Matthew Tuttle (@TuttleCapital)
@TuttleCapital
The stocks AI can't touch | $HALX |
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Most portfolios with AI exposure look the same right now.
Heavy on the megacaps. Concentrated in semiconductor names that led the last cycle. Built around the assumption that compute is still the constraint.
It isn't.
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Everyone's watching GPUs.
The bottleneck already moved.
Joini us live on Monday, May 18th at 8pm ET to walk through where it went — and the three constraints reshaping the AI trade now.
🎙️Set a reminder ↓
Panelists: @Cash_D66 @MikeSchiemer @JohnProv1 @ArchitectIncome @DivStockpile @DivDegenerates @markusCarter17 @Selling4Premium @AJacobRant @PatNeville7
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🛸 The U.S. government is spending billions researching Unidentified Anomalous Phenomena — and it could reshape defense, energy, materials & propulsion.
Meet $UFOD, the Tuttle Capital UFO Disclosure ETF.
Learn more:
Distributor: Foreside Fund Services
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