Tom Lee Calls Tech Sell-Off 'Healthy' Ahead Of SpaceX IPO— But Seabreeze Capital's Doug Kass Isn't Buying It: 'I Call B.S…'

A sharp sell-off in technology and semiconductor stocks ahead of SpaceX's $75 billion IPO has sparked debate between bullish analyst Tom Lee, who views the dip as healthy consolidation, and short-seller Doug Kass, who dismisses the optimistic narrative as unfounded 'perma bull' spin. The semiconductor index has declined 7.78% over five trading sessions, raising questions about whether this is a minor liquidity bump or the start of a structural market top.