[Tom Lee: Market Concerns Over AI Capital Expenditure Are a Bullish Signal] According to BeInCrypto, Tom Lee stated that market concerns about reduced AI capital expenditure indicate that the AI trend has not yet peaked. He compared the current situation to the late 1990s when investors questioned internet stocks like Cisco. Steve Eisman warned that if hyperscale cloud providers cut AI spending, the market could face downside risks, adding that everything hinges on Nvidia. Tom Lee believes the likelihood of hyperscale providers reducing AI expenditure is low and expects the Federal Reserve to lean toward shrinking its balance sheet rather than raising interest rates to regulate the economy.