Tom Lee: Warsh's remarks are more dovish, favorable for risk assets and the recovery of AI trades.

October 29: Tom Lee said on CNBC after yesterday's FOMC meeting that Warsh's remarks this time were more dovish, which is favorable for risk assets and the recovery of AI trades.

Tom Lee said Warsh publicly questioned that "AI growth will inevitably lead to inflation," which is very important because the market had previously worried that AI capital expenditures would push up inflation and force the Federal Reserve to raise rates or tighten. Therefore, "now we can treat good news as good news. You will be able to say that significantly better-than-expected data is a good thing, because the Federal Reserve will not try to slow down the growth of artificial intelligence."