According to Wu Blockchain, Fundstrat co-founder Tom Lee stated that as 'AI bottleneck' assets like semiconductors and memory pull back, downstream assets such as software, big tech stocks, and Ethereum are starting to gain strength. Over the past month, ETH has outperformed the memory chip ETF DRAM by approximately 55%. He believes ETH's outlook for the second half of the year is improving, mainly supported by the development of Robinhood Chain and Wall Street's push for asset tokenization. Additionally, AI applications require verifiable rules and constraint mechanisms, and Ethereum could potentially serve as the foundational infrastructure for settlement and trust. https://(wublock123.com)/news/tom-lee-ai-bottleneck-assets-pullback-capital-shifts-to-ethereum-64839