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Matthew Tuttle, CEO of Tuttle Capital Management, shares his stock market outlook, which AI stocks to buy on the dip, and where he sees opportunities beyond Big Tech. He breaks down how investors can diversify their portfolios, avoid overexposure to technology, and navigate rising interest rates, oil prices and growing concerns about AI spending.
00:00 Introduction
00:18 Can the Bull Market Survive 5% Rates?
01:37 Buy the Dip or Wait?
03:14 How to Diversify Your Portfolio
05:03 How Much Tech Is Too Much?
06:25 Is the S&P 500 Too Tech-Heavy?
07:10 What Returns Can Investors Expect?
08:54 Micron, Western Digital, SanDisk: Take Profits?
09:27 Best Magnificent Seven Stocks
10:04 Best AI Stocks to Buy Now
11:30 Vicor: Buy the 40% Dip?
12:48 Corning, GE Vernova, Lam Research
13:34 AI Stocks to Avoid: Oracle, CoreWeave
14:15 Can Big Tech Earnings Save the Rally?
15:55 What If AI Spending Slows?
17:56 AI Stocks vs. ETFs: Which Is Better?
18:59 His Top AI Stock for the Next 5 Years
20:14 WR Berkley: Too Late to Buy?
22:56 CSX: Wait for a Pullback?
24:24 Are Defensive Stocks Overpriced?
25:35 Royal Gold vs. Treasuries
28:20 Will Stocks Rally Into Year-End?
29:09 How to Protect Against a Crash
30:50 His Portfolio: Stocks, Gold, Bitcoin
32:35 What Could Trigger a 2008-Style Crash?
34:32 Rapid Fire: This or That
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Recorded: October 23, 2026
#Investing #Stocks #WallStreet
Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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