Tom Lee, this logic loop is kind of interesting: AI brings down costs → central bank easing → both EPS and valuation surge. If the 2027 play really goes that way, position management will need to be revamped in advance.

Coin World Network news: Tom Lee said that 2027 could be the biggest stock-market return year of our lives. He noted that the market is currently focused on AI companies’ massive spending. Although many people believe these companies are not profitable, he thinks this story is about to turn. AI not only requires capital investment; it can also significantly improve companies’ profitability, enhance profit margins, and reduce economic costs. When costs fall, central banks will have room to adopt a more accommodative stance. This rare and powerful combination will deliver both higher returns and an increase in the price-to-earnings ratio, laying the foundation for a bull market.