-cap stocks hold stakes in these private giants, and how much upside may already be priced in
The index rule change that could automatically add these names to your portfolio faster than most investors expect
What lockup periods, NAV premiums, and management fees mean for your position if these IPOs stumble out of the gate
Why the long-term thesis may matter more than whether you get in on day one
What You'll Learn
Why getting in at the offering price is harder than it looks, and what the data says about first-day IPO returns
The funds already trading publicly that give you exposure to SpaceX, OpenAI, and Anthropic right now
Which large-cap stocks hold stakes in these private giants, and how much upside may already be priced in
The index rule change that could automatically add these names to your portfolio faster than most investors expect
What lockup periods, NAV premiums, and management fees mean for your position if these IPOs stumble out of the gate
Why the long-term thesis may matter more than whether you get in on day one
Don't take our word for it.
Join thousands of investors who rely on Tom Lee's research to navigate the market.
I've managed my own investments for years but have NEVER had the success I'm having now since becoming a Fundstrat Direct subscriber. I'm almost 3 years in and my results thus far have been excellent. Plus, I've learned so much about investing from a macro and technical perspective from Tom, Mark, and team. I'm a super satisfied subscriber!
Even with 50+ years of Stock Market investing, I learn something new and important each time Tom speaks. The FSI decision to add technical analysis to the platform is a huge help in making timely stock decisions. Since joining over 2 years ago my returns have greatly exceeded the market. Thanks!
Tom Lee and his group are the best. I've used 3 or 4 different companies in the past and none of them come close to providing the information and actionable ideas of Fundstrat. If the price seems excessive, I can assure you it's not. I quickly paid for my yearly subscription with one or two trades.
Of all of my market subscriptions and daily analysis commentary I consume, this service is my top pick of all of them. No marketing, just facts. Tom's clarity of thought and common sense explanations of the forces driving the market helps me stay with a cool head. FSInsights is critical to keeping me on track for better than S&P returns.
Tom's insights are one of a kind. His analytical skills are solid — he combines data with fundamentals and technical views. I look forward to his daily emails and do not trade or invest without knowing his views!
The most insightful, reasoned, and researched of any service I have ever subscribed to — bar none.
Don't take our word for it.
Join thousands of investors who rely on Tom Lee's research to navigate the market.
I've managed my own investments for years but have NEVER had the success I'm having now since becoming a Fundstrat Direct subscriber. I'm almost 3 years in and my results thus far have been excellent. Plus, I've learned so much about investing from a macro and technical perspective from Tom, Mark, and team. I'm a super satisfied subscriber!
Even with 50+ years of Stock Market investing, I learn something new and important each time Tom speaks. The FSI decision to add technical analysis to the platform is a huge help in making timely stock decisions. Since joining over 2 years ago my returns have greatly exceeded the market. Thanks!
Tom Lee and his group are the best. I've used 3 or 4 different companies in the past and none of them come close to providing the information and actionable ideas of Fundstrat. If the price seems excessive, I can assure you it's not. I quickly paid for my yearly subscription with one or two trades.
Of all of my market subscriptions and daily analysis commentary I consume, this service is my top pick of all of them. No marketing, just facts. Tom's clarity of thought and common sense explanations of the forces driving the market helps me stay with a cool head. FSInsights is critical to keeping me on track for better than S&P returns.
Tom's insights are one of a kind. His analytical skills are solid — he combines data with fundamentals and technical views. I look forward to his daily emails and do not trade or invest without knowing his views!
The most insightful, reasoned, and researched of any service I have ever subscribed to — bar none.
Why Join Fundstrat Direct?
Fundstrat helps you invest confidently with the same research banks and hedge funds use to navigate markets.
Stay ahead of consensus with daily updates on key developments, catalysts, and opportunities ahead.
Attend engaging webinars with Tom & team featuring our top ideas and near-term market outlook.
Analysis on market-moving events and actionable opportunities delivered instantly from us to you.
Our crypto team combines early adopter expertise with deep market experience to deliver actionable insights.
Choose the portfolio that best suits your investment style, preferred asset class, and time horizon.
An engaging monthly webinar featuring live analysis on member-submitted stocks and questions.