##  [# Exclusive: Tom Lee on GRNY’s $3B Milestone and Its Link to the AI Boom](/sections/features/exclusive-tom-lee-grnys-3b-milestone-and-its-link-ai-boom) 

 

# Exclusive: Tom Lee on GRNY’s $3B Milestone and Its Link to the AI Boom

 

 

In an interview with ETF.com, Fundstrat’s co-founder explains how his “granny shots” strategy is beating major indexes and why Nvidia’s rise may not be done yet.



 

 

 

 

 [![sumit](/sites/default/files/styles/author_image_icon/public/2023-03/Sumit_0.png?itok=SO-7S5SH "sumit")](/authors/sumit-roy) 

[By Sumit Roy ](/authors/sumit-roy)

 Oct 08, 2025

 Edited by: ETF.com Staff

 

 

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Fundstrat CIO and co-founder Tom Lee sits down with ETF.com Senior Analyst Sumit Roy to discuss the rapid growth of his [**Granny Shots U.S. Large Cap ETF (GRNY)**](/grny), which has soared past $3 billion in assets less than a year after launch. Lee details the fund’s multi-theme approach, its connection to the AI boom, and why he believes Nvidia could still have room to climb before valuations approach bubble territory.



 

 

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 [ Sumit Roy Senior ETF Analyst ](/authors/sumit-roy) 

 

 

  Sumit Roy is the senior ETF analyst for etf.com and author of (Don't) Invest Like a Pro. He creates a variety of content for the platform, including…   [View Bio](/authors/sumit-roy)

 



 

 


 Related Topics  [Active Management](http://www.etf.com/topics/active-management) 

 [Artificial Intelligence](http://www.etf.com/topics/artificial-intelligence)