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
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Recorded: May 15, 2026
Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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