Miner Company
Forget Nvidia? How to Invest in AI Without Buying the Obvious Names
Matthew Tuttle, CEO, Tuttle Capital Management breaks down why the real AI upside is in bottlenecks, suppliers, and halo companies—not the obvious trades. 00:00:00 Introduction 00:00:16 Right and wrong AI sectors 00:01:19 Three stock picks to buy now 00:02:58 Buying Nokia and Penguin on dips 00:04:08 Explaining HALO stocks 00:05:14 Market areas vulnerable to AI 00:06:03 Software stocks to avoid 00:07:09 The case against Workday 00:07:42 Buying Nvidia ahead of earnings 00:08:48 Market narrowness
Matthew Tuttle, CEO, Tuttle Capital Management breaks down why the real AI upside is in bottlenecks, suppliers, and halo companies—not the obvious trades. 00:00:00 Introduction 00:00:16 Right and wrong AI sectors 00:01:19 Three stock picks to buy now 00:02:58 Buying Nokia and Penguin on dips 00:04:08 Explaining HALO stocks 00:05:14 Market areas vulnerable to AI 00:06:03 Software stocks to avoid 00:07:09 The case against Workday 00:07:42 Buying Nvidia ahead of earnings 00:08:48 Market narrowness and bubble risks 00:10:18 Advice for late retail investors 00:11:20 Current stocks on the dip list 00:12:13 Top Oil and Gas picks 00:12:44 Rapid Fire: Portfolio Picks 00:15:51 Rapid Fire: This or That Subscribe | http://t.st/TheStreetTV Earn.