Matthew Tuttle (@TuttleCapital)
@TuttleCapital
The Next AI Bottlenecks: Memory, Photonics and Space.
Zero cost to attend. Register now ↓
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Most investors are asking: which AI company wins?
That's the right question for the last cycle.
The GPU constraint formed. The investors who identified it early — before the crowd arrived, before Wall Street coverage was broad — participated in some of the most significant returns in technology investing history.
That window is closed. The GPU trade is consensus now.
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$HBMX
TUTTLE CAPITAL CONCENTRATED MEMORY STACK ETF
AI runs on memory.
NOW TRADING on @Cboe
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Distributor: Foreside Fund Services
Today, $FOTO launches on @CBOE.
The Tuttle Capital Photonics ETF.
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Lasers. Optical transceivers. Silicon photonics. Specialty wafers. Foundry capacity.
The highway between the chips is moving from copper to light.
Distributor: Foreside Fund Services
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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.
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Distributor: Foreside Fund Services
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