[Tom Lee: AI 'Bottleneck' Stocks Pull Back, Downstream Stocks Show Absolute Gains] Odaily Planet Daily News - Tom Lee posted on the X platform, stating that as AI 'bottleneck' stocks pull back, downstream stocks are rising in absolute performance. The bottleneck category includes SMH and DRAM, while the downstream category includes MAGS and IGV. AI downstream stocks include ETHA and Ethereum native.