Matthew Tuttle (@tuttlecapital) 's Twitter Profile
Matthew Tuttle

@tuttlecapital

The H.E.A.T Formula-Hedges, Edges, Asymmetry, and Themes
AI Driven Insights daily

TheHeatFormula.Beehiiv.Com

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linkhttp://tuttlecap.com calendar_today27-01-2015 12:42:57

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Matthew Tuttle (@tuttlecapital) 's Twitter Profile Photo

⚡️AI’s dirty secret? Power. Data center demand is set to rise 150–200% by 2030, but grid queues, transformers, and HVDC lines aren’t keeping pace. If $NVDA is the pick & shovel, $CEG, $NEE, $LEU, $CCJ, $PWR, $VRT are the power stack winners. Full breakdown 👉

Matthew Tuttle (@tuttlecapital) 's Twitter Profile Photo

The CEO of $IONQ says $NVDA GPUs will be irrelevant by 2027. If true → earth-shattering. If hype → classic tech vaporware. Quantum ≠ magic, but it could carve a seat at the compute table. For now, treat $IONQ like a call option, not a core. Full deep dive 👉

Schwab Network (@schwabnetwork) 's Twitter Profile Photo

.Matthew Tuttle argues for adding $AVGO to the Mag 7, calling it a 'must own' for investors. While he sees AVGO as crucial in the A.I. trade, he warns of potential 2000-2002 tech volatility.

Eric Balchunas (@ericbalchunas) 's Twitter Profile Photo

Huge Day One volume number for T Rex's 2x BitMine ETF $BMNU with $32m, making it the 3rd best first day of any of the 650-ish ETFs launched this year after XRP ETF and Dan Ives ETF

Huge Day One volume number for T Rex's 2x BitMine ETF $BMNU with $32m, making it the 3rd best first day of any of the 650-ish ETFs launched this year after XRP ETF and Dan Ives ETF
Matthew Tuttle (@tuttlecapital) 's Twitter Profile Photo

n.news.naver.com/article/215/00… Really enjoyed this interview when I was in Korea last week. For those who don’t speak Korean my answers were In English

Tom Lee Tracker (@tomleetracker) 's Twitter Profile Photo

The 2x BMNR ETF which trades under the ticker $BMNU just had the 3rd best 1st day of any ETF this year The power of Tom Lee is strong right now

ChatETF (@chatetfapp) 's Twitter Profile Photo

Tuttle Capital Launches First 0DTE Covered Call ETF on Bitcoin (BITK) Tuttle Capital has launched $BITK, the first ETF to apply a 0 Days to Expiration (0DTE) covered call strategy on BlackRock’s bitcoin ETF (IBIT). BITK writes and resets call options daily to generate income

Matthew Tuttle (@tuttlecapital) 's Twitter Profile Photo

Stablecoins aren’t a crypto toy—they’re turning into financial plumbing. Citi sees $1.9T–$4T by 2030. 🏆 Winners: U.S. Treasuries, $JPM, $PYPL, $V, $MA, $COIN ⚠️ Losers: regional banks ($KRE), EM FX, legacy rails (SWIFT) This is the policy-driven asymmetry. Full playbook 👇

Matthew Tuttle (@tuttlecapital) 's Twitter Profile Photo

The Investment Strategy Wall Street Hopes You Never Discover Tue, Sep 30, 2025 2:00 PM - 3:00 PM EDT -Why the 60/40 strategy is dead and what to do instead - How to use AI to uncover today and tomorrow's hottest themes - 4 unknown edges that still exist in today's market - How

The Investment Strategy Wall Street Hopes You Never Discover

Tue, Sep 30, 2025 2:00 PM - 3:00 PM EDT

-Why the 60/40 strategy is dead and what to do instead
- How to use AI to uncover today and tomorrow's hottest themes
- 4 unknown edges that still exist in today's market
- How
Matthew Tuttle (@tuttlecapital) 's Twitter Profile Photo

🚨 The real AI trade isn’t $NVDA — it’s utilities + power merchants. Data centers are forcing utilities to re-base growth into 7–9% CAGR 🚀 Winners: $NI $AEE $LNT $CNP Torque: $CEG $VST $NRG $TLN Full breakdown in today’s Rebel Finance newsletter: 👉 theheatformula.beehiiv.com/p/utilities-20…

Matthew Tuttle (@tuttlecapital) 's Twitter Profile Photo

🔥 Is AI in a Bubble? Oracle just sold $18B of bonds to fund AI data centers — debt is creeping in, and that changes the game. 👉 NVDA ($NVDA) is still the king, but the easy money is gone. 👉 You want AI AND power/grid plays. 👉 Don’t ignore selective bubbles forming at the

Matthew Tuttle (@tuttlecapital) 's Twitter Profile Photo

Leveraged ETF Investment Tips from the Creator of 2x Leveraged ETFs! I O... youtu.be/_RNaFr3VshM?si… via YouTube Pleasure to Join ETF Bro In Korea, by the way, that's not my real voice

Matthew Tuttle (@tuttlecapital) 's Twitter Profile Photo

🚨 AI’s Hidden Bottleneck Isn’t GPUs — It’s the Network Networking silicon > $75B by 2030. Winners emerging: ✅ $CRDO (AEC/LRO leader) ✅ $MTSI (AI-optics torque) ✅ $AVGO (Ethernet king) ⚡ $SMTC (high-risk/high-reward) ⚠️ Caution: $ALAB 👉 Full breakdown: